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 144 of 172
Titan Machinery Inc.
Shares:15.2K
Value:$258.8K
% of Portfolio:0.0% ($258.8K/$104.5B)
Ingevity Corp
Shares:6.5K
Value:$258.7K
% of Portfolio:0.0% ($258.7K/$104.5B)
A10 Networks, Inc.
Shares:15.8K
Value:$258.5K
% of Portfolio:0.0% ($258.5K/$104.5B)
Bloomin' Brands, Inc.
Shares:36.0K
Value:$257.9K
% of Portfolio:0.0% ($257.9K/$104.5B)
Uniti Group Inc.
Shares:50.9K
Value:$256.8K
% of Portfolio:0.0% ($256.8K/$104.5B)
464289420
Shares:3.1K
Value:$256.4K
% of Portfolio:0.0% ($256.4K/$104.5B)
Equinox Gold Corp.
Shares:37.1K
Value:$255.5K
% of Portfolio:0.0% ($255.5K/$104.5B)
091748103
Shares:5.3K
Value:$254.8K
% of Portfolio:0.0% ($254.8K/$104.5B)
GUARANTY BANCSHARES INC /TX/
Shares:6.4K
Value:$254.2K
% of Portfolio:0.0% ($254.2K/$104.5B)
921935508
Shares:1.7K
Value:$253.6K
% of Portfolio:0.0% ($253.6K/$104.5B)
37954Y616
Shares:7.2K
Value:$253.5K
% of Portfolio:0.0% ($253.5K/$104.5B)
025072695
Shares:5.6K
Value:$252.6K
% of Portfolio:0.0% ($252.6K/$104.5B)
Shares:7.3K
Value:$251.8K
% of Portfolio:0.0% ($251.8K/$104.5B)
25461A833
Shares:4.7K
Value:$249.9K
% of Portfolio:0.0% ($249.9K/$104.5B)
Roivant Sciences Ltd.
Shares:24.7K
Value:$249.0K
% of Portfolio:0.0% ($249.0K/$104.5B)
02072L698
Shares:9.1K
Value:$248.9K
% of Portfolio:0.0% ($248.9K/$104.5B)
PIMCO CORPORATE & INCOME OPPORTUNITY FUND
Shares:17.2K
Value:$248.9K
% of Portfolio:0.0% ($248.9K/$104.5B)
Aquestive Therapeutics, Inc.
Shares:85.6K
Value:$248.3K
% of Portfolio:0.0% ($248.3K/$104.5B)
Eaton Vance Tax-Managed Buy-Write Income Fund
Shares:18.2K
Value:$248.1K
% of Portfolio:0.0% ($248.1K/$104.5B)
ANAPTYSBIO, INC
Shares:13.3K
Value:$246.9K
% of Portfolio:0.0% ($246.9K/$104.5B)