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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
3,811
+217 vs. Q2 2025
Portfolio value
$130.9B
+$13.8B (+11.8%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Creative Planning in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
RAPPRapport Therapeutics, Inc.COM11,959$355.2K<0.1%+1,357+12.8%AddedHistory
ACHAccendra Health IncStock74,107$355.7K<0.1%+25,617+52.8%AddedHistory
HOUSAnywhere Real Estate Inc.COM33,668$356.5K<0.1%+6,844+25.5%AddedHistory
AINAlbany International CorpCL A6,709$357.6K<0.1%+6,709NewHistory
OSPNOneSpan Inc.COM22,519$357.8K<0.1%+100+0.4%AddedHistory
AVDLAvadel Pharmaceuticals PLCStock23,439$357.9K<0.1%+4,063+21.0%AddedHistory
IBEXIBEX LtdSHS NEW8,839$358.2K<0.1%+8,839NewHistory
GUTGabelli Utility TrustCOM59,007$358.2K<0.1%+863+1.5%AddedHistory
DAKTDaktronics IncCOM17,121$358.2K<0.1%+2,199+14.7%AddedHistory
SPOKSpok Holdings, IncCOM20,785$358.5K<0.1%+20,785NewHistory
DERMJourney Medical CorpCOM50,500$359.6K<0.1%+17,736+54.1%AddedHistory
iShares Tr464288489INTL DEV RE ETF15,649$360.3K<0.1%−182−1.1%Reduced–
Global X FDS37954Y574ADAPTIVE US7,749$360.4K<0.1%+288+3.9%Added–
Invesco Exch Traded FD Tr II46138E842DORSEY WRGT SMLC3,911$360.5K<0.1%+207+5.6%Added–
KALUKaiser Aluminum CorpCOM PAR $0.014,680$361.1K<0.1%+179+4.0%AddedHistory
LUNRIntuitive Machines, Inc.CLASS A COM34,463$362.6K<0.1%+4,056+13.3%AddedHistory
SPDR Index Shs FDS78463X772ST S&P INTL ETF8,511$363.4K<0.1%+8,511New–
ENVXEnovix CorpCOM36,483$363.7K<0.1%+2,006+5.8%AddedHistory
iShares Tr464289875CORE 40 MODE ETF7,647$363.8K<0.1%+1,445+23.3%Added–
First Tr Exchange-Traded FD33738D101NO AMER ENERGY9,506$364.0K<0.1%−1,004−9.6%Reduced–
ITICInvestors Title CoCOM1,364$365.3K<0.1%+1,364NewHistory
CEVACeva IncCOM13,841$365.5K<0.1%+4,012+40.8%AddedHistory
CXWCoreCivic, Inc.COM18,002$366.3K<0.1%+6,976+63.3%AddedHistory
iShares Tr46438G703IBONDS OCT 202813,854$366.5K<0.1%+1,284+10.2%Added–
NEOGNeogen CorpCOM64,352$367.4K<0.1%+14,252+28.4%AddedHistory
ESABESAB CorpCOM3,293$368.0K<0.1%−786−19.3%ReducedHistory
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF14,390$369.2K<0.1%+2,834+24.5%Added–
OUTOUTFRONT Media Inc.REIT20,203$370.1K<0.1%+1,032+5.4%AddedHistory
CSTLCastle Biosciences IncCOM16,276$370.6K<0.1%+5,165+46.5%AddedHistory
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM40,764$371.0K<0.1%+2,786+7.3%AddedHistory
FLUTFlutter Entertainment plcSHS1,461$371.1K<0.1%+425+41.0%AddedHistory
LINDLindblad Expeditions Holdings, Inc.Stock29,029$371.6K<0.1%+14,159+95.2%AddedHistory
CMRECostamare Inc.SHS31,202$371.6K<0.1%+4,541+17.0%AddedHistory
Yieldmax MSTR Option Income Strategy ETF88634T493ETF26,624$371.7K<0.1%−4,065−13.2%Reduced–
PDPagerDuty, Inc.COM22,500$371.7K<0.1%+8,827+64.6%AddedHistory
