ROMO Institutional Ownership & Shareholders
STRATEGY SHARES NEWFOUND/RES (ROMO) is currently held by 11 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $22.15M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wj Interests, Llc is currently the largest disclosed institutional shareholder of ROMO tracked by InsiderSet, reporting ownership valued at approximately $16.53M in its September 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 $16.18M, representing an estimated loss of -2.06% 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
$22.15M
Largest Holder
Wj Interests, Llc
Largest Position
$16.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 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 | 5.95% | 483,827 | $16,525,773 | $16,184,545 | -$341,228 | -2.06% | |
| Financial Enhancement Group Llc | 0.17% | 42,530 | $1,465,988 | $1,422,675 | -$43,313 | -2.95% | |
| Innova Wealth Partners | 0.50% | 37,335 | $1,275,236 | $1,248,897 | -$26,339 | -2.07% | |
| Gts Securities Llc | 0.02% | 31,444 | $1,061,392 | $1,051,836 | -$9,556 | -0.90% | |
| Outlook Wealth Advisors, Llc | 0.21% | 29,070 | $992,927 | $972,423 | -$20,504 | -2.06% | |
| World Investment Advisors | 0.01% | 11,911 | $375,073 | $398,436 | +$23,363 | +6.23% | |
| Lifeworks Advisors, Llc | 0.03% | 7,735 | $261,104 | $258,744 | -$2,360 | -0.90% | |
| Cwm, Llc | 0.00% | 3,153 | $99,288 | $105,471 | +$6,183 | +6.23% | |
| Geneos Wealth Management Inc. | 0.00% | 2,400 | $81,024 | $80,283 | -$741 | -0.91% | |
| Harbour Investments, Inc. | 0.00% | 301 | $10,160 | $10,069 | -$91 | -0.90% | |
| Assetmark, Inc | 0.00% | 48 | $1,640 | $1,606 | -$34 | -2.09% |
Frequently asked questions about ROMO
Who are the largest institutional holders of ROMO?
The largest institutional holders of ROMO reported in the latest SEC Form 13F filings include Wj Interests, Llc, Financial Enhancement Group Llc, Innova Wealth Partners, Gts Securities Llc, and Outlook Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported ROMO position.
What is ROMO institutional ownership?
This page tracks ROMO positions reported by institutional investment managers through SEC Form 13F. STRATEGY SHARES NEWFOUND/RES (ROMO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ROMO?
InsiderSet currently tracks 11 institutional managers reporting ROMO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ROMO shareholders.
How much ROMO stock do institutions own?
Institutional investment managers disclosed approximately $22.15M in ROMO holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ROMO institutional ownership last updated?
The latest ROMO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ROMO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ROMO position after the reporting date.
Are institutions buying or selling ROMO?
Institutional buying and selling can be analyzed by comparing ROMO positions across consecutive 13F reporting periods. InsiderSet's ROMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ROMO ownership changes.
How has ROMO institutional ownership changed over time?
InsiderSet tracks ROMO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.