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
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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B 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 $564B AUM 30.12% 1-Year Est. Return