Position in BTBT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$207,612
-$181,312 QoQ
Shares Held
158,483
-23.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BTBT Over Time
Shares Held
Position Value (USD)
Derivatives in BTBT
reported options exposure · as of Mar 31, 2021CallValue
$150,200
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 Mar 31, 2026Creative Planning holds $377,842,700 across 39 Capital Markets names. BTBT ranks #35 (0.1% 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 | HOOD |
Robinhood Markets, Inc.
|
139,448 | $9,663,746 | |
| 6 | MRX |
Marex Group plc
|
208,711 | $9,304,336 | |
| 7 | TW |
Tradeweb Markets Inc.
|
74,797 | $8,800,615 | |
| 8 | EVR |
Evercore Inc.
|
25,207 | $7,524,541 |
All Filings in BTBT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $150,200 | 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. | ||||||