Creative Planning

Position in CNS — Cohen & Steers, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CNS

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

Position Value

$4,327,959

+$2,451,340 QoQ

Shares Held

69,192

+131.5% QoQ

Ownership

0.135%

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 0.29772228003237367.ToString("F0")% Shared 0.ToString("F0")% None 99.70227771996763.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $462,647,698 across 180 Asset Management names. CNS ranks #26 (0.9% 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 Ltd.	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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,327,959	69,192	+131.5%	Shares	Sole	2026-05-12
2025-12-31	$1,876,619	29,892	+83.0%	Shares	Sole	2026-02-17
2025-09-30	$1,071,476	16,331	+12.1%	Shares	Defined	2025-11-14
2025-06-30	$1,097,999	14,572	-13.2%	Shares	Defined	2025-08-08
2025-03-31	$1,347,156	16,787	-11.0%	Shares	Sole	2025-05-15
2024-12-31	$1,740,977	18,854	+2.5%	Shares	Defined	2025-02-14
2024-09-30	$1,765,095	18,396	+54.1%	Shares	Defined	2024-10-11
2024-06-30	$866,363	11,940	+9.5%	Shares	Defined	2024-08-15
2024-03-31	$838,561	10,906	+74.8%	Shares	Defined	2024-05-13
2023-12-31	$472,554	6,240	+35.2%	Shares	Defined	2024-02-14
2023-09-30	$289,313	4,615	—	Shares	Defined	2023-11-16
No filing history on record for this holder in this stock.