Creative Planning’s Bit Origin BTOG Stock Holding History

Creative Planning’s Portfolio BTOG Stock Details BTOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,732	Closed	-$39.8K	–	3930
2025 Q3	$39.8K	Buy	+1,732	New	+$42.9K	﹤0.01%	3776

Other funds holding BTOG

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

XSC

X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Creative Planning's BTOG Position: Q4 2025 in Review

Creative Planning sold out of Bit Origin (BTOG) in Q4 2025, closing a stake of 1,732 shares — an estimated $39.8K sold.

Creative Planning first reported a position in BTOG in Q3 2025 and held it in 1 quarter. The position peaked at $39.8K in Q3 2025. 13 funds tracked by Wall St. Rank hold BTOG as of Q4 2025.

Creative Planning reported no remaining Bit Origin position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 1,732 Bit Origin shares in Q4 2025, an estimated $39.8K.
Creative Planning first reported a position in Bit Origin in Q3 2025 and held it in 1 quarter.
Creative Planning's Bit Origin position peaked at $39.8K in Q3 2025.
13 funds tracked by Wall St. Rank held Bit Origin as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.