Creative Planning

Position in NNI — Nelnet Inc

CIK 1540235 OVERLAND PARK, KS

Position in NNI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,721,823

-$184,076 QoQ

Shares Held

12,914

-12.6% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#73

of 212 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $703,619,065 across 34 Credit Services names. NNI ranks #19 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	893,823	$306,661,732
2	MA	Mastercard Inc	296,884	$152,479,622
3	AXP	American Express Co	278,355	$94,153,578
4	COF	Capital One Financial Corp	270,916	$54,351,167
5	PYPL	PayPal Holdings, Inc.	436,591	$18,851,998
6	FCFS	FirstCash Holdings, Inc.	50,456	$10,914,641
7	OMF	OneMain Holdings, Inc.	175,073	$10,674,199
8	ENVA	Enova International, Inc.	28,187	$6,785,456

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,721,823	12,914	-12.6%	Shares	Defined	2026-08-13
2026-03-31	$1,905,899	14,779	+12.4%	Shares	Sole	2026-05-12
2025-12-31	$1,747,759	13,145	+21.4%	Shares	Sole	2026-02-17
2025-09-30	$1,357,488	10,827	+23.2%	Shares	Defined	2025-11-14
2025-06-30	$1,064,281	8,787	-4.0%	Shares	Defined	2025-08-08
2025-03-31	$1,015,786	9,157	+44.4%	Shares	Sole	2025-05-15
2024-12-31	$677,388	6,342	+33.3%	Shares	Defined	2025-02-14
2024-09-30	$538,985	4,758	+7.0%	Shares	Defined	2024-10-11
2024-06-30	$448,623	4,448	+25.3%	Shares	Defined	2024-08-15
2024-03-31	$336,007	3,550	+8.6%	Shares	Defined	2024-05-13
2023-12-31	$288,479	3,270	+4.3%	Shares	Defined	2024-02-14
2023-09-30	$279,928	3,134	+37.1%	Shares	Sole	2023-11-16
2023-06-30	$220,552	2,286	+1.6%	Shares	Sole	2023-07-21
2023-03-31	$206,843	2,251	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.