Position in BGC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,642,312
+$2,232,339 QoQ
Shares Held
714,903
+29.2% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#57
of 367 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Creative Planning holds $497,699,973 across 41 Capital Markets names. BGC ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
149,075 | $150,769,982 | |
| 2 | MS |
Morgan Stanley
|
522,699 | $109,264,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
746,571 | $68,886,106 | |
| 4 | PIPR |
Piper Sandler Companies
|
231,297 | $16,732,024 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
160,249 | $16,069,768 | |
| 6 | MRX |
Marex Group Ltd
|
220,288 | $13,426,552 | |
| 7 | EVR |
Evercore Inc.
|
31,231 | $10,663,512 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,341 | $9,463,262 |
All Filings in BGC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,642,312 | 714,903 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,409,973 | 553,167 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,457,322 | 163,194 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $651,509 | 68,870 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $285,887 | 27,946 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $171,634 | 18,717 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $165,055 | 18,218 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $152,782 | 16,643 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $152,769 | 18,406 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $135,695 | 17,464 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $115,281 | 15,967 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $78,191 | 14,809 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 BGCP | — | 59,131 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 BGCP | — | 59,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 BGCP | — | 61,480 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 BGCP | — | 59,072 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 BGCP | — | 61,413 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 BGCP | — | 60,549 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 BGCP | — | 60,549 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 BGCP | — | 60,549 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 BGCP | — | 105,549 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 BGCP | — | 15,549 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 BGCP | — | 15,549 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 BGCP | — | 19,549 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 BGCP | — | 20,149 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 BGCP | — | 20,215 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||