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 133 of 172
Hippo Holdings Inc.
HIPO|433539202
Shares:
12991(+23520.0%)
Value:
$332.1M(+22457.7%)
FINANCIAL INSTITUTIONS INC
FISI|317585404
Shares:
13263(+29.6%)
Value:
$331.0M(+18.5%)
CNO Financial Group, Inc.
CNO|12621E103
Shares:
7946(-10.3%)
Value:
$331.0M(+0.4%)
78464A599
78464A599
Shares:
2069(-5.7%)
Value:
$330.8M(-20.3%)
TRIUMPH GROUP INC
TGI|896818101
Shares:
13035(+503.2%)
Value:
$330.3M(+719.1%)
Element Solutions Inc
ESI|28618M106
Shares:
14608(+25.6%)
Value:
$330.3M(+11.7%)
46138J460
46138J460
Shares:
19817
Value:
$328.8M
Hess Midstream LP
HESM|428103105
Shares:
7770(+8.1%)
Value:
$328.6M(+23.4%)
92189F171
92189F171
Shares:
13656(+15.7%)
Value:
$328.6M(+17.4%)
SOUTH PLAINS FINANCIAL, INC.
SPFI|83946P107
Shares:
9920(-45.1%)
Value:
$328.6M(-47.7%)
Five9, Inc.
FIVN|338307101
Shares:
12086(+24.5%)
Value:
$328.1M(-16.8%)
UFP TECHNOLOGIES INC
UFPT|902673102
Shares:
1625(+11507.1%)
Value:
$327.8M(+9475.8%)
46138E198
46138E198
Shares:
5298(-3.1%)
Value:
$327.0M(-1.7%)
TREACE MEDICAL CONCEPTS, INC.
TMCI|89455T109
Shares:
38941(+21.9%)
Value:
$326.7M(+37.5%)
ZoomInfo Technologies Inc.
GTM|98980F104
Shares:
32638(+64.9%)
Value:
$326.4M(+56.9%)
UPWORK, INC
UPWK|91688F104
Shares:
25009(-12.7%)
Value:
$326.4M(-30.3%)
74347B680
74347B680
Shares:
4044
Value:
$326.1M
Embecta Corp.
EMBC|29082K105
Shares:
25562(-15.8%)
Value:
$325.9M(-48.0%)
Caesars Entertainment, Inc.
CZR|12769G100
Shares:
13033(+1.3%)
Value:
$325.8M(-24.2%)
Post Holdings, Inc.
POST|737446104
Shares:
2799(+4.5%)
Value:
$325.7M(+6.3%)