ROMO STRATEGY SHS
FollowNEWFOUND RESLV (common)
12 managers (12 13F filers) reported a position in ROMO shares at 2025-09-30, 632,017 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 1
- Added
- 2
- Reduced
- 5
- Sold out
- 2
- Shares held by filers
- 632,017
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 445,734 | $15M | 6.05% | +4,543 | 13F-HRTimeline |
| Innova Wealth Partners | 56,202 | $1.89M | 1.02% | -644 | 13F-HRTimeline |
| Financial Enhancement Group LLC | 52,121 | $1.78M | 0.24% | +1,985 | 13F-HRTimeline |
| Lifeworks Advisors, LLC | 43,558 | $1.46M | 0.2% | -8,102 | 13F-HRTimeline |
| GTS SECURITIES LLC | 16,006 | $538K | 0.02% | -20,671 | 13F-HRTimeline |
| World Investment Advisors | 12,259 | $412K | 0.01% | -430 | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 3,153 | $106K | <0.01% | -1,005 | 13F-HRTimelineGroup |
| Geneos Wealth Management Inc. | 2,400 | $80.7K | <0.01% | 0 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 301 | $10.1K | <0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 135 | $4.54K | <0.01% | new | 13F-HRTimelineGroup |
| North Star Investment Management Corp. | 100 | $3.36K | <0.01% | 0 | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 48 | $1.61K | <0.01% | 0 | 13F-HRTimelineGroup |