Skip to main content
Equibles

Creative Planning

Position in IX — Orix Corp

CIK 1540235 OVERLAND PARK, KS
Back to IX Full portfolio

Position in IX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,425,243
+$452,068 QoQ
Shares Held
37,467
+15.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 319 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in IX Over Time

Shares Held

Position Value (USD)

Position in Financial Conglomerates

Financial Services · as of Jun 30, 2026

Creative Planning holds $7,497,480 across 4 Financial Conglomerates names. IX ranks #3 (19.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VOYA
Voya Financial, Inc.
 36,663 $3,319,101
2 HTH
Hilltop Holdings Inc.
 50,276 $1,949,702
3 IX
Orix Corp
This page 		37,467 $1,425,243
4 FRHC
Freedom Holding Corp.
 6,158 $803,434

All Filings in IX

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,425,243 37,467
2026-03-31 $973,175 32,450
2025-12-31 $920,780 31,512
2025-09-30 $783,782 30,007
2025-06-30 $604,368 26,837
2025-03-31 $502,070 24,034
2024-12-31 $522,863 4,922
2024-09-30 $542,649 4,676
2024-06-30 $488,049 4,385
2024-03-31 $479,920 4,355
2023-12-31 $391,583 4,193
2023-09-30 $395,234 4,210
2023-06-30 $388,918 4,264
2023-03-31 $271,191 3,304
2022-12-31 $363,708 4,517
2022-09-30 $324,163 4,587
2022-06-30 $366,769 4,358
2022-03-31 $322,215 3,227
2021-12-31 $317,044 3,115
2021-09-30 $298,966 3,163
2021-03-31 $260,559 3,073
2020-12-31 $215,828 2,791