Free Trial
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free ROE Stock Alerts

Astoria US Quality Kings ETF (ROE) Institutional Ownership

$42.20 0.00 (0.00%)
As of 06/12/2026 03:52 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Astoria US Quality Kings ETF (NASDAQ:ROE)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$42.56M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$36.17M
Get ROE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Astoria US Quality Kings ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ROE Institutional Buying and Selling by Quarter

Astoria US Quality Kings ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/4/2026 Town Capital LLC14,289$506K0.4%-10.5%0.235%
5/20/2026 Hobbs Group Advisors LLC667,973$23.67M7.1%+0.9%10.986%
5/14/2026 Compound Planning Inc.37,210$1.32M0.0%+73.4%0.612%
5/5/2026 Bank of New York Mellon Corp6,372$226K0.0%-8.9%0.105%
5/5/2026 Sanctuary Advisors LLC7,199$255K0.0%N/A0.118%
5/4/2026 Legacy Capital Group California Inc.73,877$2.62M1.0%-11.3%1.215%
4/28/2026 Latitude Advisors LLC37,588$1.33M0.6%+5.6%0.611%
4/27/2026 Sound Income Strategies LLC3,837$137K0.0%N/A0.062%
4/23/2026 Oregon Pacific Wealth Management LLC117,253$4.15M4.3%-10.7%1.907%
4/22/2026 Janney Montgomery Scott LLC294,060$10.42M0.0%+0.9%4.781%
4/22/2026 Onyx Bridge Wealth Group LLC11,729$416K0.0%-4.9%0.191%
3/13/2026 World Investment Advisors60,201$2.12M0.0%N/A1.056%
2/19/2026 Compound Planning Inc.21,460$757K0.0%-9.3%0.376%
2/18/2026 Onyx Bridge Wealth Group LLC12,336$435K0.0%N/A0.216%
2/18/2026 Vermillion & White Wealth Management Group LLC278,325$9.83M5.3%+4.3%4.883%
2/17/2026 GeoWealth Management LLC32,175$1.14M0.0%+18.7%0.564%
2/17/2026 &PARTNERS20,926$738K0.0%-3.5%0.367%
2/17/2026 Bluedoor Private Wealth LLC43,402$1.53M0.7%N/A0.761%
2/13/2026 Kestra Advisory Services LLC8,608$304K0.0%+4.5%0.151%
2/13/2026 CreativeOne Wealth LLC18,727$660K0.0%-4.2%0.329%
2/13/2026 Ausdal Financial Partners Inc.6,420$226K0.0%-5.7%0.113%
2/13/2026 Wells Fargo & Company MN641,207$22.62M0.0%-15.0%11.249%
2/12/2026 HRT Financial LP7,420$261K0.0%N/A0.130%
2/12/2026 Orion Porfolio Solutions LLC35,837$1.26M0.0%+7.1%0.629%
2/12/2026 Beacon Capital Management Inc.277,407$9.78M0.5%-28.1%4.867%
2/11/2026 Janney Montgomery Scott LLC291,428$10.28M0.0%N/A5.113%
2/11/2026 Howard Bailey Securities LLC5,776$204K0.1%-17.6%0.101%
2/11/2026 LPL Financial LLC25,679$906K0.0%+1.4%0.451%
2/11/2026 Omnitrust Wealth Management Inc22,798$804K1.0%N/A0.400%
2/10/2026 BlackDiamond Wealth Management LLC47,153$1.76M0.9%-17.0%0.827%
2/10/2026 Greenwich Wealth Management LLC194,567$6.86M0.3%+66.5%3.413%
2/6/2026 Lloyd Advisory Services LLC.6,291$222K0.1%N/A0.110%
2/6/2026 HighTower Advisors LLC33,957$1.20M0.0%+24.9%0.596%
2/5/2026 Atria Investments Inc108,440$3.83M0.0%-3.2%1.926%
2/4/2026 World Investment Advisors60,201$2.12M0.0%N/A1.069%
1/29/2026Comerica Bank1,149$41K0.0%-60.5%0.020%
1/28/2026 Legacy Capital Group California Inc.83,334$2.94M0.7%-3.8%1.475%
1/28/2026 Hobbs Group Advisors LLC661,839$23.34M7.0%-3.5%11.714%
1/27/2026 Clark Asset Management LLC15,225$537K0.1%-36.4%0.269%
1/27/2026 Belpointe Asset Management LLC96,113$3.39M0.1%-63.9%1.701%
SpaceX will crumble without these 5 companies (Ad)

The SpaceX IPO is drawing near, but the real opportunity may lie in 5 lesser-known companies providing the critical infrastructure SpaceX depends on to operate. Goldman Sachs and Morgan Stanley are reportedly already building positions in one of these names. Another is a resource miner that Elon Musk's broader empire - including Tesla - relies on. Lance Ippolito has detailed all five inside his free SpaceX Investing Blackbook.tc pixel

