Creative Planning

Position in PSEC — Prospect Capital Corp

CIK 1540235 OVERLAND PARK, KS

Position in PSEC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$475,941

-$31,872 QoQ

Shares Held

182,353

-7.0% QoQ

Ownership

0.036%

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.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $462,647,698 across 180 Asset Management names. PSEC ranks #89 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$475,941	182,353	-7.0%	Shares	Sole	2026-05-12
2025-12-31	$507,813	196,067	+3.6%	Shares	Sole	2026-02-17
2025-09-30	$520,674	189,336	+0.5%	Shares	Sole	2025-11-14
2025-06-30	$599,315	188,464	+15.0%	Shares	Sole	2025-08-08
2025-03-31	$672,092	163,925	-3.4%	Shares	Sole	2025-05-15
2024-12-31	$731,432	169,706	+0.5%	Shares	Sole	2025-02-14
2024-09-30	$903,096	168,803	-4.1%	Shares	Sole	2024-10-11
2024-06-30	$973,020	175,953	+387.3%	Shares	Sole	2024-08-15
2024-03-31	$199,332	36,111	+15.9%	Shares	Sole	2024-05-13
2023-12-31	$186,672	31,164	-55.7%	Shares	Sole	2024-02-14
2023-09-30	$426,010	70,415	+24.6%	Shares	Sole	2023-11-16
2023-06-30	$350,405	56,517	+32.8%	Shares	Sole	2023-07-21
2023-03-31	$296,252	42,565	-2.7%	Shares	Sole	2023-05-15
2022-12-31	$305,658	43,728	+25.0%	Shares	Sole	2023-02-10
2022-09-30	$216,882	34,981	+15.1%	Shares	Sole	2022-11-03
2022-06-30	$212,482	30,398	+77.7%	Shares	Sole	2022-08-15
2022-03-31	$141,604	17,102	-43.0%	Shares	Sole	2022-05-16
2021-12-31	$252,527	30,027	+34.4%	Shares	Sole	2022-02-11
2021-09-30	$171,979	22,335	+6.4%	Shares	Sole	2021-11-10
2021-06-30	$176,072	20,986	-67.3%	Shares	Sole	2021-08-04
2021-03-31	$491,593	64,093	+4.8%	Shares	Sole	2021-04-30
2020-12-31	$330,881	61,161	+14.2%	Shares	Sole	2021-01-29
2020-09-30	$269,436	53,566	-7.1%	Shares	Sole	2020-11-05
2020-06-30	$294,693	57,670	-6.9%	Shares	Sole	2020-07-23
2020-03-31	$263,236	61,938	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.