REPXRiley Exploration Permian, Inc.COM13,712$371.7K<0.1%+2,390+21.1%AddedHistory
PZZAPapa Johns International IncStock7,724$371.9K<0.1%+3,069+65.9%AddedHistory
SNAPSnap IncStock48,336$372.7K<0.1%−2,593−5.1%ReducedHistory
AMRCAmeresco, Inc.CL A11,115$373.2K<0.1%+1,070+10.7%AddedHistory
FINVFinVolution GroupSPONSORED ADS50,657$373.3K<0.1%−145−0.3%ReducedHistory
Zacks Trust98888G808FOCUS GROWTH ETF12,735$373.6K<0.1%−7,395−36.7%Reduced–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF10,819$373.9K<0.1%−104−1.0%Reduced–
iShares Inc46434G830MSCI ITALY ETF7,199$374.0K<0.1%+30.0%Added–
HQHabrdn Healthcare InvestorsSH BEN INT20,268$374.1K<0.1%+20,268NewHistory
BXCBlueLinx Holdings Inc.COM NEW5,124$374.5K<0.1%+1,943+61.1%AddedHistory
iShares Tr46438G588LARG CAP SEP ETF13,994$374.8K<0.1%00.0%Unchanged–
SWBISmith & Wesson Brands, Inc.COM38,148$375.0K<0.1%+8,761+29.8%AddedHistory
UEUrban Edge PropertiesCOM18,329$375.2K<0.1%+18,329NewHistory
J P Morgan Exchange Traded F46641Q167ACTIVE VALUE ETF5,450$375.9K<0.1%+1,337+32.5%Added–
MTRXMatrix Service CoCOM28,754$376.1K<0.1%+15,748+121.1%AddedHistory
CTKBCytek Biosciences, Inc.COM108,631$376.9K<0.1%+52,954+95.1%AddedHistory
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF17,668$377.4K<0.1%−7,015−28.4%Reduced–
iShares Tr46436E403MSCI US GARP ETF5,755$377.8K<0.1%−245−4.1%Reduced–
Fidelity Covington Trust316092303CONSMR STAPLES7,588$378.2K<0.1%+698+10.1%Added–
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE5,436$378.4K<0.1%+1,065+24.4%Added–
METCRamaco Resources, Inc.COM CL A11,408$378.6K<0.1%+11,408NewHistory
TCBXThird Coast Bancshares, Inc.COM9,988$379.2K<0.1%+9,988NewHistory
ACMRACM Research, Inc.Stock9,722$380.4K<0.1%+1,550+19.0%AddedHistory
ARVNArvinas, Inc.COM44,835$382.0K<0.1%+14,062+45.7%AddedHistory
SLGSL Green Realty CorpCOM6,397$382.6K<0.1%−401−5.9%ReducedHistory
VIKViking Holdings LtdORD SHS6,166$383.3K<0.1%+6,166NewHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A19,983$383.7K<0.1%+7,123+55.4%AddedHistory
NPKINPK International Inc.COM SHS33,945$383.9K<0.1%+2,208+7.0%AddedHistory
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF9,154$384.1K<0.1%+881+10.6%Added–
UAAUnder Armour, Inc.Stock77,200$385.2K<0.1%+46,743+153.5%AddedHistory
STCStewart Information Services CorpCOM5,256$385.4K<0.1%+5,256NewHistory
J P Morgan Exchange Traded F46654Q732U S TEC LEA ETF4,195$385.8K<0.1%00.0%Unchanged–
iShares Tr46435U432IBONDS DEC 2514,425$386.4K<0.1%−4,447−23.6%Reduced–
LADRLadder Capital CorpCL A35,456$386.8K<0.1%+8,414+31.1%AddedHistory
SPHRSphere Entertainment Co.CL A6,234$387.3K<0.1%+1,190+23.6%AddedHistory
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN7,171$387.4K<0.1%+7,171New–
