Position in MP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,709,943
+$168,939 QoQ
Shares Held
56,153
+11.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 2.8725090378074194.ToString("F0")%
Shared 0.ToString("F0")%
None 97.12749096219258.ToString("F0")%
Common Shares in MP Over Time
Shares Held
Position Value (USD)
Derivatives in MP
reported options exposure · as of Sep 30, 2025CallValue
$33,535
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026Creative Planning holds $99,414,605 across 19 Other Industrial Metals & Mining names. MP ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
505,442 | $47,152,683 | |
| 2 | BHP |
BHP Group Ltd
|
428,103 | $31,140,211 | |
| 3 | TECK |
Teck Resources Ltd
|
112,700 | $5,832,225 | |
| 4 | VALE |
Vale S.A.
|
321,097 | $5,108,653 | |
| 5 | MP |
MP Materials Corp. / DE
This page
|
56,153 | $2,709,943 | |
| 6 | CRML |
Critical Metals Corp.
|
332,942 | $2,643,559 | |
| 7 | MTRN |
MATERION Corp
|
10,705 | $1,548,478 | |
| 8 | CMP |
Compass Minerals International Inc
|
36,220 | $845,737 |
All Filings in MP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,709,943 | 56,153 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,541,004 | 50,297 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,453,501 | 51,491 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $33,535 | 500 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $1,536,707 | 46,189 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,093,445 | 44,795 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $706,149 | 45,266 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $827,272 | 46,871 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $187,067 | 14,695 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $197,110 | 13,784 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $206,678 | 10,412 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $206,069 | 10,789 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $295,700 | 12,924 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $250,327 | 8,880 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $210,920 | 8,687 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,920 | 400 | Call | Sole | 2022-11-03 | |
| 2022-09-30 | $210,865 | 7,724 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $247,112 | 7,703 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $22,456 | 700 | Call | Sole | 2022-08-15 | |
| 2022-03-31 | $477,814 | 8,333 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $461,598 | 12,840 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $353,934 | 11,002 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||