Creative Planning
NATH

Creative Planning’s Nathan's Famous NATH Stock Holding History

Creative Planning’s Portfolio NATH Stock Details NATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.12M Buy
20,866
+17,525
+525% +$1.73M ﹤0.01% 2136
2026
Q2 		$339K Buy
+3,341
New +$338K ﹤0.01% 3479
2015
Q4 		– Sell
-62
Closed -$2K – 4515
2015
Q3 		$2K Buy
+62
New +$2.14K ﹤0.01% 3965

Other funds holding NATH

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Retirement Guys Formula
Retirement Guys Formula Maumee, Ohio $269M AUM 17.17% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Cullen Investment Group
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Creative Planning's NATH Position: Q3 2026 in Review

Creative Planning increased its Nathan's Famous (NATH) stake by 525% in Q3 2026, buying an estimated $1.73M and bringing the position to 20,866 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Creative Planning first reported a position in NATH in Q3 2015 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold NATH as of Q3 2026.

  • Creative Planning held 20,866 shares of Nathan's Famous worth $2.12M as of Q3 2026.
  • Creative Planning bought 17,525 Nathan's Famous shares in Q3 2026, an estimated $1.73M.
  • Nathan's Famous made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #2136 holding.
  • Creative Planning first reported a position in Nathan's Famous in Q3 2015 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Nathan's Famous as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.