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
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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BAM
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OMC
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TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CA
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Rockefeller Capital Management's YBTC Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Roundhill Bitcoin Covered Call Strategy ETF (YBTC) stake by 55% in Q2 2026, selling an estimated $26.2K and leaving 1,024 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3792.

Rockefeller Capital Management first reported a position in YBTC in Q1 2026 and has held it in 2 quarters since. The position peaked at $48.4K in Q1 2026. 16 funds tracked by Wall St. Rank hold YBTC as of Q2 2026.

  • Rockefeller Capital Management held 1,024 shares of Roundhill Bitcoin Covered Call Strategy ETF worth $16.9K as of Q2 2026.
  • Rockefeller Capital Management sold 1,276 Roundhill Bitcoin Covered Call Strategy ETF shares in Q2 2026, an estimated $26.2K.
  • Roundhill Bitcoin Covered Call Strategy ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3792 holding.
  • Rockefeller Capital Management first reported a position in Roundhill Bitcoin Covered Call Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Rockefeller Capital Management's Roundhill Bitcoin Covered Call Strategy ETF position peaked at $48.4K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Roundhill Bitcoin Covered Call Strategy ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.