Creative Planning
Position in CLOV — Clover Health Investments, Corp. /De
CIK 1540235
OVERLAND PARK, KS
Position in CLOV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$517,114
+$406,835 QoQ
Shares Held
98,686
+57.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 224 holders
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLOV Over Time
Shares Held
Position Value (USD)
Derivatives in CLOV
reported options exposure · as of Mar 31, 2021CallValue
$1,000
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Creative Planning holds $303,589,088 across 11 Healthcare Plans names. CLOV ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
349,810 | $145,391,529 | |
| 2 | CVS |
CVS HEALTH Corp
|
332,113 | $34,357,089 | |
| 3 | CI |
Cigna Group
|
108,989 | $30,046,086 | |
| 4 | CNC |
Centene Corp
|
460,329 | $29,548,517 | |
| 5 | HUM |
Humana Inc
|
59,025 | $23,445,910 | |
| 6 | ELV |
Elevance Health, Inc.
|
51,889 | $20,067,032 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
58,051 | $13,276,262 | |
| 8 | PGNY |
Progyny, Inc.
|
96,672 | $2,787,053 |
All Filings in CLOV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,114 | 98,686 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $110,279 | 62,659 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $60,228 | 25,629 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $69,755 | 22,796 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,113 | 11,152 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $57,903 | 16,129 | Shares | Sole | 2025-05-15 | |
| 2021-09-30 | $143,639 | 19,437 | Shares | Sole | 2021-11-10 | |
| 2021-03-31 | $1,000 | 1,000 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $119,274 | 15,777 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||