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Astoria US Quality Kings ETF (ROE) Institutional Ownership

$44.26 -0.01 (-0.02%)
As of 11:26 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)
29
Total
Institutional Inflows
(last 12 months)
$43.84M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$33.75M
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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
7/8/2026 Puff Wealth Management LLC65,724$2.80M2.9%N/A1.063%
6/4/2026 Town Capital LLC14,289$506K0.4%-10.5%0.235%
5/20/2026Hobbs 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%
5/5/2026Sanctuary 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%
3/13/2026World 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%
2/18/2026Vermillion & 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%
2/13/2026CreativeOne Wealth LLC18,727$660K0.0%-4.2%0.329%
2/13/2026Ausdal Financial Partners Inc.6,420$226K0.0%-5.7%0.113%
2/13/2026Wells Fargo & Company MN641,207$22.62M0.0%-15.0%11.249%
2/12/2026HRT Financial LP7,420$261K0.0%N/A0.130%
2/12/2026Orion Porfolio Solutions LLC35,837$1.26M0.0%+7.1%0.629%
2/12/2026Beacon 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%
2/11/2026Omnitrust 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%
2/4/2026World 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%
1/28/2026Hobbs 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%
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1/27/2026 Belpointe Asset Management LLC96,113$3.39M0.1%-63.9%1.701%
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%
1/7/2026 Puff Wealth Management LLC54,231$1.94M2.5%+30.8%1.102%
11/26/2025Vermillion & White Wealth Management Group LLC266,801$9.22M5.2%+20.0%5.665%
11/17/2025Ausdal Financial Partners Inc.6,808$235K0.0%N/A0.145%
11/17/2025Ameriprise Financial Inc.7,930$274K0.0%N/A0.168%
11/13/2025 GeoWealth Management LLC27,100$937K0.0%-18.4%0.575%
11/13/2025Hobbs Group Advisors LLC685,614$23.70M7.4%-31.0%14.557%
11/13/2025CreativeOne 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%
11/12/2025Orion 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%
10/16/2025Beacon 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%
10/6/2025 Puff Wealth Management LLC41,450$1.43M2.2%-50.9%0.858%
9/4/2025Osaic Holdings Inc.33,336$1.07M0.0%+87.6%0.640%
8/27/2025Orion 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%
8/15/2025Orion Porfolio Solutions LLC13,560$437K0.0%-63.4%0.260%
8/14/2025Jane Street Group LLC6,489$209K0.0%N/A0.125%
8/14/2025Raymond 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%
8/13/2025Vermillion & White Wealth Management Group LLC222,426$7.16M4.7%+4.6%4.269%
8/12/2025CreativeOne 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%
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7/25/2025Hobbs 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%
7/18/2025Astor 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%


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: 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), Puff Wealth Management LLC ($167.83K), and World Investment Advisors ($120.40K).

Institutional investors have bought a total of 1,240,776 shares in the last 24 months. This purchase volume represents approximately $43.84M in transactions.

Of the 29 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 ($332.09K), Belpointe Asset Management LLC ($173.73K), 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 967,261 shares in the last 24 months. This volume of shares sold represents approximately $33.75M in transactions.


Related Companies

Institutional ownership data for NASDAQ:ROE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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