Morgan Stanley
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Morgan Stanley’s Roundhill Bitcoin Covered Call Strategy ETF YBTC Stock Holding History

Morgan Stanley’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
Q1 		$28 Buy
+1
New +$24 ﹤0.01% 8121
2025
Q3 		– Sell
-1
Closed -$52 – 8405
2025
Q2 		$52 Buy
+1
New +$44 ﹤0.01% 7773
2025
Q1 		– Sell
-2
Closed -$105 – 8230
2024
Q4 		$105 Hold
2
– – ﹤0.01% 7460
2024
Q3 		$120 Buy
2
+1
+100% +$44 ﹤0.01% 7419
2024
Q2 		$83 Buy
+1
New +$52 ﹤0.01% 7390

Other funds holding YBTC

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley's YBTC Position: Q1 2026 in Review

Morgan Stanley opened a new position in Roundhill Bitcoin Covered Call Strategy ETF (YBTC) in Q1 2026: 1 share worth $28. The stake represents ﹤0.01% of the portfolio and ranks #8121 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in YBTC as recently as Q2 2025.

Morgan Stanley first reported a position in YBTC in Q2 2024 and has held it in 5 quarters since. The position peaked at $120 in Q3 2024. 17 funds tracked by Wall St. Rank hold YBTC as of Q1 2026.

  • Morgan Stanley held 1 share of Roundhill Bitcoin Covered Call Strategy ETF worth $28 as of Q1 2026.
  • Roundhill Bitcoin Covered Call Strategy ETF was a new Morgan Stanley position in Q1 2026.
  • Roundhill Bitcoin Covered Call Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8121 holding.
  • Morgan Stanley first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q2 2024 and has held it in 5 quarters since.
  • Morgan Stanley's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $120 in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.