Who owns YBTC
Which tracked institutional funds hold YBTC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See YBTC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
2 tracked funds added or opened YBTC while 2 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
YBTC’s largest tracked holder by dollar value, PANORAMIC INVESTMENT ADVISORS, LLC, sizes it at 6.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in YBTC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 16 tracked filers holding YBTC, 11 increased or opened the position and 7 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in YBTC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1
- PANORAMIC INVESTMENT ADVISORS, LLC$13M
Largest adds
- OLD MISSION CAPITAL LLC$966K
- Belpointe Asset Management LLC$592K
Largest trims
- Melia Wealth LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Melia Wealth LLC added | 663,883 | $11M | 30.8% | 2026-Q2 |
| Belpointe Asset Management LLC added | 148,546 | $2M | 6.9% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 107,887 | $2M | 5.0% | 2026-Q2 |
| Tidal Investments LLC new | 14,961 | $246K | 0.7% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 13,527 | $224K | 0.6% | 2026-Q2 |
| Independent Wealth Network Inc. new | 12,666 | $209K | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 12,355 | $204K | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 11,285 | $187K | 0.5% | 2026-Q2 |
| Allworth Financial LP added | 3,173 | $52K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 1,866 | $31K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 1,024 | $17K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 100 | $2K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC new | 100 | $2K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC added | 47 | $784 | 0.0% | 2026-Q2 |
| LGT Financial Advisors LLC | 20 | $325 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $17 | 0.0% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC new | 601,149 | $13M | 35.6% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC trimmed | 13,667 | $288K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| GFS Advisors, LLC new | 4,200 | $281K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Belvedere Trading LLC trimmed | 8,297 | $175K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 51 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | $21 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 56,475 | $2M | 4.5% | 2025-Q4 stale (2 quarters behind) |
| Brookwood Investment Group LLC new | 34,704 | $987K | 2.8% | 2025-Q4 stale (2 quarters behind) |
| IMC-Chicago, LLC new | 30,320 | $863K | 2.4% | 2025-Q4 stale (2 quarters behind) |
| Sunbelt Securities, Inc. new | 961 | $27K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Estate Planners Group, LLC new | 51 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Painted Porch Advisors LLC added | 1,686 | $76K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Ulland Investment Advisors, LLC added | 389 | $17K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Tower Research Capital LLC (TRC) added | 169 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC added | 24,604 | $1M | 3.2% | 2025-Q2 stale (4 quarters behind) |
| Retireful, LLC new | 22,899 | $1M | 3.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.