Who Owns Astoria US Equal Weight Quality Kings ETF (ROE)?Hedge Fund & Institutional Holders

$36.36+0.44 (+1.22%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.3343000150000013e+239T

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

$26.03$28.99$31.95$34.90$37.86Aug 24Jun 25Mar 26

ROE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Beacon Capital Management, Inc.New Position+277K+$9.8B
Oregon Pacific Wealth Management, LLCNew Position+131K+$4.6B
Belpointe Asset Management LLCNew Position+96K+$3.4B
Latitude Advisors, LLCNew Position+36K+$1.3B
SILVERLAKE WEALTH MANAGEMENT LLCNew Position+29K+$1.0B
Vermillion & White Wealth Management Group, LLCIncreased+12K+$603.7M
Clark Asset Management, LLCNew Position+15K+$536.0M
Onyx Bridge Wealth Group LLCNew Position+12K+$435.0M
Raleigh Capital Management Inc.New Position+7K+$238.0M
Lloyd Advisory Services, LLC.New Position+6K+$221.0M
Outlook Wealth Advisors, LLCNew Position+6K+$207.0M
HOWARD BAILEY SECURITIES, LLCNew Position+6K+$203.0M
Empire Financial Management Company, LLCIncreased+2K+$78.2M
GeoWealth Management, LLCIncreased+5K+$63.0M
Quest 10 Wealth Builders, Inc.New Position+1K+$39.0M

ROE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-113K-$5.1B
GTS SECURITIES LLCClosed Position-29K-$995.8M
Atria Investments, IncDecreased-4K-$873.0M
&PARTNERSDecreased-748-$744.0M
CreativeOne Wealth, LLCDecreased-822-$675.9M
AXXCESS WEALTH MANAGEMENT, LLCDecreased-53-$420.9M
Advisory Services Network, LLCClosed Position-12K-$410.2M
Hobbs Group Advisors, LLCDecreased-24K-$361.3M
Crossmark Global Holdings, Inc.Closed Position-8K-$278.1M
Ausdal Financial Partners, Inc.Decreased-388-$235.2M
FOURPATH CAPITAL MANAGEMENT, LLCClosed Position-6K-$209.3M
Sigma Planning CorpClosed Position-6K-$204.2M
BlackDiamond Wealth Management, LLCDecreased-10K-$201.5M
Compound Planning, Inc.Decreased-2K-$62.0M
COMERICA BANKDecreased-2K-$60.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Hobbs Group Advisors, LLC661,839$23.3B7.04%Share
2WELLS FARGO & COMPANY/MN449,207$15.0B2.73%Share
3Vermillion & White Wealth Management Group, LLC278,325$9.8B5.34%Share
4Beacon Capital Management, Inc.277,407$9.8B0.52%Share
5WELLS FARGO & COMPANY/MN192,000$6.0B1.09%Share
6Oregon Pacific Wealth Management, LLC128,985$4.5B4.70%Share
7Belpointe Asset Management LLC96,113$3.4B0.12%Share
8Atria Investments, Inc108,440$3.0B34.10%Share
9Legacy Capital Group California, Inc.83,334$2.9B0.71%Share
10BlackDiamond Wealth Management, LLC47,153$1.8B0.86%Share
11Latitude Advisors, LLC35,603$1.3B0.55%Share
12SILVERLAKE WEALTH MANAGEMENT LLC29,220$1.0B0.23%Share
13GeoWealth Management, LLC32,175$1.0B0.04%Share
14Orion Porfolio Solutions, LLC35,837$1.0B7.33%Share
15Compound Planning, Inc.21,203$747.0M0.02%Share
16Legacy Capital Wealth Partners, LLC15,231$537.0M0.12%Share
17Clark Asset Management, LLC15,225$536.0M0.06%Share
18Onyx Bridge Wealth Group LLC12,336$435.0M0.05%Share
19Empire Financial Management Company, LLC8,269$291.0M0.06%Share
20Raleigh Capital Management Inc.6,767$238.0M0.09%Share
21Lloyd Advisory Services, LLC.6,291$221.0M0.09%Share
22Outlook Wealth Advisors, LLC5,888$207.0M0.05%Share
23HOWARD BAILEY SECURITIES, LLC5,776$203.0M0.08%Share
24Oregon Pacific Wealth Management, LLC2,317$81.0M0.08%Share
25COMERICA BANK1,149$40.0M0.16%Share
26Quest 10 Wealth Builders, Inc.1,132$39.0M0.03%Share
27Global Trust Asset Management, LLC723$25.0M0.01%Share
28Kingdom Financial Group LLC.480$16.0M0.00%Share
29UBS Group AG426$15.0M0.00%Share
30Triumph Capital Management437$15.0M0.00%Share
31Janney Montgomery Scott LLC291,428$10.0M0.02%Share
32Compound Planning, Inc.257$9.0M0.00%Share
33ENVESTNET ASSET MANAGEMENT INC271,798$9.0M0.00%Share
34Greenwich Wealth Management LLC194,567$6.9M0.31%Share
35World Investment Advisors60,201$2.1M0.04%Share
36PUFF WEALTH MANAGEMENT, LLC54,231$1.9M2.50%Share
37BLUEDOOR PRIVATE WEALTH, LLC43,402$1.0M0.46%Share
38HighTower Advisors, LLC33,957$1.0M0.00%Share
39Pursuit Wealth Management LLC20,636$727K0.62%Share
40Omnitrust Wealth Management, Inc18,685$659K0.84%Share
41DAVENPORT & Co LLC13,889$489K0.00%Share
42AXXCESS WEALTH MANAGEMENT, LLC12,132$427K0.00%Share
43NBC SECURITIES, INC.11,134$392K0.03%Share
44Ausdal Financial Partners, Inc.6,420$226K0.01%Share
45Omnitrust Wealth Management, Inc4,113$145K0.18%Share
46Signature Equity Partners, LLC1,631$57K0.03%Share
47AE Wealth Management LLC36,115$1K0.00%Share
48Networth Advisors, LLC54$1K0.00%Share
49AE Wealth Management LLC914$00.00%Share
50&PARTNERS20,926$00.00%Share

ROE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202554$87.6B+20
Q3 202534$79.4B-8
Q2 202542$114.2B-7
Q1 202549$114.3B+20
Q4 202429$143.2B+11
Q3 202418$8.3T+11
Q2 20247$259.5B+2
Q1 20245$820.1B—

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As of Q4 2025, 50 institutional investors hold ROE (Astoria US Equal Weight Quality Kings ETF). The largest holder is Hobbs Group Advisors, LLC with $23.3B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own ROE?

As of Q4 2025, 50 institutional investors report holding ROE (Astoria US Equal Weight Quality Kings ETF) in their 13F filings.

Who is the largest institutional holder of ROE?

The largest institutional holder of ROE is Hobbs Group Advisors, LLC with $23.3B in shares.

Is institutional ownership of ROE increasing or decreasing?

This quarter, 12 institutions opened new positions in ROE and 5 closed their positions.