Who Owns Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO)?Hedge Fund & Institutional Holders
Institutional Holders
11
as of Q4 2025
Total Institutional Value
$1.3443178316991001e+23T
% of Float Held
—
QoQ Change in Holders
+4 / -1
Price History
ROMO — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| WJ Interests, LLC | New Position | +423K | +$13.4M |
| Outlook Wealth Advisors, LLC | New Position | +11K | +$354K |
| CWM, LLC | New Position | +3K | +$100K |
| Geneos Wealth Management Inc. | New Position | +2K | +$76K |
| World Investment Advisors | Increased | +45 | +$-411.8M |
| GTS SECURITIES LLC | Increased | +19K | +$-537.2M |
| Financial Enhancement Group LLC | Increased | +323 | +$-1.8B |
ROMO — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Innova Wealth Partners | Decreased | -49 | -$1.9B |
| Lifeworks Advisors, LLC | Decreased | -22K | -$1.5B |
| UBS Group AG | Closed Position | -135 | -$4.5M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WJ Interests, LLC | 423,269 | $13.4M | 5.78% | Share |
| 2 | Innova Wealth Partners | 56,153 | $1.8M | 0.90% | Share |
| 3 | Financial Enhancement Group LLC | 52,444 | $1.7M | 0.22% | Share |
| 4 | GTS SECURITIES LLC | 34,943 | $1.0M | 0.03% | Share |
| 5 | Lifeworks Advisors, LLC | 21,067 | $669K | 0.09% | Share |
| 6 | World Investment Advisors | 12,304 | $390K | 0.01% | Share |
| 7 | Outlook Wealth Advisors, LLC | 11,159 | $354K | 0.08% | Share |
| 8 | CWM, LLC | 3,153 | $100K | 0.00% | Share |
| 9 | Geneos Wealth Management Inc. | 2,400 | $76K | 0.00% | Share |
| 10 | HARBOUR INVESTMENTS, INC. | 301 | $9K | 0.00% | Share |
| 11 | ASSETMARK, INC | 48 | $1K | 0.00% | Share |
ROMO Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 11 | $19.5M | +3 |
| Q3 2025 | 8 | $6.1B | -5 |
| Q2 2025 | 13 | $21.0B | +1 |
| Q1 2025 | 12 | $19.9B | -5 |
| Q4 2024 | 17 | $402.0B | +5 |
| Q3 2024 | 12 | $2.7T | +2 |
| Q2 2024 | 10 | $1.9T | +2 |
| Q1 2024 | 8 | $433.9B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 11 institutional investors hold ROMO (Strategy Shares Newfound/ReSolve Robust Momentum ETF). The largest holder is WJ Interests, LLC with $13.4M in shares. This quarter, 4 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own ROMO?
As of Q4 2025, 11 institutional investors report holding ROMO (Strategy Shares Newfound/ReSolve Robust Momentum ETF) in their 13F filings.
Who is the largest institutional holder of ROMO?
The largest institutional holder of ROMO is WJ Interests, LLC with $13.4M in shares.
Is institutional ownership of ROMO increasing or decreasing?
This quarter, 4 institutions opened new positions in ROMO and 1 closed their positions.