Morgan Stanley Bitcoin Trust (MSBT) — Institutional Holders, Q2 2026
25 institutional investment managers reported a MSBT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $88.7M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MSBT 13F holders ranked 1–25 of 25
| # | Institution | Shares | Value | % of portfolio | QoQShares vs prior Q |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 2,570,627 sh | 2,570,627 | $43.3M | <0.01% | — |
| 2 | Vinva Investment Management Ltd#2 · 158,733 sh | 158,733 | $33.6M | 0.22% | — |
| 3 | Beacon Pointe Advisors#3 · 260,472 sh | 260,472 | $4.4M | 0.02% | — |
| 4 | Apollon Wealth Management#4 · 92,600 sh | 92,600 | $1.6M | — | — |
| 5 | LaSalle St. Investment Advisors#5 · 65,000 sh | 65,000 | $1.1M | 0.13% | — |
| 6 | Compass Ion Advisors#6 · 52,547 sh | 52,547 | $885.4K | — | — |
| 7 | Palatine Hill Wealth Management#7 · 37,127 sh | 37,127 | $625.6K | 0.50% | — |
| 8 | EAGLE GLOBAL ADVISORS#8 · 36,900 sh | 36,900 | $621.8K | 0.02% | — |
| 9 | MISSION WEALTH MANAGEMENT#9 · 28,287 sh | 28,287 | $476.6K | — | — |
| 10 | CITADEL ADVISORS#10 · 26,272 sh | 26,272 | $442.7K | <0.01% | — |
| 11 | Addison Capital#11 · 19,156 sh | 19,156 | $322.8K | 0.05% | — |
| 12 | Intesa Sanpaolo S.p.A.#12 · 17,400 sh | 17,400 | $293.2K | 0.01% | — |
| 13 | Focus Partners Wealth#13 · 14,500 sh | 14,500 | $244.3K | <0.01% | — |
| 14 | Compound Planning#14 · 11,609 sh | 11,609 | $195.6K | <0.01% | — |
| 15 | ROTHSCHILD INVESTMENT#15 · 11,000 sh | 11,000 | $185.3K | <0.01% | — |
| 16 | Valeo Financial Advisors#16 · 10,955 sh | 10,955 | $184.6K | — | — |
| 17 | FF Advisors#17 · 10,506 sh | 10,506 | $177.0K | — | — |
| 18 | Bogart Wealth#18 · 2,805 sh | 2,805 | $47.3K | <0.01% | — |
| 19 | PITTENGER & ANDERSON#19 · 1,430 sh | 1,430 | $24.1K | <0.01% | — |
| 20 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#20 · 1,000 sh | 1,000 | $16.9K | <0.01% | — |
| 21 | Allworth Financial#21 · 448 sh | 448 | $7.5K | 0.00% | — |
| 22 | SIMPLEX TRADING#22 · 335 sh | 335 | $5.6K | 0.00% | — |
| 23 | Ancora Advisors#23 · 272 sh | 272 | $4.6K | <0.01% | — |
| 24 | Gunpowder Capital Management, dba Oliver Wealth Management#24 · 220 sh | 220 | $3.7K | <0.01% | — |
| 25 | Steward Partners Investment Advisory#25 · 100 sh | 100 | $1.7K | 0.00% | — |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for the prior quarter without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.