13F Insight
DOSSIER · 13F Holders · Q2 2026
MSBT

MORGAN STANLEY BITCOIN TRUST ETF

4 institutions still hold MORGAN STANLEY BITCOIN TRUST ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61692G109·4 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
4
filers reporting
Concentration
68.77%
Apollon Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported MSBT in Q2 2026. Apollon Wealth Management, LLC leads at 68.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Apollon Wealth Management, LLC
CIK 0001764387
$2M93K0.02%Q2 202602
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$477K28K0.01%Q2 202603
Valeo Financial Advisors, LLC
CIK 0001722641
$185K11K0.00%Q2 202604
Bogart Wealth, LLC
CIK 0001715740
$47K3K0.00%Q2 2026
Insiders at MORGAN STANLEY BITCOIN TRUST ETF
Chan Phillip P. →Capponi Vincent →Lamadrid David →Bartlett Robert Hawes →Jones Edward Raymond →Kraus Al →Rubin Joseph →Gunton James T. →