Creative Planning
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Creative Planning’s CME Group CME Stock Holding History

Creative Planning’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$2K – 1974
2018
Q3 		$2K Buy
+200
New +$33.7K ﹤0.01% 2034
2015
Q1 		– Sell
-500
Closed -$4K – 4231
2014
Q4 		$4K Buy
+500
New +$42.4K ﹤0.01% 3579

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Creative Planning's CME Position: Q2 2026 in Review

Creative Planning reduced its CME Group (CME) stake by 16% in Q2 2026, selling an estimated $5.12M and leaving 94,635 shares worth $20.9M. The position accounts for 0.01% of the portfolio, ranked #492.

Creative Planning first reported a position in CME in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.4M in Q1 2026. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Creative Planning held 94,635 shares of CME Group worth $20.9M as of Q2 2026.
  • Creative Planning sold 18,507 CME Group shares in Q2 2026, an estimated $5.12M.
  • CME Group made up 0.01% of Creative Planning's portfolio in Q2 2026, its #492 holding.
  • Creative Planning first reported a position in CME Group in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's CME Group position peaked at $33.4M in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.