Who Owns MORGAN STANLEY BITCOIN TR (MSBT)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $89.0M of MORGAN STANLEY BITCOIN TR (MSBT) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($43.3M), Vinva Investment Management Ltd ($33.6M), Beacon Pointe Advisors, LLC ($4.4M), Apollon Wealth Management, LLC ($1.6M), LaSalle St. Investment Advisors, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $43.3M | 2.6M | New |
| 2 | Vinva Investment Management Ltd | $33.6M | 158,733 | New |
| 3 | Beacon Pointe Advisors, LLC | $4.4M | 260,472 | New |
| 4 | Apollon Wealth Management, LLC | $1.6M | 92,600 | New |
| 5 | LaSalle St. Investment Advisors, LLC | $1.1M | 65,000 | New |
| 6 | Compass Ion Advisors, LLC | $885,417 | 52,547 | New |
| 7 | CITADEL ADVISORS LLC | $641,513 | 38,072 | New |
| 8 | Palatine Hill Wealth Management, LLC | $625,590 | 37,127 | New |
| 9 | EAGLE GLOBAL ADVISORS LLC | $621,765 | 36,900 | New |
| 10 | MISSION WEALTH MANAGEMENT, LP | $476,636 | 28,287 | New |
| 11 | Addison Capital Co | $322,779 | 19,156 | New |
| 12 | Intesa Sanpaolo S.p.A. | $293,190 | 17,400 | New |
| 13 | Focus Partners Wealth | $244,325 | 14,500 | New |
| 14 | Compound Planning, Inc. | $195,612 | 11,609 | New |
| 15 | ROTHSCHILD INVESTMENT LLC | $185,350 | 11,000 | New |
| 16 | Valeo Financial Advisors, LLC | $184,592 | 10,955 | New |
| 17 | FF Advisors,LLC | $177,026 | 10,506 | New |
| 18 | Bogart Wealth, LLC | $47,264 | 2,805 | New |
| 19 | SIMPLEX TRADING, LLC | $42,714 | 2,535 | New |
| 20 | PITTENGER & ANDERSON INC | $24,096 | 1,430 | New |
| 21 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | $16,850 | 1,000 | New |
| 22 | Allworth Financial LP | $7,549 | 448 | New |
| 23 | Ancora Advisors LLC | $4,583 | 272 | New |
| 24 | Gunpowder Capital Management, LLC dba Oliver Wealth Management | $3,707 | 220 | New |
| 25 | Steward Partners Investment Advisory, LLC | $1,685 | 100 | New |
Source: SEC Form 13F filings · as of 2026-06-30