AST US EQ WGT QLTY KINGS ETF ROE
$41.97
-0.8% 52w: $30.62 – $42.80
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data30.6236.7142.80
Jun 20, 2025 Jul 2, 2026
Institutional holders
55
-2 QoQ
13F value
$164.1M
+23.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ROE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | Wealth advisor | 681.7K | $24.2M | 0.8% | New |
| Hobbs Group Advisors, LLC | Wealth advisor | 668.0K | $23.7M | 7.1% | +0.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 602.0K | $21.3M | 0.0% | -6.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 294.1K | $10.4M | 0.0% | +0.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 293.4K | $10.4M | 0.0% | +8.0% |
| Vermillion & White Wealth Management Group, LLC | Wealth advisor | 291.1K | $10.3M | 5.9% | +4.6% |
| Beacon Capital Management, Inc. | Wealth advisor | 290.9K | $10.3M | 0.6% | +4.8% |
| Greenwich Wealth Management LLC | Other | 290.1K | $10.3M | 0.4% | +49.1% |
| Belpointe Asset Management LLC | Wealth advisor | 122.4K | $4.3M | 0.2% | +27.4% |
| Oregon Pacific Wealth Management, LLC | Wealth advisor | 117.3K | $4.2M | 4.3% | -10.7% |
| Atria Investments, Inc | Wealth advisor | 104.9K | $3.7M | 0.0% | -3.3% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 91.8K | $3.3M | 0.0% | New |
| Legacy Capital Group California, Inc. | Other | 73.9K | $2.6M | 1.0% | -11.3% |
| HighTower Advisors, LLC | Diversified mechanical | 62.6K | $2.2M | 0.0% | +84.2% |
| World Investment Advisors | Wealth advisor | 60.0K | $2.1M | 0.0% | -0.4% |
| BlackDiamond Wealth Management, LLC | Wealth advisor | 47.2K | $1.7M | 0.8% | +0.2% |
| BLUEDOOR PRIVATE WEALTH, LLC | Wealth advisor | 41.3K | $1.5M | 0.7% | -4.8% |
| Latitude Advisors, LLC | Wealth advisor | 37.6K | $1.3M | 0.6% | +5.6% |
| Compound Planning, Inc. | Wealth advisor | 37.2K | $1.3M | 0.0% | +73.4% |
| LPL Financial LLC | Bank broker | 37.0K | $1.3M | 0.0% | +43.9% |
| AE Wealth Management LLC | Wealth advisor | 36.8K | $1.3M | 0.0% | -0.7% |
| GeoWealth Management, LLC | Wealth advisor | 33.2K | $1.2M | 0.0% | +3.2% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 32.5K | $1.2M | 0.0% | -9.3% |
| SILVERLAKE WEALTH MANAGEMENT LLC | Wealth advisor | 31.3K | $1.1M | 0.2% | +7.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 27.3K | $968K | 0.0% | New |
| Omnitrust Wealth Management, Inc | Wealth advisor | 23.3K | $824K | 1.1% | +2.0% |
| &PARTNERS | Diversified mechanical | 20.5K | $726K | 0.0% | -2.1% |
| CreativeOne Wealth, LLC | Wealth advisor | 18.4K | $651K | 0.0% | -2.0% |
| Medallion Wealth Advisors, LLC | Wealth advisor | 17.0K | $601K | 0.2% | +1.4% |
| NBC SECURITIES, INC. | Diversified mechanical | 15.4K | $546K | 0.0% | +38.3% |
| Clark Asset Management, LLC | Wealth advisor | 15.2K | $539K | 0.1% | Held |
| Town Capital LLC | Wealth advisor | 14.3K | $506K | 0.4% | -10.5% |
| DAVENPORT & Co LLC | Diversified mechanical | 13.9K | $492K | 0.0% | Held |
| Legacy Capital Wealth Partners, LLC | Other | 11.9K | $423K | 0.1% | -21.6% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 11.7K | $416K | 0.0% | -4.9% |
| GTS SECURITIES LLC | Market maker | 10.0K | $354K | 0.0% | New |
| Empire Financial Management Company, LLC | Other | 8.3K | $295K | 0.1% | +0.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 7.6K | $271K | 0.0% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 7.2K | $255K | 0.0% | New |
| Raleigh Capital Management Inc. | Other | 6.7K | $237K | 0.1% | -1.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 6.4K | $226K | 0.0% | -8.9% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 6.3K | $223K | 0.0% | -2.1% |
| Sound Income Strategies, LLC | Diversified mechanical | 3.8K | $137K | 0.0% | New |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 3.4K | $121K | 0.0% | New |
| Signature Equity Partners, LLC | Wealth advisor | 1.5K | $54K | 0.0% | -6.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.1K | $41K | 0.0% | +59.0% |
| Quest 10 Wealth Builders, Inc. | Wealth advisor | 1.1K | $39K | 0.0% | -2.3% |
| Global Trust Asset Management, LLC | Other | 723 | $26K | 0.0% | Held |
| Triumph Capital Management | Wealth advisor | 437 | $15K | 0.0% | Held |
| Lloyd Advisory Services, LLC. | Wealth advisor | 421 | $15K | 0.0% | -93.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding ROE
POTOMAC FUND MANAGEMENT INC /ADVHobbs Group Advisors, LLCWELLS FARGO & COMPANY/MNJanney Montgomery Scott LLCENVESTNET ASSET MANAGEMENT INCVermillion & White Wealth Management Group, LLCBeacon Capital Management, Inc.Greenwich Wealth Management LLCBelpointe Asset Management LLCOregon Pacific Wealth Management, LLC