Creative Planning

Position in IX — Orix Corp

CIK 1540235 OVERLAND PARK, KS

Position in IX

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

Position Value

$973,175

+$52,395 QoQ

Shares Held

32,450

+3.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Creative Planning holds $6,191,366 across 5 Financial Conglomerates names. IX ranks #4 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HTH	Hilltop Holdings Inc.	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 This page	32,450	$973,175
5	TREE	LendingTree, Inc.	19,385	$831,228

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$973,175	32,450	+3.0%	Shares	Sole	2026-05-12
2025-12-31	$920,780	31,512	+5.0%	Shares	Sole	2026-02-17
2025-09-30	$783,782	30,007	+11.8%	Shares	Defined	2025-11-14
2025-06-30	$604,368	26,837	+11.7%	Shares	Defined	2025-08-08
2025-03-31	$502,070	24,034	+388.3%	Shares	Sole	2025-05-15
2024-12-31	$522,863	4,922	+5.3%	Shares	Defined	2025-02-14
2024-09-30	$542,649	4,676	+6.6%	Shares	Defined	2024-10-11
2024-06-30	$488,049	4,385	+0.7%	Shares	Defined	2024-08-15
2024-03-31	$479,920	4,355	+3.9%	Shares	Defined	2024-05-13
2023-12-31	$391,583	4,193	-0.4%	Shares	Defined	2024-02-14
2023-09-30	$395,234	4,210	-1.3%	Shares	Defined	2023-11-16
2023-06-30	$388,918	4,264	+29.1%	Shares	Defined	2023-07-21
2023-03-31	$271,191	3,304	-26.9%	Shares	Sole	2023-05-15
2022-12-31	$363,708	4,517	-1.5%	Shares	Sole	2023-02-10
2022-09-30	$324,163	4,587	+5.3%	Shares	Sole	2022-11-03
2022-06-30	$366,769	4,358	+35.0%	Shares	Sole	2022-08-15
2022-03-31	$322,215	3,227	+3.6%	Shares	Sole	2022-05-16
2021-12-31	$317,044	3,115	-1.5%	Shares	Sole	2022-02-11
2021-09-30	$298,966	3,163	+2.9%	Shares	Sole	2021-11-10
2021-03-31	$260,559	3,073	+10.1%	Shares	Sole	2021-04-30
2020-12-31	$215,828	2,791	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.