RNGRingCentral, Inc.CL A13,689$387.9K<0.1%+4,014+41.5%AddedHistory
INVXInnovex International, Inc.COM20,930$388.0K<0.1%+2,101+11.2%AddedHistory
NVECNve CorpCOM NEW5,948$388.2K<0.1%+1,942+48.5%AddedHistory
HIHillenbrand, Inc.COM14,359$388.3K<0.1%+1,082+8.1%AddedHistory
Metals Acquisition CorpG60409110ORD SHS32,070$391.6K<0.1%+4,184+15.0%Added–
ZNTLZentalis Pharmaceuticals, Inc.COM260,000$392.6K<0.1%+229,660+757.0%AddedHistory
iShares Tr46435G102CONV BD ETF3,949$395.1K<0.1%+69+1.8%Added–
Strategy Shs86280R803DAY HAGAN SMART8,186$395.4K<0.1%+137+1.7%Added–
GTGoodyear Tire & Rubber CoCOM52,944$396.0K<0.1%−44,839−45.9%ReducedHistory
VTSVitesse Energy, Inc.COMMON STOCK17,072$396.6K<0.1%+1,240+7.8%AddedHistory
BANCBanc of California, Inc.COM23,994$397.1K<0.1%+11,935+99.0%AddedHistory
Morgan Stanley ETF Trust61774R833EATON VANCE FLTG8,002$397.4K<0.1%+144+1.8%Added–
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW2,234$397.5K<0.1%+2,234New–
RDVTRed Violet, Inc.COM7,610$397.6K<0.1%+744+10.8%AddedHistory
ARLOArlo Technologies, Inc.COM23,479$398.0K<0.1%+7,963+51.3%AddedHistory
UDNInvesco DB US Dollar Index Bearish FundBEARISH FD21,154$398.1K<0.1%+1,437+7.3%AddedHistory
ETDEthan Allen Interiors IncCOM13,540$398.9K<0.1%+13,540NewHistory
NGSNatural Gas Services Group IncCOM14,262$399.2K<0.1%+14,262NewHistory
CPRXCatalyst Pharmaceuticals, Inc.COM20,285$399.6K<0.1%+3,900+23.8%AddedHistory
AATAmerican Assets Trust, Inc.COM19,667$399.6K<0.1%+6,878+53.8%AddedHistory
GESGuess IncCOM23,928$399.8K<0.1%+881+3.8%AddedHistory
BIRKBirkenstock Holding plcCOM SHS8,839$400.0K<0.1%+1,303+17.3%AddedHistory
WisdomTree Tr97717W406US AI ENHANCED3,507$400.8K<0.1%+1,015+40.7%Added–
Aris Water Solutions, Inc.04041L106CLASS A COM16,298$401.9K<0.1%+5,936+57.3%Added–
GEOGeo Group IncCOM19,642$402.5K<0.1%+6,803+53.0%AddedHistory
Flexshares Tr33939L100MORNSTAR USMKT1,662$402.7K<0.1%00.0%Unchanged–
RCUSArcus Biosciences, Inc.COM29,629$403.0K<0.1%+771+2.7%AddedHistory
iShares Inc464286772MSCI STH KOR ETF5,034$403.2K<0.1%+13+0.3%Added–
AXAxos Financial, Inc.COM4,764$403.3K<0.1%+446+10.3%AddedHistory

Options (89)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Creative Planning in Q3 2025
SecurityClassPutsCalls
WFCWells Fargo & CompanyStock–$4.12M
INTCIntel CorpStock–$1.26M
NVDANVIDIA CorpStock$527.5K$124.1K
ISRGIntuitive Surgical IncCOM NEW$380.0K$5.95K
SPYSPDR S&P 500 ETF TrustETF$21.6K$207.9K
UBERUber Technologies, IncStock–$198.2K
QCOMQualcomm IncStock–$157.9K
SMCISuper Micro Computer, Inc.Stock$57.3K$87.3K
SNOWSnowflake Inc.Stock$142.8K–
COSTCostco Wholesale CorpStock$94.1K–
SAPSAP SEADR$64.6K–
TGTTarget CorpStock–$63.3K
CARTMaplebear Inc.COM$61.8K–
AAPLApple Inc.Stock$52.2K$3.02K
UNHUnitedHealth Group IncStock$48.8K$3.79K
AVXLAnavex Life Sciences Corp.COM NEW–$51.5K
