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Roundhill Bitcoin Covered Call Strategy ETF (YBTC) Institutional Ownership

Roundhill Bitcoin Covered Call Strategy ETF logo
$23.09 +0.32 (+1.41%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Roundhill Bitcoin Covered Call Strategy ETF (BATS:YBTC)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$33.94M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.52M
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YBTC Institutional Buying and Selling by Quarter

Roundhill Bitcoin Covered Call Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2026 Kestra Advisory Services LLC13,667$288K0.0%-70.0%0.281%
2/20/2026Sunbelt Securities Inc.961$27K0.0%N/A0.020%
2/18/2026OLD Mission Capital LLC26,936$766K0.0%-4.0%0.553%
2/18/2026 Claro Advisors Inc.16,057$457K0.1%-18.8%0.330%
2/13/2026 Kestra Advisory Services LLC45,596$1.30M0.0%-28.2%0.936%
2/11/2026Simplex Trading LLC3,245$92K0.0%N/A0.067%
2/9/2026Melia Wealth LLC415,210$11.81M5.5%+7.1%8.526%
1/29/2026IMC Chicago LLC30,320$863K0.0%N/A0.623%
1/27/2026 Belpointe Asset Management LLC168,201$4.79M0.2%N/A3.454%
1/22/2026 Brookwood Investment Group LLC34,704$987K0.1%N/A0.713%
1/21/2026 Mezzasalma Advisors LLC116,257$34K0.0%N/A2.387%
12/9/2025Painted Porch Advisors LLC1,686$76K0.0%+237.2%0.035%
12/2/2025Allworth Financial LP2,273$102K0.0%+32.2%0.047%
11/17/2025NewEdge Advisors LLC11,148$499K0.0%-26.9%0.229%
11/12/2025 Claro Advisors LLC19,783$886K0.1%+205.7%0.406%
11/12/2025Melia Wealth LLC387,721$17.37M7.6%+8,434.5%7.961%
8/14/2025Jane Street Group LLC24,604$1.15M0.0%N/A0.505%
8/14/2025NewEdge Advisors LLC15,257$712K0.0%N/A0.313%
8/5/2025 Claro Advisors LLC6,471$302K0.0%-4.2%0.133%
8/5/2025Simplex Trading LLC1,620$75K0.0%N/A0.033%
7/28/2025Melia Wealth LLC4,543$212K0.1%N/A0.093%
7/15/2025 Retireful LLC22,899$1.07M0.7%N/A0.470%
5/15/2025OLD Mission Capital LLC24,904$995K0.0%N/A0.602%
5/14/2025Kestra Advisory Services LLC53,753$2.15M0.0%+128.2%1.298%
4/30/2025Allworth Financial LP1,633$70K0.0%N/A0.045%
2/17/2025Citadel Advisors LLC4,263$212K0.0%-49.1%0.870%
2/14/2025Jane Street Group LLC11,924$593K0.0%N/A2.433%


YBTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of YBTC shares?

During the previous two years, 17 institutional investors and hedge funds held shares of Roundhill Bitcoin Covered Call Strategy ETF. The most heavily invested institutionals were Melia Wealth LLC ($11.81M), Belpointe Asset Management LLC ($4.79M), Jane Street Group LLC ($1.15M), Retireful LLC ($1.07M), Brookwood Investment Group LLC ($987K), Claro Advisors LLC ($886K), and IMC Chicago LLC ($863K).Learn more on Roundhill Bitcoin Covered Call Strategy ETF's institutional investors.

Which institutional investors have been buying Roundhill Bitcoin Covered Call Strategy ETF's stock?

Of the 15 institutional investors that purchased Roundhill Bitcoin Covered Call Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Melia Wealth LLC ($415.21K), Belpointe Asset Management LLC ($168.20K), Mezzasalma Advisors LLC ($116.26K), Jane Street Group LLC ($36.53K), Brookwood Investment Group LLC ($34.70K), IMC Chicago LLC ($30.32K), and Kestra Advisory Services LLC ($30.19K).

How much institutional buying is happening at Roundhill Bitcoin Covered Call Strategy ETF?

Institutional investors have bought a total of 903,428 shares in the last 24 months. This purchase volume represents approximately $33.94M in transactions.

Which of Roundhill Bitcoin Covered Call Strategy ETF's major shareholders have been selling company stock?

The following institutional investors have sold Roundhill Bitcoin Covered Call Strategy ETF stock in the last 24 months: Kestra Advisory Services LLC ($49.86K), NewEdge Advisors LLC ($4.11K), Claro Advisors Inc. ($3.73K), OLD Mission Capital LLC ($1.13K), and Claro Advisors LLC ($283.00).

How much institutional selling is happening at Roundhill Bitcoin Covered Call Strategy ETF?

Institutional investors have sold a total of 59,108 shares in the last 24 months. This volume of shares sold represents approximately $1.52M in transactions.



This page (BATS:YBTC) was last updated on 5/5/2026 by MarketBeat.com Staff.
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