ROE Institutional Ownership & Shareholders
AST US EQ WGT QLTY KINGS ETF (ROE) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $188.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hobbs Group Advisors, Llc is currently the largest disclosed institutional shareholder of ROE tracked by InsiderSet, reporting ownership valued at approximately $28.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $28.38M, representing an estimated gain of +0.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed ROE value among the investors covered in this analysis. Major shareholders include Hobbs Group Advisors, Llc, Potomac Fund Management Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in AST US EQ WGT QLTY KINGS ETF (ROE).
This page ranks the largest institutional ROE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
71
Total Reported Value
$188.25M
Largest Holder
Hobbs Group Advisors, Llc
Largest Position
$28.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hobbs Group Advisors, Llc | 7.45% | 664,406 | $28,323,638 | $28,384,222 | +$60,584 | +0.21% | |
| Potomac Fund Management Inc | 0.71% | 657,300 | $28,020,699 | $28,080,645 | +$59,946 | +0.21% | |
| Wells Fargo & Company/Mn | 0.00% | 599,571 | $25,559,712 | $25,614,393 | +$54,681 | +0.21% | |
| Vermillion & White Wealth Management Group, Llc | 6.66% | 307,900 | $13,167,924 | $13,153,857 | -$14,067 | -0.11% | |
| Janney Montgomery Scott Llc | 0.02% | 294,650 | $12,561,000 | $12,587,802 | +$26,802 | +0.21% | |
| Beacon Capital Management, Inc. | 0.78% | 292,511 | $12,453,744 | $12,496,421 | +$42,677 | +0.34% | |
| Envestnet Asset Management Inc | 0.00% | 269,605 | $11,493,254 | $11,517,849 | +$24,595 | +0.21% | |
| Sykon Capital Llc | 1.80% | 136,879 | $5,835,167 | $5,847,635 | +$12,468 | +0.21% | |
| Exchange Traded Concepts, Llc | 0.02% | 118,336 | $5,038,191 | $5,055,456 | +$17,265 | +0.34% | |
| Oregon Pacific Wealth Management, Llc | 4.60% | 116,673 | $4,967,381 | $4,984,411 | +$17,030 | +0.34% | |
| Atria Investments, Inc | 0.04% | 98,040 | $4,174,066 | $4,188,386 | +$14,320 | +0.34% | |
| Belpointe Asset Management Llc | 0.12% | 83,177 | $3,545,860 | $3,553,421 | +$7,561 | +0.21% | |
| Legacy Capital Group California, Inc. | 0.83% | 64,325 | $2,742,172 | $2,748,041 | +$5,869 | +0.21% | |
| World Investment Advisors | 0.04% | 59,956 | $2,124,241 | $2,561,392 | +$437,151 | +20.58% | |
| Lpl Financial Llc | 0.00% | 44,140 | $1,881,691 | $1,885,714 | +$4,023 | +0.21% | |
| Bluedoor Private Wealth, Llc | 0.75% | 41,645 | $1,775,326 | $1,779,124 | +$3,798 | +0.21% | |
| Latitude Advisors, Llc | 0.50% | 38,243 | $1,628,214 | $1,633,787 | +$5,573 | +0.34% | |
| Compound Planning, Inc. | 0.04% | 37,256 | $1,588,206 | $1,591,621 | +$3,415 | +0.22% | |
| Steelpeak Wealth, Llc | 0.04% | 36,356 | $1,547,868 | $1,553,172 | +$5,304 | +0.34% | |
| Avestar Capital, Llc | 0.13% | 34,393 | $1,464,292 | $1,469,310 | +$5,018 | +0.34% | |
| Geowealth Management, Llc | 0.04% | 29,730 | $1,267,390 | $1,270,101 | +$2,711 | +0.21% | |
| Orion Porfolio Solutions, Llc | 0.01% | 28,049 | $1,195,746 | $1,198,287 | +$2,541 | +0.21% | |
| Blackdiamond Wealth Management, Llc | 0.47% | 26,530 | $1,163,861 | $1,133,393 | -$30,468 | -2.62% | |
| Silverlake Wealth Management Llc | 0.19% | 24,249 | $1,032,412 | $1,035,946 | +$3,534 | +0.34% | |
| &Partners | 0.00% | 20,314 | $865,968 | $867,838 | +$1,870 | +0.22% | |
| Cary Street Partners Financial Llc | 0.02% | 18,852 | $803,643 | $805,380 | +$1,737 | +0.22% | |
| Nbc Securities, Inc. | 0.05% | 18,570 | $790,623 | $793,333 | +$2,710 | +0.34% | |