TSLATesla, Inc.Stock$37.3K$13.6K
ACHRArcher Aviation Inc.Stock–$45.2K
DASHDoorDash, Inc.Stock$45.1K–
HDHome Depot, Inc.Stock$31.3K–
PLTRPalantir Technologies Inc.Stock$28.6K–
MPMP Materials Corp.COM CL A–$28.6K
Invesco QQQ Trust Series I46090E103ETF$28.0K–
DOCNDigitalOcean Holdings, Inc.COM$27.8K–
METAMeta Platforms, Inc.Stock$27.0K–
MSFTMicrosoft CorpStock$24.0K–
GLDSPDR Gold TrustETF–$21.8K
AVGOBroadcom Inc.Stock$21.7K–
DEDeere & CoStock$20.0K–
SCHWSchwab Charles CorpStock$14.7K–
AMZNAmazon Com IncStock$14.6K–
RBLXRoblox CorpStock$13.5K–
JPMJPMorgan Chase & CoStock$13.4K–
AMATApplied Materials IncStock$3.65K$9.50K
POETPoet Technologies Inc.COM NEW–$12.5K
MSTRStrategy IncStock–$12.3K
IBITiShares Bitcoin Trust ETFETF–$11.7K
DALDelta Air Lines, Inc.COM NEW–$11.2K
CRWVCoreWeave, Inc.Stock–$10.7K
GSGoldman Sachs Group IncStock$10.4K–
NUNu Holdings Ltd.ORD SHS CL A$10.1K–
CTASCintas CorpStock–$9.74K
NFLXNetflix IncStock$9.44K–
COINCoinbase Global, Inc.COM CL A–$9.16K
QSQuantumScape CorpCOM CL A–$7.68K
HOODRobinhood Markets, Inc.Stock$7.59K–
CINFCincinnati Financial CorpCOM$7.18K–
State Street Energy Select Sector SPDR ETF81369Y506ETF–$6.13K
GRABGrab Holdings LtdCLASS A ORD–$5.25K
iShares Russell 2000 ETF464287655ETF$5.02K$86
MARAMARA Holdings, Inc.COM–$5.07K
BRK.BBerkshire Hathaway IncStock$4.93K–
GOOGLAlphabet Inc.Stock$3.51K–
UPSUnited Parcel Service IncStock–$3.20K
TMUST-Mobile US, Inc.Stock$3.16K–
UNPUnion Pacific CorpStock$2.88K–
WMTWalmart Inc.Stock$2.66K–
ETEnergy Transfer LPCOM UT LTD PTN–$2.49K
CORZCore Scientific, Inc.COM–$2.19K
DLTRDollar Tree, Inc.COM$2.14K–
UPWheels Up Experience Inc.COM CL A–$1.90K
ABTAbbott LaboratoriesStock$1.89K–
JNJJohnson & JohnsonStock$1.81K–
GOOGAlphabet Inc.Stock$1.75K–
TOSTToast, Inc.Stock–$1.70K
AMGNAmgen IncStock$1.63K–
GEVGE Vernova Inc.Stock–$1.50K
MCKMcKesson CorpStock$1.47K–
ABBVAbbVie Inc.Stock$1.45K–
CSCOCisco Systems, Inc.Stock$1.43K–
STXSeagate Technology Holdings plcORD SHS$1.40K–
FFord Motor CoStock–$1.36K
MUMicron Technology IncStock$1.33K–
iShares MSCI Eafe ETF464287465ETF$1.28K–
SLBSLB LimitedStock–$1.25K
iShares Tr464287184CHINA LG-CAP ETF–$1.25K
AMDAdvanced Micro Devices IncStock–$1.21K
KVUEKenvue Inc.Stock–$1.14K
Vanguard Morningstar Large-Cap ETF922908637ETF$1.11K–
MDYSPDR S&P Midcap 400 ETF TrustETF$1.01K–
ProShares Tr74347G192ULTRAPRO SHT QQQ–$716
SNAPSnap IncStock–$614
RXRXRecursion Pharmaceuticals, Inc.CL A–$598
iShares Tr464287234MSCI EMG MKT ETF$527–
NMFCNew Mountain Finance CorpCOM–$500
BABoeing CoStock$491–
Vanguard Morningstar Mid-Cap ETF922908629ETF$479–
BTIBritish American Tobacco p.l.c.SPONSORED ADR$100–
APPAppLovin CorpCOM CL A$4–

Sold out since Q2 2025 (114)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 114 by value last quarter.

