Skip to content
DaveManuel.com · Institutional Ownership · Who Owns It

MORGAN STANLEY BITCOIN TR (MSBT)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

24
Reporting holders
$55.4M
Reported value
15.0%
Of shares outstanding
0.0%
Calls
0.4%
Puts
+24
Holder change

Institutions report 3,271,568 shares against 21,740,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
MORGAN STANLEY$43.3M2,570,6270.00%newNEW
Vinva Investment Management Ltd$33.6M158,733?0.22%new
Beacon Pointe Advisors, LLC$4.4M260,4720.02%newNEW
Apollon Wealth Management, LLC$1.6M92,6000.02%newNEW
LaSalle St. Investment Advisors, LLC$1.1M65,0000.13%newNEW
Compass Ion Advisors, LLC$885.4K52,5470.08%newNEW
CITADEL ADVISORS LLC$641.5K
incl. $198.8K options PUT
26,2720.00%newNEW
Palatine Hill Wealth Management, LLC$625.6K37,1270.50%newNEW
EAGLE GLOBAL ADVISORS LLC$621.8K36,9000.02%newNEW
MISSION WEALTH MANAGEMENT, LP$476.6K28,2870.01%newNEW
Addison Capital Co$322.8K19,1560.05%newNEW
Intesa Sanpaolo S.p.A.$293.2K17,4000.01%newNEW
Focus Partners Wealth$244.3K14,5000.00%newNEW
Compound Planning, Inc.$195.6K11,6090.01%newNEW
ROTHSCHILD INVESTMENT LLC$185.3K11,0000.01%newNEW
Valeo Financial Advisors, LLC$184.6K10,9550.00%newNEW
FF Advisors,LLC$177.0K10,5060.07%newNEW
Bogart Wealth, LLC$47.3K2,8050.00%newNEW
SIMPLEX TRADING, LLC$42.7K
incl. $37.1K options PUT
3350.00%newNEW
PITTENGER & ANDERSON INC$24.1K1,4300.00%newNEW
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$16.9K1,0000.00%newNEW
Allworth Financial LP$7.5K4480.00%newNEW
Ancora Advisors LLC$4.6K2720.00%newNEW
Gunpowder Capital Management, LLC dba Oliver Wealth Management$3.7K2200.00%newNEW
Steward Partners Investment Advisory, LLC$1.7K1000.00%newNEW

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-08-252026-08-19Directors or officers departed or appointedfiling

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20266$5.2M217,4381100.0%
Q2 202624$55.4M3,271,56825000.4%