Position in BTT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,857,804
+$542,483 QoQ
Shares Held
1,268,475
+1.7% QoQ
Ownership
1.99%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 141 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BTT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,588,060 across 473 Asset Management names. BTT ranks #140 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in BTT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,857,804 | 1,268,475 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $28,315,321 | 1,247,371 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $28,339,495 | 1,241,871 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $29,521,938 | 1,314,423 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $28,157,214 | 1,286,305 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $27,295,133 | 1,285,687 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $25,069,518 | 1,217,558 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $29,167,778 | 1,349,111 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $29,576,749 | 1,424,013 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $30,718,389 | 1,458,613 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $32,023,117 | 1,539,573 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $34,421,169 | 1,773,373 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $42,070,750 | 2,024,579 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $38,874,172 | 1,789,787 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $34,465,315 | 1,618,850 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $32,731,779 | 1,595,116 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $34,026,253 | 1,536,174 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $33,243,062 | 1,406,816 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $35,263,477 | 1,359,949 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $34,653,531 | 1,357,897 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $37,269,472 | 1,420,872 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $36,959,606 | 1,454,530 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $36,922,395 | 1,437,788 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $35,522,860 | 1,421,483 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $32,776,729 | 1,379,492 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $29,848,490 | 1,316,071 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||