Creative Planning
RDVT icon

Creative Planning’s Red Violet RDVT Stock Holding History

Creative Planning’s Portfolio RDVT Stock Details RDVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Buy
17,160
+4,373
+34% +$207K ﹤0.01% 2567
2026
Q1 		$442K Buy
12,787
+1,073
+9% +$47.2K ﹤0.01% 3121
2025
Q4 		$667K Buy
11,714
+4,104
+54% +$223K ﹤0.01% 2604
2025
Q3 		$398K Buy
7,610
+744
+11% +$35.3K ﹤0.01% 2930
2025
Q2 		$338K Buy
+6,866
New +$300K ﹤0.01% 2790

Other funds holding RDVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's RDVT Position: Q2 2026 in Review

Creative Planning increased its Red Violet (RDVT) stake by 34% in Q2 2026, buying an estimated $207K and bringing the position to 17,160 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2567.

Creative Planning first reported a position in RDVT in Q2 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold RDVT as of Q2 2026.

  • Creative Planning held 17,160 shares of Red Violet worth $1.09M as of Q2 2026.
  • Creative Planning bought 4,373 Red Violet shares in Q2 2026, an estimated $207K.
  • Red Violet made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2567 holding.
  • Creative Planning first reported a position in Red Violet in Q2 2025 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held Red Violet as of Q2 2026.

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