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ProShares Ultra Technology (ROM) Institutional Ownership

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$80.82 +0.20 (+0.25%)
Closing price 09/5/2025 04:10 PM Eastern
Extended Trading
$80.81 -0.01 (-0.01%)
As of 09/5/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for ProShares Ultra Technology (NYSEARCA:ROM)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$45.23M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$7.99M
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ROM Institutional Buying and Selling by Quarter

ProShares Ultra Technology Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.10,331$786K0.0%+1,259.3%0.108%
8/15/2025 Tower Research Capital LLC TRC 1,386$105K0.0%-86.3%0.014%
8/15/2025 Great Valley Advisor Group Inc.3,446$262K0.0%N/A0.036%
8/14/2025 Quantinno Capital Management LP13,558$1.03M0.0%N/A0.141%
8/14/2025 Cerity Partners LLC6,400$487K0.0%N/A0.067%
8/13/2025 Lido Advisors LLC2,949$225K0.0%N/A0.031%
8/13/2025 Quadrature Capital Ltd20,660$1.57M0.0%N/A0.215%
8/8/2025 PNC Financial Services Group Inc.1,000$76K0.0%+53.8%0.010%
8/7/2025 Nwam LLC3,200$265K0.0%N/A0.033%
8/1/2025 Envestnet Asset Management Inc.51,002$3.88M0.0%+29.8%0.530%
7/30/2025 Freedom Investment Management Inc.11,503$876K0.1%+66.0%0.120%
7/29/2025 Chicago Partners Investment Group LLC17,433$1.40M0.0%+350.8%0.181%
7/29/2025 Dale Q Rice Investment Management Ltd14,709$1.16M1.0%-31.0%0.153%
7/23/2025 Tyche Wealth Partners LLC78,397$5.97M1.2%+102.5%0.813%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,622$276K0.0%N/A0.038%
7/14/2025 Toth Financial Advisory Corp6,021$458K0.1%-79.9%0.062%
5/16/2025 Gotham Asset Management LLC212,234$11.34M0.1%N/A2.139%
5/15/2025 Retirement Planning Co of New England Inc.19,081$1.02M0.4%-21.0%0.192%
5/14/2025 Freedom Investment Management Inc.6,928$370K0.0%+17.2%0.070%
5/9/2025 Chicago Partners Investment Group LLC3,867$217K0.0%N/A0.039%
5/5/2025 IFP Advisors Inc1,500$80K0.0%+66.7%0.015%
4/29/2025 Envestnet Asset Management Inc.39,281$2.10M0.0%+10.4%0.396%
4/23/2025 Tyche Wealth Partners LLC38,722$2.07M0.4%+17.0%0.390%
4/22/2025 Runnymede Capital Advisors Inc.201,764$10.78M10.3%-2.5%2.034%
4/22/2025 Dale Q Rice Investment Management Ltd21,331$1.14M0.6%-27.5%0.215%
4/14/2025 Toth Financial Advisory Corp29,922$1.60M0.2%-51.5%0.294%
3/6/2025 Plotkin Financial Advisors LLC23,772$1.66M1.0%-3.3%0.231%
2/26/2025 Discipline Wealth Solutions LLC4,320$301K0.1%N/A0.042%
2/14/2025 Jane Street Group LLC8,890$620K0.0%N/A0.081%
2/14/2025 Lido Advisors LLC2,949$206K0.0%N/A0.027%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.3,232$225K0.2%N/A0.029%
2/14/2025 Tower Research Capital LLC TRC1,941$135K0.0%-48.6%0.018%
2/14/2025 Freedom Investment Management Inc.5,909$412K0.0%N/A0.054%
2/13/2025 Envestnet Asset Management Inc.35,589$2.48M0.0%+253.7%0.324%
2/11/2025 Runnymede Capital Advisors Inc.206,844$14.42M12.6%N/A1.884%
2/10/2025 Retirement Planning Co of New England Inc.24,152$1.68M0.8%-4.6%0.220%
2/7/2025 PNC Financial Services Group Inc.650$45K0.0%N/A0.006%
2/4/2025 IFP Advisors Inc900$63K0.0%+20.0%0.008%
1/29/2025 Clarity Capital Partners LLC11,933$832K0.4%-7.0%0.109%
1/21/2025 Toth Financial Advisory Corp61,654$4.30M0.5%-10.5%0.562%
1/13/2025 Dale Q Rice Investment Management Ltd29,418$2.05M0.9%N/A0.268%
11/14/2024 Plotkin Financial Advisors LLC24,576$1.65M1.0%N/A0.224%
11/13/2024 Truvestments Capital LLC616$41K0.0%N/A0.006%
11/12/2024 Larson Financial Group LLC400$27K0.0%N/A0.004%
11/12/2024 Nwam LLC3,200$215K0.0%N/A0.029%
