Position in TTD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,241,138
-$955,501 QoQ
Shares Held
289,886
+6.1% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#108
of 682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TTD Over Time
Shares Held
Position Value (USD)
Derivatives in TTD
reported options exposure · as of Sep 30, 2021CallValue
$79,300
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Creative Planning holds $67,669,425 across 14 Advertising Agencies names. TTD ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
81,178 | $41,825,340 | |
| 2 | OMC |
Omnicom Group Inc.
|
101,717 | $7,408,049 | |
| 3 | ZD |
Ziff Davis, Inc.
|
104,002 | $5,446,584 | |
| 4 | TTD |
Trade Desk, Inc.
This page
|
289,886 | $5,241,138 | |
| 5 | DV |
DoubleVerify Holdings, Inc.
|
266,840 | $2,892,545 | |
| 6 | MGNI |
Magnite, Inc.
|
86,650 | $1,644,616 | |
| 7 | QNST |
Quinstreet, Inc
|
87,384 | $1,280,175 | |
| 8 | ADV |
Advantage Solutions Inc.
|
14,238 | $615,650 |
All Filings in TTD
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,241,138 | 289,886 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,196,639 | 273,100 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,671,357 | 123,060 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,518,329 | 153,404 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,871,209 | 151,010 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,246,077 | 132,421 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,709,294 | 133,662 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,210,529 | 129,599 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $11,448,384 | 117,215 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $10,091,239 | 115,434 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,484,487 | 104,009 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,805,621 | 99,880 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $7,067,637 | 91,526 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,777,130 | 94,847 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,322,060 | 96,410 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,506,440 | 92,158 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,188,245 | 99,982 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,573,210 | 94,920 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,771,414 | 95,716 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $79,300 | 2,000 | Call | Sole | 2021-11-10 | |
| 2021-09-30 | $6,683,772 | 95,075 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,406,589 | 121,595 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $195,498 | 300 | Put | Sole | 2021-04-30 | |
| 2021-03-31 | $3,677,317 | 5,643 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $130,332 | 200 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $3,485,151 | 4,351 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $240,300 | 300 | Put | Sole | 2021-01-29 | |
| 2020-12-31 | $160,200 | 200 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $3,000 | 500 | Put | Sole | 2020-11-05 | |
| 2020-09-30 | $2,645,778 | 5,100 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,000 | 300 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $5,000 | 400 | Put | Sole | 2020-07-23 | |
| 2020-06-30 | $2,003,638 | 4,929 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $77,200 | 400 | Put | Sole | 2020-05-05 | |
| 2020-03-31 | $849,972 | 4,404 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||