Who owns ROMO?
Strategy Shares Newfound/ReSolve Robust Momentum ETF · Strategy
10 institutions reported holding ROMO, worth $21.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ROMO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| WJ Interests, LLC | Sugar Land, TX | $16.1M | 475,502 | +24,976 shares |
| Financial Enhancement Group LLC | Anderson, IN | $1.7M | 50,769 | −1,103 shares |
| Innova Wealth Partners | Newtown, PA | $1.3M | 37,596 | +13 shares |
| GTS Securities LLC | New York, NY | $1.1M | 31,444 | New position |
| Outlook Wealth Advisors, LLC | Shenandoah, TX | $728K | 21,482 | +5,146 shares |
| World Investment Advisors | Lincroft, NJ | $375K | 11,911 | No change |
| Lifeworks Advisors, LLC | Grand Rapids, MI | $261K | 7,735 | −2,675 shares |
| Geneos Wealth Management Inc. | Englewood, CO | $81K | 2,400 | No change |
| Harbour Investments, Inc. | Madison, WI | $10K | 301 | No change |
| Assetmark, Inc. | Concord, CA | $2K | 48 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ROMO?
10 institutional managers reported holding ROMO in Form 13F filings for June 30, 2026, worth $21.6M in total. The largest reported position was held by WJ Interests, LLC, at $16.1M.
Did institutions buy or sell ROMO last quarter?
Reported 13F value rose 15.5% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ROMO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.