ROMO STRATEGY SHS
FollowNEWFOUND RESLV (common)
10 managers (10 13F filers) reported a position in ROMO shares at 2026-06-30, 639,188 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 1
- Added
- 3
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 639,188
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| WJ Interests, LLC | 475,502 | $16.1M | 6.19% | +24,976 | 13F-HRTimeline |
| Financial Enhancement Group LLC | 50,769 | $1.71M | 0.2% | -1,103 | 13F-HRTimeline |
| Innova Wealth Partners | 37,596 | $1.27M | 0.53% | +13 | 13F-HRTimeline |
| GTS SECURITIES LLC | 31,444 | $1.06M | 0.02% | new | 13F-HRTimeline |
| Outlook Wealth Advisors, LLC | 21,482 | $728K | 0.16% | +5,146 | 13F-HRTimeline |
| World Investment Advisors | 11,911 | $375K | 0.01% | 0 | 13F-HRTimeline |
| Lifeworks Advisors, LLC | 7,735 | $261K | 0.03% | -2,675 | 13F-HRTimeline |
| Geneos Wealth Management Inc. | 2,400 | $81K | <0.01% | 0 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 301 | $10.2K | <0.01% | 0 | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 48 | $1.62K | <0.01% | 0 | 13F-HRTimelineGroup |