Creative Planning

Filing Details

13F-HR • 2025-03-31
SEC
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

3,934 positions
Manager:
SEC
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Page 129 of 172
BANC OF CALIFORNIA, INC.
BANC|05990K106
Shares:
25642(-3.4%)
Value:
$363.9M(-11.4%)
Alignment Healthcare, Inc.
ALHC|01625V104
Shares:
19526(+39.9%)
Value:
$363.6M(+131.6%)
APPIAN CORP
APPN|03782L101
Shares:
12604(+17.3%)
Value:
$363.1M(+2.5%)
37954Y871
37954Y871
Shares:
15816(+12.9%)
Value:
$362.5M(-3.4%)
Metropolitan Bank Holding Corp.
MCB|591774104
Shares:
6459(+0.1%)
Value:
$361.6M(-4.0%)
DIGI INTERNATIONAL INC
DGII|253798102
Shares:
12962(+26.5%)
Value:
$360.7M(+16.4%)
BNY MELLON STRATEGIC MUNICIPALS, INC.
LEO|05588W108
Shares:
58942(+36.5%)
Value:
$360.7M(+38.4%)
ADVANCE AUTO PARTS INC
AAP|00751Y106
Shares:
9187(-49.5%)
Value:
$360.2M(-58.1%)
78468R622
78468R622
Shares:
3779(-5.6%)
Value:
$360.2M(-5.8%)
NEWELL BRANDS INC.
NWL|651229106
Shares:
58088(+35.8%)
Value:
$360.1M(-15.4%)
WORLD ACCEPTANCE CORP
WRLD|981419104
Shares:
2843(+1163.5%)
Value:
$359.8M(+1322.1%)
EXTREME NETWORKS INC
EXTR|30226D106
Shares:
27098(+1.2%)
Value:
$358.5M(-20.0%)
AeroVironment Inc
AVAV|008073108
Shares:
3006(-7.1%)
Value:
$358.3M(-28.0%)
46137V464
46137V464
Shares:
3146(+74.3%)
Value:
$357.8M(+60.5%)
GeneDx Holdings Corp.
WGS|81663L200
Shares:
4033(+1079.2%)
Value:
$357.1M(+1258.7%)
ARBOR REALTY TRUST INC
ABR|038923108
Shares:
30256(-10.6%)
Value:
$355.5M(-24.2%)
BLACKBAUD INC
BLKB|09227Q100
Shares:
5729(+9.7%)
Value:
$355.5M(-7.9%)
Midland States Bancorp, Inc.
MSBI|597742105
Shares:
20762
Value:
$355.4M
38747R827
38747R827
Shares:
9502(+60.3%)
Value:
$355.4M(-9.7%)
381430107
GSIE|381430107
Shares:
9948(+24.0%)
Value:
$354.6M(+32.6%)