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 133 of 172
78464A599
Shares:
2069(-5.7%)
Value:
$330.8M(-20.3%)
46138J460
Shares:
19817
Value:
$328.8M
92189F171
Shares:
13656(+15.7%)
Value:
$328.6M(+17.4%)
46138E198
Shares:
5298(-3.1%)
Value:
$327.0M(-1.7%)
74347B680
Shares:
4044
Value:
$326.1M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.0K | YoY NEW(+13.0K) | All Managers (Combined) | $332.1K | YoY NEW(+$332.1K) | |
13.3K | All Managers (Combined) | $331.0K | |||
7.9K | All Managers (Combined) | $331.0K | |||
(cusip78464A599)✕ | 2.1K | QoQ -5.74% (-126)YoY -5.43% (-119) | All Managers (Combined) | $330.8K | |
13.0K | YoY NEW(+13.0K) | All Managers (Combined) | $330.3K | YoY NEW(+$330.3K) | |
14.6K | All Managers (Combined) | $330.3K | |||
(cusip46138J460)✕ | 19.8K | QoQ NEW(+19.8K) YoY NEW(+19.8K) | All Managers (Combined) | $328.8K | QoQ NEW(+$328.8K) YoY NEW(+$328.8K) |
7.8K | QoQ +8.06% (+580)YoY NEW(+7.8K) | All Managers (Combined) | $328.6K | YoY NEW(+$328.6K) | |
(cusip92189F171)✕ | 13.7K | All Managers (Combined) | $328.6K | ||
9.9K | YoY NEW(+9.9K) | All Managers (Combined) | $328.6K | YoY NEW(+$328.6K) | |
Five9, Inc.(FIVNcusip338307101) | 12.1K | YoY NEW(+12.1K) | All Managers (Combined) | $328.1K | YoY NEW(+$328.1K) |
1.6K | YoY NEW(+1.6K) | All Managers (Combined) | $327.8K | YoY NEW(+$327.8K) | |
(cusip46138E198)✕ | 5.3K | QoQ -3.10% (-170)YoY -3.05% (-167) | All Managers (Combined) | $327.0K | |
38.9K | All Managers (Combined) | $326.7K | |||
32.6K | YoY NEW(+32.6K) | All Managers (Combined) | $326.4K | YoY NEW(+$326.4K) | |
Upwork, Inc(UPWKcusip91688F104) | 25.0K | YoY NEW(+25.0K) | All Managers (Combined) | $326.4K | YoY NEW(+$326.4K) |
(cusip74347B680)✕ | 4.0K | QoQ NEW(+4.0K) YoY NEW(+4.0K) | All Managers (Combined) | $326.1K | QoQ NEW(+$326.1K) YoY NEW(+$326.1K) |
Embecta Corp.(EMBCcusip29082K105) | 25.6K | YoY NEW(+25.6K) | All Managers (Combined) | $325.9K | YoY NEW(+$325.9K) |
13.0K | All Managers (Combined) | $325.8K | |||
2.8K | QoQ +4.51% (+121)YoY NEW(+2.8K) | All Managers (Combined) | $325.7K | YoY NEW(+$325.7K) |