ROMO STRATEGY SHS
FollowNEWFOUND RESLV (common)
12 managers (12 13F filers) reported a position in ROMO shares at 2026-03-31, 603,456 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 1
- Added
- 2
- Reduced
- 5
- Sold out
- 1
- Shares held by filers
- 603,456
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 450,526 | $14.2M | 5.45% | +27,257 | 13F-HRTimeline |
| Financial Enhancement Group LLC | 51,872 | $1.73M | 0.21% | -572 | 13F-HRTimeline |
| Innova Wealth Partners | 37,583 | $1.18M | 0.56% | -18,570 | 13F-HRTimeline |
| Outlook Wealth Advisors, LLC | 16,336 | $514K | 0.12% | +5,177 | 13F-HRTimeline |
| World Investment Advisors | 11,911 | $375K | 0.01% | -393 | 13F-HRTimeline |
| Range Advisory, LLC | 10,847 | $342K | 0.06% | -959 | 13F-HRTimeline |
| Lifeworks Advisors, LLC | 10,410 | $328K | 0.04% | -10,657 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 8,069 | $254K | <0.01% | new | 13F-HRTimelineGroup |
| CWM, LLCin group CWM, LLC | 3,153 | $99.3K | <0.01% | 0 | 13F-HRTimelineGroup |
| Geneos Wealth Management Inc. | 2,400 | $75.6K | <0.01% | 0 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 301 | $9.48K | <0.01% | 0 | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 48 | $1.51K | <0.01% | 0 | 13F-HRTimelineGroup |