Signals

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☆ROMO

17 in-universe funds with a nonzero position in ROMO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#21507
Score / z0.000 / -0.02
Consensus4.37 over 9 funds
Momentumnot computed

Price & positioning

166 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆WJ Interests, LLC CIK 0001727642 0.622 22 16.1 6.2% 5 +0.7 pp +0.4 pp +0.1 pp +0.1 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 1.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 1.3 0.5% 5 -0.0 pp -0.4 pp -0.5 pp -0.5 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.3 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just ROMO). Qtrs Held counts distinct quarters this fund has actually held ROMO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ROMO position size. Δ columns are the percentage-point change in ROMO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status