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
2016
Q4 		– Sell
-2,000
Closed -$1K – 4707
2016
Q3 		$1K Hold
2,000
– – ﹤0.01% 4384
2016
Q2 		$2K Buy
+2,000
New +$24.3K ﹤0.01% 4016

Other funds holding HTGC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Creative Planning's HTGC Position: Q2 2026 in Review

Creative Planning increased its Hercules Capital (HTGC) stake by 34% in Q2 2026, buying an estimated $364K and bringing the position to 92,193 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

Creative Planning first reported a position in HTGC in Q2 2013 and has held it in 52 quarters since. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Creative Planning held 92,193 shares of Hercules Capital worth $1.45M as of Q2 2026.
  • Creative Planning bought 23,409 Hercules Capital shares in Q2 2026, an estimated $364K.
  • Hercules Capital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2342 holding.
  • Creative Planning first reported a position in Hercules Capital in Q2 2013 and has held it in 52 quarters since.
  • 332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

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