Creative Planning
TLS icon

Creative Planning’s Telos TLS Stock Holding History

Creative Planning’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121K Buy
+28,919
New +$137K ﹤0.01% 3858

Other funds holding TLS

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
WCM
Weber Capital Management San Francisco, California $100M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's TLS Position: Q1 2026 in Review

Creative Planning opened a new position in Telos (TLS) in Q1 2026: 28,919 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #3858 among its holdings.

160 funds tracked by Wall St. Rank hold TLS as of Q1 2026.

  • Creative Planning held 28,919 shares of Telos worth $121K as of Q1 2026.
  • Telos was a new Creative Planning position in Q1 2026.
  • Telos made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3858 holding.
  • 160 funds tracked by Wall St. Rank held Telos as of Q1 2026.

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