Creative Planning

Position in BGC — BGC Group, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in BGC

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

Position Value

$5,409,973

+$3,952,651 QoQ

Shares Held

553,167

+239.0% QoQ

Ownership

0.115%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.5602286470451057.ToString("F0")% Shared 0.ToString("F0")% None 99.43977135295489.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $387,671,260 across 40 Capital Markets names. BGC ranks #13 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	138,077	$116,811,760
2	MS	Morgan Stanley	480,544	$79,083,126
3	SCHW	Schwab Charles Corp	739,717	$69,518,603
4	SF	Stifel Financial Corp	151,185	$11,175,595
5	PIPR	Piper Sandler Companies	128,394	$9,828,560
6	HOOD	Robinhood Markets, Inc.	139,448	$9,663,746
7	MRX	Marex Group Ltd	208,711	$9,304,336
8	TW	Tradeweb Markets Inc.	74,797	$8,800,615

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,409,973	553,167	+239.0%	Shares	Sole	2026-05-12
2025-12-31	$1,457,322	163,194	+137.0%	Shares	Sole	2026-02-17
2025-09-30	$651,509	68,870	+146.4%	Shares	Sole	2025-11-14
2025-06-30	$285,887	27,946	+49.3%	Shares	Sole	2025-08-08
2025-03-31	$171,634	18,717	+2.7%	Shares	Sole	2025-05-15
2024-12-31	$165,055	18,218	+9.5%	Shares	Sole	2025-02-14
2024-09-30	$152,782	16,643	-9.6%	Shares	Sole	2024-10-11
2024-06-30	$152,769	18,406	+5.4%	Shares	Sole	2024-08-15
2024-03-31	$135,695	17,464	+9.4%	Shares	Sole	2024-05-13
2023-12-31	$115,281	15,967	+7.8%	Shares	Sole	2024-02-14
2023-09-30	$78,191	14,809	—	Shares	Sole	2023-11-16
No filing history on record for this holder in this stock.