Who Owns ROE?
Astoria US Equal Weight Quality Kings ETF — Institutional Ownership & 13F Holdings
$38.52
-0.40 (-1.01%)
Market Cap
$172.6M
Shares Outstanding
4,699,387
Institutional Holders
49
Total Inst. Value
$103.6M
% of Float Held
—
QoQ Holder Change
+44
Institutional data as of Q1 2025
New Positions
26
Closed Positions
6
Increased
16
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Hobbs Group Advisors, LLC | $29.7M | 1,016,156 |
| 2 | WELLS FARGO & COMPANY/MN | $23.3M | 796,560 |
| 3 | Astor Investment Management LLCNew | $9.7M | 329,939 |
| 4 | Belpointe Asset Management LLCNew | $8.0M | 272,852 |
| 5 | Vermillion & White Wealth Management Group, LLC | $6.2M | 212,635 |
| 6 | Oregon Pacific Wealth Management, LLCNew | $4.8M | 164,813 |
| 7 | Legacy Capital Group California, Inc.New | $2.7M | 91,400 |
| 8 | PUFF WEALTH MANAGEMENT, LLCNew | $2.5M | 85,326 |
| 9 | Greenwich Wealth Management LLCNew | $1.7M | 59,420 |
| 10 | BlackDiamond Wealth Management, LLC | $1.7M | 57,617 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Hobbs Group Advisors, LLC | +1K | $29.7M |
| WELLS FARGO & COMPANY/MN | +195K | $23.3M |
| Astor Investment Management LLCNew | +330K | $9.7M |
| Belpointe Asset Management LLCNew | +273K | $8.0M |
| Oregon Pacific Wealth Management, LLCNew | +165K | $4.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Vermillion & White Wealth Management Group, LLC | -224K | $6.2M |
| GTS SECURITIES LLC | -66K | $386K |
| StoneX Group Inc. | -3K | $845 |
| HighTower Advisors, LLC | -946 | $697K |
| COMERICA BANK | -775 | $87K |
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Frequently Asked Questions
How many institutional investors hold ROE?
As of Q1 2025, 49 institutional investors report holding ROE (Astoria US Equal Weight Quality Kings ETF) in their 13F filings.
Which hedge fund owns the most ROE?
The largest institutional holder of ROE is Hobbs Group Advisors, LLC with $29.7M in shares.
Are institutions buying or selling ROE?
This quarter, 26 institutions opened new positions in ROE and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.