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
Q2 		$295K Buy
29,190
+16,956
+139% +$147K ﹤0.01% 3578
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 $2.29B AUM 0.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

Creative Planning's SVV Position: Q2 2026 in Review

Creative Planning increased its Savers (SVV) stake by 139% in Q2 2026, buying an estimated $147K and bringing the position to 29,190 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #3578.

Creative Planning first reported a position in SVV in Q3 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Creative Planning held 29,190 shares of Savers worth $295K as of Q2 2026.
  • Creative Planning bought 16,956 Savers shares in Q2 2026, an estimated $147K.
  • Savers made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3578 holding.
  • Creative Planning first reported a position in Savers in Q3 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Savers as of Q2 2026.

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