DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
ROMO

STRATEGY SHARES NEWFOUND/RESOLVE ROBUST MOMENTUM ETF

11 institutions still hold STRATEGY SHARES NEWFOUND/RESOLVE ROBUST MOMENTUM ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86280R886·11 13F holders·last filed Mar 31, 2026
Market cap
7.1%
vs prior quarter
13F value held
$19M
71.0% inst. owned
of float
Holders
11
+71 QoQ
filers reporting
Activity
+87 / −60
+883 added · −845 reduced
this quarter
Concentration
76.67%
WJ Interests, LLC #1
top holder share
AI Holders Summary · Q1 2026

11 institutions reported ROMO in Q1 2026. WJ Interests, LLC leads at 76.7% of the visible book. +71 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WJ Interests, LLC
CIK 0001727642
$14M451K5.45%Q1 2026
02
Financial Enhancement Group LLC
CIK 0001641438
$2M52K0.21%Q1 2026
03
Innova Wealth Partners
CIK 0001888831
$1M38K0.56%Q1 2026
04
Outlook Wealth Advisors, LLC
CIK 0001767151
$514,41916K0.12%Q1 2026
05
World Investment Advisors
CIK 0001652594
$375,07312K0.01%Q1 2026
06
Lifeworks Advisors, LLC
CIK 0001882132
$327,81910K0.04%Q1 2026
07
CWM, LLC
CIK 0001535847
$99,2883K0.00%Q1 2026
08
Geneos Wealth Management Inc.
CIK 0001764754
$75,5762K0.00%Q1 2026
09
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$9,4783010.00%Q1 2026
10
ASSETMARK, INC
CIK 0001344551
$1,524480.00%Q4 2025
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025