AI Holders Summary · Q2 2026

26 institutions reported MSBT in Q2 2026. MORGAN STANLEY leads at 47.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$43M2.6M0.00%Q2 2026 02

Vinva Investment Management Ltd

CIK 0001968109

$34M159K0.22%Q2 2026 03

Beacon Pointe Advisors, LLC

CIK 0001744317

$4M260K0.02%Q2 2026 04

Apollon Wealth Management, LLC

CIK 0001764387

$2M103K0.03%Q3 2026 05

Compass Ion Advisors, LLC

CIK 0001621100

$1M53K0.11%Q3 2026 06

LaSalle St. Investment Advisors, LLC

CIK 0001966193

$1M65K0.13%Q2 2026 07

MISSION WEALTH MANAGEMENT, LP

CIK 0001645382

$677K28K0.01%Q3 2026 08

CITADEL ADVISORS LLC

CIK 0001423053

$642K38K0.00%Q2 2026 09

Palatine Hill Wealth Management, LLC

CIK 0002107248

$626K37K0.50%Q2 2026 10

EAGLE GLOBAL ADVISORS LLC

CIK 0001130787

$622K37K0.02%Q2 2026 11

Addison Capital Co

CIK 0001581465

$323K19K0.05%Q2 2026 12

Intesa Sanpaolo S.p.A.

CIK 0001374384

$293K17K0.01%Q2 2026 13

Decker Wealth Management LLC

CIK 0002129751

$287K12K0.06%Q3 2026 14

Valeo Financial Advisors, LLC

CIK 0001722641

$262K11K0.01%Q3 2026 15

FF Advisors,LLC

CIK 0002011904

$252K11K0.09%Q3 2026 16

Focus Partners Wealth

CIK 0001542153

$244K15K0.00%Q2 2026 17

Compound Planning, Inc.

CIK 0001978879

$196K12K0.01%Q2 2026 18

ROTHSCHILD INVESTMENT LLC

CIK 0000085338

$185K11K0.01%Q2 2026 19

Bogart Wealth, LLC

CIK 0001715740

$47K3K0.00%Q2 2026 20

PITTENGER & ANDERSON INC

CIK 0001034886

$24K1K0.00%Q2 2026

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