Creative Planning’s ADI Global Distribution Inc ADIG Stock Holding History

Creative Planning’s Portfolio ADIG Stock Details ADIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$929K	Buy	+51,830	New	+$1.13M	﹤0.01%	2815

Other funds holding ADIG

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Creative Planning's ADIG Position: Q3 2026 in Review

Creative Planning opened a new position in ADI Global Distribution Inc (ADIG) in Q3 2026: 51,830 shares worth $929K. The stake represents ﹤0.01% of the portfolio and ranks #2815 among its holdings.

96 funds tracked by Wall St. Rank hold ADIG as of Q3 2026.

Creative Planning held 51,830 shares of ADI Global Distribution Inc worth $929K as of Q3 2026.
ADI Global Distribution Inc was a new Creative Planning position in Q3 2026.
ADI Global Distribution Inc made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #2815 holding.
96 funds tracked by Wall St. Rank held ADI Global Distribution Inc as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.