Who Owns ROUNDHILL ETF TRUST (YBTC)? -- Institutional Holders (2026-03-31)
24 institutions reported holding $17.3M of ROUNDHILL ETF TRUST (YBTC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Melia Wealth LLC ($12.7M), Belpointe Asset Management LLC ($1.9M), OLD MISSION CAPITAL LLC ($817,359), CITADEL ADVISORS LLC ($483,011), Belvedere Trading LLC ($421,137). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Melia Wealth LLC | $12.7M | 601,149 | Added |
| 2 | Belpointe Asset Management LLC | $1.9M | 88,501 | Trimmed |
| 3 | OLD MISSION CAPITAL LLC | $817,359 | 38,811 | Added |
| 4 | CITADEL ADVISORS LLC | $483,011 | 22,935 | Added |
| 5 | Belvedere Trading LLC | $421,137 | 19,997 | Trimmed |
| 6 | Claro Advisors LLC | $307,274 | 14,590 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $287,831 | 13,667 | Trimmed |
| 8 | GFS Advisors, LLC | $281,400 | 4,200 | New |
| 9 | Allworth Financial LP | $61,481 | 2,919 | Added |
| 10 | Rockefeller Capital Management L.P. | $48,438 | 2,300 | New |
| 11 | SIMPLEX TRADING, LLC | $36,918 | 1,753 | Trimmed |
| 12 | NewEdge Advisors, LLC | $11,870 | 11,870 | Added |
| 13 | Federation des caisses Desjardins du Quebec | $2,106 | 100 | Hold |
| 14 | Sound Income Strategies, LLC | $1,066 | 51 | Hold |
| 15 | SIGNATUREFD, LLC | $914 | 43 | Added |
| 16 | LGT Financial Advisors LLC | $414 | 20 | Hold |
| 17 | MORGAN STANLEY | $28 | 1 | New |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $21 | 1 | Hold |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 20 | Mezzasalma Advisors, LLC | $0 | 0 | Exited |
| 21 | Brookwood Investment Group LLC | $0 | 0 | Exited |
| 22 | Estate Planners Group, LLC | $0 | 0 | Exited |
| 23 | IMC-Chicago, LLC | $0 | 0 | Exited |
| 24 | Sunbelt Securities, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31