Creative Planning

Position in ADUS — Addus HomeCare Corp

CIK 1540235 OVERLAND PARK, KS

Position in ADUS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,850,556

+$589,559 QoQ

Shares Held

18,419

+36.8% QoQ

Ownership

0.099%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#104

of 301 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

Creative Planning holds $113,442,955 across 35 Medical Care Facilities names. ADUS ranks #13 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	78,107	$30,453,137
2	CHE	Chemed Corp	25,772	$12,003,050
3	ENSG	Ensign Group, Inc	54,157	$8,681,366
4	UHS	Universal Health Services Inc	52,582	$7,818,416
5	EHC	Encompass Health Corp	75,142	$7,595,352
6	FMS	Fresenius Medical Care AG	297,333	$6,722,698
7	DVA	Davita Inc.	23,146	$5,149,521
8	NHC	National Healthcare Corp	19,715	$4,166,962

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,850,556	18,419	+36.8%	Shares	Defined	2026-08-13
2026-03-31	$1,260,997	13,465	+35.5%	Shares	Sole	2026-05-12
2025-12-31	$1,066,812	9,934	+5.6%	Shares	Sole	2026-02-17
2025-09-30	$1,109,695	9,405	+33.9%	Shares	Sole	2025-11-14
2025-06-30	$809,094	7,024	+150.9%	Shares	Defined	2025-08-08
2025-03-31	$276,892	2,800	-62.4%	Shares	Sole	2025-05-15
2024-12-31	$933,606	7,448	+51.7%	Shares	Defined	2025-02-14
2024-09-30	$653,176	4,910	+5.8%	Shares	Defined	2024-10-11
2024-06-30	$539,097	4,643	+18.9%	Shares	Sole	2024-08-15
2024-03-31	$403,438	3,904	+37.6%	Shares	Defined	2024-05-13
2023-12-31	$263,508	2,838	+4630.0%	Shares	Defined	2024-02-14
2023-09-30	$5,111	60	—	Shares	Sole	2023-11-16
No filing history on record for this holder in this stock.