Astoria U.S. Equity Weighted Quality Kings ETF(ROE)

$41.97—

Chart

Astoria U.S. Equity Weighted Quality Kings ETF(ROE)

NASDAQ

$41.97—

Chart Studio

ROE(ROE)

ROE

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 64 Institutional Holders

Holder	Shares	Date	Change	% Held
POTOMAC FUND MANAGEMENT INC /ADV	681.73K	Mar 31, 26	+681.73K	14.51%
Hobbs Group Advisors, LLC	667.97K	Mar 31, 26	+6.13K	14.21%
WELLS FARGO & COMPANY/MN	602.03K	Mar 31, 26	-39.18K	12.81%
Janney Montgomery Scott LLC	294.06K	Mar 31, 26	+2.63K	6.26%
ENVESTNET ASSET MANAGEMENT INC	293.41K	Mar 31, 26	+21.61K	6.24%
Vermillion & White Wealth Management Group, LLC	291.10K	Mar 31, 26	+12.77K	6.19%
Beacon Capital Management, Inc.	290.86K	Mar 31, 26	+13.45K	6.19%
Greenwich Wealth Management LLC	290.08K	Mar 31, 26	+95.51K	6.17%
Belpointe Asset Management LLC	122.43K	Mar 31, 26	+26.31K	2.61%
Oregon Pacific Wealth Management, LLC	117.25K	Mar 31, 26	-14.05K	2.50%
Atria Investments, Inc	104.86K	Mar 31, 26	-3.58K	2.23%
EXCHANGE TRADED CONCEPTS, LLC	91.85K	Mar 31, 26	+91.85K	1.95%
Legacy Capital Group California, Inc.	73.88K	Mar 31, 26	-9.46K	1.57%
HighTower Advisors, LLC	62.55K	Mar 31, 26	+28.59K	1.33%
Pensionmark Financial Group, LLC	59.96K	Mar 31, 26	-245	1.28%
BlackDiamond Wealth Management Inc.	47.24K	Mar 31, 26	+88	1.01%
Latitude Advisors, LLC	37.59K	Mar 31, 26	+1.99K	0.80%
Atomi Financial Group, Inc.	37.21K	Mar 31, 26	+15.75K	0.79%
LPL Financial LLC	36.96K	Mar 31, 26	+11.28K	0.79%
AE Wealth Management LLC	36.77K	Mar 31, 26	-257	0.78%
GeoWealth Management, LLC	33.20K	Mar 31, 26	+1.02K	0.71%
Brinker Capital Investments, LLC	32.50K	Mar 31, 26	-3.34K	0.69%
SILVERLAKE WEALTH MANAGEMENT LLC	31.32K	Mar 31, 26	+2.10K	0.67%
Cambridge Investment Research Advisors, Inc.	27.33K	Mar 31, 26	+27.33K	0.58%
WILEY BROS.-AINTREE CAPITAL, LLC	20.48K	Mar 31, 26	-444	0.44%
CreativeOne Wealth, LLC	18.36K	Mar 31, 26	-367	0.39%
NBC SECURITIES, INC.	15.40K	Mar 31, 26	+4.27K	0.33%
Clark Asset Management, LLC	15.22K	Mar 31, 26	--	0.32%
DAVENPORT & Co LLC	13.89K	Mar 31, 26	--	0.30%
Legacy Capital Wealth Partners, LLC	11.93K	Mar 31, 26	-3.30K	0.25%
Onyx Bridge Wealth Group LLC	11.73K	Mar 31, 26	-607	0.25%
GTS SECURITIES LLC	10.00K	Mar 31, 26	+10.00K	0.21%
Empire Financial Management Company, LLC	8.32K	Mar 31, 26	+50	0.18%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	7.64K	Mar 31, 26	+7.64K	0.16%
Sanctuary Advisors, LLC	7.20K	Mar 31, 26	+7.20K	0.15%
Raleigh Capital Management Inc.	6.69K	Mar 31, 26	-80	0.14%
Bank of New York Mellon Corp	6.37K	Mar 31, 26	-620	0.14%
Ausdal Financial Partners, Inc.	6.28K	Mar 31, 26	-137	0.13%
Sound Income Strategies, LLC	3.84K	Mar 31, 26	+3.84K	0.08%
Ashton Thomas Private Wealth, LLC	3.41K	Mar 31, 26	+3.41K	0.07%
ADVISOR GROUP HOLDINGS, INC.	1.15K	Mar 31, 26	+425	0.02%
Quest 10 Wealth Builders, Inc.	1.11K	Mar 31, 26	-26	0.02%
Global Trust Asset Management, LLC	723	Mar 31, 26	--	0.02%
Triumph Capital Management	437	Mar 31, 26	--	0.01%
Kingdom Financial Group LLC.	421	Mar 31, 26	-59	0.01%
Lloyd Advisory Services, LLC.	421	Mar 31, 26	-5.87K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	174	Mar 31, 26	-83	0.00%
HARBOUR INVESTMENTS, INC.	127	Mar 31, 26	+127	0.00%
VANGUARD ADVISERS INC	116	Mar 31, 26	+116	0.00%
Outlook Wealth Advisors, LLC	--	Mar 31, 26	-5.89K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-8.61K	--
HOWARD BAILEY SECURITIES, LLC	--	Mar 31, 26	-5.78K	--
HRT FINANCIAL LP	--	Mar 31, 26	-7.42K	--
AMERIPRISE FINANCIAL INC	--	Mar 31, 26	-9.10K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-12.13K	--
UBS Group AG	--	Mar 31, 26	-426	--
JPMORGAN CHASE & CO	--	Mar 31, 26	-1.39K	--
PUFF WEALTH MANAGEMENT, LLC	54.23K	Dec 31, 25	+12.78K	1.15%
COMERICA BANK	1.15K	Dec 31, 25	-1.76K	0.02%
Sensible Financial Planning & Management, LLC.	--	Sep 30, 25	-26.19K	--
Astor Investment Management LLC	307.37K	Jun 30, 25	-22.57K	6.54%
Capital Market Strategies LLC	25.26K	Jun 30, 25	-3.19K	0.54%
Orion Portfolio Solutions, LLC	37.01K	Mar 31, 25	+37.01K	0.79%
Peterson Financial Group, Inc.	797	Sep 30, 24	+797	0.02%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

