Rockefeller Capital Management
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Rockefeller Capital Management’s Roundhill Bitcoin Covered Call Strategy ETF YBTC Stock Holding History

Rockefeller Capital Management’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
Q3 		$21K Buy
1,102
+78
+8% +$1.4K ﹤0.01% 3878
2026
Q2 		$16.9K Sell
1,024
-1,276
-55% -$26.2K ﹤0.01% 3792
2026
Q1 		$48.4K Buy
+2,300
New +$55.2K ﹤0.01% 3294

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Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.37% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
LGT Financial Advisors
LGT Financial Advisors Dallas, Texas $55.6M AUM 18.56% 1-Year Est. Return

Rockefeller Capital Management's YBTC Position: Q3 2026 in Review

Rockefeller Capital Management increased its Roundhill Bitcoin Covered Call Strategy ETF (YBTC) stake by 7.6% in Q3 2026, buying an estimated $1.4K and bringing the position to 1,102 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3878.

Rockefeller Capital Management first reported a position in YBTC in Q1 2026 and has held it in 3 quarters since. The position peaked at $48.4K in Q1 2026. 10 funds tracked by Wall St. Rank hold YBTC as of Q3 2026.

  • Rockefeller Capital Management held 1,102 shares of Roundhill Bitcoin Covered Call Strategy ETF worth $21K as of Q3 2026.
  • Rockefeller Capital Management bought 78 Roundhill Bitcoin Covered Call Strategy ETF shares in Q3 2026, an estimated $1.4K.
  • Roundhill Bitcoin Covered Call Strategy ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #3878 holding.
  • Rockefeller Capital Management first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q1 2026 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $48.4K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.