LPL Financial
BTBT icon

LPL Financial’s Bit Digital BTBT Stock Holding History

LPL Financial’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 		$408K Sell
226,618
-110,779
-33% -$195K ﹤0.01% 5209
2026
Q1 		$442K Buy
337,397
+117,426
+53% +$216K ﹤0.01% 4876
2025
Q4 		$416K Buy
219,971
+46,749
+27% +$135K ﹤0.01% 4887
2025
Q3 		$520K Buy
173,222
+126,332
+269% +$383K ﹤0.01% 4588
2025
Q2 		$103K Buy
46,890
+19,299
+70% +$42.6K ﹤0.01% 5260
2025
Q1 		$55.7K Sell
27,591
-16,322
-37% -$47K ﹤0.01% 5143
2024
Q4 		$129K Buy
43,913
+25,795
+142% +$101K ﹤0.01% 4942
2024
Q3 		$63.6K Buy
+18,118
New +$60.2K ﹤0.01% 4966
2022
Q4 		– Sell
-72,308
Closed -$87K – 4462
2022
Q3 		$87K Sell
72,308
-19,586
-21% -$29.9K ﹤0.01% 4141
2022
Q2 		$120K Sell
91,894
-10,444
-10% -$20.7K ﹤0.01% 4089
2022
Q1 		$368K Buy
102,338
+13,206
+15% +$55.5K ﹤0.01% 3418
2021
Q4 		$542K Buy
89,132
+7,308
+9% +$69.9K ﹤0.01% 3206
2021
Q3 		$592K Buy
+81,824
New +$790K ﹤0.01% 3065

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

LPL Financial's BTBT Position: Q2 2026 in Review

LPL Financial reduced its Bit Digital (BTBT) stake by 33% in Q2 2026, selling an estimated $195K and leaving 226,618 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #5209.

LPL Financial first reported a position in BTBT in Q3 2021 and has held it in 13 quarters since. The position peaked at $592K in Q3 2021. 221 funds tracked by Wall St. Rank hold BTBT as of Q2 2026.

  • LPL Financial held 226,618 shares of Bit Digital worth $408K as of Q2 2026.
  • LPL Financial sold 110,779 Bit Digital shares in Q2 2026, an estimated $195K.
  • Bit Digital made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5209 holding.
  • LPL Financial first reported a position in Bit Digital in Q3 2021 and has held it in 13 quarters since.
  • LPL Financial's Bit Digital position peaked at $592K in Q3 2021.
  • 221 funds tracked by Wall St. Rank held Bit Digital as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.