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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Page 142 of 172
92189F726
Shares:1.7K
Value:$274.3K
% of Portfolio:0.0% ($274.3K/$104.5B)
38748G101
Shares:8.9K
Value:$274.0K
% of Portfolio:0.0% ($274.0K/$104.5B)
97717W406
Shares:2.5K
Value:$273.6K
% of Portfolio:0.0% ($273.6K/$104.5B)
TRAVELZOO
Shares:20.0K
Value:$272.6K
% of Portfolio:0.0% ($272.6K/$104.5B)
464288653
Shares:2.6K
Value:$271.8K
% of Portfolio:0.0% ($271.8K/$104.5B)
360876874
Shares:6.5K
Value:$271.8K
% of Portfolio:0.0% ($271.8K/$104.5B)
Gabelli Healthcare & WellnessRx Trust
Shares:26.9K
Value:$271.3K
% of Portfolio:0.0% ($271.3K/$104.5B)
78463X533
Shares:7.6K
Value:$270.9K
% of Portfolio:0.0% ($270.9K/$104.5B)
QuidelOrtho Corp
Shares:7.7K
Value:$270.8K
% of Portfolio:0.0% ($270.8K/$104.5B)
Trinity Capital Inc.
Shares:17.8K
Value:$270.3K
% of Portfolio:0.0% ($270.3K/$104.5B)
Rubrik, Inc.
Shares:4.4K
Value:$270.3K
% of Portfolio:0.0% ($270.3K/$104.5B)
Palmer Square Capital BDC Inc.
Shares:20.3K
Value:$270.2K
% of Portfolio:0.0% ($270.2K/$104.5B)
TERADATA CORP /DE/
Shares:12.0K
Value:$268.9K
% of Portfolio:0.0% ($268.9K/$104.5B)
33733E500
Shares:9.4K
Value:$268.8K
% of Portfolio:0.0% ($268.8K/$104.5B)
74933W874
Shares:8.3K
Value:$268.7K
% of Portfolio:0.0% ($268.7K/$104.5B)
53656F623
Shares:6.6K
Value:$268.5K
% of Portfolio:0.0% ($268.5K/$104.5B)
46138G656
Shares:5.5K
Value:$267.6K
% of Portfolio:0.0% ($267.6K/$104.5B)
Sprinklr, Inc.
Shares:32.0K
Value:$267.4K
% of Portfolio:0.0% ($267.4K/$104.5B)
45782C417
Shares:7.4K
Value:$266.5K
% of Portfolio:0.0% ($266.5K/$104.5B)
092528843
Shares:5.4K
Value:$266.1K
% of Portfolio:0.0% ($266.1K/$104.5B)