10/30/2024 Clarity Capital Partners LLC12,834$861K0.5%-21.2%0.117%
10/28/2024 Shepherd Financial Partners LLC4,844$325K0.0%-16.4%0.044%
10/25/2024 Tyche Wealth Partners LLC33,088$2.22M0.5%+44.4%0.301%
10/21/2024 Toth Financial Advisory Corp68,877$4.62M0.5%-20.1%0.627%
10/11/2024 Creative Planning7,643$513K0.0%-6.0%0.070%
10/10/2024 McGuire Investment Group LLC4,776$320K0.0%-4.5%0.043%
10/7/2024 Smith Anglin Financial LLC4,004$269K0.0%N/A0.036%
8/30/2024 Strategic Investment Solutions Inc. IL400$30K0.0%N/A0.004%
8/9/2024 Retirement Planning Co of New England Inc.24,619$1.72M0.9%-10.3%0.224%
8/6/2024 Howard Capital Management Inc.3,061$214K0.0%N/A0.028%
7/26/2024 Cambridge Investment Research Advisors Inc.49,735$3.47M0.0%+602.4%0.453%
6/4/2024 Tactive Advisors LLC19,757$1.20M0.6%+255.7%0.180%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,622$220K0.0%-4.9%0.033%
5/3/2024 Clarity Capital Partners LLC28,874$1.75M1.2%-43.6%0.263%
4/30/2024 Commonwealth Equity Services LLC19,208$1.17M0.0%-1.3%0.175%
4/26/2024 McGuire Investment Group LLC5,000$304K0.0%-16.7%0.045%
4/26/2024 YHB Investment Advisors Inc.1,150$70K0.0%N/A0.010%
4/16/2024 Toth Financial Advisory Corp92,731$5.63M0.7%-7.1%0.835%
3/22/2024 Livelsberger Financial Advisory1,096$58K0.1%N/A0.008%
2/20/2024 Clarity Capital Partners LLC51,197$2.72M1.9%N/A0.386%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,807$202K0.0%N/A0.029%
2/2/2024 Simplex Trading LLC562$29K0.0%-45.5%0.004%
1/30/2024 Tyche Wealth Partners LLC22,918$1.22M0.3%N/A0.173%
1/30/2024 Howard Capital Management Inc.5,612$298K0.0%-97.1%0.042%
1/26/2024 Toth Financial Advisory Corp99,805$5.30M0.7%-6.2%0.752%
1/23/2024 Parcion Private Wealth LLC4,800$255K0.0%N/A0.036%
1/23/2024 CPR Investments Inc.4,320$229K0.2%-65.9%0.033%
1/18/2024 Brave Asset Management Inc.4,176$222K0.1%N/A0.031%
11/14/2023 Tower Research Capital LLC TRC11,979$469K0.0%+2.9%0.090%
11/13/2023 Retirement Planning Co of New England Inc.28,282$1.11M0.6%-8.1%0.213%
11/13/2023 Kestra Advisory Services LLC7,063$277K0.0%N/A0.053%
11/9/2023 CPR Investments Inc.12,682$497K0.5%-9.4%0.096%
11/1/2023 Simplex Trading LLC1,032$40K0.0%+66.7%0.008%
11/1/2023Orion Portfolio Solutions LLC35,189$1.38M0.0%+3.6%0.265%
10/12/2023 Toth Financial Advisory Corp106,424$4.17M0.6%-1.9%0.802%
10/12/2023 IFP Advisors Inc2,673$105K0.0%-15.5%0.020%
8/11/2023 Retirement Planning Co of New England Inc.30,767$1.39M0.8%-2.3%0.232%
8/10/2023 Private Advisor Group LLC18,102$850K0.0%+13.1%0.136%
8/4/2023 Envestnet Asset Management Inc.24,928$1.12M0.0%-26.3%0.188%
8/4/2023 Simplex Trading LLC619$27K0.0%-84.4%0.005%
8/4/2023 IFP Advisors Inc3,162$345K0.0%-63.7%0.024%
8/3/2023 Howard Capital Management Inc.177,391$7.98M1.1%-36.3%1.337%
8/2/2023 Parcion Private Wealth LLC4,800$216K0.0%N/A0.036%
8/1/2023Kistler Tiffany Companies LLC3,026$136K0.0%N/A0.023%
7/21/2023 Creative Planning8,170$368K0.0%-39.3%0.060%
7/21/2023 CPR Investments Inc.14,005$630K0.6%-53.1%0.104%
7/14/2023 Cornerstone Wealth Management LLC4,800$216K0.0%N/A0.036%
7/11/2023 Brookstone Capital Management17,943$783K0.0%-83.0%0.133%
5/10/2023 Private Advisor Group LLC16,000$556K0.0%N/A0.119%
5/8/2023 Howard Capital Management Inc.278,597$9.69M1.7%N/A2.064%
5/8/2023 CPR Investments Inc.29,844$1.04M1.0%N/A0.221%
4/27/2023 Simplex Trading LLC3,975$138K0.0%N/A0.029%
4/24/2023 Toth Financial Advisory Corp111,769$3.89M0.6%-2.1%0.828%
4/21/2023 Retirement Planning Co of New England Inc.31,498$1.10M0.7%-4.1%0.233%
4/20/2023 McGuire Investment Group LLC6,000$209K0.0%N/A0.044%
(Data available from 1/1/2016 forward)

