AST US EQ WGT QLTY KINGS ETF (ROE) Institutional Ownership Changes & 13F Activity
AST US EQ WGT QLTY KINGS ETF (ROE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sykon Capital Llc, Vermillion & White Wealth Management Group, Llc, Exchange Traded Concepts, Llc, Potomac Fund Management Inc, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -23,806 | -8.1% | 269,605 | $11.49M | Q2 2026 | Sep 23, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +95,265 | +44.8% | 307,900 | $13.17M | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Buy | +7,243 | — | 7,243 | $308.77K | Q2 2026 | Aug 17, 2026 |
| Ameritas Advisory Services, Llc | Buy | +11,790 | — | 11,790 | $502.61K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -4,450 | -13.7% | 28,049 | $1.20M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -2,460 | -0.4% | 599,571 | $25.56M | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -1,398 | -8.2% | 15,566 | $663.57K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -402 | -6.4% | 5,881 | $250.71K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +356 | — | 356 | $15.00K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -168 | -0.8% | 20,314 | $865.97K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +65 | +5.7% | 1,210 | $51.60K | Q2 2026 | Aug 14, 2026 |
| Potomac Fund Management Inc | Sell | -24,426 | -3.6% | 657,300 | $28.02M | Q2 2026 | Aug 13, 2026 |
| Beacon Capital Management, Inc. | Buy | +17,464 | +6.0% | 308,323 | $13.14M | Q2 2026 | Aug 13, 2026 |
| Stillwater Private Wealth, Llc | Buy | +9,620 | — | 9,620 | $424.00K | Q2 2026 | Aug 13, 2026 |
| Hobbs Group Advisors, Llc | Sell | -3,567 | -0.5% | 664,406 | $28.32M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -2,963 | -16.1% | 15,397 | $656.37K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1,341 | — | 1,341 | $57.17K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +657 | +9.1% | 7,856 | $334.91K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -140 | -80.5% | 34 | $1.45K | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +68 | — | 68 | $2.90K | Q2 2026 | Aug 13, 2026 |
| Sykon Capital Llc | Buy | +136,879 | — | 136,879 | $5.84M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +8,522 | — | 8,522 | $363.29K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +4,130 | — | 4,130 | $174.87K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -23 | -18.1% | 104 | $4.43K | Q2 2026 | Aug 12, 2026 |
| Exchange Traded Concepts, Llc | Buy | +33,261 | +36.2% | 125,110 | $5.33M | Q2 2026 | Aug 11, 2026 |
| Blackdiamond Wealth Management, Llc | Sell | -20,711 | -43.8% | 26,530 | $1.16M | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +2 | — | 2 | $85.00 | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +7,182 | +19.4% | 44,140 | $1.88M | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +5,494 | +1305.0% | 5,915 | $252.16K | Q2 2026 | Aug 07, 2026 |
| Silverlake Wealth Management Llc | Sell | -6,701 | -21.4% | 24,614 | $1.05M | Q2 2026 | Aug 06, 2026 |
Frequently asked questions about ROE activity
Which institutional owners are buying ROE?
Institutional owners buying ROE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ROE activity?
"Buy" means an investor increased their reported position in ROE compared to the prior reporting period. This reflects growing exposure to AST US EQ WGT QLTY KINGS ETF (ROE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ROE increasing?
Institutional interest in ROE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.