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ProShares Ultra Technology (ROM) Institutional Ownership

ProShares Ultra Technology logo
$150.26 -9.33 (-5.84%)
As of 03:27 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)
$12.00M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.60M
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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
10/10/2026Client First Investment Management LLC30,481$4.85M2.3%N/A0.350%
9/23/2026Envestnet Asset Management Inc.10,588$1.64M0.0%-15.0%0.122%
8/27/2026Tucker Asset Management LLC265$41K0.0%N/A0.003%
7/10/2026Wealthcare Advisory Partners LLC1,570$244K0.0%N/A0.018%
7/9/2026Valeo Financial Advisors LLC1,545$240K0.0%N/A0.018%
7/8/2026Brave Asset Management Inc.3,000$466K0.1%-17.1%0.035%
5/19/2026Bank of America Corp DE7,250$568K0.0%+9.8%0.084%
5/16/2026Quantinno Capital Management LP5,287$415K0.0%-11.3%0.061%
5/14/2026Lido Advisors LLC2,949$231K0.0%-3.3%0.034%
5/13/2026Clearwater Capital Advisors LLC4,031$316K0.0%N/A0.047%
5/8/2026PNC Financial Services Group Inc.350$27K0.0%-65.0%0.004%
5/8/2026Cassaday & Co Wealth Management LLC1,407$110K0.0%N/A0.016%
5/7/2026Marshall & Sterling Wealth Advisors Inc.1,645$129K0.1%-8.3%0.019%
5/4/2026Chicago Partners Investment Group LLC4,234$332K0.0%-22.1%0.049%
4/18/2026Brave Asset Management Inc.3,620$284K0.1%-13.3%0.042%
2/17/2026Integrated Advisors Network LLC4,043$381K0.0%N/A0.045%
2/17/2026Osaic Holdings Inc.10,837$1.02M0.0%+48.0%0.121%
2/17/2026WealthCare Asset Management LLC31,564$2.98M2.0%N/A0.353%
2/17/2026Royal Bank of Canada711$67K0.0%+132.4%0.008%
2/13/2026Kestra Advisory Services LLC18,156$1.71M0.0%+3.9%0.203%
2/13/2026River Wealth Advisors LLC5,851$552K0.1%N/A0.066%
2/12/2026Commonwealth Equity Services LLC20,131$1.90M0.0%-3.3%0.225%
2/12/2026Group One Trading LLC272$26K0.0%N/A0.003%
2/11/2026LPL Financial LLC5,187$489K0.0%+34.9%0.058%
2/10/2026Marshall & Sterling Wealth Advisors Inc.1,793$169K0.1%-7.9%0.020%
2/10/2026Northwestern Mutual Wealth Management Co.4,580$432K0.0%-19.6%0.051%
2/6/2026HighTower Advisors LLC8,623$813K0.0%+45.3%0.097%
2/3/2026Sequoia Financial Advisors LLC6,400$604K0.0%N/A0.072%
1/30/2026Dale Q Rice Investment Management Ltd14,500$1.37M1.0%-1.4%0.162%
1/28/2026Retirement Planning Co of New England Inc.13,695$1.29M0.5%-2.5%0.153%
1/28/2026Clarity Financial LLC2,942$277K0.0%-3.6%0.033%
1/28/2026APS Management Group Inc.2,195$207K0.2%N/A0.024%
1/26/2026McGuire Investment Group LLC4,600$434K0.0%-3.7%0.051%
1/23/2026Tyche Wealth Partners LLC77,725$7.33M1.2%-0.3%0.866%
1/20/2026Toth Financial Advisory Corp601$57K0.0%-87.7%0.007%
1/7/2026Aventura Private Wealth LLC800$75K0.0%N/A0.009%
11/17/2025Northwestern Mutual Wealth Management Co.5,695$528K0.0%+24.3%0.063%
11/10/2025Marshall & Sterling Wealth Advisors Inc.1,947$180K0.1%-12.8%0.021%
11/5/2025Runnymede Capital Advisors Inc.195,773$18.14M14.9%-0.8%2.154%
11/5/2025Envestnet Asset Management Inc.41,472$3.84M0.0%-18.7%0.456%
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11/4/2025Tyche Wealth Partners LLC77,932$7.22M1.3%-0.6%0.857%
11/3/2025Retirement Planning Co of New England Inc.14,053$1.30M0.5%-3.8%0.155%
10/31/2025Kanawha Capital Management LLC2,186$203K0.0%N/A0.024%
10/30/2025Chicago Partners Investment Group LLC5,438$504K0.0%-68.8%0.059%
10/15/2025Independent Wealth Network Inc.2,257$209K0.1%N/A0.024%
10/10/2025Clarity Financial LLC3,053$283K0.0%-20.7%0.033%
10/9/2025Toth Financial Advisory Corp4,896$454K0.0%-18.7%0.053%
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%
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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%


ROM Institutional Ownership - Frequently Asked Questions

During the previous two years, 53 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), Client First Investment Management LLC ($4.85M), WealthCare Asset Management LLC ($2.98M), Commonwealth Equity Services LLC ($1.90M), and Kestra Advisory Services LLC ($1.71M).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), Client First Investment Management LLC ($30.48K), and Dale Q Rice Investment Management Ltd ($29.42K).

Institutional investors have bought a total of 105,273 shares in the last 24 months. This purchase volume represents approximately $12.00M 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 ($4.30K), Runnymede Capital Advisors Inc. ($1.60K), Brave Asset Management Inc. ($1.18K), Northwestern Mutual Wealth Management Co. ($1.12K), and Retirement Planning Co of New England Inc. ($907.00).

Institutional investors have sold a total of 37,553 shares in the last 24 months. This volume of shares sold represents approximately $3.60M in transactions.


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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 10/10/2026. New 13F filings are added each quarter as they're published.
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