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 Q1	$48.4K	Buy	+2,300	New	+$55.2K	﹤0.01%	3294

Other funds holding YBTC

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Rockefeller Capital Management's YBTC Position: Q1 2026 in Review

Rockefeller Capital Management opened a new position in Roundhill Bitcoin Covered Call Strategy ETF (YBTC) in Q1 2026: 2,300 shares worth $48.4K. The stake represents ﹤0.01% of the portfolio and ranks #3294 among its holdings.

17 funds tracked by Wall St. Rank hold YBTC as of Q1 2026.

Rockefeller Capital Management held 2,300 shares of Roundhill Bitcoin Covered Call Strategy ETF worth $48.4K as of Q1 2026.
Roundhill Bitcoin Covered Call Strategy ETF was a new Rockefeller Capital Management position in Q1 2026.
Roundhill Bitcoin Covered Call Strategy ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3294 holding.
17 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.