| Omnitrust Wealth Management, Inc | 0.92% | 18,510 | $788,068 | $790,769 | +$2,701 | +0.34% | |
| Medallion Wealth Advisors, Llc | 0.21% | 15,566 | $663,572 | $664,998 | +$1,426 | +0.21% | |
| Creativeone Wealth, Llc | 0.01% | 15,397 | $656,373 | $657,778 | +$1,405 | +0.21% | |
| Clark Asset Management, Llc | 0.05% | 15,225 | $648,209 | $650,430 | +$2,221 | +0.34% | |
| Town Capital Llc | 0.39% | 14,289 | $609,140 | $610,443 | +$1,303 | +0.21% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 13,923 | $593,558 | $594,807 | +$1,249 | +0.21% | |
| Beacon Financial Advisory Llc | 0.10% | 12,873 | $548,058 | $549,950 | +$1,892 | +0.35% | |
| Davenport & Co Llc | 0.00% | 12,184 | $518,737 | $520,515 | +$1,778 | +0.34% | |
| Onyx Bridge Wealth Group Llc | 0.04% | 11,884 | $505,965 | $507,699 | +$1,734 | +0.34% | |
| Ameritas Advisory Services, Llc | 0.01% | 11,790 | $502,608 | $503,683 | +$1,075 | +0.21% | |
| Axxcess Wealth Management, Llc | 0.02% | 10,835 | $461,303 | $462,884 | +$1,581 | +0.34% | |
| Stillwater Private Wealth, Llc | 0.28% | 9,620 | $424,000 | $410,978 | -$13,022 | -3.07% | |
| Stifel Financial Corp | 0.00% | 8,522 | $363,292 | $364,070 | +$778 | +0.21% | |
| Empire Financial Management Company, Llc | 0.14% | 8,319 | $354,638 | $355,398 | +$760 | +0.21% | |
| New Wave Wealth Advisors Llc | 0.09% | 7,800 | $339,300 | $333,225 | -$6,075 | -1.79% | |
| Sanctuary Advisors, Llc | 0.00% | 7,856 | $334,907 | $335,618 | +$711 | +0.21% | |
| Equitable Holdings, Inc. | 0.00% | 7,243 | $308,769 | $309,430 | +$661 | +0.21% | |
| Bank Of New York Mellon Corp | 0.00% | 5,974 | $254,652 | $255,216 | +$564 | +0.22% | |
| Wealthtrak Capital Management Llc | 0.17% | 5,965 | $254,288 | $254,832 | +$544 | +0.21% | |
| Flagship Capital Management Inc. | 0.15% | 5,958 | $253,664 | $254,533 | +$869 | +0.34% | |
| Ausdal Financial Partners, Inc. | 0.01% | 5,881 | $250,707 | $251,243 | +$536 | +0.21% | |
| Lloyd Advisory Services, Llc. | 0.09% | 5,662 | $241,061 | $241,887 | +$826 | +0.34% | |
| Bryn Mawr Trust Advisors, Llc | 0.01% | 5,615 | $239,367 | $239,880 | +$513 | +0.21% |
Frequently asked questions about ROE
Who are the largest institutional holders of ROE?
The largest institutional holders of ROE reported in the latest SEC Form 13F filings include Hobbs Group Advisors, Llc, Potomac Fund Management Inc, Wells Fargo & Company/Mn, Vermillion & White Wealth Management Group, Llc, and Janney Montgomery Scott Llc. InsiderSet ranks institutional holders by their latest reported ROE position.
What is ROE institutional ownership?
This page tracks ROE positions reported by institutional investment managers through SEC Form 13F. AST US EQ WGT QLTY KINGS ETF (ROE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ROE?
InsiderSet currently tracks 71 institutional managers reporting ROE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ROE shareholders.
How much ROE stock do institutions own?
Institutional investment managers disclosed approximately $188.25M in ROE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ROE institutional ownership last updated?
The latest ROE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ROE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ROE position after the reporting date.
Are institutions buying or selling ROE?
Institutional buying and selling can be analyzed by comparing ROE positions across consecutive 13F reporting periods. InsiderSet's ROE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ROE ownership changes.
How has ROE institutional ownership changed over time?
InsiderSet tracks ROE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.