Creative Planning

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

3,934 positions • $104,536,811.896K total value

3,934 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 155 of 172

Sort by:

PENNANTPARK INVESTMENT CORP

PNNT|708062104

26405(-15.0%)

Value:

$185.6M(-15.6%)

indie Semiconductor, Inc.

INDI|45569U101

91069(+246.4%)

Value:

$185.3M(+74.1%)

UWM Holdings Corp

UWMC|91823B109

33933(+40.9%)

Value:

$185.3M(+31.1%)

464286871

10554(+0.4%)

Value:

$184.8M(+5.6%)

Gates Industrial Corp plc

GTES|G39108108

10031(+5766.1%)

Value:

$184.7M(+5150.8%)

Brookdale Senior Living Inc.

BKD|112463104

29499(-1.6%)

Value:

$184.7M(+22.4%)

Diversified Energy Co PLC

DEC.L|G2891G204

13550(-56.7%)

Value:

$183.2M(-65.1%)

00437E102

26045

Value:

$181.8M

Cipher Mining Inc.

CIFR|17253J106

78893(+28.4%)

Value:

$181.5M(-36.3%)

SANDSTORM GOLD LTD

SAND|80013R206

24025(+23.4%)

Value:

$181.4M(+66.9%)

Applied Digital Corp.

APLD|038169207

32114(+104.4%)

Value:

$180.5M(+50.3%)

Hudbay Minerals Inc.

HBM|443628102

23778(-36.7%)

Value:

$180.5M(-40.7%)

Grocery Outlet Holding Corp.

GO|39874R101

12841(-4.8%)

Value:

$179.5M(-14.7%)

Redfin Corp

RDFN|75737F108

19477(+20.3%)

Value:

$179.4M(+40.8%)

CureVac N.V.

CVAC|N2451R105

64347(-23.4%)

Value:

$178.2M(-37.8%)

MidCap Financial Investment Corp

MFIC|03761U502

13766(+6.2%)

Value:

$177.0M(+1.2%)

MANITOWOC CO INC

MTW|563571405

20570

Value:

$176.7M

Keros Therapeutics, Inc.

KROS|492327101

17278

Value:

$176.1M

G7500M104

29887(+93.5%)

Value:

$176.0M(+66.8%)

Intuitive Machines, Inc.

LUNR|46125A100

23521(-14.8%)

Value:

$175.2M(-65.0%)

