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Astoria US Quality Kings ETF (ROE) Institutional Ownership

$34.10 -0.27 (-0.79%)
As of 11:40 AM Eastern
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Institutional Ownership Changes (13F Filings) for Astoria US Quality Kings ETF (NASDAQ:ROE)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$50.82M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$16.23M
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ROE Institutional Buying and Selling by Quarter

Astoria US Quality Kings ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.33,336$1.07M0.0%+87.6%0.640%
8/27/2025 Orion Porfolio Solutions LLC36,195$1.17M0.0%-2.2%0.695%
8/25/2025 Silverlake Wealth Management LLC17,451$562K0.2%N/A0.335%
8/19/2025 Advisory Services Network LLC11,865$384K0.0%-18.7%0.228%
8/15/2025 Puff Wealth Management LLC84,349$2.72M0.9%-1.1%1.619%
8/15/2025 Orion Porfolio Solutions LLC13,560$437K0.0%-63.4%0.260%
8/14/2025 Jane Street Group LLC6,489$209K0.0%N/A0.125%
8/14/2025 Raymond James Financial Inc.1,538$50K0.0%N/A0.030%
8/14/2025 BlackDiamond Wealth Management LLC56,939$1.84M1.1%-1.2%1.093%
8/13/2025 GeoWealth Management LLC33,197$1.07M0.0%+8.2%0.637%
8/13/2025 Greenwich Wealth Management LLC63,891$2.06M0.1%+7.5%1.226%
8/13/2025 Legacy Capital Wealth Partners LLC16,763$540K0.1%-26.0%0.322%
8/13/2025 Vermillion & White Wealth Management Group LLC222,426$7.16M4.7%+4.6%4.269%
8/12/2025 CreativeOne Wealth LLC20,510$661K0.0%-4.0%0.394%
8/11/2025 Outlook Wealth Advisors LLC6,290$203K0.1%N/A0.121%
8/6/2025 AE Wealth Management LLC38,586$1.24M0.0%+1.7%0.741%
8/4/2025 Atria Investments Inc127,903$4.12M0.0%+0.7%2.455%
8/1/2025 Envestnet Asset Management Inc.347,142$11.18M0.0%-1.2%6.663%
7/30/2025 Onyx Bridge Wealth Group LLC12,127$391K0.1%+35.1%0.232%
7/29/2025 Latitude Advisors LLC45,694$1.47M0.7%-7.4%0.874%
7/25/2025 Hobbs Group Advisors LLC993,924$32.01M10.9%-2.2%19.004%
7/24/2025 Fourpath Capital Management LLC6,858$221K0.0%-38.7%0.130%
7/22/2025 Belpointe Asset Management LLC269,846$8.69M0.4%-1.1%5.120%
7/18/2025 Astor Investment Management LLC307,367$9.90M5.3%-6.8%5.745%
7/17/2025 Raleigh Capital Management Inc.7,311$236K0.1%-9.4%0.137%
7/15/2025 Oregon Pacific Wealth Management LLC176,404$5.68M5.4%+7.0%3.291%
7/14/2025 Legacy Capital Group California Inc.87,676$2.82M0.8%-4.1%1.636%
7/2/2025 Capital Market Strategies LLC25,259$814K0.6%-11.2%0.458%
5/20/2025Belpointe Asset Management LLC272,852$7.99M0.4%N/A4.952%
5/15/2025Vermillion & White Wealth Management Group LLC212,635$6.22M4.5%-51.3%3.859%
5/14/2025CreativeOne Wealth LLC21,368$625K0.0%+47.4%0.388%
5/14/2025Comerica Bank2,963$87K0.0%-20.7%0.054%
5/14/2025Compound Planning Inc.27,370$801K0.0%N/A0.497%
5/14/2025Hobbs Group Advisors LLC1,016,156$29.74M11.3%+0.1%18.442%
5/13/2025HighTower Advisors LLC23,816$697K0.0%-3.8%0.432%
5/12/2025Astor Investment Management LLC329,939$9.66M5.1%+21.0%6.010%
5/12/2025Virtu Financial LLC12,584$368K0.0%N/A0.229%
5/9/2025Legacy Capital Group California Inc.91,400$2.68M0.9%+44.0%1.659%
5/6/2025AE Wealth Management LLC37,952$1.11M0.0%+38.1%0.689%
5/2/2025Legacy Capital Wealth Partners LLC22,664$663K0.1%+38.4%0.413%
5/1/2025Quest 10 Wealth Builders Inc.1,170$34K0.0%+42.2%0.021%
4/30/2025Axxcess Wealth Management LLC12,382$362K0.0%+38.3%0.226%
4/30/2025Crossmark Global Holdings Inc.9,442$276K0.0%N/A0.172%
4/29/2025Raleigh Capital Management Inc.8,073$236K0.1%+40.8%0.147%
4/29/2025Envestnet Asset Management Inc.351,423$10.29M0.0%+40.9%6.401%
