ROUNDHILL BITCOIN CC STR ETF (YBTC) Institutional Ownership Changes & 13F Activity
ROUNDHILL BITCOIN CC STR ETF (YBTC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Panoramic Investment Advisors, Llc, Melia Wealth Llc, Belpointe Asset Management Llc, Susquehanna International Group, Llp, and Brookwood Investment Group Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Newedge Advisors, Llc | Buy | +454 | +4.0% | 11,870 | $11.87K | Q1 2026 | May 18, 2026 |
| Old Mission Capital Llc | Buy | +11,875 | +44.1% | 38,811 | $817.36K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +9,935 | — | 9,935 | $209.23K | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +370 | +14.5% | 2,919 | $61.48K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +1 | — | 1 | $28.00 | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | Buy | +2,300 | — | 2,300 | $48.44K | Q1 2026 | May 14, 2026 |
| Simplex Trading, Llc | Sell | -1,492 | -46.0% | 1,753 | $36.92K | Q1 2026 | May 14, 2026 |
| Belvedere Trading Llc | Sell | -4,522 | -35.3% | 8,297 | $174.74K | Q1 2026 | May 12, 2026 |
| Melia Wealth Llc | Buy | +185,939 | +44.8% | 601,149 | $12.66M | Q1 2026 | May 08, 2026 |
| Panoramic Investment Advisors, Llc | Buy | +601,149 | — | 601,149 | $12.66M | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, Llc | Sell | -31,929 | -70.0% | 13,667 | $287.83K | Q1 2026 | Apr 30, 2026 |
| Gfs Advisors, Llc | Buy | +4,200 | — | 4,200 | $281.40K | Q1 2026 | Apr 30, 2026 |
| Belpointe Asset Management Llc | Sell | -79,700 | -47.4% | 88,501 | $1.86M | Q1 2026 | Apr 28, 2026 |
| Claro Advisors Inc. | Sell | -1,467 | -9.1% | 14,590 | $307.27K | Q1 2026 | Apr 21, 2026 |
| Estate Planners Group, Llc | Sell | -51 | -100.0% | 0 | $0.00 | Q1 2026 | Apr 07, 2026 |
| Signaturefd, Llc | Buy | +6 | +16.2% | 43 | $914.00 | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | Sell | -961 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 20, 2026 |
| Susquehanna International Group, Llp | Sell | -56,475 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 17, 2026 |
| Imc-Chicago, Llc | Sell | -30,320 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 29, 2026 |
| Brookwood Investment Group Llc | Sell | -34,704 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 22, 2026 |
Frequently asked questions about YBTC activity
Which institutional owners are buying YBTC?
Institutional owners buying YBTC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in YBTC activity?
"Buy" means an investor increased their reported position in YBTC compared to the prior reporting period. This reflects growing exposure to ROUNDHILL BITCOIN CC STR ETF (YBTC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in YBTC increasing?
Institutional interest in YBTC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.