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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NDAQ holding history

Nasdaq, 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.

NDAQ overviewAll 13F holders of NDAQFull Q2 2026 holdings

Shares (Q2 2026)
136,276
Value
$10.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NDAQ by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026136,276$10.7M<0.1%−13,399−9.0%ReducedHolders
Q1 2026149,675$12.7M<0.1%+25,337+20.4%AddedHolders
Q4 2025124,338$12.1M<0.1%+31,221+33.5%AddedHolders
Q3 202593,117$8.24M<0.1%+20,021+27.4%AddedHolders
Q2 202573,096$6.54M<0.1%+13,837+23.4%AddedHolders
Q1 202559,259$4.50M<0.1%+2,528+4.5%AddedHolders
Q4 202456,731$4.39M<0.1%+1,814+3.3%AddedHolders
Q3 202454,917$4.01M<0.1%+3,475+6.8%AddedHolders
Q2 202451,442$3.10M<0.1%+351+0.7%AddedHolders
Q1 202451,091$3.22M<0.1%+5,153+11.2%AddedHolders
Q4 202345,938$2.67M<0.1%+4,679+11.3%AddedHolders
Q3 202341,259$2.00M<0.1%+5,136+14.2%AddedHolders
Q2 202336,123$1.80M<0.1%+4,929+15.8%AddedHolders
Q1 202331,194$1.71M<0.1%−2,478−7.4%ReducedHolders
Q4 202233,672$2.07M<0.1%+6,049+21.9%AddedHolders
Q3 202227,623$1.57M<0.1%+2,438+9.7%AddedConverted for a 3-for-1 splitHolders
Q2 20228,395$1.28M<0.1%+1,856+28.4%AddedHolders
Q1 20226,539$1.17M<0.1%−181−2.7%ReducedHolders
Q4 20216,720$1.41M<0.1%−1,596−19.2%ReducedHolders
Q3 20218,316$1.60M<0.1%−2,655−24.2%ReducedHolders
Q2 202110,971$1.93M<0.1%−5,156−32.0%ReducedHolders
Q1 202116,127$2.38M<0.1%––Holders

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