Creative Planning

Position in OCUL — Ocular Therapeutix, Inc

CIK 1540235 OVERLAND PARK, KS

Position in OCUL

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

Position Value

$601,818

+$211,724 QoQ

Shares Held

61,285

+33.1% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#121

of 257 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Creative Planning holds $452,608,635 across 219 Biotechnology names. OCUL ranks #115 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRTX	Vertex Pharmaceuticals Inc / Ma	127,672	$63,418,511
2	REGN	Regeneron Pharmaceuticals, Inc.	36,949	$23,039,178
3	EXEL	Exelixis, Inc.	270,292	$14,706,586
4	INCY	Incyte Corp	110,664	$12,544,870
5	CYTK	Cytokinetics Inc	141,939	$12,091,783
6	RVMD	Revolution Medicines, Inc.	64,120	$12,008,393
7	ARGX	Argenx SE	12,744	$11,823,500
8	BMRN	Biomarin Pharmaceutical Inc	153,161	$8,763,872

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$601,818	61,285	+33.1%	Shares	Defined	2026-08-13
2026-03-31	$390,094	46,056	+89.4%	Shares	Sole	2026-05-12
2025-12-31	$295,196	24,316	-0.9%	Shares	Sole	2026-02-17
2025-09-30	$286,813	24,535	+14.6%	Shares	Defined	2025-11-14
2025-06-30	$198,684	21,410	+21.5%	Shares	Defined	2025-08-08
2025-03-31	$129,147	17,619	-5.8%	Shares	Sole	2025-05-15
2024-12-31	$159,723	18,703	-10.7%	Shares	Defined	2025-02-14
2024-09-30	$182,238	20,947	+50.8%	Shares	Defined	2024-10-11
2023-03-31	$73,195	13,889	+0.4%	Shares	Sole	2023-05-15
2022-12-31	$38,887	13,839	-10.1%	Shares	Sole	2023-02-10
2022-09-30	$63,885	15,394	-41.0%	Shares	Sole	2022-11-03
2021-03-31	$428,022	26,083	+10.5%	Shares	Sole	2021-04-30
2020-12-31	$488,520	23,600	+26.9%	Shares	Sole	2021-01-29
2020-09-30	$141,546	18,600	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.