Creative Planning
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Creative Planning’s Interactive Brokers IBKR Stock Holding History

Creative Planning’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-4,000
Closed -$22K – 2044
2019
Q2 		$22K Buy
+4,000
New +$54.2K ﹤0.01% 1882

Other funds holding IBKR

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creative Planning's IBKR Position: Q1 2026 in Review

Creative Planning increased its Interactive Brokers (IBKR) stake by 35% in Q1 2026, buying an estimated $1.37M and bringing the position to 73,431 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Creative Planning first reported a position in IBKR in Q3 2013 and has held it in 34 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Creative Planning held 73,431 shares of Interactive Brokers worth $4.93M as of Q1 2026.
  • Creative Planning bought 19,134 Interactive Brokers shares in Q1 2026, an estimated $1.37M.
  • Interactive Brokers made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1213 holding.
  • Creative Planning first reported a position in Interactive Brokers in Q3 2013 and has held it in 34 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

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