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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NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND
Shares:21.1K
Value:$266.0K
% of Portfolio:0.0% ($266.0K/$104.5B)
CorMedix Inc.
Shares:43.0K
Value:$265.2K
% of Portfolio:0.0% ($265.2K/$104.5B)
GENCO SHIPPING & TRADING LTD
Shares:19.8K
Value:$264.8K
% of Portfolio:0.0% ($264.8K/$104.5B)
Barings BDC, Inc.
Shares:27.7K
Value:$264.1K
% of Portfolio:0.0% ($264.1K/$104.5B)
fuboTV Inc. /FL
Shares:90.4K
Value:$264.0K
% of Portfolio:0.0% ($264.0K/$104.5B)
GLADSTONE COMMERCIAL CORP
Shares:17.6K
Value:$263.3K
% of Portfolio:0.0% ($263.3K/$104.5B)
Xerox Holdings Corp
Shares:54.4K
Value:$263.0K
% of Portfolio:0.0% ($263.0K/$104.5B)
46138J817
Shares:11.4K
Value:$262.7K
% of Portfolio:0.0% ($262.7K/$104.5B)
Nuveen S&P 500 BuyWrite Income Fund
Shares:20.0K
Value:$262.6K
% of Portfolio:0.0% ($262.6K/$104.5B)
922040845
Shares:3.5K
Value:$262.3K
% of Portfolio:0.0% ($262.3K/$104.5B)
464286772
Shares:4.8K
Value:$261.8K
% of Portfolio:0.0% ($261.8K/$104.5B)
10x Genomics, Inc.
Shares:30.0K
Value:$261.8K
% of Portfolio:0.0% ($261.8K/$104.5B)
337344105
Shares:2.2K
Value:$261.0K
% of Portfolio:0.0% ($261.0K/$104.5B)
CTO Realty Growth, Inc.
Shares:13.5K
Value:$260.9K
% of Portfolio:0.0% ($260.9K/$104.5B)
37954Y624
Shares:12.3K
Value:$260.8K
% of Portfolio:0.0% ($260.8K/$104.5B)
Consensus Cloud Solutions, Inc.
Shares:11.3K
Value:$260.2K
% of Portfolio:0.0% ($260.2K/$104.5B)
Savara Inc
Shares:93.9K
Value:$260.1K
% of Portfolio:0.0% ($260.1K/$104.5B)
MeiraGTx Holdings plc
Shares:38.2K
Value:$259.2K
% of Portfolio:0.0% ($259.2K/$104.5B)
808524672
Shares:10.2K
Value:$259.0K
% of Portfolio:0.0% ($259.0K/$104.5B)
PROG Holdings, Inc.
Shares:9.7K
Value:$258.8K
% of Portfolio:0.0% ($258.8K/$104.5B)