Position in FTDR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,272,292
+$303,852 QoQ
Shares Held
42,987
+26.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.20006048340195873.ToString("F0")%
Shared 0.ToString("F0")%
None 99.79993951659804.ToString("F0")%
Common Shares in FTDR Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $16,546,279 across 6 Personal Services names. FTDR ranks #5 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFAM |
Bright Horizons Family Solutions Inc.
|
55,570 | $4,563,964 | |
| 2 | HRB |
H&R Block Inc
|
127,561 | $4,048,786 | |
| 3 | SCI |
Service Corp International
|
33,098 | $2,730,915 | |
| 4 | ROL |
Rollins Inc
|
48,712 | $2,601,707 | |
| 5 | FTDR |
Frontdoor, Inc.
This page
|
42,987 | $2,272,292 | |
| 6 | CSV |
Carriage Services Inc
|
7,197 | $328,615 |
All Filings in FTDR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,272,292 | 42,987 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,968,440 | 34,121 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,877,656 | 42,765 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,110,404 | 35,806 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $897,068 | 23,349 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,204,816 | 22,038 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $914,737 | 19,061 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $530,197 | 15,691 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $477,328 | 14,651 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $573,874 | 16,294 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||