52 tracked 13F filers disclose a position in ROE as of the latest SEC 13F filings, a combined $144.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | POTOMAC FUND MANAGEMENT INC /ADV | $24.2M | 682K | ▲New +682K sh | Q1 2026 | |
| 2 | Hobbs Group Advisors, LLC | $23.7M | 668K | ▲+0.9% Added · +6K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $21.3M | 602K | ▼−6.1% Reduced · −39K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $10.4M | 293K | ▲+8.0% Added · +22K sh | Q1 2026 | |
| 5 | Vermillion & White Wealth Management Group, LLC | $10.3M | 291K | ▲+4.6% Added · +13K sh | Q1 2026 | |
| 6 | Beacon Capital Management, Inc. | $10.3M | 291K | ▲+4.8% Added · +13K sh | Q1 2026 | |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | $5.3M | 125K | ▲+36% Added · +33K sh | Q2 2026 | |
| 8 | Belpointe Asset Management LLC | $4.3M | 122K | ▲+27% Added · +26K sh | Q1 2026 | |
| 9 | Oregon Pacific Wealth Management, LLC | $4.9M | 115K | ▼−1.9% Reduced · −2K sh | Q2 2026 | |
| 10 | Atria Investments, Inc | $4.4M | 102K | ▼−2.3% Reduced · −2K sh | Q2 2026 | |
| 11 | Legacy Capital Group California, Inc. | $2.7M | 64K | ▼−13% Reduced · −10K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $2.2M | 63K | ▲+84% Added · +29K sh | Q1 2026 | |
| 13 | BLUEDOOR PRIVATE WEALTH, LLC | $1.8M | 42K | ▲+0.7% Added · +310 sh | Q2 2026 | |
| 14 | Latitude Advisors, LLC | $1.6M | 37K | ▼−0.8% Reduced · −294 sh | Q2 2026 | |
| 15 | Compound Planning, Inc. | $1.6M | 37K | ▲+0.1% Added · +46 sh | Q2 2026 | |
| 16 | LPL Financial LLC | $1.3M | 37K | ▲+44% Added · +11K sh | Q1 2026 | |
| 17 | AE Wealth Management LLC | $1.3M | 37K | ▼−0.7% Reduced · −257 sh | Q1 2026 | |
| 18 | Orion Porfolio Solutions, LLC | $1.2M | 32K | ▼−9.3% Reduced · −3K sh | Q1 2026 | |
| 19 | GeoWealth Management, LLC | $1.3M | 30K | ▼−10% Reduced · −3K sh | Q2 2026 | |
| 20 | NEW WAVE WEALTH ADVISORS LLC | $897K | 21K | ▲New +21K sh | Q2 2026 | |
| 21 | Sound Income Strategies, LLC | $892K | 21K | ▲+446% Added · +17K sh | Q2 2026 | |
| 22 | &PARTNERS | $726K | 20K | ▼−2.1% Reduced · −444 sh | Q1 2026 | |
| 23 | CreativeOne Wealth, LLC | $651K | 18K | ▼−1.9% Reduced · −367 sh | Q1 2026 | |
| 24 | LANARK FINANCIAL, INC. | $746K | 17K | ▲+14% Added · +2K sh | Q2 2026 | |
| 25 | Clark Asset Management, LLC | $649K | 15K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in ROE and 10 added to an existing one, while 9 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| BROADCOM INCAVGO | 28 funds | $785.1M |
| MICROSOFT CORPMSFT | 27 funds | $1.4B |
| APPLE INCAAPL | 26 funds | $2.2B |
| NVIDIA CORPNVDA | 26 funds | $2.0B |
| AMAZON.COM INCAMZN | 26 funds | $1.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 26 funds | $793.5M |
| ISHARES CORE S&P 500 ETFIVV | 25 funds | $3.3B |
| ALPHABET INC-CL AGOOGL | 25 funds | $1.0B |
| STE STR SPDR PT S&P 500 ETFSPYM | 25 funds | $891.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $888.6M |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $849.1M |
| JPMORGAN CHASE & COJPM | 25 funds | $540.7M |
Ranked by how many of ROE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 272 funds | $1.6B |
| FRDMmc | 242 funds | $1.7B |
| STRVmc | 110 funds | $324.1M |
| BSVOFUND | 106 funds | $1.9B |
| DRLLmc | 80 funds | $32.9M |
| QMOMmc | 61 funds | $182.4M |
| BBLUmc | 59 funds | $129.2M |
| QVALmc | 55 funds | $265.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ROE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ROE/capital-change-brief"
Use Arkolith's capital_change_brief for ROE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ROE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.