Creative Planning’s Openlane OPLN Stock Holding History

Creative Planning’s Portfolio OPLN Stock Details OPLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61K	Buy	+5,300	New	+$185K	﹤0.01%	4096

Other funds holding OPLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Creative Planning's OPLN Position: Q2 2026 in Review

Creative Planning increased its Openlane (OPLN) stake by 32% in Q2 2026, buying an estimated $432K and bringing the position to 51,303 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Creative Planning first reported a position in OPLN in Q1 2015 and has held it in 16 quarters since. 353 funds tracked by Wall St. Rank hold OPLN as of Q2 2026.

Creative Planning held 51,303 shares of Openlane worth $2.12M as of Q2 2026.
Creative Planning bought 12,370 Openlane shares in Q2 2026, an estimated $432K.
Openlane made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2047 holding.
Creative Planning first reported a position in Openlane in Q1 2015 and has held it in 16 quarters since.
353 funds tracked by Wall St. Rank held Openlane as of Q2 2026.

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