Creative Planning
XZO

Creative Planning’s Exzeo Group XZO Stock Holding History

Creative Planning’s Portfolio XZO Stock Details XZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$386K Buy
+22,905
New +$337K ﹤0.01% 3386

Other funds holding XZO

JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Creative Planning's XZO Position: Q2 2026 in Review

Creative Planning opened a new position in Exzeo Group (XZO) in Q2 2026: 22,905 shares worth $386K. The stake represents ﹤0.01% of the portfolio and ranks #3386 among its holdings.

78 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Creative Planning held 22,905 shares of Exzeo Group worth $386K as of Q2 2026.
  • Exzeo Group was a new Creative Planning position in Q2 2026.
  • Exzeo Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3386 holding.
  • 78 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

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