On this page, we present all of the funds holding ROE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ROE, with a link to that fund's top holdings. The next columns indicate the amount of ROE stock held by each of the funds holding ROE, followed by the ROE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 6 funds holding ROE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Hobbs Group Advisors LLC. For more details on the positions held by Hobbs Group Advisors LLC (or by any of the other funds holding ROE), click the fund name in the "Holder" column of the funds-holding-ROE table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Hobbs Group Advisors LLC | 870,001 | $22,617 | 12/31/2023 |
ROE | 870,001 | $22,617 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 544,231 | $14,148 | 12/31/2023 |
ROE | 544,231 | $14,148 | 12/31/2023 |
BlackDiamond Wealth Management Inc. | 67,349 | $1,790 | 12/31/2023 |
ROE | 67,349 | $1,790 | 12/31/2023 |
Latitude Advisors LLC | 55,292 | $1,614 | 03/31/2024 |
ROE | 55,292 | $1,614 | 03/31/2024 |
Onyx Bridge Wealth Group LLC | 10,731 | $299 | 03/31/2024 |
ROE | 10,731 | $299 | 03/31/2024 |
Tower Research Capital LLC TRC | 100 | $3 | 12/31/2023 |
ROE | 100 | $3 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
ROE | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of ROE
See Details: Top 10 Hedge Funds Holding ROE
Also See: ROE Holdings Changes
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