Creative Planning
IBTA icon

Creative Planning’s Ibotta IBTA Stock Holding History

Creative Planning’s Portfolio IBTA Stock Details IBTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249K Buy
+7,298
New +$244K ﹤0.01% 3719

Other funds holding IBTA

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NCM
Notable Capital Management Menlo Park, California $51.6M AUM 2.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Creative Planning's IBTA Position: Q2 2026 in Review

Creative Planning opened a new position in Ibotta (IBTA) in Q2 2026: 7,298 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #3719 among its holdings.

146 funds tracked by Wall St. Rank hold IBTA as of Q2 2026.

  • Creative Planning held 7,298 shares of Ibotta worth $249K as of Q2 2026.
  • Ibotta was a new Creative Planning position in Q2 2026.
  • Ibotta made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3719 holding.
  • 146 funds tracked by Wall St. Rank held Ibotta as of Q2 2026.

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