Instrument	Shares		Other Manager	Value
Pennantpark Investment Corp(PNNTcusip708062104)	26.4K	QoQ -15.04% (-4.7K) YoY -14.59% (-4.5K)	All Managers (Combined)	$185.6K	QoQ -15.64% (-$34.4K) YoY -12.73% (-$27.1K)
Indie Semiconductor, Inc.(INDIcusip45569U101)	91.1K	QoQ +246.42% (+64.8K) YoY NEW(+91.1K)	All Managers (Combined)	$185.3K	QoQ +74.07% (+$78.9K) YoY NEW(+$185.3K)
Uwm Holdings Corp(UWMCcusip91823B109)	33.9K	QoQ +40.88% (+9.8K) YoY +164.95% (+21.1K)	All Managers (Combined)	$185.3K	QoQ +31.05% (+$43.9K) YoY +99.27% (+$92.3K)
(cusip464286871)✕	10.6K	QoQ +0.43% (+46) YoY NEW(+10.6K)	All Managers (Combined)	$184.8K	QoQ +5.56% (+$9.7K) YoY NEW(+$184.8K)
Gates Industrial Corp Plc(GTEScusipG39108108)	10.0K	QoQ +5766.08% (+9.9K) YoY NEW(+10.0K)	All Managers (Combined)	$184.7K	QoQ +5150.81% (+$181.2K) YoY NEW(+$184.7K)
Brookdale Senior Living Inc.(BKDcusip112463104)	29.5K	QoQ -1.65% (-495) YoY +4.98% (-1.4K)	All Managers (Combined)	$184.7K	QoQ +22.39% (-$33.8K) YoY -0.57% (-$1.1K)
Diversified Energy Co Plc(DEC.LcusipG2891G204)	13.6K	QoQ -56.68% (-17.7K) YoY NEW(+13.6K)	All Managers (Combined)	$183.2K	QoQ -65.14% (-$342.4K) YoY NEW(+$183.2K)
(cusip00437E102)✕	26.0K	QoQ NEW(+26.0K) YoY NEW(+26.0K)	All Managers (Combined)	$181.8K	QoQ NEW(+$181.8K) YoY NEW(+$181.8K)
Cipher Mining Inc.(CIFRcusip17253J106)	78.9K	QoQ +28.44% (-17.5K) YoY +688.93% (+68.9K)	All Managers (Combined)	$181.5K	QoQ -36.33% (-$103.6K) YoY +709.11% (+$159.0K)
Sandstorm Gold Ltd(SANDcusip80013R206)	24.0K	QoQ +23.35% (+4.5K) YoY -58.38% (-33.7K)	All Managers (Combined)	$181.4K	QoQ +66.89% (+$72.7K) YoY -40.14% (-$121.7K)
Applied Digital Corp.(APLDcusip038169207)	32.1K	QoQ +104.37% (+16.4K) YoY NEW(+32.1K)	All Managers (Combined)	$180.5K	QoQ +50.34% (+$60.4K) YoY NEW(+$180.5K)
Hudbay Minerals Inc.(HBMcusip443628102)	23.8K	QoQ -36.72% (-13.8K) YoY -19.59% (-5.8K)	All Managers (Combined)	$180.5K	QoQ -40.71% (-$123.9K) YoY -12.81% (-$26.5K)
Grocery Outlet Holding Corp.(GOcusip39874R101)	12.8K	QoQ -4.76% (-643) YoY NEW(+12.8K)	All Managers (Combined)	$179.5K	QoQ -14.71% (-$31.0K) YoY NEW(+$179.5K)
Redfin Corp(RDFNcusip75737F108)	19.5K	QoQ +20.34% (+3.3K) YoY NEW(+19.5K)	All Managers (Combined)	$179.4K	QoQ +40.83% (+$52.0K) YoY NEW(+$179.4K)
Curevac N.V.(CVACcusipN2451R105)	64.3K	QoQ -23.45% (-19.7K) YoY +211.97% (+43.7K)	All Managers (Combined)	$178.2K	QoQ -37.81% (-$108.4K) YoY +185.20% (+$115.7K)
Midcap Financial Investment Corp(MFICcusip03761U502)	13.8K	QoQ +6.20% (+804) YoY +24.46% (+2.7K)	All Managers (Combined)	$177.0K	QoQ +1.24% (+$2.2K) YoY +6.42% (+$10.7K)
Manitowoc Co Inc(MTWcusip563571405)	20.6K	QoQ NEW(+20.6K) YoY NEW(+20.6K)	All Managers (Combined)	$176.7K	QoQ NEW(+$176.7K) YoY NEW(+$176.7K)
Keros Therapeutics, Inc.(KROScusip492327101)	17.3K	QoQ NEW(+17.3K) YoY NEW(+17.3K)	All Managers (Combined)	$176.1K	QoQ NEW(+$176.1K) YoY NEW(+$176.1K)
(cusipG7500M104)✕	29.9K	QoQ +93.45% (+14.4K) YoY NEW(+29.9K)	All Managers (Combined)	$176.0K	QoQ +66.83% (+$70.5K) YoY NEW(+$176.0K)
Intuitive Machines, Inc.(LUNRcusip46125A100)	23.5K	QoQ -14.76% (-4.1K) YoY NEW(+23.5K)	All Managers (Combined)	$175.2K	QoQ -65.03% (-$325.9K) YoY NEW(+$175.2K)