Creative Planning

Position in AAMI — Acadian Asset Management Inc.

CIK 1540235 OVERLAND PARK, KS

Position in AAMI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,658,014

+$490,581 QoQ

Shares Held

30,467

+22.7% QoQ

Ownership

0.086%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.8665113073161125.ToString("F0")% Shared 0.ToString("F0")% None 99.1334886926839.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $462,647,698 across 180 Asset Management names. AAMI ranks #43 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	401,722	$46,194,012
2	CGBD	Carlyle Secured Lending, Inc.	3,231,986	$35,357,926
3	BXSL	Blackstone Secured Lending Fund	1,360,717	$32,235,385
4	BN	BROOKFIELD Corp /ON/	794,790	$32,165,151
5	BLK	BlackRock, Inc.	29,533	$28,402,181
6	JHG	Janus Henderson Group Ltc.	364,316	$18,714,912
7	AMP	Ameriprise Financial Inc	39,543	$17,572,909
8	STT	State Street Corp	113,253	$14,333,299

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,658,014	30,467	+22.7%	Shares	Sole	2026-05-12
2025-12-31	$1,167,433	24,839	-4.3%	Shares	Sole	2026-02-17
2025-09-30	$1,250,040	25,956	+12.0%	Shares	Sole	2025-11-14
2025-06-30	$817,038	23,185	+5.6%	Shares	Defined	2025-08-08
2025-03-31	$567,575	21,948	+9.1%	Shares	Sole	2025-05-15
2024-12-31	$529,881	20,117	+1.3%	Shares	Defined	2025-02-14
2024-09-30	$504,266	19,853	+13.1%	Shares	Defined	2024-10-11
2024-06-30	$389,149	17,553	+7.6%	Shares	Defined	2024-08-15
2024-03-31	$372,702	16,318	+31.3%	Shares	Sole	2024-05-13
2023-12-31	$238,043	12,424	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.