Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRGY
Crescent Energy CO

Energy
7.88K
+ 9.24%
$8.22 - $9.94 $64.7K - $78.3K
93.1K $830K
PRCH
Porch Group, Inc.

Technology
2.39K
+ 20.65%
$11.85 - $19.04 $28.3K - $45.4K
13.9K $234K
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
110
+ 0.86%
$14.5 - $21.61 $1.6K - $2.38K
12.9K $277K
H
Hyatt Hotels Corp

Consumer Cyclical
538
+ 5.85%
$135.01 - $152.25 $72.6K - $81.9K
9.73K $1.38M
ZI
Zoom Info Technologies Inc.

Technology
9.61K
+ 24.35%
N/A
49K $497K
ATAI
Atai Life Sciences N.V.

Healthcare
7.53K
+ 41.29%
$2.62 - $5.61 $19.7K - $42.2K
25.8K $136K
KROS
Keros Therapeutics, Inc.

Healthcare
2.35K
+ 9.69%
$13.34 - $16.05 $31.3K - $37.7K
26.6K $420K
DV
Double Verify Holdings, Inc.

Technology
14.5K
+ 56.29%
$11.86 - $16.27 $172K - $237K
40.4K $483K
EBS
Emergent Bio Solutions Inc.

Healthcare
6.72K
+ 44.72%
$5.63 - $9.32 $37.8K - $62.6K
21.7K $191K
LADR
Ladder Capital Corp

Real Estate
8.41K
+ 31.11%
$10.86 - $11.81 $91.4K - $99.4K
35.5K $386K
NTST
Netstreit Corp.

Real Estate
3.97K
+ 18.6%
$16.82 - $18.96 $66.8K - $75.3K
25.3K $457K
PEG
Public Service Enterprise Group Inc

Utilities
2.27K
+ 1.74%
$79.99 - $90.14 $182K - $205K
133K $11.1M
FLNC
Fluence Energy, Inc.

Utilities
2.6K
+ 16.0%
$6.75 - $11.91 $17.5K - $30.9K
18.8K $203K
GEO
Geo Group Inc

Real Estate
6.8K
+ 52.99%
$20.25 - $26.46 $138K - $180K
19.6K $402K
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
7.9K
+ 61.72%
$10.5 - $11.42 $83K - $90.2K
20.7K $234K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.87K
+ 29.29%
$84.43 - $97.93 $158K - $183K
8.26K $701K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.5K
+ 4.43%
$95.32 - $123.91 $143K - $185K
35.3K $3.58M
NVEC
Nve Corp

Technology
1.94K
+ 48.48%
$59.41 - $81.06 $115K - $157K
5.95K $388K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
4.63K
+ 8.13%
$18.61 - $18.94 $86.2K - $87.8K
61.6K $1.16M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.43K
+ 3.88%
$20.66 - $20.74 $91.6K - $91.9K
119K $2.45M
TROX
Tronox Holdings PLC

Basic Materials
31.7K
+ 97.08%
$3.14 - $5.85 $99.6K - $186K
64.4K $258K
OPK
Opko Health, Inc.

Healthcare
56.3K
+ 229.89%
$1.19 - $1.55 $67K - $87.3K
80.8K $125K
SAND
Sandstorm Gold LTD

Basic Materials
1.06K
+ 4.14%
$9.36 - $12.52 $9.96K - $13.3K
26.7K $334K
EZPW
Ezcorp Inc

Financial Services
2.06K
+ 19.83%
$13.13 - $19.15 $27.1K - $39.5K
12.5K $237K
DAC
Danaos Corp

Industrials
803
+ 13.41%
$85.85 - $96.14 $68.9K - $77.2K
6.79K $609K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
4.09K
+ 21.68%
$23.48 - $24.44 $95.9K - $99.8K
22.9K $548K
PRLB
Proto Labs Inc

Industrials
569
+ 9.01%
$38.74 - $51.02 $22K - $29K
6.88K $344K
ARDX
Ardelyx, Inc.

Healthcare
12.9K
+ 104.71%
$3.92 - $6.64 $50.7K - $85.8K
25.3K $139K
FIGS
Figs, Inc.

Consumer Cyclical
3.19K
+ 4.86%
$5.65 - $7.44 $18K - $23.7K
68.9K $461K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
250
+ 2.05%
$67.91 - $74.71 $17K - $18.7K
12.4K $916K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
5.47K
+ 4.07%
$11.84 - $13.45 $64.8K - $73.6K
140K $1.77M
PWV
Invesco Exchange Traded Fd Tr

ETFs
922
+ 9.44%
$61.22 - $65.41 $56.4K - $60.3K
10.7K $696K
GBTG
Global Business Travel Group, Inc.

Technology
8.75K
+ 82.45%
$6.09 - $8.34 $53.3K - $72.9K
19.4K $156K
INN
Summit Hotel Properties, Inc.

Real Estate
14.7K
+ 79.61%
$5.03 - $5.98 $73.9K - $87.8K
33.1K $181K
OCUL
Ocular Therapeutix, Inc

Healthcare
3.13K
+ 14.6%
$9.09 - $13.6 $28.4K - $42.5K
24.5K $286K
AOSL
Alpha & Omega Semiconductor LTD

Technology
2.34K
+ 24.18%
$24.69 - $30.69 $57.7K - $71.7K
12K $335K
ST
Sensata Technologies Holding PLC

Technology
2.56K
+ 11.48%
$29.37 - $33.52 $75.1K - $85.7K
24.8K $759K
HSC
Harsco Corp

Industrials
12.1K
+ 22.85%
N/A
65K $468K
IMVT
Immunovant, Inc.

Healthcare
3.14K
+ 8.86%
N/A
38.5K $1.06M
CHK
Chesapeake Energy Corp

Energy
1.01K
+ 2.33%
N/A
44.1K $3.78M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
2.64K
+ 1.79%
$11.51 - $12.4 $30.4K - $32.8K
150K $1.84M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
23.2K
+ 30.57%
$1.7 - $3.97 $39.5K - $92.2K
99.2K $215K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
1.07K
+ 24.37%
$65.41 - $69.67 $69.7K - $74.2K
5.44K $378K
HPP
Hudson Pacific Properties, Inc.

Real Estate
29.8K
+ 64.72%
$2.41 - $3.07 $71.9K - $91.6K
75.9K $209K
ARKG
Ark Genomic Revolution ETF (De

ETFs
1.72K
+ 16.44%
$22.91 - $27.85 $39.5K - $48K
12.2K $338K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
17.3K
+ 138.37%
$3.87 - $5.83 $67.1K - $101K
29.9K $129K
ABSI
Absci Corp

Healthcare
20.1K
+ 42.84%
$2.34 - $3.63 $47K - $72.9K
67K $203K
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
4.65K
+ 13.94%
$11.56 - $16.01 $53.8K - $74.5K
38K $459K
NFBK
Northfield Bancorp, Inc.

Financial Services
4.83K
+ 6.17%
$10.4 - $12.22 $50.2K - $59K
83.1K $980K
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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