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Roundhill Bitcoin CC STR ETF (YBTC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Independent Wealth Network Inc.
INCREASED
Shares12,939 from 12,666
Change+273 (+2%)
Value$246.5K (+$37.1K)
Filed 2026-10-19
Allworth Financial LP
UNCHANGED
Shares3,173 from 3,173
Change0 (0%)
Value$52.4K ($0)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares51 from 47
Change+4 (+9%)
Value$973 (+$189)
Filed 2026-10-23
Claro Advisors Inc.
CLOSED
Shares0 from 13,527
Change-13,527 (-100%)
Value$0 (-$223.6K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 1,866
Change-1,866 (-100%)
Value$0 (-$30.8K)
Filed 2026-11-04
Melia Wealth LLC
N/A
Shares— from 663,883
Change-663,883 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 148,546
Change-148,546 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 107,887
Change-107,887 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 14,961
Change-14,961 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,355
Change-12,355 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,285
Change-11,285 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 100
Change-100 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Independent Wealth Network Inc.
INCREASED12,93912,666+273+2%$209.4K$246.5K+$37.1K2026-10-19
Allworth Financial LP
UNCHANGED3,1733,17300%$52.4K$52.4K$02026-11-06
Signaturefd, LLC
INCREASED5147+4+9%$784$973+$1892026-10-23
Claro Advisors Inc.
CLOSED013,527-13,527-100%$223.6K$0-$223.6K2026-11-02
Simplex Trading, LLC
CLOSED01,866-1,866-100%$30.8K$0-$30.8K2026-11-04
Melia Wealth LLC
N/A—663,883-663,883-100%$11.0M———
Belpointe Asset Management LLC
N/A—148,546-148,546-100%$2.5M———
Old Mission Capital LLC
N/A—107,887-107,887-100%$1.8M———
Tidal Investments LLC
N/A—14,961-14,961-100%$245.7K———
NewEdge Advisors, LLC
N/A—12,355-12,355-100%$204.2K———
Citadel Advisors LLC
N/A—11,285-11,285-100%$186.5K———
Rockefeller Capital Management L.P.
N/A—1,024-1,024-100%$16.9K———
Group One Trading LLC
N/A—100-100-100%$1.7K———
Federation des caisses Desjardins du Quebec
N/A—100-100-100%$1.7K———
LGT Financial Advisors LLC
N/A—20-20-100%$325———
Morgan Stanley
N/A—1-1-100%$17———
Showing 16 of 16 institutions