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Morgan Stanley Bitcoin Trust (MSBT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Apollon Wealth Management, LLC
INCREASED
Shares103,100 from 92,600
Change+10,500 (+11%)
Value$2.5M (+$907.9K)
Filed 2026-10-23
Palatine Hill Wealth Management, LLC
INCREASED
Shares80,913 from 37,127
Change+43,786 (+118%)
Value$1.9M (+$1.3M)
Filed 2026-11-03
Compass Ion Advisors, LLC
INCREASED
Shares52,585 from 52,547
Change+38 (+0%)
Value$1.3M (+$373.5K)
Filed 2026-10-23
Eagle Global Advisors LLC
INCREASED
Shares40,000 from 36,900
Change+3,100 (+8%)
Value$957.6K (+$335.8K)
Filed 2026-11-02
Mission Wealth Management, LP
UNCHANGED
Shares28,287 from 28,287
Change0 (0%)
Value$677.2K (+$200.6K)
Filed 2026-10-15
Decker Wealth Management LLC
NEW
Shares12,005
Change+12,005
Value$287.4K
Filed 2026-10-09
Valeo Financial Advisors, LLC
UNCHANGED
Shares10,955 from 10,955
Change0 (0%)
Value$262.3K (+$77.7K)
Filed 2026-10-08
FF Advisors,LLC
UNCHANGED
Shares10,506 from 10,506
Change0 (0%)
Value$251.5K (+$74.5K)
Filed 2026-10-21
Fifth Third Bancorp
NEW
Shares7,841
Change+7,841
Value$187.7K
Filed 2026-11-05
Pittenger & Anderson Inc
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$34.2K (+$10.1K)
Filed 2026-11-02
Simplex Trading, LLC
INCREASED
Shares1,335 from 335
Change+1,000 (+299%)
Value$32.0K (+$26.3K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
NEW
Shares871
Change+871
Value$20.9K
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$7.5K ($0)
Filed 2026-11-06
Compound Planning, Inc.
CLOSED
Shares0 from 11,609
Change-11,609 (-100%)
Value$0 (-$195.6K)
Filed 2026-11-05
Morgan Stanley
N/A
Shares— from 2,570,627
Change-2,570,627 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 260,472
Change-260,472 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 158,733
Change-158,733 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 26,272
Change-26,272 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 19,156
Change-19,156 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 17,400
Change-17,400 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 272
Change-272 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 220
Change-220 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Apollon Wealth Management, LLC
INCREASED103,10092,600+10,500+11%$1.6M$2.5M+$907.9K2026-10-23
Palatine Hill Wealth Management, LLC
INCREASED80,91337,127+43,786+118%$625.6K$1.9M+$1.3M2026-11-03
Compass Ion Advisors, LLC
INCREASED52,58552,547+38+0%$885.4K$1.3M+$373.5K2026-10-23
Eagle Global Advisors LLC
INCREASED40,00036,900+3,100+8%$621.8K$957.6K+$335.8K2026-11-02
Mission Wealth Management, LP
UNCHANGED28,28728,28700%$476.6K$677.2K+$200.6K2026-10-15
Decker Wealth Management LLC
NEW12,005—+12,005——$287.4K—2026-10-09
Valeo Financial Advisors, LLC
UNCHANGED10,95510,95500%$184.6K$262.3K+$77.7K2026-10-08
FF Advisors,LLC
UNCHANGED10,50610,50600%$177.0K$251.5K+$74.5K2026-10-21
Fifth Third Bancorp
NEW7,841—+7,841——$187.7K—2026-11-05
Pittenger & Anderson Inc
UNCHANGED1,4301,43000%$24.1K$34.2K+$10.1K2026-11-02
Simplex Trading, LLC
INCREASED1,335335+1,000+299%$5.6K$32.0K+$26.3K2026-11-04
Silver Grove Financial Group, Inc.
NEW871—+871——$20.9K—2026-11-05
Allworth Financial LP
UNCHANGED44844800%$7.5K$7.5K$02026-11-06
Compound Planning, Inc.
CLOSED011,609-11,609-100%$195.6K$0-$195.6K2026-11-05
Morgan Stanley
N/A—2,570,627-2,570,627-100%$43.3M———
Beacon Pointe Advisors, LLC
N/A—260,472-260,472-100%$4.4M———
Vinva Investment Management Ltd
N/A—158,733-158,733-100%$33.6M———
LaSalle St. Investment Advisors, LLC
N/A—65,000-65,000-100%$1.1M———
Citadel Advisors LLC
N/A—26,272-26,272-100%$442.7K———
Addison Capital Co
N/A—19,156-19,156-100%$322.8K———
Intesa Sanpaolo S.p.A.
N/A—17,400-17,400-100%$293.2K———
Focus Partners Wealth
N/A—14,500-14,500-100%$244.3K———
Rothschild Investment LLC
N/A—11,000-11,000-100%$185.4K———
Bogart Wealth, LLC
N/A—2,805-2,805-100%$47.3K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,000-1,000-100%$16.9K———
Ancora Advisors LLCA
N/A—272-272-100%$4.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—220-220-100%$3.7K———
Steward Partners Investment Advisory, LLC
N/A—100-100-100%$1.7K———
Showing 28 of 28 institutions