Creative Planning
Position in BTSG — BrightSpring Health Services, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in BTSG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,623,689
+$2,102,172 QoQ
Shares Held
51,960
+45.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 435 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTSG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Creative Planning holds $60,946,086 across 25 Health Information Services names. BTSG ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
110,043 | $19,529,330 | |
| 2 | HSTM |
Healthstream Inc
|
285,852 | $7,789,466 | |
| 3 | HQY |
Healthequity, Inc.
|
79,363 | $7,168,065 | |
| 4 | TXG |
10x Genomics, Inc.
|
106,351 | $4,077,496 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
This page
|
51,960 | $3,623,689 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
108,033 | $2,779,688 | |
| 7 | DOCS |
Doximity, Inc.
|
119,957 | $2,487,907 | |
| 8 | EVH |
Evolent Health, Inc.
|
330,017 | $1,788,692 |
All Filings in BTSG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,623,689 | 51,960 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,521,517 | 35,708 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $504,376 | 13,468 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||