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 165 of 172
Journey Medical Corp
DERM|48115J109
Shares:
11764(+0.0%)
Value:
$69.4M(+50.9%)
E.W. SCRIPPS Co
SSP|811054402
Shares:
23428(-1.4%)
Value:
$69.3M(+32.0%)
Energy Vault Holdings, Inc.
NRGV|29280W109
Shares:
98499(+0.1%)
Value:
$68.5M(-69.5%)
Senseonics Holdings, Inc.
SENS|81727U105
Shares:
102974(+15.5%)
Value:
$67.6M(+44.8%)
Tilray Brands, Inc.
TLRY|88688T100
Shares:
101712(+0.0%)
Value:
$66.9M(-50.6%)
Atea Pharmaceuticals, Inc.
AVIR|04683R106
Shares:
22341(+0.0%)
Value:
$66.8M(-10.7%)
00768Y453
00768Y453
Shares:
25046
Value:
$65.4M
SAFE BULKERS, INC.
SB|Y7388L103
Shares:
17434
Value:
$64.3M
Erasca, Inc.
ERAS|29479A108
Shares:
46695(+105.8%)
Value:
$64.0M(+12.3%)
Quad/Graphics, Inc.
QUAD|747301109
Shares:
11622
Value:
$63.3M
RIVERVIEW BANCORP INC
RVSB|769397100
Shares:
11145(+0.0%)
Value:
$63.0M(-1.6%)
Cogent Biosciences, Inc.
COGT|19240Q201
Shares:
10494
Value:
$62.9M
Blend Labs, Inc.
BLND|09352U108
Shares:
18760(+4697.9%)
Value:
$62.8M(+3718.1%)
8X8 INC /DE/
EGHT|282914100
Shares:
31147(-26.7%)
Value:
$62.3M(-45.1%)
PRECIGEN, INC.
PGEN|74017N105
Shares:
41390(+64.4%)
Value:
$61.7M(+118.7%)
GAMCO Global Gold, Natural Resources & Income Trust
GGN|36465A109
Shares:
13931(+3.9%)
Value:
$60.9M(+20.4%)
Candel Therapeutics, Inc.
CADL|137404109
Shares:
10742
Value:
$60.7M
Relay Therapeutics, Inc.
RLAY|75943R102
Shares:
23117(-21.7%)
Value:
$60.6M(-50.2%)
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.
PACB|69404D108
Shares:
50797(-47.5%)
Value:
$59.9M(-66.2%)
Bumble Inc.
BMBL|12047B105
Shares:
13781(-73.5%)
Value:
$59.8M(-85.9%)