Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FIVN
Five9, Inc.

Technology
14.1K
+ 184.11%
$24.05 - $29.16 $339K - $411K
21.7K $526K
IART
Integra Lifesciences Holdings Corp

Healthcare
20.2K
+ 125.42%
$11.13 - $15.99 $225K - $323K
36.3K $520K
STAA
Staar Surgical CO

Healthcare
6.14K
+ 39.11%
$16.61 - $28.57 $102K - $175K
21.8K $586K
HOMB
Home Bancshares Inc

Financial Services
11.9K
+ 13.54%
$27.55 - $30.19 $329K - $360K
100K $2.83M
LCII
Lci Industries

Consumer Cyclical
3.37K
+ 76.76%
$93.15 - $107.98 $313K - $363K
7.75K $721K
LEG
Leggett & Platt Inc

Consumer Cyclical
36.8K
+ 33.5%
$8.08 - $10.59 $297K - $389K
146K $1.3M
DCOM
Dime Community Bancshares, Inc.

Financial Services
8.94K
+ 46.49%
$27.13 - $31.78 $242K - $284K
28.2K $839K
ACCO
Acco Brands Corp

Industrials
74.8K
+ 137.47%
$3.44 - $4.2 $257K - $314K
129K $515K
NRDS
Nerdwallet, Inc.

Financial Services
30.2K
+ 186.77%
$9.18 - $11.38 $277K - $344K
46.4K $498K
NWBI
Northwest Bancshares, Inc.

Financial Services
26.2K
+ 202.92%
$11.5 - $13.53 $301K - $354K
39.1K $484K
WTFC
Wintrust Financial Corp

Financial Services
1.37K
+ 8.37%
$122.55 - $139.81 $168K - $191K
17.7K $2.34M
ADPT
Adaptive Biotechnologies Corp

Healthcare
5.01K
+ 6.8%
$10.24 - $14.96 $51.3K - $74.9K
78.6K $1.18M
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
26.9K
+ 77.44%
$10.3 - $13.65 $277K - $367K
61.6K $727K
AGO
Assured Guaranty LTD

Financial Services
4.06K
+ 37.75%
$80.41 - $86.64 $327K - $352K
14.8K $1.26M
PDP
Invesco Exchange Traded Fd Tr

ETFs
2.24K
+ 39.3%
$107.15 - $118.05 $240K - $264K
7.93K $936K
PL
Planet Labs Pbc

Industrials
11.2K
+ 44.96%
$6.14 - $12.98 $68.8K - $146K
36.2K $469K
FLYW
Flywire Corp

Technology
17.9K
+ 43.35%
$10.33 - $13.74 $185K - $245K
59.1K $799K
FDS
Factset Research Systems Inc

Financial Services
3.21K
+ 85.52%
$283.86 - $450.3 $912K - $1.45M
6.97K $2M
HLNE
Hamilton Lane Inc

Financial Services
2.9K
+ 28.02%
$134.79 - $160.88 $390K - $466K
13.2K $1.78M
CCI
Crown Castle International Corp

Real Estate
7.67K
+ 11.26%
$92.96 - $113.91 $713K - $874K
75.8K $7.32M
LQDA
Liquidia Corp

Healthcare
1.46K
+ 5.43%
$12.06 - $28.85 $17.6K - $42.1K
28.3K $649K
CNDT
Conduent Inc

Technology
104K
+ 69.77%
$2.43 - $2.96 $252K - $307K
252K $706K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
7.86K
+ 28.83%
$14.51 - $22.53 $114K - $177K
35.1K $718K
ENTG
Entegris Inc

Technology
1.59K
+ 11.27%
$72.03 - $95.97 $114K - $152K
15.7K $1.45M
CCRN
Cross Country Healthcare Inc

Healthcare
19.7K
+ 70.2%
$12.01 - $14.23 $237K - $281K
47.8K $678K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5.42K
+ 38.69%
N/A
19.4K $1.12M
ITB
Ishares Tr

ETFs
517
+ 2.86%
$94.18 - $117.14 $48.7K - $60.6K
18.6K $1.99M
NTLA
Intellia Therapeutics, Inc.

Healthcare
2.63K
+ 7.95%
$9.88 - $17.76 $26K - $46.7K
35.7K $617K
SHC
Sotera Health CO

Healthcare
13.5K
+ 67.07%
$11.01 - $16.5 $149K - $223K
33.7K $530K
VAW
Vanguard Materials ETF

ETFs
234
+ 0.91%
$193.21 - $210.15 $45.2K - $49.2K
26K $5.33M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.55K
+ 6.74%
$79.89 - $83.25 $204K - $212K
40.4K $3.34M
MMI
Marcus & Millichap, Inc.

Real Estate
10.9K
+ 89.77%
$28.74 - $33.19 $314K - $363K
23.1K $678K
WERN
Werner Enterprises Inc

Industrials
14.6K
+ 19.11%
$26.03 - $29.98 $380K - $438K
91K $2.4M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
12K
+ 31.67%
$19.02 - $28.4 $228K - $341K
49.9K $1.25M
BAX
Baxter International Inc

Healthcare
34.8K
+ 53.2%
$21.71 - $31.23 $756K - $1.09M
100K $2.28M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
6.63K
+ 64.05%
$43.1 - $44.6 $286K - $296K
17K $751K
ADUS
Addus Home Care Corp

Healthcare
2.38K
+ 33.9%
$104.96 - $118.41 $250K - $282K
9.41K $1.11M
ORA
Ormat Technologies, Inc.

Utilities
1.34K
+ 9.88%
$84.64 - $96.25 $113K - $129K
14.9K $1.43M
FMBH
First Mid Bancshares, Inc.

Financial Services
7.18K
+ 11.31%
$37.18 - $40.64 $267K - $292K
70.7K $2.68M
GDOT
Green Dot Corp

Financial Services
16.8K
+ 63.17%
$9.64 - $15.25 $162K - $257K
43.5K $584K
SIGA
Siga Technologies Inc

Healthcare
22.4K
+ 64.88%
$6.46 - $9.48 $145K - $212K
57K $521K
PRCT
Procept Bio Robotics Corp

Healthcare
14.7K
+ 140.52%
$35.69 - $60.06 $526K - $885K
25.2K $900K
DOLE
Dole PLC

Consumer Defensive
24K
+ 48.67%
$13.15 - $14.95 $315K - $358K
73.2K $983K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
6.44K
+ 37.54%
$21.94 - $29.24 $141K - $188K
23.6K $688K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
19.5K
+ 194.06%
$14.8 - $15.15 $289K - $296K
29.6K $443K
NNI
Nelnet Inc

Financial Services
2.04K
+ 23.22%
$119.62 - $130.27 $244K - $266K
10.8K $1.36M
PODD
Insulet Corp

Healthcare
1.1K
+ 13.05%
$277.3 - $352.82 $304K - $387K
9.51K $2.93M
LTC
Ltc Properties Inc

Real Estate
7.18K
+ 64.07%
$34.04 - $36.86 $244K - $264K
18.4K $677K
SA
Seabridge Gold Inc

Basic Materials
1.04K
+ 3.8%
$14.71 - $24.15 $15.3K - $25.2K
28.5K $687K
Activity Summary
Buys All Purchases 2922 New Holdings 336 Increased Positions 2586 Sells All Sells 798 Reductions 798 Sold out 0 Options Calls 29 Puts 31
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