CreativeOne Wealth, LLC

Position in ORC — Orchid Island Capital, Inc.

CIK 1739728 OVERLAND PARK, KS

Position in ORC

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

Position Value

$73,239

-$65,346 QoQ

Shares Held

10,508

-45.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#143

of 200 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $988,102 across 3 REIT - Mortgage names. ORC ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	22,120	$494,602
2	STWD	Starwood Property Trust, Inc.	25,657	$420,261
3	ORC	Orchid Island Capital, Inc. This page	10,508	$73,239

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,239	10,508	-45.4%	Shares	Other	2026-08-13
2025-12-31	$138,585	19,248	+11.8%	Shares	Sole	2026-02-13
2025-09-30	$120,733	17,223	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.