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
2021
Q2 		– Sell
-10,000
Closed -$60K – 2138
2021
Q1 		$60K Buy
+10,000
New +$185K ﹤0.01% 2330

Other funds holding BTBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's BTBT Position: Q1 2026 in Review

Creative Planning reduced its Bit Digital (BTBT) stake by 23% in Q1 2026, selling an estimated $86.8K and leaving 158,483 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #3704.

Creative Planning first reported a position in BTBT in Q1 2021 and has held it in 12 quarters since. The position peaked at $812K in Q3 2025. 205 funds tracked by Wall St. Rank hold BTBT as of Q1 2026.

  • Creative Planning held 158,483 shares of Bit Digital worth $208K as of Q1 2026.
  • Creative Planning sold 47,297 Bit Digital shares in Q1 2026, an estimated $86.8K.
  • Bit Digital made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3704 holding.
  • Creative Planning first reported a position in Bit Digital in Q1 2021 and has held it in 12 quarters since.
  • Creative Planning's Bit Digital position peaked at $812K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Bit Digital as of Q1 2026.

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