ROUNDHILL ETF TRUST (YBTC)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
17
Reporting holders
$16.4M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Melia Wealth LLC | $11.0M | 663,883 | 6.32% | 5q | +10.4%+$1.0M |
| Belpointe Asset Management LLC | $2.5M | 148,546 | 0.08% | 3q | +67.8%+$992.5K |
| OLD MISSION CAPITAL LLC | $1.8M | 107,887 | 0.03% | 6q | +178.0%+$1.1M |
| Tidal Investments LLC | $245.7K | 14,961 | 0.00% | new | NEW |
| Claro Advisors Inc. | $223.6K | 13,527 | 0.02% | 6q | -7.3%-$17.6K |
| Independent Wealth Network Inc. | $209.4K | 12,666 | 0.05% | new | NEW |
| NewEdge Advisors, LLC | $204.2K | 12,355 | 0.00% | 5q | +4.1%+$8.0K |
| CITADEL ADVISORS LLC | $186.5K | 11,285 | 0.00% | 9q | +13.6%+$22.3K |
| Allworth Financial LP | $52.4K | 3,173 | 0.00% | 6q | +8.7%+$4.2K |
| SIMPLEX TRADING, LLC | $30.8K | 1,866 | 0.00% | 3q | +6.4%+$1.9K |
| Rockefeller Capital Management L.P. | $16.9K | 1,024 | 0.00% | 2q | -55.5%-$21.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.6K | 220 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $1.7K | 100 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $1.7K | 100 | 0.00% | 3q | HELD |
| SIGNATUREFD, LLC | $784 | 47 | 0.00% | 7q | +9.3% |
| LGT Financial Advisors LLC | $325 | 20 | 0.00% | 4q | HELD |
| MORGAN STANLEY | $17 | 1 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 17 | $16.4M | 991,661 | 4 | 8 | 2 | 0.0% |
| Q1 2026 | 17 | $17.3M | 786,338 | 3 | 4 | 5 | 3.0% |
| Q4 2025 | 21 | $24.4M | 824,749 | 9 | 6 | 4 | 3.7% |
| Q3 2025 | 13 | $26.1M | 538,148 | 2 | 9 | 2 | 7.7% |
| Q2 2025 | 15 | $9.8M | 196,135 | 6 | 5 | 3 | 7.1% |
| Q1 2025 | 10 | $5.2M | 122,540 | 6 | 3 | 0 | 5.1% |
| Q4 2024 | 7 | $2.0M | 39,854 | 4 | 0 | 1 | 0.0% |
| Q3 2024 | 5 | $1.1M | 17,008 | 2 | 1 | 1 | 33.3% |
| Q2 2024 | 4 | $1.5M | 33,013 | 2 | 1 | 1 | 0.0% |
| Q1 2024 | 2 | $2.1M | 38,285 | 2 | 0 | 0 | 0.0% |