Position in ABTC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,056
-$518 QoQ
Shares Held
33,388
+47.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ABTC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Creative Planning holds $389,375,634 across 40 Capital Markets names. ABTC ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
138,077 | $116,811,760 | |
| 2 | MS |
Morgan Stanley
|
480,544 | $79,083,126 | |
| 3 | SCHW |
Schwab Charles Corp
|
739,717 | $69,518,603 | |
| 4 | SF |
Stifel Financial Corp
|
151,185 | $11,175,595 | |
| 5 | PIPR |
Piper Sandler Companies
|
128,394 | $9,828,560 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
139,448 | $9,663,746 | |
| 7 | MRX |
Marex Group Ltd
|
208,711 | $9,304,336 | |
| 8 | TW |
Tradeweb Markets Inc.
|
74,797 | $8,800,615 |
All Filings in ABTC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,056 | 33,388 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,574 | 22,715 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||