Creative Planning

Position in VOYA — Voya Financial, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in VOYA

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

Position Value

$1,637,152

+$559,282 QoQ

Shares Held

23,963

+65.6% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Mar 31, 2026

Creative Planning holds $6,191,366 across 5 Financial Conglomerates names. VOYA ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HTH	Hilltop Holdings Inc.	46,024	$1,648,579
2	VOYA	Voya Financial, Inc. This page	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.	19,385	$831,228

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,637,152	23,963	+65.6%	Shares	Sole	2026-05-12
2025-12-31	$1,077,870	14,470	-1.9%	Shares	Sole	2026-02-17
2025-09-30	$1,103,149	14,748	+62.9%	Shares	Defined	2025-11-14
2025-06-30	$642,905	9,055	+44.6%	Shares	Defined	2025-08-08
2025-03-31	$424,448	6,264	+0.4%	Shares	Sole	2025-05-15
2024-12-31	$429,636	6,242	-6.1%	Shares	Defined	2025-02-14
2024-09-30	$526,575	6,647	-7.9%	Shares	Defined	2024-10-11
2024-06-30	$513,416	7,216	+15.3%	Shares	Defined	2024-08-15
2024-03-31	$462,591	6,258	-13.2%	Shares	Defined	2024-05-13
2023-12-31	$526,114	7,211	-25.7%	Shares	Defined	2024-02-14
2023-09-30	$644,564	9,700	+2.6%	Shares	Sole	2023-11-16
2023-06-30	$678,161	9,457	-6.8%	Shares	Sole	2023-07-21
2023-03-31	$725,461	10,152	+145.5%	Shares	Sole	2023-05-15
2022-12-31	$254,261	4,135	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.