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 143 of 172
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND
NKX|670651108
Shares:
21129(+0.3%)
Value:
$266.0M(-0.1%)
CorMedix Inc.
CRMD|21900C308
Shares:
43050(+56.6%)
Value:
$265.2M(+19.1%)
GENCO SHIPPING & TRADING LTD
GNK|Y2685T131
Shares:
19820(+80.5%)
Value:
$264.8M(+73.0%)
Barings BDC, Inc.
BBDC|06759L103
Shares:
27683(-24.7%)
Value:
$264.1M(-24.9%)
fuboTV Inc. /FL
FUBO|35953D104
Shares:
90418(-14.3%)
Value:
$264.0M(+98.7%)
GLADSTONE COMMERCIAL CORP
GOOD|376536108
Shares:
17579(-25.1%)
Value:
$263.3M(-30.9%)
Xerox Holdings Corp
XRX|98421M106
Shares:
54443(+138.7%)
Value:
$263.0M(+36.8%)
46138J817
46138J817
Shares:
11395
Value:
$262.7M
Nuveen S&P 500 BuyWrite Income Fund
BXMX|6706ER101
Shares:
20012(-34.0%)
Value:
$262.6M(-38.1%)
922040845
922040845
Shares:
3477
Value:
$262.3M
464286772
464286772
Shares:
4845(+21.9%)
Value:
$261.8M(+29.5%)
10x Genomics, Inc.
TXG|88025U109
Shares:
29985(+132.3%)
Value:
$261.8M(+41.2%)
337344105
337344105
Shares:
2158(+0.1%)
Value:
$261.0M(-3.1%)
CTO Realty Growth, Inc.
CTO|22948Q101
Shares:
13510(-18.6%)
Value:
$260.9M(-20.2%)
37954Y624
37954Y624
Shares:
12338(-0.4%)
Value:
$260.8M(-8.3%)
Consensus Cloud Solutions, Inc.
CCSI|20848V105
Shares:
11274(-12.7%)
Value:
$260.2M(-15.5%)
Savara Inc
SVRA|805111101
Shares:
93889(+491.8%)
Value:
$260.1M(+434.0%)
MeiraGTx Holdings plc
MGTX|G59665102
Shares:
38232
Value:
$259.2M
808524672
SCHY|808524672
Shares:
10205(+8.2%)
Value:
$259.0M(+18.8%)
PROG Holdings, Inc.
PRG|74319R101
Shares:
9729(+63.4%)
Value:
$258.8M(+2.9%)