Mercer Global Advisors’s Roundhill Bitcoin Covered Call Strategy ETF YBTC Stock Holding History

Mercer Global Advisors’s Portfolio YBTC Stock Details YBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.64K	Buy	+220	New	+$4.52K	﹤0.01%	5447

Other funds holding YBTC

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

LFA

LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return

Mercer Global Advisors's YBTC Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Roundhill Bitcoin Covered Call Strategy ETF (YBTC) in Q2 2026: 220 shares worth $3.64K. The stake represents ﹤0.01% of the portfolio and ranks #5447 among its holdings.

12 funds tracked by Wall St. Rank hold YBTC as of Q2 2026.

Mercer Global Advisors held 220 shares of Roundhill Bitcoin Covered Call Strategy ETF worth $3.64K as of Q2 2026.
Roundhill Bitcoin Covered Call Strategy ETF was a new Mercer Global Advisors position in Q2 2026.
Roundhill Bitcoin Covered Call Strategy ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5447 holding.
12 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.