Positions of Creative Planning sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ANSSAnsys IncCOM13,848$4.86M<0.1%History
BPMCBlueprint Medicines CorpCOM32,810$4.21M<0.1%History
AMEDAmedisys IncCOM39,817$3.92M<0.1%History
HESHess CorpStock28,258$3.91M<0.1%History
CHXChampionX CorpCOM135,774$3.37M<0.1%History
WBAWalgreens Boots Alliance, Inc.COM271,118$3.11M<0.1%History
Ea Series Trust02072L565ALPHA ARCH 1-322,389$2.52M<0.1%–
ESGREnstar Group LTDSHS6,671$2.24M<0.1%History
BBOTBridgeBio Oncology Therapeutics, Inc.CL A ORD SHS200,000$2.12M<0.1%History
GMSGMS Inc.COM16,068$1.75M<0.1%History
BASECouchbase, Inc.COM45,946$1.12M<0.1%History
SKXSkechers USA IncCL A17,306$1.09M<0.1%History
NVEENV5 Global, Inc.COM47,154$1.09M<0.1%History
AZEKAZEK Co Inc.CL A19,886$1.08M<0.1%History
EVRIEveri Holdings Inc.COM69,953$996.1K<0.1%History
PARPar Technology CorpCOM13,797$957.1K<0.1%History
STRSitio Royalties Corp.CLASS A COM50,687$931.6K<0.1%History
SPTNSpartanNash CoCOM34,866$923.6K<0.1%History
ETWOE2open Parent Holdings, Inc.COM CL A278,929$900.9K<0.1%History
JNPRJuniper Networks IncCOM22,449$896.4K<0.1%History
SWTXSpringWorks Therapeutics, Inc.COM17,107$803.9K<0.1%History
Sprott FDS Tr85208P303URANIUM MINERS E14,702$704.7K<0.1%–
Paramount Global92556H206CL B53,459$689.6K<0.1%–
FAROFaro Technologies IncCOM15,698$689.5K<0.1%History
RDUSRadius Recycling, Inc.CL A19,262$571.9K<0.1%History
SPDR Series Trust78468R523ST STR BL 12 ETF5,500$546.9K<0.1%–
DNBDun & Bradstreet Holdings, Inc.COM56,084$509.8K<0.1%History
RAREUltragenyx Pharmaceutical Inc.COM12,493$454.2K<0.1%History
UVXYProShares Trust IIULTRA VIX SHORT24,077$451.4K<0.1%History
AIRJAirJoule Technologies Corp.CL A95,193$440.7K<0.1%History
TGITriumph Group IncCOM16,151$415.9K<0.1%History
SNNRFSunrise Communications AGADS CL A6,992$395.4K<0.1%History
Davis Fundamental ETF Tr23908L306SELECT WRLD WI8,981$372.2K<0.1%–
OLOOlo Inc.CL A41,492$369.3K<0.1%History
BFSSaul Centers, Inc.COM10,000$341.4K<0.1%History
FLFoot Locker, Inc.COM13,283$325.4K<0.1%History
STRKStrategy IncSERIES A PERP PF2,596$314.2K<0.1%History
Fidelity Merrimack STR Tr316188705INVESTMENT GR SE7,200$313.6K<0.1%–
GRNDGrindr Inc.COM13,660$310.1K<0.1%History
CRMTAmericas Carmart IncCOM5,329$298.6K<0.1%History
Mag Silver Corp55903Q104COM13,420$283.6K<0.1%–
DXYZDestiny Tech100 Inc.CEF7,405$282.1K<0.1%History
UFPTUfp Technologies IncCOM1,143$279.1K<0.1%History
Schwab Strategic Tr808524656CRYPTO THEMATIC5,462$273.4K<0.1%–
LFMDLifeMD, Inc.COM19,985$272.2K<0.1%History
WKCWorld Kinect CorpCOM9,489$269.0K<0.1%History
ARTNAArtesian Resources CorpCL A7,952$266.9K<0.1%History
Exchange Traded Concepts Tru301505640RANGE INDIA FINA6,477$260.7K<0.1%–
BRF SA10552T107SPONSORED ADR67,598$246.7K<0.1%–
KRUSKura Sushi USA, Inc.CL A COM2,828$243.4K<0.1%History
GSHDGoosehead Insurance, Inc.COM CL A2,243$236.7K<0.1%History
