Creative-Planning

Filing Details

13F-HR2025-03-31
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
Manager Name
Creative-Planning
Data Enrichment
78% identified
3,087 identified847 unidentified

Holdings

3,934 positions • $104.5B total value
Manager:
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BANC OF CALIFORNIA, INC.
Shares:25.6K
Value:$363.9K
% of Portfolio:0.0% ($363.9K/$104.5B)
Alignment Healthcare, Inc.
Shares:19.5K
Value:$363.6K
% of Portfolio:0.0% ($363.6K/$104.5B)
APPIAN CORP
Shares:12.6K
Value:$363.1K
% of Portfolio:0.0% ($363.1K/$104.5B)
37954Y871
Shares:15.8K
Value:$362.5K
% of Portfolio:0.0% ($362.5K/$104.5B)
Metropolitan Bank Holding Corp.
Shares:6.5K
Value:$361.6K
% of Portfolio:0.0% ($361.6K/$104.5B)
DIGI INTERNATIONAL INC
Shares:13.0K
Value:$360.7K
% of Portfolio:0.0% ($360.7K/$104.5B)
BNY MELLON STRATEGIC MUNICIPALS, INC.
Shares:58.9K
Value:$360.7K
% of Portfolio:0.0% ($360.7K/$104.5B)
ADVANCE AUTO PARTS INC
Shares:9.2K
Value:$360.2K
% of Portfolio:0.0% ($360.2K/$104.5B)
78468R622
Shares:3.8K
Value:$360.2K
% of Portfolio:0.0% ($360.2K/$104.5B)
NEWELL BRANDS INC.
Shares:58.1K
Value:$360.1K
% of Portfolio:0.0% ($360.1K/$104.5B)
WORLD ACCEPTANCE CORP
Shares:2.8K
Value:$359.8K
% of Portfolio:0.0% ($359.8K/$104.5B)
EXTREME NETWORKS INC
Shares:27.1K
Value:$358.5K
% of Portfolio:0.0% ($358.5K/$104.5B)
AeroVironment Inc
Shares:3.0K
Value:$358.3K
% of Portfolio:0.0% ($358.3K/$104.5B)
46137V464
Shares:3.1K
Value:$357.8K
% of Portfolio:0.0% ($357.8K/$104.5B)
GeneDx Holdings Corp.
Shares:4.0K
Value:$357.1K
% of Portfolio:0.0% ($357.1K/$104.5B)
ARBOR REALTY TRUST INC
Shares:30.3K
Value:$355.5K
% of Portfolio:0.0% ($355.5K/$104.5B)
BLACKBAUD INC
Shares:5.7K
Value:$355.5K
% of Portfolio:0.0% ($355.5K/$104.5B)
Midland States Bancorp, Inc.
Shares:20.8K
Value:$355.4K
% of Portfolio:0.0% ($355.4K/$104.5B)
38747R827
Shares:9.5K
Value:$355.4K
% of Portfolio:0.0% ($355.4K/$104.5B)
381430107
Shares:9.9K
Value:$354.6K
% of Portfolio:0.0% ($354.6K/$104.5B)