Position in PPT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$291,508
+$13,378 QoQ
Shares Held
82,115
+4.5% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Creative Planning holds $462,647,698 across 180 Asset Management names. PPT ranks #112 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
401,722 | $46,194,012 | |
| 2 | CGBD |
Carlyle Secured Lending, Inc.
|
3,231,986 | $35,357,926 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
1,360,717 | $32,235,385 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
794,790 | $32,165,151 | |
| 5 | BLK |
BlackRock, Inc.
|
29,533 | $28,402,181 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
364,316 | $18,714,912 | |
| 7 | AMP |
Ameriprise Financial Inc
|
39,543 | $17,572,909 | |
| 8 | STT |
State Street Corp
|
113,253 | $14,333,299 |
All Filings in PPT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $291,508 | 82,115 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $278,130 | 78,568 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $289,915 | 78,568 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $288,340 | 78,567 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $283,626 | 78,567 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $279,698 | 78,567 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $288,951 | 77,467 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $300,243 | 83,867 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $272,683 | 77,467 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $328,996 | 92,156 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $558,421 | 166,693 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $60,811 | 17,276 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $57,586 | 16,176 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $59,807 | 16,476 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $43,808 | 12,237 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $49,502 | 13,027 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $51,977 | 13,027 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $55,625 | 13,027 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $59,533 | 13,027 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $60,705 | 13,027 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $69,699 | 14,312 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $57,367 | 12,337 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $54,899 | 12,337 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $60,141 | 12,688 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $57,603 | 12,688 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||