YBTC Institutional Ownership
Roundhill Investments - Bitcoin Covered Call Strategy ETF
1W: +0.9%
1M: +9.0%
3M: +10.1%
YTD: -29.2%
1Y: -54.1%
$19.25
-0.06 (-0.31%)
Weekly Expected Move ±4.2%
$18
$18
$19
$20
$21
Overview
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Institutional Ownership — YBTC
23
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
4
New Positions
8
Increased
8
Reduced
6
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Melia Wealth LLC | 663,883 | $13M | +62,734 | +10.4% | 5Q | SEC ↗ |
| 2 | Belpointe Asset Management LLC | 148,546 | $3M | +60,045 | +67.8% | 3Q | SEC ↗ |
| 3 | OLD MISSION CAPITAL LLC | 107,887 | $2M | +69,076 | +178.0% | 6Q | SEC ↗ |
| 4 | Tidal Investments LLC NEW | 14,961 | $288K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Claro Advisors Inc. | 13,527 | $260K | -1,063 | -7.3% | 6Q | SEC ↗ |
| 6 | Independent Wealth Network Inc. NEW | 12,666 | $244K | — | +0.0% | 1Q | SEC ↗ |
| 7 | NewEdge Advisors, LLC | 12,355 | $238K | +485 | +4.1% | 5Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC | 11,285 | $217K | +1,350 | +13.6% | 2Q | SEC ↗ |
| 9 | Allworth Financial LP | 3,173 | $61K | +254 | +8.7% | 6Q | SEC ↗ |
| 10 | SIMPLEX TRADING, LLC | 1,866 | $36K | +113 | +6.4% | 3Q | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 1,024 | $20K | -1,276 | -55.5% | 2Q | SEC ↗ |
| 12 | MERCER GLOBAL ADVISORS INC /ADV NEW | 220 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Federation des caisses Desjardins du Q | 100 | $2K | — | +0.0% | 3Q | SEC ↗ |
| 14 | GROUP ONE TRADING LLC NEW | 100 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 15 | SIGNATUREFD, LLC | 47 | $1K | +4 | +9.3% | 7Q | SEC ↗ |
| 16 | LGT Financial Advisors LLC | 20 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 17 | MORGAN STANLEY | 1 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 18 | IMC-Chicago, LLC | 0 | $0K | -30,320 | -100.0% | 1Q | SEC ↗ |
| 19 | Belvedere Trading LLC | 0 | $0K | -8,297 | -100.0% | 5Q | SEC ↗ |
| 20 | GFS Advisors, LLC | 0 | $0K | -4,200 | -100.0% | 1Q | SEC ↗ |
| 21 | Sunbelt Securities, Inc. | 0 | $0K | -961 | -100.0% | 1Q | SEC ↗ |
| 22 | Estate Planners Group, LLC | 0 | $0K | -51 | -100.0% | 1Q | SEC ↗ |
| 23 | Kestra Advisory Services, LLC | 0 | $0K | -13,667 | -100.0% | 6Q | SEC ↗ |
| 24 | PANORAMIC INVESTMENT ADVISORS, LLC | 0 | $0K | -601,149 | -100.0% | 1Q | SEC ↗ |
| 25 | Brookwood Investment Group LLC | 0 | $0K | -34,704 | -100.0% | 1Q | SEC ↗ |
| 26 | Sound Income Strategies, LLC | 0 | $0K | -51 | -100.0% | 9Q | SEC ↗ |
| 27 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 0 | $0K | -1 | -100.0% | 2Q | SEC ↗ |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -56,475 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Tidal Investments LLC | 14,961 | $288K |
| Independent Wealth Network Inc. | 12,666 | $244K |
| MERCER GLOBAL ADVISORS INC /ADV | 220 | $4K |
| GROUP ONE TRADING LLC | 100 | $2K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PANORAMIC INVESTMENT ADVISORS, LLC | 601,149 | $12M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 56,475 | $1M |
| Brookwood Investment Group LLC | 34,704 | $668K |
| IMC-Chicago, LLC | 30,320 | $584K |
| Kestra Advisory Services, LLC | 13,667 | $263K |
| Belvedere Trading LLC | 8,297 | $160K |
| GFS Advisors, LLC | 4,200 | $81K |
| Sunbelt Securities, Inc. | 961 | $18K |
| Sound Income Strategies, LLC | 51 | $1K |
| Estate Planners Group, LLC | 51 | $1K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 1 | $0K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | +69,076 | +178.0% | 107,887 |
| Melia Wealth LLC | +62,734 | +10.4% | 663,883 |
| Belpointe Asset Management LLC | +60,045 | +67.8% | 148,546 |
| CITADEL ADVISORS LLC | +1,350 | +13.6% | 11,285 |
| NewEdge Advisors, LLC | +485 | +4.1% | 12,355 |
| Allworth Financial LP | +254 | +8.7% | 3,173 |
| SIMPLEX TRADING, LLC | +113 | +6.4% | 1,866 |
| SIGNATUREFD, LLC | +4 | +9.3% | 47 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Rockefeller Capital Management L.P. | -1,276 | -55.5% | 1,024 |
| Claro Advisors Inc. | -1,063 | -7.3% | 13,527 |