ROE · Insider trading · 13F holders · Congress trades
Ea Series Trust (ROE)
Who is buying and selling ROE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 14
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ROE at a glance
- No open-market insider purchases or sales of ROE were filed in the last 90 days.
- 14 13F filers hold ROE among their 50 largest positions, worth $116.5M combined. The biggest bets by portfolio weight are Hobbs Group Advisors, LLC (7.5%), Vermillion & White Wealth Management Group, LLC (6.7%) and Oregon Pacific Wealth Management, LLC (4.6%). In their latest 13Fs, 1 manager opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in ROE.
ROE insider trading
No open-market insider purchases or sales of ROE were filed in the last 90 days.
Who owns ROE? Hedge funds and superinvestors
14 13F filers hold ROE among their 50 largest positions, worth $116.5M combined. The biggest bets by portfolio weight are Hobbs Group Advisors, LLC (7.5%), Vermillion & White Wealth Management Group, LLC (6.7%) and Oregon Pacific Wealth Management, LLC (4.6%). In their latest 13Fs, 1 manager opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Hobbs Group Advisors, LLCWealth manager | 7.5% | $28.3M | 664,406 | -0.5% shares | Q2 2026 |
| Potomac Fund Management Inc /advAsset manager | 0.7% | $28.0M | 657,300 | -3.6% shares | Q2 2026 |
| Vermillion & White Wealth Management Group, LLCWealth manager | 6.7% | $13.2M | 307,900 | +5.8% shares | Q2 2026 |
| Greenwich Wealth Management LLCWealth manager | 0.5% | $12.8M | 300,089 | +3.5% shares | Q2 2026 |
| Beacon Capital Management, Inc.Asset manager | 0.8% | $12.5M | 292,511 | -5.1% shares | Q3 2026 |
| Sykon Capital LLCWealth manager | 1.8% | $5.8M | 136,879 | — | Q2 2026 |
| Oregon Pacific Wealth Management, LLCWealth manager | 4.6% | $5.0M | 116,673 | +1.5% shares | Q3 2026 |
| Puff Wealth Management, LLCWealth manager | 3.0% | $3.1M | 73,570 | +11.9% shares | Q3 2026 |
| Legacy Capital Group California, Inc.Institutional asset manager | 0.8% | $2.7M | 64,325 | -12.9% shares | Q2 2026 |
| Bluedoor Private Wealth, LLCWealth manager | 0.7% | $1.8M | 41,645 | +0.7% shares | Q2 2026 |
| Latitude Advisors, LLCWealth manager | 0.5% | $1.6M | 38,243 | +2.5% shares | Q3 2026 |
| Omnitrust Wealth Management, IncWealth manager | 1.1% | $824K | 23,260 | +2.0% shares | Q1 2026 |
| Town Capital LLCWealth manager | 0.4% | $609K | 14,289 | +0.0% shares | Q2 2026 |
| Flagship Capital Management Inc.Wealth manager | 0.2% | $254K | 5,958 | New | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 8, Q1 2026: 1). Screen ROE in the grand portfolio →
ROE stock trades by members of Congress
No member of Congress has disclosed a trade in ROE.
ROE questions and answers
Are insiders buying ROE stock?
No open-market insider purchases or sales of ROE were filed in the last 90 days.
Which hedge funds own ROE?
14 13F filers hold ROE among their 50 largest positions, worth $116.5M combined. The biggest bets by portfolio weight are Hobbs Group Advisors, LLC (7.5%), Vermillion & White Wealth Management Group, LLC (6.7%) and Oregon Pacific Wealth Management, LLC (4.6%). In their latest 13Fs, 1 manager opened a new position and 2 added to one.
Has Congress traded ROE?
No member of Congress has disclosed a trade in ROE.
Who is the largest holder of ROE?
Among 13F filers, Hobbs Group Advisors, LLC reports the largest ROE position, $28.3M (664,406 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Hobbs Group Advisors, LLC's: 7.5% of its portfolio.
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