# ROUNDHILL ETF TRUST (YBTC)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/YBTC/

- Reporting holders: 17
- Reported value: $16.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Melia Wealth LLC](https://holderbook.com/funds/1964047-melia-wealth-llc/) | $11.0M | 663,883 | 6.3% | 5 |
| [Belpointe Asset Management LLC](https://holderbook.com/funds/1721242-belpointe-asset-management-llc/) | $2.5M | 148,546 | 0.1% | 3 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $1.8M | 107,887 | 0.0% | 6 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $373.1K | 22,570 | 0.0% | 9 |
| [Tidal Investments LLC](https://holderbook.com/funds/1600064-tidal-investments-llc/) | $245.7K | 14,961 | 0.0% | 1 |
| [Claro Advisors Inc.](https://holderbook.com/funds/1764386-claro-advisors-inc/) | $223.6K | 13,527 | 0.0% | 6 |
| [Independent Wealth Network Inc.](https://holderbook.com/funds/1891240-independent-wealth-network-inc/) | $209.4K | 12,666 | 0.1% | 1 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $204.2K | 12,355 | 0.0% | 5 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $52.4K | 3,173 | 0.0% | 6 |
| [SIMPLEX TRADING, LLC](https://holderbook.com/funds/1488542-simplex-trading-llc/) | $30.8K | 1,866 | 0.0% | 3 |
| [Rockefeller Capital Management L.P.](https://holderbook.com/funds/1739439-rockefeller-capital-management-l-p/) | $16.9K | 1,024 | 0.0% | 2 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $3.6K | 220 | 0.0% | 1 |
| [GROUP ONE TRADING LLC](https://holderbook.com/funds/932540-group-one-trading-llc/) | $1.7K | 100 | 0.0% | 1 |
| [Federation des caisses Desjardins du Quebec](https://holderbook.com/funds/2022297-federation-des-caisses-desjardins-du-quebec/) | $1.7K | 100 | 0.0% | 3 |
| [SIGNATUREFD, LLC](https://holderbook.com/funds/1456048-signaturefd-llc/) | $784 | 47 | 0.0% | 7 |
| [LGT Financial Advisors LLC](https://holderbook.com/funds/1965191-lgt-financial-advisors-llc/) | $325 | 20 | 0.0% | 4 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $17 | 1 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 17 | $16.6M |
| Q1 2026 | 17 | $17.3M |
| Q4 2025 | 21 | $24.4M |
| Q3 2025 | 14 | $26.1M |
| Q2 2025 | 17 | $9.9M |
| Q1 2025 | 10 | $5.2M |
| Q4 2024 | 8 | $2.0M |
| Q3 2024 | 6 | $1.1M |
| Q2 2024 | 5 | $1.5M |
| Q1 2024 | 2 | $2.1M |