Creative Planning

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 3,934
Total Value: 104536811896
Accession Number: 0001540235-25-000003
Form Type: 13F-HR
CIK: 0001540235
Manager Name: Creative Planning

Data Enrichment

78% identified

3,087 identified847 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

3,934 positions • $104,536,811.896K total value

3,934 positions

Manager:

SEC FilingSEC DataHachi Filing

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AMN HEALTHCARE SERVICES INC

AMN|001744101

16364(+31.3%)

Value:

$400.3M(+34.3%)

Stagwell Inc

STGW|85256A109

66022(+90.0%)

Value:

$399.4M(+74.7%)

Leonardo DRS, Inc.

DRS|52661A108

12117

Value:

$398.4M

Capital Bancorp Inc

CBNK|139737100

14063(+43.3%)

Value:

$398.4M(+42.5%)

LendingClub Corp

LC|52603A208

38521(+12.0%)

Value:

$397.5M(-28.6%)

46431W648

5291(+13.0%)

Value:

$396.5M(-0.8%)

74347R693

7420(-2.9%)

Value:

$396.5M(-25.6%)

Liberty Global Ltd.

LBTYK|G61188127

33093(+2.8%)

Value:

$396.1M(-6.3%)

VSE CORP

VSEC|918284100

3297(+19294.1%)

Value:

$395.6M(+24365.5%)

EDGEWELL PERSONAL CARE Co

EPC|28035Q102

12662(+28.9%)

Value:

$395.2M(+19.7%)

National Storage Affiliates Trust

NSA|637870106

10025(+17.9%)

Value:

$395.0M(+22.5%)

TIDEWATER INC

TDW|88642R109

9334(-21.4%)

Value:

$394.6M(-39.3%)

BRAZILIAN ELECTRIC POWER CO

EBR|15234Q207

55530(-16.4%)

Value:

$394.3M(+3.7%)

45784N882

15709

Value:

$394.0M

INGLES MARKETS INC

IMKTA|457030104

6044(-41.7%)

Value:

$393.7M(-41.0%)

83417Q204

21328

Value:

$393.1M

Compass Diversified Holdings

CODI|20451Q104

21026(+1.8%)

Value:

$392.5M(-17.7%)

46137Y401

3777(+0.0%)

Value:

$392.4M(+0.0%)

806882106

13567(-65.3%)

Value:

$391.8M(-34.2%)

Cinemark Holdings, Inc.

CNK|17243V102

15736(-10.9%)

Value:

$391.7M(-28.4%)

Instrument	Shares		Other Manager	Value
Amn Healthcare Services Inc(AMNcusip001744101)	16.4K	QoQ +31.29% (+3.9K) YoY +318.30% (+12.5K)	All Managers (Combined)	$400.3K	QoQ +34.25% (+$102.1K) YoY +63.68% (+$155.7K)
Stagwell Inc(STGWcusip85256A109)	66.0K	QoQ +89.99% (+31.3K) YoY +511.25% (+55.2K)	All Managers (Combined)	$399.4K	QoQ +74.68% (+$170.8K) YoY +494.54% (+$332.3K)
Leonardo Drs, Inc.(DRScusip52661A108)	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$398.4K	QoQ NEW(+$398.4K) YoY NEW(+$398.4K)
Capital Bancorp Inc(CBNKcusip139737100)	14.1K	QoQ +43.33% (+4.3K) YoY NEW(+14.1K)	All Managers (Combined)	$398.4K	QoQ +42.48% (+$118.8K) YoY NEW(+$398.4K)
Lendingclub Corp(LCcusip52603A208)	38.5K	QoQ +12.02% (-4.1K) YoY +204.03% (+25.9K)	All Managers (Combined)	$397.5K	QoQ -28.59% (-$159.2K) YoY +256.95% (+$286.2K)
(cusip46431W648)✕	5.3K	QoQ +12.98% (-608) YoY +12.98% (+608)	All Managers (Combined)	$396.5K	QoQ -0.76% (-$3.0K) YoY +19.58% (+$65.0K)
(cusip74347R693)✕	7.4K	QoQ -2.91% (-223) YoY -8.73% (-710)	All Managers (Combined)	$396.5K	QoQ -25.61% (-$136.5K) YoY -19.71% (-$97.4K)
Liberty Global Ltd.(LBTYKcusipG61188127)	33.1K	QoQ +2.79% (-901) YoY NEW(+33.1K)	All Managers (Combined)	$396.1K	QoQ -6.35% (-$26.9K) YoY NEW(+$396.1K)
Vse Corp(VSECcusip918284100)	3.3K	QoQ +19294.11% (+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$395.6K	QoQ +24365.49% (+$394.0K) YoY NEW(+$395.6K)
Edgewell Personal Care Co(EPCcusip28035Q102)	12.7K	QoQ +28.90% (+2.8K) YoY +88.39% (+5.9K)	All Managers (Combined)	$395.2K	QoQ +19.72% (+$65.1K) YoY +52.16% (+$135.5K)
National Storage Affiliates Trust(NSAcusip637870106)	10.0K	QoQ +17.91% (+1.5K) YoY +73.17% (+4.2K)	All Managers (Combined)	$395.0K	QoQ +22.54% (+$72.7K) YoY +74.23% (+$168.3K)
Tidewater Inc(TDWcusip88642R109)	9.3K	QoQ -21.41% (-2.5K) YoY +104.78% (-4.8K)	All Managers (Combined)	$394.6K	QoQ -39.27% (-$255.2K) YoY -5.90% (-$24.8K)
Brazilian Electric Power Co(EBRcusip15234Q207)	55.5K	QoQ -16.45% (-10.9K) YoY NEW(+55.5K)	All Managers (Combined)	$394.3K	QoQ +3.70% (-$14.1K) YoY NEW(+$394.3K)
(cusip45784N882)✕	15.7K	QoQ NEW(+15.7K) YoY NEW(+15.7K)	All Managers (Combined)	$394.0K	QoQ NEW(+$394.0K) YoY NEW(+$394.0K)
Ingles Markets Inc(IMKTAcusip457030104)	6.0K	QoQ -41.66% (-4.3K) YoY +68.68% (+2.5K)	All Managers (Combined)	$393.7K	QoQ -41.03% (-$274.0K) YoY +43.29% (+$118.9K)
(cusip83417Q204)✕	21.3K	QoQ NEW(+21.3K) YoY NEW(+21.3K)	All Managers (Combined)	$393.1K	QoQ NEW(+$393.1K) YoY NEW(+$393.1K)
Compass Diversified Holdings(CODIcusip20451Q104)	21.0K	QoQ +1.78% (-368) YoY +4.31% (-870)	All Managers (Combined)	$392.5K	QoQ -17.66% (-$84.2K) YoY -19.08% (-$92.6K)
(cusip46137Y401)✕	3.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$392.4K	QoQ 0.00% (-$4) YoY +2.16% (+$8.3K)
(cusip806882106)✕	13.6K	QoQ -65.34% (-25.6K) YoY NEW(+13.6K)	All Managers (Combined)	$391.8K	QoQ -34.24% (-$204.1K) YoY NEW(+$391.8K)
Cinemark Holdings, Inc.(CNKcusip17243V102)	15.7K	QoQ -10.89% (-1.9K) YoY +35.41% (+4.1K)	All Managers (Combined)	$391.7K	QoQ -28.40% (-$155.4K) YoY +87.55% (+$182.8K)