ROMO STRATEGY SHS
FollowNEWFOUND RESLV (common)
12 managers (12 13F filers) reported a position in ROMO shares at 2025-12-31, 629,047 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 1
- Added
- 3
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 629,047
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 423,269 | $13.4M | 5.78% | -22,465 | 13F-HRTimeline |
| Innova Wealth Partners | 56,153 | $1.78M | 0.9% | -49 | 13F-HRTimeline |
| Financial Enhancement Group LLC | 52,444 | $1.7M | 0.22% | +323 | 13F-HRTimeline |
| GTS SECURITIES LLC | 34,943 | $1.11M | 0.04% | +18,937 | 13F-HRTimeline |
| Lifeworks Advisors, LLC | 21,067 | $669K | 0.09% | -22,491 | 13F-HRTimeline |
| World Investment Advisors | 12,304 | $391K | 0.01% | +45 | 13F-HR/ATimeline |
| Range Advisory, LLC | 11,806 | $375K | 0.1% | 13F-HRTimeline | |
| Outlook Wealth Advisors, LLC | 11,159 | $354K | 0.08% | new | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 3,153 | $100K | <0.01% | 0 | 13F-HRTimelineGroup |
| Geneos Wealth Management Inc. | 2,400 | $76.2K | <0.01% | 0 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 301 | $9.56K | <0.01% | 0 | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 48 | $1.52K | <0.01% | 0 | 13F-HRTimelineGroup |