Creative Planning New Holdings in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BCAT
Black Rock Capital Allocation Trust

ETFs
11.2K
New
$14.56 - $15.29 $163K - $171K
11.2K $165K
RYLD
Global X Fds Russell 2000 Cove

ETFs
10.7K
New
$14.46 - $15.29 $155K - $164K
10.7K $161K
ARHS
Arhaus, Inc.

Consumer Cyclical
14.8K
New
$8.07 - $12.8 $119K - $189K
14.8K $156K
GTX
Garrett Motion Inc.

Consumer Cyclical
11.3K
New
$10.72 - $13.99 $121K - $159K
11.3K $154K
HDSN
Hudson Technologies Inc

Basic Materials
14.4K
New
$8.02 - $10.44 $116K - $151K
14.4K $143K
ASAN
Asana, Inc.

Technology
10.6K
New
$12.8 - $15.35 $135K - $162K
10.6K $141K
EOLS
Evolus, Inc.

Healthcare
22.5K
New
$5.77 - $9.73 $130K - $219K
22.5K $138K
ESPR
Esperion Therapeutics, Inc.

Healthcare
49.9K
New
$0.98 - $2.84 $48.9K - $142K
49.9K $132K
CERT
Certara, Inc.

Healthcare
10.7K
New
$9.53 - $12.22 $102K - $131K
10.7K $130K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
11.1K
New
$10.16 - $11.84 $113K - $132K
11.1K $129K
TNDM
Tandem Diabetes Care Inc

Healthcare
10.3K
New
$10.12 - $17.24 $104K - $177K
10.3K $124K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
10.6K
New
$10.94 - $11.76 $116K - $124K
10.6K $124K
TERN
Terns Pharmaceuticals, Inc.

Healthcare
16K
New
$3.91 - $8.18 $62.7K - $131K
16K $121K
BHK
Blackrock Core Bond Trust

Financial Services
12.2K
New
$9.42 - $9.94 $115K - $121K
12.2K $121K
PTLO
Portillo'S Inc.

Consumer Cyclical
18.3K
New
$6.06 - $12.32 $111K - $225K
18.3K $117K
MDXG
Mimedx Group, Inc.

Healthcare
16.8K
New
$6.1 - $7.31 $102K - $123K
16.8K $117K
UIHC
United Insurance Holdings Corp.

Financial Services
15.5K
New
N/A
15.5K $116K
EXPI
Exp World Holdings, Inc.

Real Estate
10.8K
New
$9.32 - $11.59 $101K - $125K
10.8K $115K
SHLS
Shoals Technologies Group, Inc.

Technology
15.3K
New
$4.46 - $7.7 $68.3K - $118K
15.3K $113K
MFIN
Medallion Financial Corp

Financial Services
11.3K
New
$9.29 - $10.79 $105K - $121K
11.3K $112K
DC
Dakota Gold Corp.

Basic Materials
23.6K
New
$3.6 - $4.94 $85.1K - $117K
23.6K $107K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
36.2K
New
$2.93 - $3.01 $106K - $109K
36.2K $106K
UDMY
Udemy, Inc.

Consumer Defensive
15.1K
New
$6.54 - $7.61 $98.8K - $115K
15.1K $105K
ONDS
Ondas Holdings Inc.

Technology
13.3K
New
$1.75 - $7.88 $23.3K - $105K
13.3K $103K
MVST
Microvast Holdings, Inc.

Industrials
25.8K
New
$2.53 - $4.12 $65.3K - $106K
25.8K $99K
MBI
Mbia Inc

Financial Services
12K
New
$4.3 - $8.13 $51.6K - $97.5K
12K $89K
EVEX
Eve Holding, Inc.

Industrials
21.7K
New
$3.66 - $7.51 $79.3K - $163K
21.7K $82K
PSNL
Personalis, Inc.

Healthcare
12.6K
New
$4.38 - $7.51 $55K - $94.3K
12.6K $77K
HUMA
Humacyte, Inc.

Healthcare
44K
New
$1.41 - $2.73 $62.1K - $120K
44K $76K
EAD
Allspring Income Opportunities Fund

Financial Services
10.6K
New
$6.91 - $7.16 $73.6K - $76.2K
10.6K $74K
MCG
Membership Collective Group Inc.

Consumer Cyclical
10.1K
New
N/A
10.1K $69K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
20.6K
New
$2.79 - $3.95 $57.6K - $81.6K
20.6K $68K
ODV
Osisko Development Corp.

Basic Materials
20.2K
New
$2.1 - $3.43 $42.4K - $69.3K
20.2K $68K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
12.9K
New
$3.18 - $5.32 $40.9K - $68.5K
12.9K $66K
BRBS
Blue Ridge Bankshares, Inc.

Financial Services
15.4K
New
$3.41 - $4.35 $52.6K - $67.1K
15.4K $65K
IGR
Cbre Global Real Estate Income Fund

Financial Services
12.5K
New
$4.81 - $5.36 $60.3K - $67.2K
12.5K $64K
BRY
Berry Corp (Bry)

Energy
16.9K
New
$2.8 - $4.11 $47.3K - $69.4K
16.9K $63K
IDN
Intellicheck, Inc.

Technology
12.1K
New
$4.82 - $5.79 $58.1K - $69.8K
12.1K $62K
WOW
Wide Open West, Inc.

Communication Services
11.3K
New
$3.17 - $5.22 $36K - $59.2K
11.3K $58K
GOSS
Gossamer Bio, Inc.

Healthcare
18.7K
New
$1.21 - $3.46 $22.6K - $64.5K
18.7K $49K
HLLY
Holley Inc.

Consumer Cyclical
14.9K
New
$1.99 - $4.07 $29.6K - $60.5K
14.9K $46K
ANNX
Annexon, Inc.

Healthcare
15.5K
New
$2.05 - $3.37 $31.7K - $52.1K
15.5K $46K
LDI
Loan Depot, Inc.

Financial Services
15.1K
New
$1.28 - $4.56 $19.3K - $68.8K
15.1K $46K
ALEC
Alector, Inc.

Healthcare
15.7K
New
$1.42 - $3.18 $22.3K - $50K
15.7K $46K
LPRO
Open Lending Corp

Financial Services
21.5K
New
$1.98 - $2.64 $42.6K - $56.8K
21.5K $45K
GALT
Galectin Therapeutics Inc

Healthcare
10.4K
New
$2.09 - $5.37 $21.7K - $55.8K
10.4K $43K
FATE
Fate Therapeutics Inc

Healthcare
26.3K
New
$0.92 - $1.3 $24.2K - $34.2K
26.3K $33K
STTK
Shattuck Labs, Inc.

Healthcare
12.3K
New
$0.73 - $2.45 $9K - $30.2K
12.3K $28K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
13.9K
New
$1.36 - $2.24 $18.9K - $31.1K
13.9K $27K
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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