Among active 13F managers last quarter, 9 opened and 9 added, while 11 reduced; the largest holder to move was Hobbs Group Advisors, LLC (−0.5%).
62 tracked 13F filers disclose a position in ROE as of the latest SEC 13F filings, a combined $172.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hobbs Group Advisors, LLC | 664K | $28.3M | ▼−0.5% Reduced · −4K sh | Q2 2026 | |
| 2 | Potomac Fund Management Inc | 657K | $28.0M | ▼−3.6% Reduced · −24K sh | Q2 2026 | |
| 3 | Wells Fargo & Company | 602K | $21.3M | ▼−6.1% Reduced · −39K sh | Q1 2026 | |
| 4 | Beacon Capital Management, Inc. | 308K | $13.1M | ▲+6.0% Added · +17K sh | Q2 2026 | |
| 5 | Vermillion & White Wealth Management Group, LLC | 308K | $13.2M | ▲+5.8% Added · +17K sh | Q2 2026 | |
| 6 | Envestnet Asset Management Inc | 293K | $10.4M | ▲+8.0% Added · +22K sh | Q1 2026 | |
| 7 | Sykon Capital LLC | 137K | $5.8M | ▲New +137K sh | Q2 2026 | |
| 8 | Exchange Traded Concepts, LLC | 125K | $5.3M | ▲+36% Added · +33K sh | Q2 2026 | |
| 9 | Belpointe Asset Management LLC | 122K | $4.3M | ▲+27% Added · +26K sh | Q1 2026 | |
| 10 | Oregon Pacific Wealth Management, LLC | 115K | $4.9M | ▼−1.9% Reduced · −2K sh | Q2 2026 | |
| 11 | Atria Investments, Inc | 102K | $4.4M | ▼−2.3% Reduced · −2K sh | Q2 2026 | |
| 12 | Bellars Harris Wealth Management, LLC | 81K | $3.4M | ▲New +81K sh | Q2 2026 | |
| 13 | Legacy Capital Group California, Inc. | 64K | $2.7M | ▼−13% Reduced · −10K sh | Q2 2026 | |
| 14 | HighTower Advisors, LLC | 63K | $2.2M | ▲+84% Added · +29K sh | Q1 2026 | |
| 15 | Bluedoor Private Wealth, LLC | 42K | $1.8M | ▲+0.7% Added · +310 sh | Q2 2026 | |
| 16 | Latitude Advisors, LLC | 37K | $1.6M | ▼−0.8% Reduced · −294 sh | Q2 2026 | |
| 17 | Compound Planning, Inc. | 37K | $1.6M | ▲+0.1% Added · +46 sh | Q2 2026 | |
| 18 | LPL Financial LLC | 37K | $1.3M | ▲+44% Added · +11K sh | Q1 2026 | |
| 19 | AE Wealth Management LLC | 37K | $1.3M | ▼−0.7% Reduced · −257 sh | Q1 2026 | |
| 20 | GeoWealth Management, LLC | 30K | $1.3M | ▼−10% Reduced · −3K sh | Q2 2026 | |
| 21 | Orion Porfolio Solutions, LLC | 28K | $1.2M | ▼−14% Reduced · −4K sh | Q2 2026 | |
| 22 | BlackDiamond Wealth Management, LLC | 27K | $1.2M | ▼−44% Reduced · −21K sh | Q2 2026 | |
| 23 | Silverlake Wealth Management LLC | 25K | $1.0M | ▼−21% Reduced · −7K sh | Q2 2026 | |
| 24 | New Wave Wealth Advisors LLC | 21K | $897K | ▲New +21K sh | Q2 2026 | |
| 25 | Sound Income Strategies, LLC | 21K | $892K | ▲+446% Added · +17K sh | 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, 9 funds opened a new position in ROE and 9 added to an existing one, while 11 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 34 funds | $1.8B |
| Broadcom IncAVGO | 34 funds | $1.0B |
| Apple IncAAPL | 33 funds | $3.4B |
| Nvidia CorpNVDA | 33 funds | $2.7B |
| Amazon.com IncAMZN | 33 funds | $1.5B |
| Ishares Core S&P 500 ETFIVV | 32 funds | $4.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 32 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 32 funds | $1.3B |
| Ste STR SPDR PT S&P 500 ETFSPYM | 32 funds | $1.2B |
| Meta Platforms Inc-Class AMETA | 32 funds | $965.7M |
| JPMorgan Chase & CoJPM | 32 funds | $748.3M |
| Vanguard S&P 500 ETFVOO | 31 funds | $1.8B |
Ranked by how many of ROE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ROE.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 343 funds | $1.9B |
| FRDMmc | 291 funds | $2.2B |
| STRVmc | 124 funds | $381.3M |
| BSVOFUND | 123 funds | $2.1B |
| DRLLmc | 92 funds | $35.6M |
| QMOMmc | 65 funds | $196.3M |
| BBLUmc | 65 funds | $135.6M |
| BUXXSTRIVE ENHANCED | 63 funds | $280.5M |
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.