ROMO

Strategy Shares Newfound$33.93 0.28%
UnclassifiedUSCUSIP 86280R886· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
9
-4 QoQ
13F Value (tracked)
$20.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$33.93 0.28%5Y +19.1%
$23.40$26.44$29.48$32.52$35.562021202220232024202520262233422
Hover for who · click for detailEnd-of-day closing prices52w $30.50 – $34.79

Who owns ROMO?

9 tracked 13F filers

9 tracked 13F filers disclose a position in ROMO as of the latest SEC 13F filings, a combined $20.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1WJ Interests, LLC
$16.1M
476K
+5.5%
Added · +25K sh
Q2 2026
2Financial Enhancement Group LLC
$1.7M
51K
−2.1%
Reduced · −1K sh
Q2 2026
3Innova Wealth Partners
$1.3M
38K
~0%
Added · +13 sh
Q2 2026
4Outlook Wealth Advisors, LLC
$728K
21K
+32%
Added · +5K sh
Q2 2026
5CITADEL ADVISORS LLC
$254K
8K
New
+8K sh
Q1 2026
6CWM, LLC
$99K
3K
Held
Q1 2026
7Geneos Wealth Management Inc.
$76K
2K
Held
Q1 2026
8HARBOUR INVESTMENTS, INC.
$9K
301
Held
Q1 2026
9ASSETMARK, INC
$2K
48
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ROMO being bought or sold by institutions?

Last quarter, 1 fund opened a new position in ROMO and 1 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
1
funds
Reduced
1
funds
Exited
0
funds

Funds that own ROMO also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA4 funds$4.9B
ISHARES CORE S&P 500 ETFIVV4 funds$4.0B
APPLE INCAAPL4 funds$2.8B
AMAZON.COM INCAMZN4 funds$2.4B
MICROSOFT CORPMSFT4 funds$2.2B
ALPHABET INC-CL AGOOGL4 funds$1.9B
MICRON TECHNOLOGY INCMU4 funds$1.8B
META PLATFORMS INC-CLASS AMETA4 funds$1.7B
BROADCOM INCAVGO4 funds$1.7B
TAIWAN SEMICONDUCTOR-SP ADRTSM4 funds$1.6B
SS SPDR DOW JONES INDUS AVGDIA4 funds$1.6B
JPMORGAN CHASE & COJPM4 funds$1.1B

Ranked by how many of ROMO's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

5 funds-4 since Q3 2024
0714Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $19.8M

Share classes

Class13F holdersValue held
HNDLmc84 funds$51.9M
SSUSMF Closed and MF Open58 funds$388.9M
ELCVmc45 funds$144.0M
GOLYSTRATEGY SHS ETF39 funds$34.9M
ESUMmc29 funds$135.9M
ESIMmc12 funds$8.0M
ESSCEVENTIDE SMALL C10 funds$14.0M
ESLGmc10 funds$7.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in ROMO

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ROMO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ROMO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ROMO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.