Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KRNY
Kearny Financial Corp.

Financial Services
31.7K
+ 16.67%
$5.85 - $6.95 $185K - $220K
222K $1.46M
BANC
Banc Of California, Inc.

Financial Services
11.9K
+ 98.97%
$14.16 - $17.05 $169K - $203K
24K $397K
FR
First Industrial Realty Trust Inc

Real Estate
3.96K
+ 57.11%
$47.58 - $52.64 $189K - $209K
10.9K $561K
SJNK
Spdr Bloomberg Short Term High

ETFs
7.96K
+ 4.16%
$25.28 - $25.63 $201K - $204K
199K $5.1M
APPN
Appian Corp

Technology
7.2K
+ 74.58%
$26.95 - $33.69 $194K - $243K
16.8K $515K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.65K
+ 2.94%
$15.38 - $20.2 $25.4K - $33.3K
57.8K $1.17M
ALE
Allete Inc

Utilities
2.66K
+ 12.79%
$62.45 - $66.45 $166K - $177K
23.4K $1.56M
APG
A Pi Group Corp

Industrials
26.9K
+ 64.17%
$33.09 - $36.34 $889K - $977K
68.8K $2.36M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1.64K
+ 5.6%
$42.88 - $49.1 $70.1K - $80.3K
30.8K $1.49M
XPRO
Expro Group Holdings N.V.

Energy
10.5K
+ 34.37%
$8.27 - $12.66 $86.9K - $133K
41.1K $487K
UHAL
Amerco

Industrials
4.47K
+ 49.14%
$55.87 - $63.85 $250K - $285K
13.6K $773K
UVE
Universal Insurance Holdings, Inc.

Financial Services
9.11K
+ 77.5%
$22.93 - $27.36 $209K - $249K
20.9K $548K
WHD
Cactus, Inc.

Energy
7.29K
+ 46.96%
$38.17 - $47.92 $278K - $349K
22.8K $900K
BBSI
Barrett Business Services Inc

Industrials
4.39K
+ 44.92%
$42.51 - $49.17 $187K - $216K
14.2K $628K
AMRC
Ameresco, Inc.

Industrials
1.07K
+ 10.65%
$15.87 - $34.84 $17K - $37.3K
11.1K $373K
EQX
Equinox Gold Corp.

Basic Materials
2.86K
+ 8.31%
$5.78 - $11.34 $16.5K - $32.5K
37.3K $418K
FYBR
Frontier Communications Parent, Inc.

Communication Services
5.43K
+ 29.75%
$36.44 - $37.53 $198K - $204K
23.7K $884K
RPRX
Royalty Pharma PLC

Healthcare
7.32K
+ 13.92%
$34.9 - $37.91 $255K - $277K
59.9K $2.11M
SNDR
Schneider National, Inc.

Industrials
14.1K
+ 52.48%
$21.09 - $26.92 $298K - $380K
41.1K $868K
STN
Stantec Inc

Industrials
2.21K
+ 9.42%
$105.75 - $112.26 $234K - $249K
25.7K $2.77M
NEO
Neogenomics Inc

Healthcare
27.2K
+ 162.56%
$4.84 - $8.81 $132K - $240K
43.9K $339K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
498
+ 4.5%
$158.03 - $197.08 $78.7K - $98.1K
11.6K $1.93M
AVTR
Avantor, Inc.

Basic Materials
21.7K
+ 38.82%
$11.18 - $14.21 $243K - $309K
77.8K $970K
CTRA
Coterra Energy Inc.

Energy
13.9K
+ 21.32%
$23.09 - $25.45 $321K - $354K
79.2K $1.87M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
3.03K
+ 20.53%
$68.58 - $69.85 $208K - $212K
17.8K $1.24M
PFG
Principal Financial Group Inc

Financial Services
411
+ 0.79%
$75.53 - $82.95 $31K - $34.1K
52.5K $4.36M
BRBR
Bellring Brands, Inc.

Consumer Defensive
14.3K
+ 101.19%
$35.51 - $58.78 $507K - $839K
28.4K $1.03M
BTG
B2 Gold Corp

Basic Materials
13K
+ 11.59%
$3.32 - $4.96 $43.3K - $64.7K
126K $621K
SR
Spire Inc

Utilities
1.65K
+ 17.36%
$72.83 - $81.52 $120K - $134K
11.1K $906K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
4.91K
+ 24.68%
$51.85 - $58.13 $255K - $285K
24.8K $1.3M
EMB
Ishares Tr

ETFs
1.93K
+ 16.3%
$91.52 - $95.59 $176K - $184K
13.7K $1.31M
COLL
Collegium Pharmaceutical, Inc

Healthcare
2.52K
+ 11.12%
$29.75 - $39.59 $75K - $99.8K
25.2K $880K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
2.32K
+ 84.13%
$107.28 - $125.1 $248K - $290K
5.07K $550K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1.49K
+ 12.45%
$80.0 - $88.06 $119K - $131K
13.4K $1.17M
MGNI
Magnite, Inc.

Communication Services
10.8K
+ 96.68%
$21.75 - $26.52 $234K - $285K
21.9K $476K
MPLX
Mplx LP

Energy
5.8K
+ 10.94%
$49.42 - $52.71 $287K - $306K
58.8K $2.94M
ATEC
Alphatec Holdings, Inc.

Healthcare
534
+ 0.92%
$10.31 - $16.55 $5.51K - $8.84K
58.7K $852K
AMSC
American Superconductor Corp

Industrials
1.36K
+ 23.99%
$35.98 - $64.63 $49K - $88.1K
7.04K $414K
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
10.4K
+ 152.48%
$22.85 - $32.59 $238K - $339K
17.2K $406K
GNR
Spdr S&P Global Natural Resour

ETFs
1.72K
+ 8.26%
$54.23 - $59.34 $93.3K - $102K
22.6K $1.34M
AWR
American States Water CO

Utilities
3.72K
+ 18.75%
$71.48 - $77.99 $266K - $290K
23.6K $1.73M
CWEN
Clearway Energy, Inc.

Utilities
9.98K
+ 49.23%
$27.89 - $32.98 $278K - $329K
30.3K $854K
AIR
Aar Corp

Industrials
1.37K
+ 35.4%
$69.47 - $89.67 $95.5K - $123K
5.26K $471K
TREE
Lending Tree, Inc.

Financial Services
710
+ 12.37%
$37.34 - $76.51 $26.5K - $54.3K
6.45K $417K
USNA
Usana Health Sciences Inc

Consumer Defensive
9.63K
+ 48.03%
$27.55 - $35.43 $265K - $341K
29.7K $817K
PHO
Invesco Exchange Traded Fd Tr

ETFs
876
+ 1.36%
$69.62 - $73.99 $61K - $64.8K
65.3K $4.71M
TFII
Tfi International Inc.

Industrials
2.54K
+ 20.25%
$84.43 - $96.79 $215K - $246K
15.1K $1.33M
PAGS
Pag Seguro Digital Ltd.

Technology
15K
+ 9.96%
$7.75 - $10.74 $116K - $161K
166K $1.66M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.38K
+ 52.97%
$128.6 - $136.01 $178K - $188K
4K $540K
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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