Go Pro

ProShares Ultra Technology (ROM) Institutional Ownership

ProShares Ultra Technology logo
$139.31 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$139.90 +0.59 (+0.43%)
As of 07/2/2026 07:59 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 Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$16.77M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$6.38M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%
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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%


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), Envestnet Asset Management Inc. ($3.84M), Cambridge Investment Research Advisors Inc. ($3.47M), WealthCare Asset Management LLC ($2.98M), and Commonwealth Equity Services LLC ($1.90M).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), Cambridge Investment Research Advisors Inc. ($42.65K), Envestnet Asset Management Inc. ($40.94K), WealthCare Asset Management LLC ($31.56K), and Dale Q Rice Investment Management Ltd ($29.42K).

Institutional investors have bought a total of 204,705 shares in the last 24 months. This purchase volume represents approximately $16.77M in transactions.

Of the 17 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 ($29.32K), Chicago Partners Investment Group LLC ($13.20K), Envestnet Asset Management Inc. ($9.53K), Tower Research Capital LLC TRC ($8.75K), Dale Q Rice Investment Management Ltd ($6.83K), Runnymede Capital Advisors Inc. ($1.60K), and Northwestern Mutual Wealth Management Co. ($1.12K).

Institutional investors have sold a total of 76,263 shares in the last 24 months. This volume of shares sold represents approximately $6.38M in transactions.



This page (NYSEARCA:ROM) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners