Creative Planning
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Creative Planning’s Hercules Capital HTGC Stock Holding History

Creative Planning’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,400
Closed -$2K – 2375
2022
Q2 		$2K Buy
+1,400
New +$21.9K ﹤0.01% 2252

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's HTGC Position: Q1 2026 in Review

Creative Planning increased its Hercules Capital (HTGC) stake by 9.2% in Q1 2026, buying an estimated $94.6K and bringing the position to 68,784 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Creative Planning first reported a position in HTGC in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.19M in Q4 2025. 349 funds tracked by Wall St. Rank hold HTGC as of Q1 2026.

  • Creative Planning held 68,784 shares of Hercules Capital worth $1.02M as of Q1 2026.
  • Creative Planning bought 5,790 Hercules Capital shares in Q1 2026, an estimated $94.6K.
  • Hercules Capital made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2442 holding.
  • Creative Planning first reported a position in Hercules Capital in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Hercules Capital position peaked at $1.19M in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Hercules Capital as of Q1 2026.

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