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