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ProShares Ultra Technology (ROM) Institutional Ownership

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$81.07 +0.37 (+0.46%)
Closing price 04:10 PM Eastern
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$81.00 -0.06 (-0.08%)
As of 07:34 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares Ultra Technology (NYSEARCA:ROM)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$41.60M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$7.02M
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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
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%
5/16/2025Gotham 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%
5/5/2025 IFP Advisors Inc1,500$80K0.0%+66.7%0.015%
4/29/2025Envestnet Asset Management Inc.39,281$2.10M0.0%+10.4%0.396%
4/23/2025 Tyche 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%
4/14/2025 Toth 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%
2/26/2025 Discipline 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%
2/4/2025 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%
1/13/2025Dale 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%
10/30/2024 Clarity Capital Partners LLC12,834$861K0.5%-21.2%0.117%
10/28/2024Shepherd Financial Partners LLC4,844$325K0.0%-16.4%0.044%
10/25/2024 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%
10/11/2024Creative 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%
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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%
5/7/2024 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%
4/30/2024Commonwealth 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%
2/2/2024Simplex Trading LLC562$29K0.0%-45.5%0.004%
1/30/2024 Tyche Wealth Partners LLC22,918$1.22M0.3%N/A0.173%
1/30/2024Howard Capital Management Inc.5,612$298K0.0%-97.1%0.042%
1/26/2024 Toth Financial Advisory Corp99,805$5.30M0.7%-6.2%0.752%
1/23/2024Parcion Private Wealth LLC4,800$255K0.0%N/A0.036%
1/23/2024 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%
11/14/2023Tower 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%
11/9/2023 CPR 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%
10/12/2023 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%
8/11/2023Retirement 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%
8/4/2023 IFP 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%
7/21/2023 CPR 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%
5/8/2023 CPR Investments Inc.29,844$1.04M1.0%N/A0.221%
4/27/2023Simplex Trading LLC3,975$138K0.0%N/A0.029%
4/24/2023 Toth Financial Advisory Corp111,769$3.89M0.6%-2.1%0.828%
4/21/2023Retirement 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%
4/19/2023Brookstone Capital Management105,328$3.56M0.1%N/A0.780%
4/18/2023 IFP Advisors Inc8,714$951K0.0%+266.1%0.065%
2/8/2023 Belpointe Asset Management LLC4,765$110K0.0%-53.1%0.040%
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2/7/2023 IFP Advisors Inc2,380$260K0.0%+197.5%0.020%
2/7/2023Envestnet Asset Management Inc.9,147$210K0.0%-3.9%0.076%
1/24/2023 Toth Financial Advisory Corp114,154$2.63M0.4%-1.1%0.950%
11/15/2022 Belpointe Asset Management LLC10,160$241K0.0%-18.8%0.080%
11/14/2022OLD Mission Capital LLC10,390$246K0.0%-79.7%0.082%
11/8/2022 IFP Advisors Inc800$87K0.0%+166.7%0.006%
11/1/2022Kestra Advisory Services LLC9,634$228K0.0%N/A0.076%
10/19/2022Retirement Planning Co of New England Inc.33,170$785K0.6%+4.9%0.263%
10/14/2022Private Advisor Group LLC16,000$379K0.0%N/A0.120%
9/13/2022Brown Advisory Inc.7,651$219K0.0%-9.5%0.052%
(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, 41 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), Cambridge Investment Research Advisors Inc. ($3.47M), Envestnet Asset Management Inc. ($2.10M), Plotkin Financial Advisors LLC ($1.66M), and Orion Portfolio Solutions LLC ($1.38M).Learn more on ProShares Ultra Technology's institutional investors.

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

Of the 34 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), Dale Q Rice Investment Management Ltd ($29.42K), and Envestnet Asset Management Inc. ($29.22K).

How much institutional buying is happening at ProShares Ultra Technology?

Institutional investors have bought a total of 647,312 shares in the last 24 months. This purchase volume represents approximately $41.60M 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), Retirement Planning Co of New England Inc. ($9.05K), Dale Q Rice Investment Management Ltd ($8.09K), Runnymede Capital Advisors Inc. ($5.08K), Clarity Capital Partners LLC ($4.36K), Tower Research Capital LLC TRC ($1.84K), and Shepherd Financial Partners LLC ($949.00).

How much institutional selling is happening at ProShares Ultra Technology?

Institutional investors have sold a total of 111,024 shares in the last 24 months. This volume of shares sold represents approximately $7.02M in transactions.



This page (NYSEARCA:ROM) was last updated on 7/25/2025 by MarketBeat.com Staff
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