Position in MP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,227,127
+$517,184 QoQ
Shares Held
57,617
+2.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#169
of 752 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MP Over Time
Shares Held
Position Value (USD)
Derivatives in MP
reported options exposure · as of Jun 30, 2026CallValue
$5,601
CallShares
100
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 Jun 30, 2026Creative Planning holds $117,379,640 across 20 Other Industrial Metals & Mining names. MP ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RIO |
Rio Tinto PLC
|
548,276 | $52,047,840 | |
| 2 | BHP |
BHP Group Ltd
|
515,030 | $42,907,148 | |
| 3 | VALE |
Vale S.A.
|
355,934 | $5,353,246 | |
| 4 | MTRN |
MATERION Corp
|
15,812 | $4,702,330 | |
| 5 | CRML |
Critical Metals Corp.
|
321,490 | $3,295,272 | |
| 6 | MP |
MP Materials Corp. / DE
This page
|
57,617 | $3,227,127 | |
| 7 | USAR |
USA Rare Earth, Inc.
|
81,706 | $1,763,215 | |
| 8 | CMP |
Compass Minerals International Inc
|
51,498 | $1,603,131 |
All Filings in MP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,227,127 | 57,617 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $5,601 | 100 | Call | Sole | 2026-08-13 | |
| 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 | $1,000 | 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. | ||||||