Creative Planning

Position in TRI — Thomson Reuters Corp /Can/

CIK 1540235 OVERLAND PARK, KS

Position in TRI

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

Position Value

$4,872,776

+$2,090,293 QoQ

Shares Held

54,154

+156.7% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.8586623333456439.ToString("F0")% Shared 0.ToString("F0")% None 99.14133766665437.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $99,615,333 across 29 Specialty Business Services names. TRI ranks #7 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTAS	Cintas Corp	146,094	$24,710,338
2	GPN	Global Payments Inc	146,643	$9,869,073
3	CPRT	Copart Inc	294,292	$9,770,494
4	DLB	Dolby Laboratories, Inc.	151,461	$9,096,747
5	RELX	Relx PLC	246,458	$8,170,082
6	UNF	Unifirst Corp	21,739	$5,469,315
7	TRI	Thomson Reuters Corp /Can/ This page	54,154	$4,872,776
8	RBA	Rb Global Inc.	46,389	$4,446,385

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,872,776	54,154	+156.7%	Shares	Defined	2026-05-12
2025-12-31	$2,782,483	21,097	+1.5%	Shares	Sole	2026-02-17
2025-09-30	$3,227,912	20,781	+1.0%	Shares	Sole	2025-11-14
2025-06-30	$4,138,651	20,577	+2.6%	Shares	Defined	2025-08-08
2025-03-31	$3,465,448	20,057	+5.4%	Shares	Sole	2025-05-15
2024-12-31	$3,051,710	19,028	+3.7%	Shares	Defined	2025-02-14
2024-09-30	$3,129,144	18,342	+9.0%	Shares	Defined	2024-10-11
2024-06-30	$2,836,695	16,828	+1.0%	Shares	Defined	2024-08-15
2024-03-31	$2,596,750	16,664	+9.7%	Shares	Defined	2024-05-13
2023-12-31	$2,221,373	15,192	+16.2%	Shares	Defined	2024-02-14
2023-09-30	$1,599,578	13,077	-7.4%	Shares	Sole	2023-11-16
2023-06-30	$1,906,296	14,127	—	Shares	Defined	2023-07-21
No filing history on record for this holder in this stock.