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Equibles

Creative Planning

Position in VCTR — Victory Capital Holdings, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to VCTR Full portfolio

Position in VCTR

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$11,174,767
+$4,764,668 QoQ
Shares Held
132,938
+35.8% QoQ
Ownership
0.216%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#50
of 355 holders
Holding Since
Sep 2021
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VCTR Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. VCTR ranks #13 (2.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 436,815 $51,400,020
2 TROW
Price T Rowe Group Inc
 420,488 $47,805,280
3 BN
BROOKFIELD Corp /ON/
 885,994 $37,734,483
4 CGBD
Carlyle Secured Lending, Inc.
 3,086,927 $32,505,340
5 BLK
BlackRock, Inc.
 33,365 $32,082,448
6 BXSL
Blackstone Secured Lending Fund
 1,288,752 $30,556,309
7
452,530 $23,508,932
8 STT
State Street Corp
 137,249 $23,277,430

All Filings in VCTR

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,174,767 132,938
2026-03-31 $6,410,099 97,894
2025-12-31 $3,843,505 60,921
2025-09-30 $3,694,039 57,042
2025-06-30 $1,544,061 24,251
2025-03-31 $2,849,113 49,233
2024-12-31 $3,202,891 48,929
2024-09-30 $476,439 8,600
2022-03-31 $203,735 7,057
2021-12-31 $329,391 9,017
2021-09-30 $227,214 6,490