Position in BTBT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$309,252
+$101,640 QoQ
Shares Held
171,807
+8.4% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 222 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BTBT Over Time
Shares Held
Position Value (USD)
Derivatives in BTBT
reported options exposure · as of Mar 31, 2021CallValue
$137,180
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Creative Planning holds $497,699,973 across 41 Capital Markets names. BTBT ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
149,075 | $150,769,982 | |
| 2 | MS |
Morgan Stanley
|
522,699 | $109,264,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
746,571 | $68,886,106 | |
| 4 | PIPR |
Piper Sandler Companies
|
231,297 | $16,732,024 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
160,249 | $16,069,768 | |
| 6 | MRX |
Marex Group Ltd
|
220,288 | $13,426,552 | |
| 7 | EVR |
Evercore Inc.
|
31,231 | $10,663,512 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,341 | $9,463,262 |
All Filings in BTBT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,252 | 171,807 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $207,612 | 158,483 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $388,924 | 205,780 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $811,806 | 270,602 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $597,930 | 273,028 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $426,539 | 211,158 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $352,162 | 120,192 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $36,623 | 10,434 | Shares | Sole | 2024-10-11 | |
| 2024-03-31 | $80,549 | 28,066 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $203,462 | 95,076 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $372,440 | 91,734 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $140,654 | 91,334 | Shares | Sole | 2023-05-15 | |
| 2021-03-31 | $137,180 | 10,000 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $11,640 | 775 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||