Creative Planning
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Creative Planning’s Miller Industries MLR Stock Holding History

Creative Planning’s Portfolio MLR Stock Details MLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$817K Buy
15,980
+9,535
+148% +$458K ﹤0.01% 2812
2026
Q1 		$294K Buy
+6,445
New +$275K ﹤0.01% 3445
2025
Q1 		– Sell
-55
Closed -$3.6K – 3633
2024
Q4 		$3.6K Buy
+55
New +$3.74K ﹤0.01% 3425

Other funds holding MLR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

Creative Planning's MLR Position: Q2 2026 in Review

Creative Planning increased its Miller Industries (MLR) stake by 148% in Q2 2026, buying an estimated $458K and bringing the position to 15,980 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Creative Planning first reported a position in MLR in Q4 2024 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold MLR as of Q2 2026.

  • Creative Planning held 15,980 shares of Miller Industries worth $817K as of Q2 2026.
  • Creative Planning bought 9,535 Miller Industries shares in Q2 2026, an estimated $458K.
  • Miller Industries made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2812 holding.
  • Creative Planning first reported a position in Miller Industries in Q4 2024 and has held it in 3 quarters since.
  • 148 funds tracked by Wall St. Rank held Miller Industries as of Q2 2026.

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