Creative Planning
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001540235
- Manager Name
- Creative Planning
Data Enrichment
78% identified3,087 identified847 unidentified
Holdings
3,934 positions
Manager:
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Page 132 of 172
26922A198
Shares:
16800(+0.0%)
Value:
$339.4M(-1.8%)
23908L306
Shares:
8981(+0.0%)
Value:
$338.5M(+3.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip26922A198)✕ | 16.8K | QoQ 0.00% (-0)YoY NEW(+16.8K) | All Managers (Combined) | $339.4K | YoY NEW(+$339.4K) |
Moelis & Co(MCcusip60786M105) | 5.8K | QoQ -2.45% (-146)YoY -6.66% (-415) | All Managers (Combined) | $339.2K | |
(cusip23908L306)✕ | 9.0K | QoQ 0.00% (+0)YoY -0.88% (-80) | All Managers (Combined) | $338.5K | |
11.6K | YoY NEW(+11.6K) | All Managers (Combined) | $338.4K | YoY NEW(+$338.4K) | |
7.0K | QoQ -2.91% (-210)YoY NEW(+7.0K) | All Managers (Combined) | $338.0K | YoY NEW(+$338.0K) | |
30.9K | All Managers (Combined) | $338.0K | |||
12.9K | YoY NEW(+12.9K) | All Managers (Combined) | $337.4K | YoY NEW(+$337.4K) | |
21.3K | All Managers (Combined) | $337.2K | |||
26.5K | All Managers (Combined) | $337.2K | |||
7.7K | YoY NEW(+7.7K) | All Managers (Combined) | $336.8K | YoY NEW(+$336.8K) | |
17.0K | All Managers (Combined) | $336.7K | |||
39.1K | All Managers (Combined) | $336.2K | |||
8.9K | All Managers (Combined) | $336.0K | |||
10.5K | YoY NEW(+10.5K) | All Managers (Combined) | $335.3K | YoY NEW(+$335.3K) | |
31.9K | All Managers (Combined) | $335.3K | |||
9.7K | All Managers (Combined) | $333.5K | |||
18.5K | YoY NEW(+18.5K) | All Managers (Combined) | $332.8K | YoY NEW(+$332.8K) | |
Onespan Inc.(OSPNcusip68287N100) | 21.8K | All Managers (Combined) | $332.6K | ||
Artivion, Inc.(AORTcusip228903100) | 13.5K | QoQ +1.90% (-253)YoY NEW(+13.5K) | All Managers (Combined) | $332.3K | YoY NEW(+$332.3K) |
13.7K | QoQ +4.51% (+592)YoY NEW(+13.7K) | All Managers (Combined) | $332.1K | YoY NEW(+$332.1K) |