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:
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Simpson Manufacturing Co., Inc.
Shares:11.3K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$104.5B)
Synchrony Financial
Shares:33.6K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$104.5B)
WORKIVA INC
Shares:23.4K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$104.5B)
ROGERS CORP
Shares:26.3K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$104.5B)
Stride, Inc.
Shares:14.0K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$104.5B)
Allegion plc
Shares:13.6K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$104.5B)
25434V666
Shares:57.9K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$104.5B)
Origin Bancorp, Inc.
Shares:50.9K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$104.5B)
ALLIANCE RESOURCE PARTNERS LP
Shares:64.7K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$104.5B)
FLUOR CORP
Shares:49.2K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$104.5B)
Genpact LTD
Shares:34.9K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$104.5B)
775109200
Shares:65.7K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$104.5B)
BJ's Wholesale Club Holdings, Inc.
Shares:15.4K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$104.5B)
SERVICE CORP INTERNATIONAL
Shares:21.8K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$104.5B)
Vale S.A.
Shares:174.6K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$104.5B)
MANHATTAN ASSOCIATES INC
Shares:10.1K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$104.5B)
HUBBELL INC
Shares:5.3K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$104.5B)
Frontier Group Holdings, Inc.
Shares:401.5K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$104.5B)
BXP, Inc.
Shares:25.9K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$104.5B)
Kontoor Brands, Inc.
Shares:27.0K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$104.5B)