Creative Planning

Position in BEN — Franklin Resources Inc

CIK 1540235 OVERLAND PARK, KS

Position in BEN

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

Position Value

$6,176,322

+$1,632,947 QoQ

Shares Held

261,487

+37.5% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0.7923912087407787.ToString("F0")% Shared 0.ToString("F0")% None 99.20760879125922.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $462,647,698 across 180 Asset Management names. BEN ranks #20 (1.3% 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

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,176,322	261,487	+37.5%	Shares	Defined	2026-05-12
2025-12-31	$4,543,375	190,179	+90.2%	Shares	Sole	2026-02-17
2025-09-30	$2,312,606	99,983	+61.0%	Shares	Defined	2025-11-14
2025-06-30	$1,481,180	62,104	+32.1%	Shares	Sole	2025-08-08
2025-03-31	$905,000	47,013	+51.0%	Shares	Sole	2025-05-15
2024-12-31	$631,708	31,134	+103.2%	Shares	Defined	2025-02-14
2024-09-30	$308,778	15,324	-22.8%	Shares	Defined	2024-10-11
2024-06-30	$443,444	19,841	+6.0%	Shares	Defined	2024-08-15
2024-03-31	$525,937	18,710	-1.7%	Shares	Defined	2024-05-13
2023-12-31	$566,783	19,026	-82.1%	Shares	Defined	2024-02-14
2023-09-30	$2,606,143	106,027	-4.0%	Shares	Defined	2023-11-16
2023-06-30	$2,949,798	110,438	-19.9%	Shares	Defined	2023-07-21
2023-03-31	$3,713,408	137,840	-0.3%	Shares	Sole	2023-05-15
2022-12-31	$3,647,325	138,261	+2.9%	Shares	Sole	2023-02-10
2022-09-30	$2,892,374	134,404	+4.2%	Shares	Sole	2022-11-03
2022-06-30	$3,007,246	129,011	+760.7%	Shares	Sole	2022-08-15
2022-03-31	$418,492	14,989	+42.0%	Shares	Sole	2022-05-16
2021-12-31	$353,486	10,555	+17.1%	Shares	Sole	2022-02-11
2021-09-30	$267,896	9,014	-3.9%	Shares	Sole	2021-11-10
2021-06-30	$300,066	9,380	-36.1%	Shares	Sole	2021-08-04
2021-03-31	$434,705	14,686	+59.6%	Shares	Sole	2021-04-30
2020-12-31	$229,932	9,201	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.