Creative Planning Incresed Positions in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AB
Alliancebernstein Holding L.P.

Financial Services
450
+ 3.07%
$37.76 - $42.88 $17K - $19.3K
15.1K $577K
AQN
Algonquin Power & Utilities Corp.

Utilities
1.05K
+ 1.37%
$5.37 - $6.11 $5.61K - $6.38K
77.4K $415K
KOP
Koppers Holdings Inc.

Basic Materials
837
+ 7.38%
$27.53 - $34.75 $23K - $29.1K
12.2K $341K
BCC
Boise Cascade CO

Basic Materials
674
+ 8.45%
$76.61 - $93.75 $51.6K - $63.2K
8.65K $668K
CRDF
Cardiff Oncology, Inc.

Healthcare
6.05K
+ 17.77%
$1.96 - $4.51 $11.9K - $27.3K
40.1K $81K
FTNT
Fortinet, Inc.

Technology
73.1K
+ 25.62%
$74.39 - $107.65 $5.44M - $7.87M
358K $30.1M
CNS
Cohen & Steers, Inc.

Financial Services
1.76K
+ 12.07%
$65.61 - $78.01 $115K - $137K
16.3K $1.07M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
183
+ 1.11%
$29.41 - $32.05 $5.38K - $5.87K
16.7K $497K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
21.2K
+ 9.34%
$10.17 - $11.97 $215K - $254K
248K $2.52M
BJRI
B Js Restaurants Inc

Consumer Cyclical
4.4K
+ 37.17%
$29.75 - $46.78 $131K - $206K
16.3K $496K
TIPT
Tiptree Inc.

Financial Services
605
+ 6.01%
$19.05 - $25.49 $11.5K - $15.4K
10.7K $204K
DOX
Amdocs LTD

Technology
2.99K
+ 9.81%
$81.2 - $92.62 $243K - $277K
33.5K $2.75M
EQH
Equitable Holdings, Inc.

Financial Services
730
+ 5.11%
$50.09 - $55.88 $36.6K - $40.8K
15K $762K
INTA
Intapp, Inc.

Technology
1.56K
+ 16.25%
$35.64 - $48.82 $55.5K - $76K
11.1K $455K
IYK
Ishares U.S. Consumer Staples

ETFs
110
+ 0.46%
$67.65 - $71.68 $7.44K - $7.88K
24K $1.64M
FLIN
Franklin Templeton ETF Tr

ETFs
2
+ 0.01%
$37.28 - $39.98 $74.6 - $80
16.9K $630K
TWI
Titan International Inc

Industrials
433
+ 2.46%
$7.54 - $10.86 $3.26K - $4.7K
18K $136K
GOOD
Gladstone Commercial Corp

Real Estate
732
+ 2.74%
$12.21 - $14.62 $8.94K - $10.7K
27.5K $338K
WSO
Watsco Inc

Industrials
440
+ 7.33%
$381.94 - $489.97 $168K - $216K
6.44K $2.6M
UA
Under Armour Inc Cl C

Consumer Cyclical
708
+ 2.25%
$4.66 - $6.93 $3.3K - $4.91K
32.1K $155K
WHR
Whirlpool Corp

Consumer Cyclical
2.23K
+ 22.8%
$77.47 - $110.59 $173K - $247K
12K $943K
TITN
Titan Machinery Inc.

Industrials
370
+ 1.93%
$16.74 - $21.6 $6.19K - $7.99K
19.5K $326K
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.24K
+ 3.43%
$94.03 - $117.16 $116K - $145K
37.3K $3.52M
OSPN
One Span Inc.

Technology
100
+ 0.45%
$14.28 - $18.05 $1.43K - $1.81K
22.5K $322K
PNTG
Pennant Group, Inc.

Healthcare
3.01K
+ 10.72%
$22.07 - $27.54 $66.5K - $83K
31.1K $785K
SFL
Sfl Corp Ltd.

Industrials
260
+ 0.37%
$7.53 - $9.48 $1.96K - $2.46K
70.4K $530K
ITRI
Itron, Inc.

Technology
1.01K
+ 3.94%
$117.47 - $138.42 $119K - $140K
26.6K $3.31M
CAC
Camden National Corp

Financial Services
496
+ 1.31%
$36.6 - $43.51 $18.2K - $21.6K
38.3K $1.48M
EVTC
Evertec, Inc.

Technology
1.74K
+ 3.37%
$32.77 - $37.66 $57K - $65.5K
53.2K $1.8M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
3.18K
+ 27.22%
$43.5 - $71.86 $138K - $228K
14.8K $653K
LEGN
Legend Biotech Corp

Healthcare
2K
+ 4.62%
$32.61 - $44.32 $65.2K - $88.6K
45.3K $1.48M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
2.46K
+ 13.25%
$50.34 - $65.52 $124K - $161K
21K $1.08M
LII
Lennox International Inc

Industrials
188
+ 5.05%
$516.18 - $664.54 $97K - $125K
3.91K $2.07M
AIG
American International Group, Inc.

Financial Services
7.18K
+ 8.02%
$76.34 - $85.87 $548K - $617K
96.7K $7.59M
FMC
Fmc Corp

Basic Materials
3.31K
+ 14.39%
$33.15 - $44.45 $110K - $147K
26.3K $884K
OEC
Orion Engineered Carbons S.A.

Basic Materials
10.3K
+ 19.32%
$7.5 - $11.52 $77.4K - $119K
63.7K $482K
FCNCA
First Citizens Bancshares Inc

Financial Services
106
+ 6.65%
$1789.16 - $2158.23 $190K - $229K
1.7K $3.04M
AMCR
Amcor PLC

Consumer Cyclical
18K
+ 8.03%
$7.97 - $9.94 $144K - $179K
243K $1.98M
PSEC
Prospect Capital Corp

Financial Services
872
+ 0.46%
$2.59 - $3.47 $2.26K - $3.03K
189K $520K
USM
United States Cellular Corp

Communication Services
389
+ 4.87%
$51.29 - $77.01 $20K - $30K
8.37K $429K
ICE
Intercontinental Exchange, Inc.

Financial Services
15K
+ 8.62%
$167.28 - $188.45 $2.52M - $2.84M
190K $31.9M
INDY
Ishares India 50 ETF

ETFs
116
+ 0.47%
$50.9 - $54.48 $5.9K - $6.32K
25K $1.27M
DVA
Davita Inc.

Healthcare
1
+ 0.01%
$127.69 - $151.32 $128 - $151
8.74K $1.16M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
591
+ 1.04%
$61.86 - $71.34 $36.6K - $42.2K
57.5K $3.69M
CLFD
Clearfield, Inc.

Technology
563
+ 4.84%
$31.13 - $45.34 $17.5K - $25.5K
12.2K $419K
OMI
Owens & Minor Inc

Healthcare
25.6K
+ 52.83%
$4.63 - $9.42 $119K - $241K
74.1K $355K
REPL
Replimune Group, Inc.

Healthcare
2.18K
+ 11.47%
$2.81 - $12.63 $6.13K - $27.5K
21.2K $88K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
2.83K
+ 14.2%
$30.62 - $52.91 $86.7K - $150K
22.8K $873K
FDBC
Fidelity D & D Bancorp Inc

Financial Services
135
+ 0.33%
$39.75 - $49.08 $5.37K - $6.63K
40.9K $1.78M
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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