ROE

Ast US Eq Wgt Qlty Kings ETF

+$31.2M

Net Activity

Institutions Holding

54

Popularity Rank

#5803

Avg Weight

0.46%

Total Value

$163.6M

Ownership Trend

54 institutions currently hold ROE, with 28 net buyers and 31 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

31

Net Buying Institutions

28

Key Holders

Key Holders

Top 5 by Value

PF
Potomac Fund Management INC /adv
$24.2M
HG
Hobbs Group Advisors, LLC
$23.7M
WF
Wells Fargo & Company/mn
$21.3M
JM
Janney Montgomery Scott LLC
$10.4M
EA
Envestnet Asset Management INC
$10.4M

Top 5 by Conviction

HG
Hobbs Group Advisors, LLC
7.08%
V&
Vermillion & White Wealth Management Group, LLC
5.94%
OP
Oregon Pacific Wealth Management, LLC
4.33%
OW
Omnitrust Wealth Management, Inc
1.07%
LC
Legacy Capital Group California, Inc.
1.00%
View all 54 holding institutions

Quarterly Activity

Recent Activity

+$121.7M

Total Buy Value

$68.1M

Total Sell Value

New buy9
Trim22
Add19
Sold out9

28

Net Buyers

31

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding AST US EQ WGT QLTY KINGS ETF (ROE)?
Major stakeholders currently include Potomac Fund Management INC /adv ($24.2M), Hobbs Group Advisors, LLC ($23.7M), Wells Fargo & Company/mn ($21.3M). Based on the latest 13F filings, there are a total of 54 tracked investment funds and institutions maintaining positions in ROE.
What is the overall institutional sentiment toward ROE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $31.2M, driven by 28 managers accumulating shares while 31 reduced their exposure.
Which institutions have been selling or reducing their ROE positions?
In the latest period, 22 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $68.1M.
Are there any notable investors adding ROE to their portfolios?
Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 19 existing holders added to their shares. The total reported buy value for the quarter amounted to $121.7M.

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