ROMO Institutional Ownership
Strategy Shares Newfound/ReSolve Robust Momentum ETF
1W: -0.7%
1M: -0.8%
3M: +0.8%
YTD: +7.7%
1Y: +1.4%
3Y: +42.9%
5Y: +25.1%
$34.34
+0.29 (+0.86%)
Weekly Expected Move ±1.6%
$33
$34
$34
$35
$35
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — ROMO
12
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
1
New Positions
3
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WJ Interests, LLC | 475,502 | $16M | +24,976 | +5.5% | 17Q | SEC ↗ |
| 2 | Financial Enhancement Group LLC | 50,769 | $2M | -1,103 | -2.1% | 26Q | SEC ↗ |
| 3 | Innova Wealth Partners | 37,596 | $1M | +13 | +0.0% | 7Q | SEC ↗ |
| 4 | GTS SECURITIES LLC NEW | 31,444 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Outlook Wealth Advisors, LLC | 21,482 | $738K | +5,146 | +31.5% | 3Q | SEC ↗ |
| 6 | World Investment Advisors | 11,911 | $409K | — | +0.0% | 10Q | SEC ↗ |
| 7 | Range Advisory, LLC | 10,847 | $372K | — | +0.0% | 3Q | SEC ↗ |
| 8 | Lifeworks Advisors, LLC | 7,735 | $266K | -2,675 | -25.7% | 9Q | SEC ↗ |
| 9 | CWM, LLC | 3,153 | $108K | — | +0.0% | 17Q | SEC ↗ |
| 10 | Geneos Wealth Management Inc. | 2,400 | $82K | — | +0.0% | 26Q | SEC ↗ |
| 11 | HARBOUR INVESTMENTS, INC. | 301 | $10K | — | +0.0% | 7Q | SEC ↗ |
| 12 | ASSETMARK, INC | 48 | $2K | — | +0.0% | 6Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 0 | $0K | -8,069 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| GTS SECURITIES LLC | 31,444 | $1M |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 8,069 | $277K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WJ Interests, LLC | +24,976 | +5.5% | 475,502 |
| Outlook Wealth Advisors, LLC | +5,146 | +31.5% | 21,482 |
| Innova Wealth Partners | +13 | +0.0% | 37,596 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lifeworks Advisors, LLC | -2,675 | -25.7% | 7,735 |
| Financial Enhancement Group LLC | -1,103 | -2.1% | 50,769 |