YBTC — Roundhill ETF Trust Institutional Holders · Q2 2026
Who owns Roundhill ETF Trust (YBTC)? 21 institutions reported holding $16.39M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Melia Wealth LLC ($11.0M), Belpointe Asset Management LLC ($2.5M), Old Mission Capital LLC ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Melia Wealth LLC | $11.0M | 663,883 | Added |
| 2 | Belpointe Asset Management LLC | $2.5M | 148,546 | Added |
| 3 | OLD MISSION CAPITAL LLC | $1.8M | 107,887 | Added |
| 4 | Tidal Investments LLC | $245,743 | 14,961 | New |
| 5 | Claro Advisors LLC | $223,602 | 13,527 | Trimmed |
| 6 | Independent Wealth Network Inc. | $209,362 | 12,666 | New |
| 7 | NewEdge Advisors, LLC | $204,220 | 12,355 | Added |
| 8 | CITADEL ADVISORS LLC | $186,541 | 11,285 | Trimmed |
| 9 | Allworth Financial LP | $52,446 | 3,173 | Added |
| 10 | SIMPLEX TRADING, LLC | $30,844 | 1,866 | Added |
| 11 | Rockefeller Capital Management L.P. | $16,931 | 1,024 | Trimmed |
| 12 | Federation des caisses Desjardins du Quebec | $1,653 | 100 | Hold |
| 13 | GROUP ONE TRADING LLC | $1,653 | 100 | New |
| 14 | SIGNATUREFD, LLC | $784 | 47 | Added |
| 15 | LGT Financial Advisors LLC | $325 | 20 | Hold |
| 16 | MORGAN STANLEY | $17 | 1 | Hold |
| 17 | GFS Advisors, LLC | $0 | 0 | Exited |
| 18 | Belvedere Trading LLC | $0 | 0 | Exited |
| 19 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $0 | 0 | Exited |
| 21 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30