Creative Planning
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Creative Planning’s Bit Digital BTBT Stock Holding History

Creative Planning’s Portfolio BTBT Stock Details BTBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$309K Buy
171,807
+13,324
+8% +$23.5K ﹤0.01% 3538
2026
Q1 		$208K Sell
158,483
-47,297
-23% -$86.8K ﹤0.01% 3704
2025
Q4 		$389K Sell
205,780
-64,822
-24% -$187K ﹤0.01% 3046
2025
Q3 		$812K Sell
270,602
-2,426
-0.9% -$7.36K ﹤0.01% 2316
2025
Q2 		$598K Buy
273,028
+61,870
+29% +$137K ﹤0.01% 2305
2025
Q1 		$427K Buy
211,158
+90,966
+76% +$262K ﹤0.01% 2443
2024
Q4 		$352K Buy
120,192
+109,758
+1,052% +$431K ﹤0.01% 2534
2024
Q3 		$36.6K Buy
+10,434
New +$34.7K ﹤0.01% 3119
2024
Q2 		– Sell
-28,066
Closed -$80.5K – 3085
2024
Q1 		$80.5K Buy
+28,066
New +$77.4K ﹤0.01% 2733
2023
Q4 		– Sell
-95,076
Closed -$203K – 2796
2023
Q3 		$203K Buy
95,076
+3,342
+4% +$10.5K ﹤0.01% 2229
2023
Q2 		$372K Buy
91,734
+400
+0.4% +$1.03K ﹤0.01% 1746
2023
Q1 		$141K Buy
+91,334
New +$117K ﹤0.01% 2199
2021
Q2 		– Sell
-775
Closed -$12K – 2139
2021
Q1 		$12K Buy
+775
New +$14.3K ﹤0.01% 2466

Other funds holding BTBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning's BTBT Position: Q2 2026 in Review

Creative Planning increased its Bit Digital (BTBT) stake by 8.4% in Q2 2026, buying an estimated $23.5K and bringing the position to 171,807 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #3538.

Creative Planning first reported a position in BTBT in Q1 2021 and has held it in 13 quarters since. The position peaked at $812K in Q3 2025. 221 funds tracked by Wall St. Rank hold BTBT as of Q2 2026.

  • Creative Planning held 171,807 shares of Bit Digital worth $309K as of Q2 2026.
  • Creative Planning bought 13,324 Bit Digital shares in Q2 2026, an estimated $23.5K.
  • Bit Digital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3538 holding.
  • Creative Planning first reported a position in Bit Digital in Q1 2021 and has held it in 13 quarters since.
  • Creative Planning's Bit Digital position peaked at $812K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Bit Digital as of Q2 2026.

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