CIK 1540235
Creative Planning
Institutional 13F holdings & portfolio
Holdings
3,811
Portfolio Value
$1M+
Latest Report
Sep 30, 2025
Report Periods
2
Holdings
13F filings as of Sep 30, 2025 · Showing 3751–3800 of 3,811
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UHAL | U HAUL HOLDING COMPANY | 10 | <$1K | SH |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | 65 | <$1K | SH |
| CMBT | CMB.TECH NV | 58 | <$1K | SH |
| ORGO | ORGANOGENESIS HLDGS INC | 128 | <$1K | SH |
| MNKD | MANNKIND CORP | 95 | <$1K | SH |
| REAL | THE REALREAL INC | 47 | <$1K | SH |
| NMFC | NEW MTN FIN CORP | 2K | <$1K | SH (Call) |
| VO | VANGUARD INDEX FDS | 400 | <$1K | SH (Put) |
| SLQT | SELECTQUOTE INC | 243 | <$1K | SH |
| ADAM | ADAMAS TRUST INC. | 67 | <$1K | SH |
| ET | ENERGY TRANSFER L P | 200 | <$1K | SH (Call) |
| MASI | MASIMO CORP | 3 | <$1K | SH |
| PGRE | PARAMOUNT GROUP INC | 61 | <$1K | SH |
| AIRS | AIRSCULPT TECHNOLOGIES INC | 48 | <$1K | SH |
| GFF | GRIFFON CORP | 5 | <$1K | SH |
| TRN | TRINITY INDS INC | 13 | <$1K | SH |
| BCAX | BICARA THERAPEUTICS INC | 23 | <$1K | SH |
| RCUS | ARCUS BIOSCIENCES INC | 25 | <$1K | SH |
| CLNNW | CLENE INC | 12K | <$1K | SH |
| AUUDW | AUDDIA INC | 15K | <$1K | SH |
| SAIA | SAIA INC | 1 | <$1K | SH |
| KOPN | KOPIN CORP | 118 | <$1K | SH |
| QXO | QXO INC | 15 | <$1K | SH |
| CRBG | COREBRIDGE FINL INC | 9 | <$1K | SH |
| VSTS | VESTIS CORPORATION | 62 | <$1K | SH |
| PNTG | PENNANT GROUP INC | 11 | <$1K | SH |
| ALDX | ALDEYRA THERAPEUTICS INC | 53 | <$1K | SH |
| FULC | FULCRUM THERAPEUTICS INC | 30 | <$1K | SH |
| RR | RICHTECH ROBOTICS INC | 64 | <$1K | SH |
| SLDB | SOLID BIOSCIENCES INC | 44 | <$1K | SH |
| TALK | TALKSPACE INC | 97 | <$1K | SH |
| RUM | RUMBLE INC | 37 | <$1K | SH |
| DMAC | DIAMEDICA THERAPEUTICS INC | 39 | <$1K | SH |
| SERV | SERVE ROBOTICS INC | 23 | <$1K | SH |
| TERN | TERNS PHARMACEUTICALS INC | 35 | <$1K | SH |
| ALEC | ALECTOR INC | 87 | <$1K | SH |
| ORN | ORION GROUP HLDGS INC | 31 | <$1K | SH |
| EGHT | 8X8 INC NEW | 120 | <$1K | SH |
| HEI.A | HEICO CORP NEW | 1 | <$1K | SH |
| ALV | AUTOLIV INC | 2 | <$1K | SH |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | 4 | <$1K | SH |
| ATLC | ATLANTICUS HOLDINGS CORP | 4 | <$1K | SH |
| ARHS | ARHAUS INC | 22 | <$1K | SH |
| FFBC | FIRST FINL BANCORP OH | 9 | <$1K | SH |
| SFNC | SIMMONS 1ST NATL CORP | 11 | <$1K | SH |
| STKL | SUNOPTA INC | 34 | <$1K | SH |
| TREE | LENDINGTREE INC NEW | 3 | <$1K | SH |
| RBRK | RUBRIK INC. | 2 | <$1K | SH |
| FOUR | SHIFT4 PMTS INC | 2 | <$1K | SH |
| ARKO | ARKO CORP | 33 | <$1K | SH |