Who Owns ROMO?
Strategy Shares Newfound/ReSolve Robust Momentum ETF — Institutional Ownership & 13F Holdings
$32.83
+0.58 (+1.80%)
Market Cap
$27.6M
Shares Outstanding
761,330
Institutional Holders
12
Total Inst. Value
$19.9M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
2
Closed Positions
7
Increased
4
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WJ Interests, LLC | $13.7M | 450,123 |
| 2 | Lifeworks Advisors, LLC | $1.9M | 60,800 |
| 3 | Innova Wealth PartnersNew | $1.8M | 57,890 |
| 4 | Financial Enhancement Group LLC | $1.5M | 50,207 |
| 5 | World Investment Advisors | $397K | 13,041 |
| 6 | GTS SECURITIES LLC | $303K | 9,958 |
| 7 | GOLDMAN SACHS GROUP INC | $208K | 6,840 |
| 8 | Northwest Capital Management Inc | $81K | 2,674 |
| 9 | Geneos Wealth Management Inc. | $73K | 2,400 |
| 10 | HARBOUR INVESTMENTS, INC. | $9K | 301 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Innova Wealth PartnersNew | +58K | $1.8M |
| Financial Enhancement Group LLC | +4K | $1.5M |
| Northwest Capital Management Inc | +35 | $81K |
| Geneos Wealth Management Inc. | +1K | $73K |
| CWM, LLC | +6K | $7K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GTS SECURITIES LLC | -34K | $303K |
| Lifeworks Advisors, LLC | -23K | $1.9M |
| WJ Interests, LLC | -8K | $13.7M |
| World Investment Advisors | -359 | $397K |
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Frequently Asked Questions
How many institutional investors hold ROMO?
As of Q1 2025, 12 institutional investors report holding ROMO (Strategy Shares Newfound/ReSolve Robust Momentum ETF) in their 13F filings.
Which hedge fund owns the most ROMO?
The largest institutional holder of ROMO is WJ Interests, LLC with $13.7M in shares.
Are institutions buying or selling ROMO?
This quarter, 2 institutions opened new positions in ROMO and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.