POTOMAC FUND MANAGEMENT INC /ADV

681.73K

Mar 31, 26

+681.73K

14.51%

Hobbs Group Advisors, LLC

667.97K

Mar 31, 26

+6.13K

14.21%

WELLS FARGO & COMPANY/MN

602.03K

Mar 31, 26

-39.18K

12.81%

Janney Montgomery Scott LLC

294.06K

Mar 31, 26

+2.63K

6.26%

ENVESTNET ASSET MANAGEMENT INC

293.41K

Mar 31, 26

+21.61K

6.24%

Vermillion & White Wealth Management Group, LLC

291.10K

Mar 31, 26

+12.77K

6.19%

Beacon Capital Management, Inc.

290.86K

Mar 31, 26

+13.45K

6.19%

Greenwich Wealth Management LLC

290.08K

Mar 31, 26

+95.51K

6.17%

Belpointe Asset Management LLC

122.43K

Mar 31, 26

+26.31K

2.61%

Oregon Pacific Wealth Management, LLC

117.25K

Mar 31, 26

-14.05K

2.50%

Atria Investments, Inc

104.86K

Mar 31, 26

-3.58K

2.23%

EXCHANGE TRADED CONCEPTS, LLC

91.85K

Mar 31, 26

+91.85K

1.95%

Legacy Capital Group California, Inc.

73.88K

Mar 31, 26

-9.46K

1.57%

HighTower Advisors, LLC

62.55K

Mar 31, 26

+28.59K

1.33%

Pensionmark Financial Group, LLC

59.96K

Mar 31, 26

-245

1.28%

BlackDiamond Wealth Management Inc.

47.24K

Mar 31, 26

+88

1.01%

Latitude Advisors, LLC

37.59K

Mar 31, 26

+1.99K

0.80%

Atomi Financial Group, Inc.

