Creative Planning New Holdings in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.83K
New
$113.22 - $123.86 $207K - $226K
1.83K $222K
PCH
Potlatchdeltic Corp

Real Estate
5.47K
New
$39.34 - $44.24 $215K - $242K
5.47K $222K
NBHC
National Bank Holdings Corp

Financial Services
5.75K
New
$36.06 - $41.58 $207K - $239K
5.75K $222K
RM
Regional Management Corp.

Financial Services
5.7K
New
$29.2 - $45.54 $166K - $260K
5.7K $222K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
4.19K
New
N/A
4.19K $220K
DOOO
Brp Inc.

Consumer Cyclical
3.62K
New
$47.83 - $68.36 $173K - $247K
3.62K $219K
PRDO
Perdoceo Education Corp

Consumer Defensive
5.8K
New
$28.08 - $37.66 $163K - $218K
5.8K $218K
LINC
Lincoln Educational Services Corp

Consumer Defensive
9.4K
New
$18.81 - $24.5 $177K - $230K
9.4K $218K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
15.4K
New
$13.32 - $14.12 $205K - $217K
15.4K $217K
PHR
Phreesia, Inc.

Healthcare
9.27K
New
$23.28 - $32.55 $216K - $302K
9.27K $217K
PAHC
Phibro Animal Health Corp

Healthcare
5.38K
New
$26.11 - $41.23 $140K - $222K
5.38K $217K
IWX
Ishares Tr Russell 200 Value E

ETFs
2.48K
New
$83.04 - $87.88 $206K - $218K
2.48K $217K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
5.83K
New
$35.94 - $38.52 $209K - $224K
5.83K $216K
BST
Black Rock Science & Technology Trust

Financial Services
5.24K
New
$38.01 - $41.55 $199K - $218K
5.24K $216K
GUG
Guggenheim Active Allocation Fund

ETFs
13.9K
New
$15.2 - $16.25 $211K - $226K
13.9K $216K
GRVY
Gravity Co., Ltd.

Communication Services
3.37K
New
$61.53 - $68.2 $207K - $230K
3.37K $215K
DXPE
Dxp Enterprises Inc

Industrials
1.81K
New
$89.1 - $125.82 $161K - $227K
1.81K $215K
EGBN
Eagle Bancorp Inc

Financial Services
10.7K
New
$15.96 - $21.66 $170K - $231K
10.7K $215K
AAOI
Applied Optoelectronics, Inc.

Technology
8.41K
New
$20.86 - $30.54 $175K - $257K
8.41K $214K
AKR
Acadia Realty Trust

Real Estate
10.7K
New
$18.07 - $20.37 $193K - $217K
10.7K $214K
WLY
John Wiley & Sons, Inc.

Communication Services
5.3K
New
$37.89 - $43.52 $201K - $231K
5.3K $214K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
3.53K
New
$56.62 - $61.48 $200K - $217K
3.53K $213K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
25K
New
$7.86 - $9.72 $196K - $243K
25K $213K
FNGS
Bank Of Montreal

ETFs
3.02K
New
$64.17 - $71.22 $194K - $215K
3.02K $211K
NESR
National Energy Services Reunited Corp.

Energy
20.5K
New
$5.96 - $10.54 $122K - $216K
20.5K $210K
LXFR
Luxfer Holdings PLC

Industrials
15.1K
New
$11.38 - $14.77 $172K - $224K
15.1K $210K
WAFD
Washington Federal Inc

Financial Services
6.9K
New
$28.87 - $31.95 $199K - $221K
6.9K $209K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
8.56K
New
$24.08 - $24.5 $206K - $210K
8.56K $208K
HWBK
Hawthorn Bancshares, Inc.

Financial Services
6.64K
New
$28.22 - $33.71 $187K - $224K
6.64K $208K
LRMR
Larimar Therapeutics, Inc.

Healthcare
64.3K
New
$2.88 - $5.1 $185K - $328K
64.3K $207K
REZ
Ishares Tr Residential And Mul

ETFs
2.43K
New
$81.06 - $85.23 $197K - $207K
2.43K $206K
AEHR
Aehr Test Systems

Technology
6.82K
New
$13.29 - $33.63 $90.7K - $229K
6.82K $205K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
9.13K
New
$21.84 - $22.63 $199K - $207K
9.13K $205K
URGN
Uro Gen Pharma Ltd.

Healthcare
10.4K
New
$12.96 - $21.42 $135K - $224K
10.4K $203K
LARK
Landmark Bancorp Inc

Financial Services
7.55K
New
$24.38 - $28.25 $184K - $213K
7.55K $202K
QINT
American Centy ETF Tr Quality

ETFs
3.28K
New
$57.39 - $61.48 $188K - $202K
3.28K $201K
BKF
Ishares Mcsi Bic ETF

ETFs
4.44K
New
$40.94 - $45.78 $182K - $203K
4.44K $200K
TU
Telus Corp

Communication Services
12.7K
New
$15.6 - $16.63 $198K - $212K
12.7K $200K
OOMA
Ooma Inc

Communication Services
16.4K
New
$10.98 - $13.26 $180K - $217K
16.4K $199K
FCF
First Commonwealth Financial Corp

Financial Services
11.5K
New
$16.07 - $18.02 $185K - $207K
11.5K $195K
MFA
Mfa Financial, Inc.

Real Estate
20.4K
New
$9.09 - $10.4 $185K - $212K
20.4K $187K
EOSE
Eos Energy Enterprises, Inc.

Industrials
16.5K
New
$4.63 - $11.17 $76.5K - $185K
16.5K $182K
CRVS
Corvus Pharmaceuticals, Inc.

Healthcare
25.3K
New
$3.86 - $7.39 $97.7K - $187K
25.3K $181K
GNW
Genworth Financial Inc

Financial Services
19.9K
New
$7.26 - $9.11 $144K - $181K
19.9K $176K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
15.5K
New
$10.85 - $11.41 $168K - $176K
15.5K $173K
OFIX
Orthofix Medical Inc.

Healthcare
11.8K
New
$10.63 - $15.48 $125K - $182K
11.8K $172K
GCMG
Gcm Grosvenor Inc.

Financial Services
14.2K
New
$11.5 - $13.12 $164K - $187K
14.2K $171K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
10.9K
New
$14.33 - $15.38 $156K - $167K
10.9K $167K
DCTH
Delcath Systems, Inc.

Healthcare
15.6K
New
$10.01 - $12.76 $156K - $199K
15.6K $167K
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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