12 institutions reported holding $21.9M of STRATEGY SHARES NEWFOUND/RESOLVE ROBUST MOMENTUM ETF (ROMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: WJ Interests, LLC ($16.1M), Financial Enhancement Group LLC ($1.7M), Innova Wealth Partners ($1.3M), GTS SECURITIES LLC ($1.1M), Outlook Wealth Advisors, LLC ($727,963). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WJ Interests, LLC | $16.1M | 475,502 | Added |
| 2 | Financial Enhancement Group LLC | $1.7M | 50,769 | Trimmed |
| 3 | Innova Wealth Partners | $1.3M | 37,596 | Added |
| 4 | GTS SECURITIES LLC | $1.1M | 31,444 | New |
| 5 | Outlook Wealth Advisors, LLC | $727,963 | 21,482 | Added |
| 6 | World Investment Advisors | $375,073 | 11,911 | Hold |
| 7 | Range Advisory, LLC | $366,143 | 10,847 | Hold |
| 8 | Lifeworks Advisors, LLC | $261,104 | 7,735 | Trimmed |
| 9 | Geneos Wealth Management Inc. | $81,024 | 2,400 | Hold |
| 10 | HARBOUR INVESTMENTS, INC. | $10,160 | 301 | Hold |
| 11 | ASSETMARK, INC | $1,620 | 48 | Hold |
| 12 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30