Position in TW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,467,534
-$2,333,081 QoQ
Shares Held
64,896
-13.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#146
of 560 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Creative Planning holds $497,699,973 across 41 Capital Markets names. TW ranks #14 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
149,075 | $150,769,982 | |
| 2 | MS |
Morgan Stanley
|
522,699 | $109,264,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
746,571 | $68,886,106 | |
| 4 | PIPR |
Piper Sandler Companies
|
231,297 | $16,732,024 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
160,249 | $16,069,768 | |
| 6 | MRX |
Marex Group Ltd
|
220,288 | $13,426,552 | |
| 7 | EVR |
Evercore Inc.
|
31,231 | $10,663,512 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,341 | $9,463,262 |
All Filings in TW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,467,534 | 64,896 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,800,615 | 74,797 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,684,012 | 43,556 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,119,455 | 10,087 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,433,402 | 9,791 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $968,701 | 6,525 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $706,705 | 5,398 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $622,801 | 5,036 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $503,182 | 4,747 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $429,805 | 4,126 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $245,284 | 2,699 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $158 | 2 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||