Ast US Eq Wgt Qlty Kings ETF
$43.53-0.6%
+$12.3M
Net Activity
+6.80% total shares
Institutions Holding
70
Popularity Rank
#5376
Avg Weight
0.45%
Total Value
$209.9M
70 institutions currently hold ROE, with 36 net buyers and 28 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
28
Net Buying Institutions
36
Top 5 by Value
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Across its top 20 institutional holders, ROE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 15/100, avg. turnover score 23/100).
ROE ranks #5376 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
ROE is a top-conviction position for Hobbs Group Advisors, LLC — at 7.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Greenwich Wealth Management LLC has added to its ROE position for two straight quarters, increasing it by $5.9M to reach $12.8M today.
BlackDiamond Wealth Management, LLC has trimmed its ROE position for two straight quarters, cutting it by $599.0K while still holding $1.2M.
ROE is down 0.6% today, but institutions show net buying of $12.3M this quarter — a divergence between today's price move and the underlying institutional flow.
+$17.9M
Total Buy Value
$8.5M
Total Sell Value
36
Net Buyers
28
Net Sellers
ROE
Q2 2026
Top 5 Institutional Movers
+$5.8M
+$4.7M
+$4.2M
+$3.9M
ROE does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
02072L433
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,691
Total reported value
$473.3B
Held by 4691 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Access ROE's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/ROECLI
npx alphasmo stocks get ROE