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ProShares Ultra Technology (ROM) Institutional Ownership

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$54.41
+0.41 (+0.76%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for ProShares Ultra Technology (NYSEARCA:ROM)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$17.11M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$21.81M
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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
4/16/2024 Toth 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%
1/30/2024 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%
1/18/2024Brave 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%
11/9/2023 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%
10/12/2023IFP 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%
7/21/2023 CPR Investments Inc.14,005$630K0.6%-53.1%0.104%
7/14/2023 Cornerstone Wealth Management LLC4,800$216K0.0%N/A0.036%
7/11/2023 Brookstone 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%
4/20/2023McGuire Investment Group LLC6,000$209K0.0%N/A0.044%
4/19/2023 Brookstone Capital Management105,328$3.56M0.1%N/A0.780%
4/18/2023IFP Advisors Inc8,714$951K0.0%+266.1%0.065%
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2/8/2023Belpointe Asset Management LLC4,765$110K0.0%-53.1%0.040%
2/7/2023IFP 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%
11/15/2022Belpointe Asset Management LLC10,160$241K0.0%-18.8%0.080%
11/14/2022OLD Mission Capital LLC10,390$246K0.0%-79.7%0.082%
11/8/2022IFP 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%
8/5/2022OLD Mission Capital LLC51,198$1.46M0.0%+79.0%0.347%
8/2/2022Belpointe Asset Management LLC12,511$358K0.0%+5.0%0.085%
7/29/2022 Walker Asset Management LLC12,701$536K0.0%N/A0.086%
7/25/2022 Toth Financial Advisory Corp115,367$3.30M0.6%-3.2%0.780%
7/25/2022 Walker Asset Management LLC12,701$536K0.0%N/A0.086%
5/12/2022Gerber Kawasaki Wealth & Investment Management4,530$226K0.0%N/A0.029%
5/10/2022Legacy Wealth Planning LLC9,420$471K0.6%+100.0%0.060%
5/9/2022Northwestern Mutual Wealth Management Co.3,200$160K0.0%+100.0%0.020%
5/6/2022Retirement Planning Co of New England Inc.30,046$1.50M0.8%+113.7%0.190%
5/6/2022 CPR Investments Inc.4,320$216K0.2%+100.0%0.027%
5/4/2022Advisor Group Holdings Inc.17,660$930K0.0%-30.4%0.111%
5/4/2022Commonwealth Equity Services LLC18,498$925K0.0%+106.3%0.117%
5/4/2022Envestnet Asset Management Inc.65,178$3.26M0.0%+404.4%0.411%
5/2/2022National Asset Management Inc.10,886$545K0.0%+100.0%0.068%
5/2/2022Integrated Advisors Network LLC6,280$314K0.0%+4.8%0.039%
4/28/2022Belpointe Asset Management LLC11,915$596K0.0%N/A0.074%
4/28/2022 Valeo Financial Advisors LLC14,160$708K0.0%+100.0%0.088%
4/26/2022Kestra Advisory Services LLC6,514$326K0.0%+62.9%0.040%
4/26/2022 Toth Financial Advisory Corp119,189$5.96M0.9%+91.4%0.739%
4/25/2022McGuire Investment Group LLC5,000$250K0.0%+100.0%0.031%
4/22/2022Allworth Financial LP886$44K0.0%+100.0%0.005%
4/22/2022Brave Asset Management Inc.4,516$226K0.1%+100.0%0.028%
4/20/2022Koshinski Asset Management Inc.2,363$118K0.0%+113.1%0.015%
4/14/2022McGuire Investment Group LLC5,000$250K0.0%+100.0%0.031%
4/8/2022Bridges Investment Management Inc.14,400$720K0.0%+100.0%0.088%
2/15/2022Warren Averett Asset Management LLC10,000$481K0.0%+100.0%0.059%
2/14/2022Continuum Advisory LLC18,671$2.38M0.5%+16.4%0.110%
2/10/2022Nwam LLC1,600$204K0.0%N/A0.009%
2/10/2022 Independent Wealth Network Inc.1,622$207K0.1%N/A0.009%
2/10/2022OLD Mission Capital LLC27,945$3.56M0.1%-52.6%0.163%
2/9/2022Soltis Investment Advisors LLC1,635$208K0.0%N/A0.010%
2/9/2022Geneos Wealth Management Inc.117,540$14.97M0.6%-40.5%0.683%
2/8/2022Retirement Planning Co of New England Inc.14,058$1.79M0.9%N/A0.082%
2/8/2022Parcion Private Wealth LLC4,800$273K0.0%+100.0%0.028%
2/8/2022 Ausdal Financial Partners Inc.2,318$295K0.0%-18.1%0.013%
2/4/2022Envestnet Asset Management Inc.12,923$1.65M0.0%-8.7%0.074%
2/3/2022Cambridge Investment Research Advisors Inc.1,988$253K0.0%N/A0.011%
2/3/2022Advisor Group Holdings Inc.25,388$3.23M0.0%-4.0%0.146%
2/3/2022Northwestern Mutual Wealth Management Co.1,600$204K0.0%-17.1%0.009%
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2/2/2022 Fermata Advisors LLC1,680$214K0.1%N/A0.010%
2/2/2022Oppenheimer & Co. Inc.1,900$242K0.0%N/A0.011%
1/31/2022 Toth Financial Advisory Corp62,265$7.93M1.1%-2.8%0.361%
1/27/2022Brown Advisory Inc.5,846$744K0.0%N/A0.034%
1/14/2022Koshinski Asset Management Inc.1,109$141K0.0%+21.3%0.006%
11/16/2021Warren Averett Asset Management LLC5,000$612K0.1%+11.1%0.055%
11/16/2021Claybrook Capital LLC11,920$1.19M0.6%N/A0.130%
11/15/2021Flow Traders U.S. LLC6,146$611K0.0%N/A0.067%
11/12/2021Renaissance Technologies LLC5,000$497K0.0%N/A0.055%
11/12/2021OLD Mission Capital LLC58,923$5.86M0.2%N/A0.644%
(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, 34 institutional investors and hedge funds held shares of ProShares Ultra Technology. The most heavily invested institutionals were Toth Financial Advisory Corp ($5.63M), Clarity Capital Partners LLC ($2.72M), Orion Portfolio Solutions LLC ($1.38M), Tyche Wealth Partners LLC ($1.22M), Envestnet Asset Management Inc. ($1.12M), Retirement Planning Co of New England Inc. ($1.11M), and Advisor Group Holdings Inc. ($930K).Learn more on ROM's institutional investors.

