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Creative Planning

Position in ZBIO — Zenas BioPharma, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in ZBIO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$297,529
+$50,066 QoQ
Shares Held
11,723
-7.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 145 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in ZBIO Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

Creative Planning holds $452,608,635 across 219 Biotechnology names. ZBIO ranks #149 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in ZBIO

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $297,529 11,723
2026-03-31 $247,463 12,658
2025-12-31 $445,632 12,273
2025-09-30 $263,779 11,882