37.21K

Mar 31, 26

+15.75K

0.79%

LPL Financial LLC

36.96K

Mar 31, 26

+11.28K

0.79%

AE Wealth Management LLC

36.77K

Mar 31, 26

-257

0.78%

GeoWealth Management, LLC

33.20K

Mar 31, 26

+1.02K

0.71%

Brinker Capital Investments, LLC

32.50K

Mar 31, 26

-3.34K

0.69%

SILVERLAKE WEALTH MANAGEMENT LLC

31.32K

Mar 31, 26

+2.10K

0.67%

Cambridge Investment Research Advisors, Inc.

27.33K

Mar 31, 26

+27.33K

0.58%

WILEY BROS.-AINTREE CAPITAL, LLC

20.48K

Mar 31, 26

-444

0.44%

CreativeOne Wealth, LLC

18.36K

Mar 31, 26

-367

0.39%

NBC SECURITIES, INC.

15.40K

Mar 31, 26

+4.27K

0.33%

Clark Asset Management, LLC

15.22K

Mar 31, 26

0.32%

DAVENPORT & Co LLC

13.89K

Mar 31, 26

0.30%

Legacy Capital Wealth Partners, LLC

11.93K

Mar 31, 26

-3.30K

0.25%

Onyx Bridge Wealth Group LLC

11.73K

Mar 31, 26

-607

0.25%

GTS SECURITIES LLC

10.00K

Mar 31, 26

+10.00K

0.21%

Empire Financial Management Company, LLC

8.32K

Mar 31, 26

+50

0.18%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

7.64K

Mar 31, 26

+7.64K

0.16%

Sanctuary Advisors, LLC

7.20K

Mar 31, 26

+7.20K

0.15%

Raleigh Capital Management Inc.

6.69K

Mar 31, 26

-80

0.14%

Bank of New York Mellon Corp

6.37K

Mar 31, 26

-620

0.14%

Ausdal Financial Partners, Inc.

6.28K

Mar 31, 26

-137

0.13%

Sound Income Strategies, LLC

3.84K

Mar 31, 26

+3.84K

0.08%

Ashton Thomas Private Wealth, LLC

3.41K

Mar 31, 26

+3.41K

0.07%

ADVISOR GROUP HOLDINGS, INC.

1.15K

Mar 31, 26

+425

0.02%

Quest 10 Wealth Builders, Inc.

1.11K

Mar 31, 26

-26

0.02%

Global Trust Asset Management, LLC

723

Mar 31, 26

0.02%

Triumph Capital Management

437

Mar 31, 26

0.01%

Kingdom Financial Group LLC.

421

Mar 31, 26

-59

0.01%

Lloyd Advisory Services, LLC.

421

Mar 31, 26

-5.87K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

174

Mar 31, 26

-83

0.00%

HARBOUR INVESTMENTS, INC.

127

Mar 31, 26

+127

0.00%

VANGUARD ADVISERS INC

116

Mar 31, 26

+116

0.00%

Outlook Wealth Advisors, LLC

Mar 31, 26

-5.89K

Kestra Advisory Services, LLC

Mar 31, 26

-8.61K

HOWARD BAILEY SECURITIES, LLC

Mar 31, 26

-5.78K

HRT FINANCIAL LP

Mar 31, 26

-7.42K

AMERIPRISE FINANCIAL INC

Mar 31, 26

-9.10K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-12.13K

UBS Group AG

Mar 31, 26

-426

JPMORGAN CHASE & CO

Mar 31, 26

-1.39K

PUFF WEALTH MANAGEMENT, LLC

54.23K

Dec 31, 25

+12.78K

1.15%

COMERICA BANK

1.15K

Dec 31, 25

-1.76K

0.02%

Sensible Financial Planning & Management, LLC.

Sep 30, 25

-26.19K

Astor Investment Management LLC

307.37K

Jun 30, 25

-22.57K

6.54%

Capital Market Strategies LLC

25.26K

Jun 30, 25

-3.19K

0.54%

Orion Portfolio Solutions, LLC

37.01K

Mar 31, 25

+37.01K

0.79%

Peterson Financial Group, Inc.

797

Sep 30, 24

+797

0.02%