Which institutional investors have been buying ProShares Ultra Technology stock?

Of the 31 institutional investors that purchased ProShares Ultra Technology stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Howard Capital Management Inc. ($278.60K), Brookstone Capital Management ($105.33K), Toth Financial Advisory Corp ($56.92K), Envestnet Asset Management Inc. ($52.26K), Clarity Capital Partners LLC ($51.20K), Private Advisor Group LLC ($34.10K), and CPR Investments Inc. ($32.00K).

How much institutional buying is happening at ProShares Ultra Technology?

Institutional investors have bought a total of 813,149 shares in the last 24 months. This purchase volume represents approximately $32.15M in transactions.

Which ProShares Ultra Technology major shareholders have been selling company stock?

Of the 13 institutional investors that sold ProShares Ultra Technology stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Howard Capital Management Inc. ($288.68K), Brookstone Capital Management ($87.39K), OLD Mission Capital LLC ($40.81K), CPR Investments Inc. ($25.52K), Toth Financial Advisory Corp ($23.22K), Envestnet Asset Management Inc. ($9.28K), and Belpointe Asset Management LLC ($7.75K).

How much institutional selling is happening at ProShares Ultra Technology?

Institutional investors have sold a total of 510,905 shares in the last 24 months. This volume of shares sold represents approximately $23.56M in transactions.


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This page (NYSEARCA:ROM) was last updated on 4/24/2024 by MarketBeat.com Staff

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