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:
Search and click to pin securities to the top
Page 148 of 172
032108557
Shares:4.2K
Value:$229.7K
% of Portfolio:0.0% ($229.7K/$104.5B)
Sonos Inc
Shares:21.4K
Value:$228.8K
% of Portfolio:0.0% ($228.8K/$104.5B)
Esquire Financial Holdings, Inc.
Shares:3.0K
Value:$228.6K
% of Portfolio:0.0% ($228.6K/$104.5B)
DWS MUNICIPAL INCOME TRUST
Shares:24.4K
Value:$228.5K
% of Portfolio:0.0% ($228.5K/$104.5B)
Easterly Government Properties, Inc.
Shares:21.5K
Value:$228.2K
% of Portfolio:0.0% ($228.2K/$104.5B)
Clear Channel Outdoor Holdings, Inc.
Shares:205.0K
Value:$227.6K
% of Portfolio:0.0% ($227.6K/$104.5B)
MINERALS TECHNOLOGIES INC
Shares:3.6K
Value:$226.2K
% of Portfolio:0.0% ($226.2K/$104.5B)
30151E715
Shares:9.1K
Value:$225.8K
% of Portfolio:0.0% ($225.8K/$104.5B)
WEBTOON Entertainment Inc.
Shares:29.4K
Value:$225.4K
% of Portfolio:0.0% ($225.4K/$104.5B)
DORIAN LPG LTD.
Shares:10.1K
Value:$225.2K
% of Portfolio:0.0% ($225.2K/$104.5B)
Enovix Corp
Shares:30.7K
Value:$225.1K
% of Portfolio:0.0% ($225.1K/$104.5B)
NOODLES & Co
Shares:206.4K
Value:$225.0K
% of Portfolio:0.0% ($225.0K/$104.5B)
RGC RESOURCES INC
Shares:10.8K
Value:$225.0K
% of Portfolio:0.0% ($225.0K/$104.5B)
Informatica Inc.
Shares:12.9K
Value:$224.5K
% of Portfolio:0.0% ($224.5K/$104.5B)
KKR Real Estate Finance Trust Inc.
Shares:20.7K
Value:$224.0K
% of Portfolio:0.0% ($224.0K/$104.5B)
Ivanhoe Electric Inc.
Shares:38.5K
Value:$223.7K
% of Portfolio:0.0% ($223.7K/$104.5B)
060505682
Shares:181
Value:$223.5K
% of Portfolio:0.0% ($223.5K/$104.5B)
MILLERKNOLL, INC.
Shares:11.7K
Value:$223.4K
% of Portfolio:0.0% ($223.4K/$104.5B)
Burford Capital Ltd
Shares:16.9K
Value:$223.1K
% of Portfolio:0.0% ($223.1K/$104.5B)
78468R747
Shares:2.0K
Value:$223.0K
% of Portfolio:0.0% ($223.0K/$104.5B)