STRATEGY SHARES NEWFOUND/RES (ROMO) Institutional Shareholders
STRATEGY SHARES NEWFOUND/RES (ROMO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $21.65M in ROMO holdings during the latest filing period.
Wj Interests, Llc is currently the largest disclosed institutional shareholder of ROMO tracked by InsiderSet, reporting ownership valued at approximately $16.05M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $16.30M, representing an estimated gain of +1.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed ROMO value among the investors covered in this analysis. Major shareholders include Wj Interests, Llc, Financial Enhancement Group Llc, Innova Wealth Partners, and several other long-term asset managers with concentrated positions in STRATEGY SHARES NEWFOUND/RES (ROMO).
This page ranks the largest institutional ROMO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
11
Total Reported Value
$21.65M
Largest Holder
Wj Interests, Llc
Largest Position
$16.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
12
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wj Interests, Llc | 6.19% | 475,502 | $16,050,650 | $16,302,966 | +$252,316 | +1.57% | |
| Financial Enhancement Group Llc | 0.20% | 50,769 | $1,713,718 | $1,740,656 | +$26,938 | +1.57% | |
| Innova Wealth Partners | 0.53% | 37,596 | $1,269,068 | $1,289,009 | +$19,941 | +1.57% | |
| Gts Securities Llc | 0.02% | 31,444 | $1,061,392 | $1,078,083 | +$16,691 | +1.57% | |
| Outlook Wealth Advisors, Llc | 0.16% | 21,482 | $727,963 | $736,528 | +$8,565 | +1.18% | |
| World Investment Advisors | 0.01% | 11,911 | $375,073 | $408,378 | +$33,305 | +8.88% | |
| Lifeworks Advisors, Llc | 0.03% | 7,735 | $261,104 | $265,201 | +$4,097 | +1.57% | |
| Cwm, Llc | 0.00% | 3,153 | $99,288 | $108,103 | +$8,815 | +8.88% | |
| Geneos Wealth Management Inc. | 0.00% | 2,400 | $81,024 | $82,286 | +$1,262 | +1.56% | |
| Harbour Investments, Inc. | 0.00% | 301 | $10,160 | $10,320 | +$160 | +1.58% | |
| Assetmark, Inc | 0.00% | 48 | $1,620 | $1,646 | +$26 | +1.59% |
Frequently asked questions about ROMO
Who owns the most ROMO stock?
The largest holders of ROMO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for STRATEGY SHARES NEWFOUND/RES (ROMO).
Is ROMO widely held by superinvestors?
Many widely followed stocks like ROMO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ROMO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.