Download the free SpaceX Investing Blackbook before these names go mainstream
1/27/2026 Latitude Advisors LLC35,603$1.26M0.6%-0.8%0.630%
1/26/2026Pursuit Wealth Management LLC20,636$728K0.6%N/A0.365%
1/16/2026 Oregon Pacific Wealth Management LLC131,302$4.63M4.8%-28.0%2.357%
1/16/2026 Legacy Capital Wealth Partners LLC15,231$537K0.1%-6.6%0.273%
1/9/2026 Silverlake Wealth Management LLC29,220$1.03M0.2%+39.8%0.525%
1/7/2026Puff Wealth Management LLC54,231$1.94M2.5%+30.8%1.102%
11/26/2025 Vermillion & White Wealth Management Group LLC266,801$9.22M5.2%+20.0%5.665%
11/17/2025 Ausdal Financial Partners Inc.6,808$235K0.0%N/A0.145%
11/17/2025 Ameriprise Financial Inc.7,930$274K0.0%N/A0.168%
11/13/2025 GeoWealth Management LLC27,100$937K0.0%-18.4%0.575%
11/13/2025 Hobbs Group Advisors LLC685,614$23.70M7.4%-31.0%14.557%
11/13/2025 CreativeOne Wealth LLC19,549$676K0.0%-4.7%0.415%
11/13/2025 Legacy Capital Group California Inc.86,643$3.00M0.8%-1.2%1.840%
11/12/2025 Crossmark Global Holdings Inc.8,043$278K0.0%-19.1%0.171%
11/12/2025 Orion Porfolio Solutions LLC33,471$1.16M0.0%-7.5%0.711%
11/10/2025 Compound Planning Inc.23,660$818K0.0%-15.1%0.502%
11/6/2025 Atria Investments Inc112,021$3.87M0.0%-12.4%2.378%
11/5/2025 Envestnet Asset Management Inc.339,631$11.74M0.0%-2.2%7.211%
11/4/2025 Raleigh Capital Management Inc.6,832$236K0.1%-6.6%0.145%
11/4/2025 Howard Bailey Securities LLC7,006$242K0.1%-5.8%0.149%
11/3/2025 AE Wealth Management LLC38,193$1.32M0.0%-1.0%0.811%
11/3/2025 Belpointe Asset Management LLC266,513$9.21M0.4%-1.2%5.658%
10/31/2025 Latitude Advisors LLC35,885$1.24M0.6%-21.5%0.762%
10/28/2025 Silverlake Wealth Management LLC20,905$723K0.2%+19.8%0.436%
10/22/2025 Oregon Pacific Wealth Management LLC182,455$6.31M5.5%+3.4%3.731%
10/20/2025 Clark Asset Management LLC23,942$828K0.1%-18.8%0.496%
10/16/2025 Beacon Capital Management Inc.385,872$13.34M0.6%N/A7.989%
10/14/2025 Fourpath Capital Management LLC6,054$209K0.0%-11.7%0.125%
10/6/2025Puff Wealth Management LLC41,450$1.43M2.2%-50.9%0.858%
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%
8/15/2025Puff 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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%
7/18/2025Astor 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%
7/2/2025Capital 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%


ROE Institutional Ownership - Frequently Asked Questions

During the previous two years, 68 institutional investors and hedge funds held shares of Astoria US Quality Kings ETF. The most heavily invested institutionals were Hobbs Group Advisors LLC ($23.67M), Wells Fargo & Company MN ($22.62M), Envestnet Asset Management Inc. ($11.74M), Janney Montgomery Scott LLC ($10.42M), Astor Investment Management LLC ($9.90M), Vermillion & White Wealth Management Group LLC ($9.83M), and Beacon Capital Management Inc. ($9.78M).Learn more on Astoria US Quality Kings ETF's institutional investors.

Of the 64 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 ($1.10M), Beacon Capital Management Inc. ($385.87K), Astor Investment Management LLC ($344.83K), Janney Montgomery Scott LLC ($301.33K), Belpointe Asset Management LLC ($272.85K), Oregon Pacific Wealth Management LLC ($182.46K), and World Investment Advisors ($120.40K).

Institutional investors have bought a total of 1,222,468 shares in the last 24 months. This purchase volume represents approximately $42.56M in transactions.

Of the 31 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: Hobbs Group Advisors LLC ($354.32K), Belpointe Asset Management LLC ($176.74K), Wells Fargo & Company MN ($113.03K), Beacon Capital Management Inc. ($108.47K), Oregon Pacific Wealth Management LLC ($65.20K), Puff Wealth Management LLC ($43.88K), and Orion Porfolio Solutions LLC ($26.99K).

Institutional investors have sold a total of 1,042,417 shares in the last 24 months. This volume of shares sold represents approximately $36.17M in transactions.


Related Companies

This page (NASDAQ:ROE) was last updated on 6/15/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Is SpaceX really worth 1.78 Trillion?
With SpaceX approaching a near-$2 trillion valuation, most investors are focused on the IPO itself - but analy...
InvestPub | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel