Creative Planning

Position in HTH — Hilltop Holdings Inc.

CIK 1540235 OVERLAND PARK, KS

Position in HTH

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

Position Value

$1,648,579

+$141,542 QoQ

Shares Held

46,024

+3.7% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Mar 31, 2026

Creative Planning holds $6,191,366 across 5 Financial Conglomerates names. HTH ranks #1 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HTH	Hilltop Holdings Inc. This page	46,024	$1,648,579
2	VOYA	Voya Financial, Inc.	23,963	$1,637,152
3	FRHC	Freedom Holding Corp.	7,601	$1,101,232
4	IX	Orix Corp	32,450	$973,175
5	TREE	LendingTree, Inc.	19,385	$831,228

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,648,579	46,024	+3.7%	Shares	Sole	2026-05-12
2025-12-31	$1,507,037	44,403	+16.7%	Shares	Sole	2026-02-17
2025-09-30	$1,271,864	38,057	+66.7%	Shares	Sole	2025-11-14
2025-06-30	$693,042	22,835	+9.3%	Shares	Defined	2025-08-08
2025-03-31	$635,978	20,886	+94.9%	Shares	Sole	2025-05-15
2024-12-31	$306,798	10,716	-58.1%	Shares	Defined	2025-02-14
2021-03-31	$872,567	25,566	-0.2%	Shares	Sole	2021-04-30
2020-12-31	$704,586	25,612	0.0%	Shares	Sole	2021-01-29
2020-09-30	$527,094	25,612	-5.9%	Shares	Sole	2020-11-05
2020-06-30	$502,098	27,214	-7.2%	Shares	Sole	2020-07-23
2020-03-31	$443,227	29,314	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.