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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BEN holding history

Franklin Templeton Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BEN overviewAll 13F holders of BENFull Q2 2026 holdings

Shares (Q2 2026)
305,639
Value
$10.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BEN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026305,639$10.2M<0.1%+44,152+16.9%AddedHolders
Q1 2026261,487$6.18M<0.1%+71,308+37.5%AddedHolders
Q4 2025190,179$4.54M<0.1%+90,196+90.2%AddedHolders
Q3 202599,983$2.31M<0.1%+37,879+61.0%AddedHolders
Q2 202562,104$1.48M<0.1%+15,091+32.1%AddedHolders
Q1 202547,013$905.0K<0.1%+15,879+51.0%AddedHolders
Q4 202431,134$631.7K<0.1%+15,810+103.2%AddedHolders
Q3 202415,324$308.8K<0.1%−4,517−22.8%ReducedHolders
Q2 202419,841$443.4K<0.1%+1,131+6.0%AddedHolders
Q1 202418,710$525.9K<0.1%−316−1.7%ReducedHolders
Q4 202319,026$566.8K<0.1%−87,001−82.1%ReducedHolders
Q3 2023106,027$2.61M<0.1%−4,411−4.0%ReducedHolders
Q2 2023110,438$2.95M<0.1%−27,402−19.9%ReducedHolders
Q1 2023137,840$3.71M<0.1%−421−0.3%ReducedHolders
Q4 2022138,261$3.65M<0.1%+3,857+2.9%AddedHolders
Q3 2022134,404$2.89M<0.1%+5,393+4.2%AddedHolders
Q2 2022129,011$3.01M<0.1%+114,022+760.7%AddedHolders
Q1 202214,989$418.0K<0.1%+4,434+42.0%AddedHolders
Q4 202110,555$353.0K<0.1%+1,541+17.1%AddedHolders
Q3 20219,014$268.0K<0.1%−366−3.9%ReducedHolders
Q2 20219,380$300.0K<0.1%−5,306−36.1%ReducedHolders
Q1 202114,686$435.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.