Creative Planning
SVV icon

Creative Planning’s Savers SVV Stock Holding History

Creative Planning’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$91K Buy
+12,234
New +$117K ﹤0.01% 3923
2025
Q4 		– Sell
-15,656
Closed -$207K – 4099
2025
Q3 		$207K Buy
+15,656
New +$180K ﹤0.01% 3455

Other funds holding SVV

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Creative Planning's SVV Position: Q1 2026 in Review

Creative Planning opened a new position in Savers (SVV) in Q1 2026: 12,234 shares worth $91K. The stake represents ﹤0.01% of the portfolio and ranks #3923 among its holdings. This is a return to the name: Creative Planning previously reported a position in SVV as recently as Q3 2025.

Creative Planning first reported a position in SVV in Q3 2025 and has held it in 2 quarters since. The position peaked at $207K in Q3 2025. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

  • Creative Planning held 12,234 shares of Savers worth $91K as of Q1 2026.
  • Savers was a new Creative Planning position in Q1 2026.
  • Savers made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3923 holding.
  • Creative Planning first reported a position in Savers in Q3 2025 and has held it in 2 quarters since.
  • Creative Planning's Savers position peaked at $207K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

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