Creative Planning
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001540235
- Manager Name
- Creative Planning
Data Enrichment
78% identified3,087 identified847 unidentified
Holdings
3,934 positions
Manager:
Search and click to pin securities to the top
Page 170 of 172
092915115
Shares:
103800
Value:
$19.7M
294628102
Shares:
11672(-37.5%)
Value:
$18.8M(-43.1%)
08975B117
Shares:
15629
Value:
$12.8M
00827BAB2
Shares:
0
Value:
$11.0M(+1.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.5K | YoY NEW(+13.5K) | All Managers (Combined) | $20.2K | YoY NEW(+$20.2K) | |
14.6K | QoQ NEW(+14.6K) YoY NEW(+14.6K) | All Managers (Combined) | $19.9K | QoQ NEW(+$19.9K) YoY NEW(+$19.9K) | |
(cusip092915115)✕ | 103.8K | QoQ NEW(+103.8K) YoY NEW(+103.8K) | All Managers (Combined) | $19.7K | QoQ NEW(+$19.7K) YoY NEW(+$19.7K) |
10.7K | YoY NEW(+10.7K) | All Managers (Combined) | $18.8K | YoY NEW(+$18.8K) | |
(cusip294628102)✕ | 11.7K | All Managers (Combined) | $18.8K | ||
13.1K | All Managers (Combined) | $17.8K | |||
11.9K | QoQ 0.00% (+0)YoY NEW(+11.9K) | All Managers (Combined) | $17.7K | YoY NEW(+$17.7K) | |
10.1K | All Managers (Combined) | $17.3K | |||
12.4K | All Managers (Combined) | $16.3K | |||
19.3K | All Managers (Combined) | $15.1K | |||
25.0K | All Managers (Combined) | $15.0K | YoY +0.03% (+$5) | ||
25.9K | YoY NEW(+25.9K) | All Managers (Combined) | $14.9K | YoY NEW(+$14.9K) | |
14.0K | QoQ NEW(+14.0K) YoY NEW(+14.0K) | All Managers (Combined) | $14.4K | QoQ NEW(+$14.4K) YoY NEW(+$14.4K) | |
Kopin Corp(KOPNcusip500600101) | 14.9K | All Managers (Combined) | $13.9K | ||
28.6K | All Managers (Combined) | $12.8K | |||
(cusip08975B117)✕ | 15.6K | QoQ NEW(+15.6K) YoY NEW(+15.6K) | All Managers (Combined) | $12.8K | QoQ NEW(+$12.8K) YoY NEW(+$12.8K) |
19.0K | All Managers (Combined) | $12.4K | |||
(cusip00827BAB2)✕ | — | All Managers (Combined) | $11.0K | ||
13.4K | QoQ -5.43% (-770)YoY +2.52% (-330) | All Managers (Combined) | $10.7K | ||
22.9K | YoY NEW(+22.9K) | All Managers (Combined) | $10.7K | YoY NEW(+$10.7K) |