Go Pro
→ Elon’s AI Phone is coming (From Stansberry Research) (Ad)tc pixel Free ROM Stock Alerts

ProShares Ultra Technology (ROM) Institutional Ownership

ProShares Ultra Technology logo
$155.47 -3.31 (-2.08%)
As of 09:40 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$7.15M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.78M
Get ROM Insider Trade Alerts

Want to know when executives and insiders are buying or selling ProShares Ultra Technology stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ROM Institutional Buying and Selling by Quarter

ProShares Ultra Technology Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.10,588$1.64M0.0%-15.0%0.122%
8/27/2026 Tucker Asset Management LLC265$41K0.0%N/A0.003%
7/10/2026 Wealthcare Advisory Partners LLC1,570$244K0.0%N/A0.018%
7/9/2026 Valeo Financial Advisors LLC1,545$240K0.0%N/A0.018%
7/8/2026 Brave Asset Management Inc.3,000$466K0.1%-17.1%0.035%
5/19/2026 Bank of America Corp DE7,250$568K0.0%+9.8%0.084%
5/16/2026 Quantinno Capital Management LP5,287$415K0.0%-11.3%0.061%
5/14/2026 Lido Advisors LLC2,949$231K0.0%-3.3%0.034%
5/13/2026 Clearwater Capital Advisors LLC4,031$316K0.0%N/A0.047%
5/8/2026 PNC Financial Services Group Inc.350$27K0.0%-65.0%0.004%
5/8/2026 Cassaday & Co Wealth Management LLC1,407$110K0.0%N/A0.016%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.1,645$129K0.1%-8.3%0.019%
5/4/2026 Chicago Partners Investment Group LLC4,234$332K0.0%-22.1%0.049%
4/18/2026 Brave Asset Management Inc.3,620$284K0.1%-13.3%0.042%
2/17/2026 Integrated Advisors Network LLC4,043$381K0.0%N/A0.045%
2/17/2026 Osaic Holdings Inc.10,837$1.02M0.0%+48.0%0.121%
2/17/2026 WealthCare Asset Management LLC31,564$2.98M2.0%N/A0.353%
2/17/2026 Royal Bank of Canada711$67K0.0%+132.4%0.008%
2/13/2026 Kestra Advisory Services LLC18,156$1.71M0.0%+3.9%0.203%
2/13/2026 River Wealth Advisors LLC5,851$552K0.1%N/A0.066%
2/12/2026 Commonwealth Equity Services LLC20,131$1.90M0.0%-3.3%0.225%
2/12/2026 Group One Trading LLC272$26K0.0%N/A0.003%
2/11/2026 LPL Financial LLC5,187$489K0.0%+34.9%0.058%
2/10/2026 Marshall & Sterling Wealth Advisors Inc.1,793$169K0.1%-7.9%0.020%
2/10/2026 Northwestern Mutual Wealth Management Co.4,580$432K0.0%-19.6%0.051%
2/6/2026 HighTower Advisors LLC8,623$813K0.0%+45.3%0.097%
2/3/2026 Sequoia Financial Advisors LLC6,400$604K0.0%N/A0.072%
1/30/2026 Dale Q Rice Investment Management Ltd14,500$1.37M1.0%-1.4%0.162%
1/28/2026 Retirement Planning Co of New England Inc.13,695$1.29M0.5%-2.5%0.153%
1/28/2026 Clarity Financial LLC2,942$277K0.0%-3.6%0.033%
1/28/2026 APS Management Group Inc.2,195$207K0.2%N/A0.024%
1/26/2026 McGuire Investment Group LLC4,600$434K0.0%-3.7%0.051%
1/23/2026 Tyche Wealth Partners LLC77,725$7.33M1.2%-0.3%0.866%
1/20/2026 Toth Financial Advisory Corp601$57K0.0%-87.7%0.007%
1/7/2026 Aventura Private Wealth LLC800$75K0.0%N/A0.009%
11/17/2025 Northwestern Mutual Wealth Management Co.5,695$528K0.0%+24.3%0.063%
11/10/2025 Marshall & Sterling Wealth Advisors Inc.1,947$180K0.1%-12.8%0.021%
11/5/2025 Runnymede Capital Advisors Inc.195,773$18.14M14.9%-0.8%2.154%
11/5/2025 Envestnet Asset Management Inc.41,472$3.84M0.0%-18.7%0.456%
11/4/2025 Tyche Wealth Partners LLC77,932$7.22M1.3%-0.6%0.857%
MILLIONAIRE MASTERCLASS INVITE: Altucher (Ad)

