Creative Planning

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

3,934 positions • $104,536,811.896K total value

3,934 positions

Manager:

SEC FilingSEC DataHachi Filing

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NeuroPace Inc

NPCE|641288105

24867

Value:

$305.6M

CAE INC

CAE|124765108

12422(-12.8%)

Value:

$305.5M(-15.5%)

Apple Hospitality REIT, Inc.

APLE|03784Y200

23626(-2.0%)

Value:

$305.0M(-17.6%)

WEST FRASER TIMBER CO., LTD

WFG|952845105

3959(-49.7%)

Value:

$304.6M(-55.3%)

Thermon Group Holdings, Inc.

THR|88362T103

10909

Value:

$303.8M

Six Flags Entertainment Corporation/NEW

FUN|83001C108

8509(+15.5%)

Value:

$303.5M(-14.5%)

82889N863

16669

Value:

$303.0M

46438G802

11404

Value:

$300.9M

TRUPANION, INC.

TRUP|898202106

8059(+5575.4%)

Value:

$300.4M(+4288.6%)

Atlas Energy Solutions Inc.

AESI|642045108

16834

Value:

$300.3M

GUESS INC

GES|401617105

27109

Value:

$300.1M

46438G703

11426

Value:

$300.1M

46435U168

12904(-29.5%)

Value:

$299.9M(-29.3%)

LSI INDUSTRIES INC

LYTS|50216C108

17587(+15744.1%)

Value:

$299.0M(+13767.3%)

464288208

4030(+16.0%)

Value:

$298.5M(+12.9%)

233051432

8249(+6.9%)

Value:

$298.2M(+7.1%)

NUSCALE POWER Corp

SMR|67079K100

21057(+104.4%)

Value:

$298.2M(+61.4%)

Sprout Social, Inc.

SPT|85209W109

13555(+30706.8%)

Value:

$298.1M(+21963.2%)

NovoCure Ltd

NVCR|G6674U108

16714(-2.7%)

Value:

$297.8M(-41.8%)

POTLATCHDELTIC CORP

PCH|737630103

6601

Value:

$297.8M

Instrument	Shares		Other Manager	Value
Neuropace Inc(NPCEcusip641288105)	24.9K	QoQ NEW(+24.9K) YoY NEW(+24.9K)	All Managers (Combined)	$305.6K	QoQ NEW(+$305.6K) YoY NEW(+$305.6K)
Cae Inc(CAEcusip124765108)	12.4K	QoQ -12.80% (-1.8K) YoY NEW(+12.4K)	All Managers (Combined)	$305.5K	QoQ -15.51% (-$56.1K) YoY NEW(+$305.5K)
Apple Hospitality Reit, Inc.(APLEcusip03784Y200)	23.6K	QoQ -2.02% (-488) YoY -68.76% (-52.0K)	All Managers (Combined)	$305.0K	QoQ -17.59% (-$65.1K) YoY -75.38% (-$934.1K)
West Fraser Timber Co., Ltd(WFGcusip952845105)	4.0K	QoQ -49.70% (-3.9K) YoY +67.89% (+1.6K)	All Managers (Combined)	$304.6K	QoQ -55.29% (-$376.7K) YoY +49.46% (+$100.8K)
Thermon Group Holdings, Inc.(THRcusip88362T103)	10.9K	QoQ NEW(+10.9K) YoY NEW(+10.9K)	All Managers (Combined)	$303.8K	QoQ NEW(+$303.8K) YoY NEW(+$303.8K)
Six Flags Entertainment Corporation/New(FUNcusip83001C108)	8.5K	QoQ +15.53% (-1.1K) YoY NEW(+8.5K)	All Managers (Combined)	$303.5K	QoQ -14.48% (-$51.4K) YoY NEW(+$303.5K)
(cusip82889N863)✕	16.7K	QoQ NEW(+16.7K) YoY NEW(+16.7K)	All Managers (Combined)	$303.0K	QoQ NEW(+$303.0K) YoY NEW(+$303.0K)
(cusip46438G802)✕	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$300.9K	QoQ NEW(+$300.9K) YoY NEW(+$300.9K)
Trupanion, Inc.(TRUPcusip898202106)	8.1K	QoQ +5575.35% (+7.9K) YoY NEW(+8.1K)	All Managers (Combined)	$300.4K	QoQ +4288.64% (+$293.5K) YoY NEW(+$300.4K)
Atlas Energy Solutions Inc.(AESIcusip642045108)	16.8K	QoQ NEW(+16.8K) YoY NEW(+16.8K)	All Managers (Combined)	$300.3K	QoQ NEW(+$300.3K) YoY NEW(+$300.3K)
Guess Inc(GEScusip401617105)	27.1K	QoQ NEW(+27.1K) YoY NEW(+27.1K)	All Managers (Combined)	$300.1K	QoQ NEW(+$300.1K) YoY NEW(+$300.1K)
(cusip46438G703)✕	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$300.1K	QoQ NEW(+$300.1K) YoY NEW(+$300.1K)
(cusip46435U168)✕	12.9K	QoQ -29.47% (-5.4K) YoY -27.44% (-4.9K)	All Managers (Combined)	$299.9K	QoQ -29.34% (-$124.6K) YoY -27.87% (-$115.9K)
Lsi Industries Inc(LYTScusip50216C108)	17.6K	QoQ +15744.14% (+17.5K) YoY NEW(+17.6K)	All Managers (Combined)	$299.0K	QoQ +13767.30% (+$296.8K) YoY NEW(+$299.0K)
(cusip464288208)✕	4.0K	QoQ +16.03% (+557) YoY +16.03% (+557)	All Managers (Combined)	$298.5K	QoQ +12.89% (+$34.1K) YoY +18.04% (+$45.6K)
(cusip233051432)✕	8.2K	QoQ +6.88% (+531) YoY +2.95% (+237)	All Managers (Combined)	$298.2K	QoQ +7.08% (+$19.7K) YoY +4.23% (+$12.1K)
Nuscale Power Corp(SMRcusip67079K100)	21.1K	QoQ +104.41% (+10.8K) YoY NEW(+21.1K)	All Managers (Combined)	$298.2K	QoQ +61.43% (+$113.5K) YoY NEW(+$298.2K)
Sprout Social, Inc.(SPTcusip85209W109)	13.6K	QoQ +30706.81% (+13.5K) YoY +287.39% (+10.1K)	All Managers (Combined)	$298.1K	QoQ +21963.21% (+$296.7K) YoY +42.67% (+$89.1K)
Novocure Ltd(NVCRcusipG6674U108)	16.7K	QoQ -2.67% (-460) YoY +66.25% (+6.7K)	All Managers (Combined)	$297.8K	QoQ -41.80% (-$213.9K) YoY +89.55% (+$140.7K)
Potlatchdeltic Corp(PCHcusip737630103)	6.6K	QoQ NEW(+6.6K) YoY +28.24% (+1.5K)	All Managers (Combined)	$297.8K	QoQ NEW(+$297.8K) YoY +23.06% (+$55.8K)