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 156 of 172
EGAIN Corp
EGAN|28225C806
Shares:
36000
Value:
$174.6M
RAYONIER ADVANCED MATERIALS INC.
RYAM|75508B104
Shares:
30365(+12.7%)
Value:
$174.6M(-21.4%)
ARDELYX, INC.
ARDX|039697107
Shares:
35352(+120.8%)
Value:
$173.6M(+113.8%)
02217A102
02217A102
Shares:
35051(+103.2%)
Value:
$173.5M(+147.1%)
Vimeo, Inc.
VMEO|92719V100
Shares:
32935(+157.4%)
Value:
$173.2M(+111.6%)
BOSTON OMAHA Corp
BOC|101044105
Shares:
11806(+5315.6%)
Value:
$172.1M(+5468.8%)
BGC Group, Inc.
BGC|088929104
Shares:
18717(+2.7%)
Value:
$171.6M(+4.0%)
Ponce Financial Group, Inc.
PDLB|732344106
Shares:
13542
Value:
$171.6M
PIMCO CORPORATE & INCOME STRATEGY FUND
PCN|72200U100
Shares:
12565(-1.9%)
Value:
$171.5M(-0.2%)
MARAVAI LIFESCIENCES HOLDINGS, INC.
MRVI|56600D107
Shares:
77581(+124.6%)
Value:
$171.5M(-8.9%)
ImmunityBio, Inc.
IBRX|45256X103
Shares:
56797(+203.5%)
Value:
$171.0M(+256.8%)
ROYCE SMALL-CAP TRUST, INC.
RVT|780910105
Shares:
12001(+8.6%)
Value:
$170.9M(-2.1%)
GERON CORP
GERN|374163103
Shares:
106675(+60.0%)
Value:
$169.6M(-28.1%)
MARCUS CORP
MCS|566330106
Shares:
10141(-12.7%)
Value:
$169.3M(-32.2%)
Bain Capital Specialty Finance, Inc.
BCSF|05684B107
Shares:
10175
Value:
$168.9M
WOLFSPEED, INC.
WOLF|977852102
Shares:
54817(+96.0%)
Value:
$167.7M(-9.9%)
Talkspace, Inc.
TALK|87427V103
Shares:
65023(-13.8%)
Value:
$166.5M(-28.6%)
Mister Car Wash, Inc.
MCW|60646V105
Shares:
20961(+6.2%)
Value:
$165.4M(+14.9%)
AVANOS MEDICAL, INC.
AVNS|05350V106
Shares:
11536(+543.4%)
Value:
$165.3M(+479.1%)
Fastly, Inc.
FSLY|31188V100
Shares:
25719(+28.1%)
Value:
$162.8M(-14.1%)