James Altucher says Elon Musk is preparing an unprecedented project set to surface on September 25. Altucher is hosting a free masterclass revealing what he says is locked inside a sealed briefcase detailing Musk's plans. Attendees who join early can also access a $1,000 bonus offer included with the presentation.tc pixel

Watch James Altucher's free masterclass before September 25
11/3/2025 Retirement Planning Co of New England Inc.14,053$1.30M0.5%-3.8%0.155%
10/31/2025 Kanawha Capital Management LLC2,186$203K0.0%N/A0.024%
10/30/2025 Chicago Partners Investment Group LLC5,438$504K0.0%-68.8%0.059%
10/15/2025 Independent Wealth Network Inc.2,257$209K0.1%N/A0.024%
10/10/2025 Clarity Financial LLC3,053$283K0.0%-20.7%0.033%
10/9/2025 Toth Financial Advisory Corp4,896$454K0.0%-18.7%0.053%
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%
5/16/2025Gotham 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%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
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%


ROM Institutional Ownership - Frequently Asked Questions

During the previous two years, 54 institutional investors and hedge funds held shares of ProShares Ultra Technology. The most heavily invested institutionals were Runnymede Capital Advisors Inc. ($18.14M), Gotham Asset Management LLC ($11.34M), Tyche Wealth Partners LLC ($7.33M), WealthCare Asset Management LLC ($2.98M), Commonwealth Equity Services LLC ($1.90M), Kestra Advisory Services LLC ($1.71M), and Plotkin Financial Advisors LLC ($1.66M).Learn more on ProShares Ultra Technology's institutional investors.

Of the 44 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 ($55.48K), Envestnet Asset Management Inc. ($40.94K), WealthCare Asset Management LLC ($31.56K), Dale Q Rice Investment Management Ltd ($29.42K), and Plotkin Financial Advisors LLC ($24.58K).

Institutional investors have bought a total of 74,792 shares in the last 24 months. This purchase volume represents approximately $7.15M in transactions.

Of the 16 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: Chicago Partners Investment Group LLC ($13.20K), Envestnet Asset Management Inc. ($11.40K), Toth Financial Advisory Corp ($5.42K), Runnymede Capital Advisors Inc. ($1.60K), Brave Asset Management Inc. ($1.18K), Northwestern Mutual Wealth Management Co. ($1.12K), and Clarity Financial LLC ($910.00).

Institutional investors have sold a total of 39,477 shares in the last 24 months. This volume of shares sold represents approximately $3.78M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ROM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
How to get a stake in Anthropic — before the IPO
Anthropic, the maker of Claude AI, has reportedly filed for an IPO that could arrive as early as October. Its ...
Weiss Ratings | Sponsoredtc pixel
Why I believe the AI market will split in Q4
Matt McCall, who recommended Nvidia near $6 a share, says the AI market is splitting in two - just like the do...
The Oxford Club | Sponsoredtc pixel
Shocking new footage just released
Gerardo Del Real is calling it the Third Convergence Event, a new catalyst hitting the uranium market that he ...
Digest Publishing | Sponsoredtc pixel
Congress Passes Landmark Digital Asset Law Wall Street Is Watching
The House passed the Digital Asset Market Clarity Act 294 to 134, creating the most comprehensive financial te...
Awesomely | Sponsoredtc pixel
If you keep cash in a U.S. bank account… read this NOW
Since 2020, U.S. banks have been required to keep zero percent of deposits on hand, lending out nearly every d...
Banyan Hill Publishing | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel
He turned $12K into $1.65M without touching Apple or Tesla
Tim Sykes turned $12,415 in gift money into more than $1.65 million before graduating college, without trading...
Tim Sykes | Sponsoredtc pixel