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Institutional Investment Manager
Creative Planning
Creative Planning (CIK: 0001540235), located at 5454 W.110th Street, Overland Park, KS. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 3,941 holdings with a total value of $7,711,993,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLIED INDL TECHNOLOGIES IN 7 0 0.00%
2 HERBALIFE LTD 2,000 0 0.00% Put
3 Park City Group Inc 6 0 0.00%
4 LG DISPLAY CO LTD 10 0 0.00%
5 AECOM 12 0 0.00%
6 WISDOMTREE CHINESE YUAN STRATEGY FUND 6 0 0.00%
7 COMBIMATRIX CORPORATION 20 0 0.00%
8 CONSTELLATION BRANDS INC 1,000 0 0.00% Put
9 HUDSON GLOBAL INC 16 0 0.00%
10 SAFEGUARD SCIENTIFICS INCORPORATED COM NEW 15 0 0.00%
11 AEGEAN MARINE PETROLEUM NETW 10 0 0.00%
12 UNITEDHEALTH GROUP INC 100 0 0.00% Put
13 FONAR CORP 34 0 0.00%
14 THRESHOLD PHARMACEUTICAL INC 20 0 0.00%
15 MEADOWBROOK INSURA 15 0 0.00%
16 COMMERCIAL METALS CO COM 14 0 0.00%
17 RAIT FINANCIAL TRUST 20,000 0 0.00% Call
18 CRAY INC 10 0 0.00%
19 Echelon Corp 200 0 0.00%
20 YAMANA GOLD INC 1,000 0 0.00% Call
21 NEWLEAD HOLDINGS LTD 1 0 0.00%
22 NORDION INC 5 0 0.00%
23 BOSTON PRIVATE FINANCIAL HLDGS INC (FORM BOSTON PRIVATE BANCORP INC) 25 0 0.00%
24 OXFORD RESOURCE PARTNERS LP 400 0 0.00%
25 POWERSHARES DYNAMIC 19 0 0.00%
26 GRIFOLS S A SP ADR REP B 9 0 0.00%
27 BANRO CORP 300 0 0.00%
28 SPDR S&P CAPITAL MARKETS ETF 7 0 0.00%
29 VICOR CORP COM 13 0 0.00%
30 Pulse Electronics Corporation 10 0 0.00%
31 MARKET VECTORS ETF TR 8 0 0.00%
32 PayPal 20,000 0 0.00% Put
33 PHOTOMEDEX INC COM PAR $0.01 24 0 0.00%
34 Berkshire Hills Bancorp Inc 6 0 0.00%
35 QUANTUM CORP COM DSSG 500 0 0.00% Call
36 SPDR GOLD TR 100 0 0.00% Call
37 CIFC LLC 50 0 0.00%
38 NEWPARK RES INC COM PAR $.01NEW 21 0 0.00%
39 POWERSHARES ETF TRUST II 2 0 0.00%
40 COEUR MNG INC 145 0 0.00%
41 VANGUARD MORTG-BACK SEC ETF 2 0 0.00%
42 ENEL AMERICAS S A 24 0 0.00%
43 TREE.COM INC 6 0 0.00%
44 KANSAS CITY LIFE 5 0 0.00%
45 GENERAL STEEL HOLDINGS INC 100 0 0.00%
46 SUPERCONDUCTOR TECHNOLOGIES 7 0 0.00%
47 Curis, Inc 10 0 0.00%
48 STEWART INFORMATION SVCS COR 10 0 0.00%
49 COMMUNITY HEALTH SYS INC NEW 400 0 0.00%
50 WISDOMTREE TR 10 0 0.00%
Page 1 of 79

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000910472-14-003507, filed 2014.08.20).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.