4/29/2025Bank of New York Mellon Corp12,324$361K0.0%+39.2%0.224%
4/29/2025Onyx Bridge Wealth Group LLC8,975$263K0.0%+5.1%0.163%
4/28/2025Clark Asset Management LLC29,474$863K0.1%N/A0.537%
4/28/2025Latitude Advisors LLC49,324$1.44M0.8%-1.9%0.898%
4/28/2025Oregon Pacific Wealth Management LLC164,813$4.82M4.8%N/A3.002%
4/28/2025DAVENPORT & Co LLC13,889$407K0.0%+43.2%0.253%
4/17/2025Janney Montgomery Scott LLC7,271$213K0.0%N/A0.130%
4/17/2025Howard Bailey Securities LLC8,198$240K0.1%+9.8%0.147%
4/16/2025Puff Wealth Management LLC85,326$2.50M2.3%-4.5%1.529%
4/15/2025Fourpath Capital Management LLC11,185$327K0.1%+38.9%0.200%
4/14/2025Lloyd Advisory Services LLC.6,862$201K0.1%N/A0.123%
4/11/2025Burkett Financial Services LLC1,062$31K0.0%N/A0.019%
4/9/2025NBC Securities Inc.7,452$218K0.0%+124,100.0%0.135%
2/18/2025GTS Securities LLC79,168$2.41M0.1%+1,082.1%1.684%
2/17/2025Vermillion & White Wealth Management Group LLC436,733$13.28M9.8%-14.9%9.292%
2/17/20254WEALTH Advisors Inc.8,422$256K0.3%N/A0.179%
2/14/2025Comerica Bank3,738$114K0.0%N/A0.080%
2/14/2025GeoWealth Management LLC19,923$606K0.0%-20.8%0.424%
2/13/2025CreativeOne Wealth LLC14,501$441K0.0%-3.5%0.309%
2/13/2025Advisory Services Network LLC10,285$313K0.0%N/A0.219%
2/13/2025Envestnet Asset Management Inc.249,434$7.58M0.0%-0.7%5.307%
2/13/2025Wells Fargo & Company MN601,765$18.29M0.0%-2.1%12.804%
2/12/2025StoneX Group Inc.31,596$961K0.1%N/A0.672%
2/12/2025Hobbs Group Advisors LLC1,015,019$30.86M11.6%-6.7%21.596%
2/7/2025HighTower Advisors LLC24,762$753K0.0%+10.4%0.527%
2/7/2025Ashton Thomas Private Wealth LLC6,721$204K0.0%N/A0.143%
2/6/2025Atria Investments Inc89,611$2.72M0.0%-6.5%1.907%
2/3/2025Legacy Capital Group California Inc.63,480$1.93M0.6%-4.2%1.351%
1/31/2025Kestra Investment Management LLC1,280$39K0.0%N/A0.027%
1/30/2025Legacy Capital Wealth Partners LLC16,373$498K0.1%-3.6%0.350%
1/30/2025Puff Wealth Management LLC89,325$2.72M4.5%N/A1.909%
1/29/2025Howard Bailey Securities LLC7,469$227K0.1%-4.5%0.160%
1/29/2025Latitude Advisors LLC50,279$1.53M0.9%-8.1%1.074%
1/27/2025Onyx Bridge Wealth Group LLC8,540$260K0.0%-17.1%0.184%
1/23/2025New Wave Wealth Advisors LLC2,448$74K0.0%N/A0.052%
1/22/2025Astor Investment Management LLC272,629$8.29M4.2%-5.2%5.825%
1/17/2025Global Trust Asset Management LLC1,551$47K0.0%N/A0.032%
1/6/2025Capital Market Strategies LLC28,169$856K0.5%+5.9%0.580%
11/18/2024Hobbs Group Advisors LLC1,087,786$33.51M12.0%+7.6%23.444%
11/15/2024HighTower Advisors LLC22,429$690K0.0%+22.5%0.483%
11/14/2024CreativeOne Wealth LLC15,027$463K0.0%N/A0.324%
11/8/2024Prospera Private Wealth LLC8,098$249K0.0%N/A0.175%
11/7/2024Peterson Financial Group Inc.797$25K0.1%N/A0.017%
11/4/2024Axxcess Wealth Management LLC9,056$279K0.0%N/A0.195%
11/4/2024Legacy Capital Wealth Partners LLC16,988$523K0.1%N/A0.366%
11/1/2024Atria Investments Inc95,835$2.95M0.0%N/A2.065%
10/29/2024Latitude Advisors LLC54,714$1.69M1.0%-2.4%1.159%
10/24/2024Astor Investment Management LLC287,520$8.86M4.2%N/A6.092%
10/23/2024Legacy Capital Group California Inc.66,285$2.04M0.7%N/A1.404%
10/21/2024Raleigh Capital Management Inc.5,782$178K0.1%N/A0.123%
10/21/2024Bluesphere Advisors LLC6,936$214K0.1%N/A0.147%
10/17/2024Onyx Bridge Wealth Group LLC10,299$317K0.0%-3.4%0.218%
10/15/2024NBC Securities Inc.2,212$68K0.0%N/A0.047%
10/8/2024Mather Group LLC.1,128$35K0.0%N/A0.024%
10/3/2024Capital Market Strategies LLC26,593$819K0.5%+56.1%0.578%
(Data available from 1/1/2016 forward)

