ROE institutional ownership changes in Q2 2026: 11 institutions opened or added positions, 8 trimmed or exited. ROE (EA SERIES TRUST) is held by 19 institutional investors as of Q2 2026. Top institutional shareholders: Wells Fargo & Company ($25.6M), Envestnet Asset Management Inc. ($11.5M), Exchange Traded Concepts, LLC ($5.3M). Institutions were buying, on balance.
Who's Trading
Source dates: Price Nov 6, 2026 · Insiders none · Activists none · Congress none
No recent insider, activist, or congressional trades for ROE.
Top Holders
| Action | ||||||
|---|---|---|---|---|---|---|
Decreased | 599,571(-0.4%) | $25.6M | 0.0% | +43.08% | 0 | |
Decreased | 269,605(-8.1%) | $11.5M | 0.0% | +41.46% | 0 | |
Increased | 125,110(+36.2%) | $5.3M | 0.0% | +14.31% | 35 | |
Increased | 77,128(+23.3%) | $3.3M | 0.0% | +23.30% | 32 | |
Increased | 44,140(+19.4%) | $1.9M | 0.0% | +19.09% | 31 | |
Decreased | 35,362(-3.8%) | $1.5M | 0.0% | +43.13% | 0 | |
Decreased | 28,049(-13.7%) | $1.2M | 0.0% | +46.16% | 0 | |
Decreased | 20,314(-0.8%) | $865,968 | 0.0% | +34.47% | 0 | |
Unchanged | 13,889 | $592,088 | 0.0% | +42.88% | 0 | |
New | 11,949 | $509,386 | 0.0% | 0.00% | 33 | |
New | 8,522 | $363,292 | 0.0% | +0.41% | 33 | |
Increased | 7,856(+9.1%) | $334,907 | 0.0% | +19.00% | 26 | |
New | 7,243 | $308,769 | 0.0% | +0.41% | 32 | |
Decreased | 5,974(-6.3%) | $254,652 | 0.0% | +43.33% | 0 | |
New | 4,130 | $174,873 | 0.0% | +0.41% | 35 | |
New | 1,341 | $57,167 | 0.0% | +0.41% | 32 | |
Increased | 1,210(+5.7%) | $51,602 | 0.0% | +30.85% | 22 | |
New | 356 | $15,000 | 0.0% | +0.41% | 28 | |
Decreased | 34(-80.5%) | $1,449 | 0.0% | +21.96% | 0 | |
Exited | 0(-100.0%) | $270,791 | 0.0% | +20.56% | 0 |
Showing 1-20 of 20
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EFAISHARES TRQuestions investors ask about ROE
Who owns ROE?
19 institutional investors held ROE on June 30, 2026, led by Wells Fargo & Company ($25.6M), Envestnet Asset Management Inc. ($11.5M) and Exchange Traded Concepts, LLC ($5.3M).
How many hedge funds hold ROE?
19 institutional investors reported ROE in their 13F filings for the quarter ended June 30, 2026, $53.8M in all. One of them is rated Elite.
Are institutions buying or selling ROE?
Buying, on balance. In Q2 2026, 11 institutions opened or added to positions in ROE and 8 institutions trimmed or exited.
Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer