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ProShares Ultra Technology (ROM) Institutional Ownership

ProShares Ultra Technology logo
$91.50 +0.89 (+0.98%)
Closing price 04:10 PM Eastern
Extended Trading
$91.52 +0.03 (+0.03%)
As of 07:45 PM Eastern
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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

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


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This page (NYSEARCA:ROM) was last updated on 9/29/2025 by MarketBeat.com Staff
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