ROE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROE shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Astoria US Quality Kings ETF. The most heavily invested institutionals were Hobbs Group Advisors LLC ($32.01M), Wells Fargo & Company MN ($18.29M), Envestnet Asset Management Inc. ($11.18M), Astor Investment Management LLC ($9.90M), Belpointe Asset Management LLC ($8.69M), Vermillion & White Wealth Management Group LLC ($7.16M), and Oregon Pacific Wealth Management LLC ($5.68M).Learn more on Astoria US Quality Kings ETF's institutional investors.

Which institutional investors have been buying Astoria US Quality Kings ETF's stock?

Of the 52 institutional investors that purchased Astoria US Quality Kings ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hobbs Group Advisors LLC ($1.96M), Vermillion & White Wealth Management Group LLC ($554.02K), Astor Investment Management LLC ($344.83K), Belpointe Asset Management LLC ($272.85K), Oregon Pacific Wealth Management LLC ($176.40K), Envestnet Asset Management Inc. ($101.99K), and Atria Investments Inc ($96.78K).

How much institutional buying is happening at Astoria US Quality Kings ETF?

Institutional investors have bought a total of 1,687,485 shares in the last 24 months. This purchase volume represents approximately $50.82M in transactions.

Which of Astoria US Quality Kings ETF's major shareholders have been selling company stock?

Of the 23 institutional investors that sold Astoria US Quality Kings ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vermillion & White Wealth Management Group LLC ($300.48K), Hobbs Group Advisors LLC ($95.00K), Astor Investment Management LLC ($37.46K), Orion Porfolio Solutions LLC ($24.27K), Wells Fargo & Company MN ($13.11K), Latitude Advisors LLC ($10.39K), and Legacy Capital Group California Inc. ($6.53K).

How much institutional selling is happening at Astoria US Quality Kings ETF?

Institutional investors have sold a total of 536,399 shares in the last 24 months. This volume of shares sold represents approximately $16.23M in transactions.


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This page (NASDAQ:ROE) was last updated on 9/25/2025 by MarketBeat.com Staff
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