Direxion Shs ETF Tr25460G84920YR TRES BEAR6,390$236.0K<0.1%–
VCELVericel CorpCOM5,543$235.9K<0.1%History
SAGESage Therapeutics, Inc.COM25,143$229.3K<0.1%History
HPKHighPeak Energy, Inc.COM22,973$225.1K<0.1%History
EGANEGAIN CorpCOM NEW36,000$225.0K<0.1%History
CHPTChargePoint Holdings, Inc.COM CL A309,693$217.8K<0.1%History
FCFranklin Covey CoCOM9,528$217.4K<0.1%History
RDFNRedfin CorpCOM19,386$216.9K<0.1%History
AIROAIRO Group Holdings, Inc.COM9,000$216.6K<0.1%History
ARDTArdent Health, Inc.COM15,793$215.7K<0.1%History
SHYFShyft Group, Inc.COM17,139$214.9K<0.1%History
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD8,093$214.7K<0.1%–
Vanguard World FD921910709EXTENDED DUR3,146$211.7K<0.1%–
THRThermon Group Holdings, Inc.COM7,402$207.8K<0.1%History
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT7,649$207.5K<0.1%–
FUNSix Flags Entertainment CorporationCOM6,732$204.9K<0.1%History
Pgim ETF Tr69344A107PGIM ULTRA SH BD4,066$202.3K<0.1%–
SLPSimulations Plus, Inc.COM11,575$202.0K<0.1%History
First Tr Exchange-Traded Alp33737M300SML CP GRW ALP2,532$201.5K<0.1%–
CSWCCapital Southwest CorpCOM9,114$200.9K<0.1%History
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF4,893$200.1K<0.1%–
OPFIOppFi Inc.COM CL A13,418$187.7K<0.1%History
CSQCalamos Strategic Total Return FundCOM SH BEN INT10,250$187.0K<0.1%History
VERVVerve Therapeutics, Inc.COM15,837$177.8K<0.1%History
Chiron Real Estate Inc.37954A204COM NEW24,360$168.8K<0.1%–
UNITUniti Group Inc.COM35,768$154.5K<0.1%History
WEAVWeave Communications, Inc.Stock17,135$142.6K<0.1%History
BDJBlackRock Enhanced Equity Dividend TrustCOM15,520$138.0K<0.1%History
XPERXperi Inc.COMMON STOCK17,050$134.9K<0.1%History
CAPRCapricor Therapeutics, Inc.COM NEW13,557$134.6K<0.1%History
PFLPIMCO Income Strategy FundCOM15,373$128.2K<0.1%History
GTEGran Tierra Energy Inc.COMMON STOCK24,477$116.8K<0.1%History
CURVTorrid Holdings Inc.COM37,291$110.0K<0.1%History
BRKLBrookline Bancorp IncCOM10,192$107.5K<0.1%History
MUABlackRock Muniassets Fund, Inc.COM10,338$107.5K<0.1%History
PCQPIMCO California Municipal Income FundCOM12,060$103.6K<0.1%History
SEMRSEMrush Holdings, Inc.CL A COM10,393$94.1K<0.1%History
TCPCBlackRock TCP Capital Corp.COM11,062$85.2K<0.1%History
ASSTStrive, Inc.CL B NEW21,000$78.8K<0.1%History
ATYRaTYR PHARMA INCCOM NEW14,509$73.6K<0.1%History
TEADTeads Holding Co.COM28,935$71.8K<0.1%History
WESTWestrock Coffee CoCOM12,239$70.1K<0.1%History
AISPAirship AI Holdings, Inc.COM10,086$59.4K<0.1%History
OXLCOxford Lane Capital Corp.COM13,687$57.5K<0.1%History
NFENew Fortress Energy Inc.COM CL A15,385$51.1K<0.1%History
SEATVivid Seats Inc.COM CL A22,488$38.0K<0.1%History
VGASVerde Clean Fuels, Inc.CLASS A COM10,001$34.4K<0.1%History
VXRTVaxart, Inc.COM NEW73,225$33.1K<0.1%History
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