Evid Invest
Who owns MSBTWhat MSBT owns — n/a

Who owns Morgan Stanley Bitcoin Trust ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of MSBT from SEC Form 13F filings across 25 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 25 institutions disclosed 3.4M shares of Morgan Stanley Bitcoin Trust ETF worth $88.7M — about 21.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.

25

13F holders

$88.7M

value, 2026 filers

21.2%

of shares outstanding (3.4M sh)

25

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MSBT's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEYNEW2.6M$43.3M0.0%15.9%new
2Beacon Pointe Advisors, LLCNEW260,472$4.4M0.0%1.6%new
3Vinva Investment Management LtdNEW158,733$33.6M0.2%1%new
4Apollon Wealth Management, LLCNEW92,600$1.6M0.0%0.6%new
5LaSalle St. Investment Advisors, LLCNEW65,000$1.1M0.1%0.4%new
6Compass Ion Advisors, LLCNEW52,547$885,4170.1%0.3%new
7Palatine Hill Wealth Management, LLCNEW37,127$625,5900.5%0.2%new
8EAGLE GLOBAL ADVISORS LLCNEW36,900$621,7650.0%0.2%new
9MISSION WEALTH MANAGEMENT, LPNEW28,287$476,6360.0%0.2%new
10CITADEL ADVISORS LLCNEW26,272$442,6830.0%0.2%new
11Addison Capital CoNEW19,156$322,7790.1%0.1%new
12Intesa Sanpaolo S.p.A.NEW17,400$293,1900.0%0.1%new
13Focus Partners WealthNEW14,500$244,3250.0%0.1%new
14Compound Planning, Inc.NEW11,609$195,6120.0%0.1%new
15ROTHSCHILD INVESTMENT LLCNEW11,000$185,3500.0%0.1%new
16Valeo Financial Advisors, LLCNEW10,955$184,5920.0%0.1%new
17FF Advisors,LLCNEW10,506$177,0260.1%0.1%new
18Bogart Wealth, LLCNEW2,805$47,2640.0%0%new
19PITTENGER & ANDERSON INCNEW1,430$24,0960.0%0%new
20TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SANEW1,000$16,8500.0%0%new
21Allworth Financial LPNEW448$7,5490.0%0%new
22SIMPLEX TRADING, LLCNEW335$5,6440.0%0%new
23Ancora Advisors LLCNEW272$4,5830.0%0%new
24Gunpowder Capital Management, LLC dba Oliver Wealth ManagementNEW220$3,7070.0%0%new
25Steward Partners Investment Advisory, LLCNEW100$1,6850.0%0%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.