Who owns YBTC?
Roundhill Bitcoin Covered Call Strategy ETF · Roundhill
16 institutions reported holding YBTC, worth $16.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of YBTC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Melia Wealth LLC | Tulsa, OK | $11.0M | 663,883 | +62,734 shares |
| Belpointe Asset Management LLC | Reno, NV | $2.5M | 148,546 | +60,045 shares |
| Old Mission Capital LLC | Chicago, IL | $1.8M | 107,887 | +69,076 shares |
| Tidal Investments LLC | Milwaukee, WI | $246K | 14,961 | New position |
| Claro Advisors Inc. | Boston, MA | $224K | 13,527 | −1,063 shares |
| Independent Wealth Network Inc. | Urbandale, IA | $209K | 12,666 | New position |
| NewEdge Advisors, LLC | New Orleans, LA | $204K | 12,355 | +485 shares |
| Citadel Advisors LLC | Miami, FL | $187K | 11,285 | +1,350 shares |
| Allworth Financial LP | Folsom, CA | $52K | 3,173 | +254 shares |
| Simplex Trading, LLC | Chicago, IL | $31K | 1,866 | +113 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns YBTC?
16 institutional managers reported holding YBTC in Form 13F filings for June 30, 2026, worth $16.4M in total. The largest reported position was held by Melia Wealth LLC, at $11.0M.
Did institutions buy or sell YBTC last quarter?
Reported 13F value fell 2.3% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is YBTC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.