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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Creative Planning's CME Position: Q1 2026 in Review

Creative Planning increased its CME Group (CME) stake by 33% in Q1 2026, buying an estimated $8.28M and bringing the position to 113,142 shares worth $33.4M. The position accounts for 0.02% of the portfolio, ranked #291.

Creative Planning first reported a position in CME in Q2 2013 and has held it in 52 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Creative Planning held 113,142 shares of CME Group worth $33.4M as of Q1 2026.
  • Creative Planning bought 27,863 CME Group shares in Q1 2026, an estimated $8.28M.
  • CME Group made up 0.02% of Creative Planning's portfolio in Q1 2026, its #291 holding.
  • Creative Planning first reported a position in CME Group in Q2 2013 and has held it in 52 quarters since.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.