ROM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROM shares?

During the previous two years, 44 institutional investors and hedge funds held shares of ProShares Ultra Technology. The most heavily invested institutionals were Gotham Asset Management LLC ($11.34M), Runnymede Capital Advisors Inc. ($10.78M), Tyche Wealth Partners LLC ($5.97M), Envestnet Asset Management Inc. ($3.88M), Cambridge Investment Research Advisors Inc. ($3.47M), Plotkin Financial Advisors LLC ($1.66M), and Quadrature Capital Ltd ($1.57M).Learn more on ProShares Ultra Technology's institutional investors.

Which institutional investors have been buying ProShares Ultra Technology's stock?

Of the 37 institutional investors that purchased ProShares Ultra Technology's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gotham Asset Management LLC ($212.23K), Runnymede Capital Advisors Inc. ($206.84K), Tyche Wealth Partners LLC ($78.40K), Clarity Capital Partners LLC ($51.20K), Cambridge Investment Research Advisors Inc. ($42.65K), Envestnet Asset Management Inc. ($40.94K), and Dale Q Rice Investment Management Ltd ($29.42K).

How much institutional buying is happening at ProShares Ultra Technology?

Institutional investors have bought a total of 691,193 shares in the last 24 months. This purchase volume represents approximately $45.23M in transactions.

Which of ProShares Ultra Technology's major shareholders have been selling company stock?

Of the 10 institutional investors that sold ProShares Ultra Technology's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Toth Financial Advisory Corp ($80.14K), Dale Q Rice Investment Management Ltd ($14.71K), Tower Research Capital LLC TRC ($10.59K), Retirement Planning Co of New England Inc. ($6.24K), Runnymede Capital Advisors Inc. ($5.08K), Clarity Capital Partners LLC ($4.36K), and Shepherd Financial Partners LLC ($949.00).

How much institutional selling is happening at ProShares Ultra Technology?

Institutional investors have sold a total of 123,583 shares in the last 24 months. This volume of shares sold represents approximately $7.99M in transactions.



This page (NYSEARCA:ROM) was last updated on 9/6/2025 by MarketBeat.com Staff
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