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Equibles

Creative Planning

Position in HFRO — Highland Opportunities & Income Fund

CIK 1540235 OVERLAND PARK, KS
Back to HFRO Full portfolio

Position in HFRO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$488,775
+$97,366 QoQ
Shares Held
68,552
+0.0% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 91 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in HFRO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. HFRO ranks #87 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 436,815 $51,400,020
2 TROW
Price T Rowe Group Inc
 420,488 $47,805,280
3 BN
BROOKFIELD Corp /ON/
 885,994 $37,734,483
4 CGBD
Carlyle Secured Lending, Inc.
 3,086,927 $32,505,340
5 BLK
BlackRock, Inc.
 33,365 $32,082,448
6 BXSL
Blackstone Secured Lending Fund
 1,288,752 $30,556,309
7
452,530 $23,508,932
8 STT
State Street Corp
 137,249 $23,277,430

All Filings in HFRO

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $488,775 68,552
2026-03-31 $391,409 68,548
2025-12-31 $275,008 45,988
2025-09-30 $292,004 45,985
2025-06-30 $240,146 46,182
2025-03-31 $240,125 46,178
2024-12-31 $263,413 50,754
2024-09-30 $317,828 51,848
2024-06-30 $480,687 76,910
2024-03-31 $521,042 74,117
2023-12-31 $812,940 105,714