ROMO institutional holders

STRATEGY SHS · 13F, 2026Q2

Managers holding10
Shares held639,188
Reported value$21.6m
Quarter flows1 new, 3 added, 2 trimmed, 2 exited

Top 10 holders

ManagerSharesValue% of manager's 13F
WJ Interests, LLC475,502$16.1m6.2%
Financial Enhancement Group LLC50,769$1.7m0.2%
Innova Wealth Partners37,596$1.3m0.5%
GTS SECURITIES LLC31,444$1.1m0.0%
Outlook Wealth Advisors, LLC21,482$727,9630.2%
World Investment Advisors11,911$375,0730.0%
Lifeworks Advisors, LLC7,735$261,1040.0%
Geneos Wealth Management Inc.2,400$81,0240.0%
HARBOUR INVESTMENTS, INC.301$10,1600.0%
ASSETMARK, INC48$1,6200.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ROMO"). ROMO price history · All 13F data

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