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AST US EQ WGT Qlty Kings ETF (ROE)

CUSIP: 02072L433 | NYSE | 123 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Beacon Capital Management, Inc.292,511
0.8% of portfolio›$12.5M
Exchange Traded Concepts, LLC118,336
0.0% of portfolio›$5.0M
Oregon Pacific Wealth Management, LLC116,673
4.6% of portfolio›$5.0M
Atria Investments, Inc98,040
0.0% of portfolio›$4.2M
Puff Wealth Management, LLC73,570
3.0% of portfolio›$3.1M
Latitude Advisors, LLC38,243
0.5% of portfolio›$1.6M
SteelPeak Wealth, LLC36,356
0.0% of portfolio›$1.5M
Avestar Capital, LLC34,393
0.1% of portfolio›$1.5M
Silverlake Wealth Management LLC24,249
0.2% of portfolio›$1.0M
Lanark Financial, Inc.18,570
0.1% of portfolio›$790.6K
Omnitrust Wealth Management, Inc18,510
0.9% of portfolio›$788.1K
Clark Asset Management, LLC15,225
0.0% of portfolio›$648.2K
Town Capital LLC14,289
0.4% of portfolio›$608.4K
Ashton Thomas Private Wealth, LLC13,041
0.0% of portfolio›$555.2K
Beacon Financial Advisory LLC12,873
0.1% of portfolio›$548.1K
Davenport & Co LLC12,184
0.0% of portfolio›$518.7K
Onyx Bridge Wealth Group LLC11,884
0.0% of portfolio›$506.0K
Axxcess Wealth Management, LLC10,835
0.0% of portfolio›$461.3K
Beam Wealth Advisors, Inc.10,252
0.1% of portfolio›$436.5K
New Wave Wealth Advisors LLC7,800
0.1% of portfolio›$339.3K
Flagship Capital Management Inc.5,958
0.2% of portfolio›$253.7K
Lloyd Advisory Services, Llc.5,662
0.1% of portfolio›$241.1K
Bryn Mawr Trust Advisors, LLC5,615
0.0% of portfolio›$239.1K
Raleigh Capital Management Inc.5,322
0.1% of portfolio›$226.6K
Farther Finance Advisors, LLC5,157
0.0% of portfolio›$219.6K
Signature Equity Partners, LLC1,748
0.0% of portfolio›$74.4K
Quest 10 Wealth Builders, Inc.1,008
0.0% of portfolio›$42.9K
Global Trust Asset Management, LLC723
0.0% of portfolio›$30.8K
Kingdom Financial Group Llc.421
0.0% of portfolio›$17.9K
Triumph Capital Management380
0.0% of portfolio›$16.2K
Assetmark, Inc253
0.0% of portfolio›$10.8K
Downshift Financial, LLC216
0.0% of portfolio›$9.2K
Networth Advisors, LLC34
0.0% of portfolio›$1.5K
StyleTurnoverLocationFiled
Beacon Capital Management, Inc.
292,511$12.5M0.8%ETFMediumDayton, OH2026-10-13
Exchange Traded Concepts, LLC
118,336$5.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
Oregon Pacific Wealth Management, LLC
116,673$5.0M4.6%ETFMediumMedford, OR2026-10-20
Atria Investments, Inc
98,040$4.2M0.0%CoreMediumCharlotte, NC2026-10-15
Puff Wealth Management, LLC
73,570$3.1M3.0%ETFLowHaddonfield, NJ2026-10-07
Latitude Advisors, LLC
38,243$1.6M0.5%ETFLowYorkville, IL2026-10-27
SteelPeak Wealth, LLC
36,356$1.5M0.0%GrowthHighWoodland Hills, CA2026-10-16
Avestar Capital, LLC
34,393$1.5M0.1%GrowthLowNew York, NY2026-10-28
Silverlake Wealth Management LLC
24,249$1.0M0.2%ETFLowWilliston, VT2026-10-21
Lanark Financial, Inc.
18,570$790.6K0.1%CoreMediumBirmingham, AL2026-10-26
Omnitrust Wealth Management, Inc
18,510$788.1K0.9%ETFN/AJacksonville, FL2026-11-02
Clark Asset Management, LLC
15,225$648.2K0.0%ETFVery LowStratham, NH2026-10-19
Town Capital LLC
14,289$608.4K0.4%ETFHighBel Air, MD2026-11-03
Ashton Thomas Private Wealth, LLC
13,041$555.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Beacon Financial Advisory LLC
12,873$548.1K0.1%ETFLowCleveland, OH2026-10-16
Davenport & Co LLC
12,184$518.7K0.0%CoreMediumRichmond, VA2026-10-14
Onyx Bridge Wealth Group LLC
11,884$506.0K0.0%ETFMediumTarrytown, NY2026-10-16
Axxcess Wealth Management, LLC
10,835$461.3K0.0%CoreLowCarlsbad, CA2026-10-21
Beam Wealth Advisors, Inc.
10,252$436.5K0.1%ETFMediumCovington, LA2026-11-03
New Wave Wealth Advisors LLC
7,800$339.3K0.1%CoreMediumSpringdale, AR2026-10-19
Flagship Capital Management Inc.
5,958$253.7K0.2%CoreVery LowMedia, PA2026-10-20
Lloyd Advisory Services, Llc.
5,662$241.1K0.1%ETFVery HighSuwanee, GA2026-11-02
Bryn Mawr Trust Advisors, LLC
5,615$239.1K0.0%CoreLowPhiladelphia, PA2026-11-04
Raleigh Capital Management Inc.
5,322$226.6K0.1%CoreMediumCary, NC2026-10-28
Farther Finance Advisors, LLC
5,157$219.6K0.0%IndexLowSan Francisco, CA2026-10-08
Signature Equity Partners, LLC
1,748$74.4K0.0%GrowthMediumColumbus, OH2026-10-29
Quest 10 Wealth Builders, Inc.
1,008$42.9K0.0%ETFLowFuquay-Varina, VA2026-11-02
Global Trust Asset Management, LLC
723$30.8K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Kingdom Financial Group Llc.
421$17.9K0.0%ETFMediumPeoria, AZ2026-11-04
Triumph Capital Management
380$16.2K0.0%ETFMediumDenver, CO2026-10-14
Assetmark, Inc
253$10.8K0.0%ETFLowConcord, CA2026-10-21
Downshift Financial, LLC
216$9.2K0.0%ETFLowBoulder, CO2026-10-13
Networth Advisors, LLC
34$1.5K0.0%ETFMediumCanonsburg, PA2026-11-03