Creative Planning

Position in TREE — LendingTree, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in TREE

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

Position Value

$831,228

+$450,148 QoQ

Shares Held

19,385

+170.1% QoQ

Ownership

0.139%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Creative Planning holds $6,191,366 across 5 Financial Conglomerates names. TREE ranks #5 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HTH	Hilltop Holdings Inc.	46,024	$1,648,579
2	VOYA	Voya Financial, Inc.	23,963	$1,637,152
3	FRHC	Freedom Holding Corp.	7,601	$1,101,232
4	IX	Orix Corp	32,450	$973,175
5	TREE	LendingTree, Inc. This page	19,385	$831,228

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$831,228	19,385	+170.1%	Shares	Sole	2026-05-12
2025-12-31	$381,080	7,178	+11.3%	Shares	Sole	2026-02-17
2025-09-30	$417,508	6,450	+12.4%	Shares	Defined	2025-11-14
2025-06-30	$212,781	5,740	-9.3%	Shares	Sole	2025-08-08
2025-03-31	$318,058	6,327	+7.7%	Shares	Sole	2025-05-15
2024-12-31	$227,578	5,873	-4.3%	Shares	Sole	2025-02-14
2024-09-30	$356,072	6,136	+87557.1%	Shares	Sole	2024-10-11
2023-03-31	$186	7	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.