Morgan Stanley
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Morgan Stanley’s NEOS Bitcoin High Income ETF BTCI Stock Holding History

Morgan Stanley’s Portfolio BTCI Stock Details BTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.25K Buy
+121
New +$4.05K ﹤0.01% 7312
2026
Q1 		– Sell
-5
Closed -$220 – 8559
2025
Q4 		$220 Buy
+5
New +$257 ﹤0.01% 7616

Other funds holding BTCI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Morgan Stanley's BTCI Position: Q2 2026 in Review

Morgan Stanley opened a new position in NEOS Bitcoin High Income ETF (BTCI) in Q2 2026: 121 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #7312 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in BTCI as recently as Q4 2025.

Morgan Stanley first reported a position in BTCI in Q4 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold BTCI as of Q2 2026.

  • Morgan Stanley held 121 shares of NEOS Bitcoin High Income ETF worth $3.25K as of Q2 2026.
  • NEOS Bitcoin High Income ETF was a new Morgan Stanley position in Q2 2026.
  • NEOS Bitcoin High Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7312 holding.
  • Morgan Stanley first reported a position in NEOS Bitcoin High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held NEOS Bitcoin High Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.