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ProShares Ultra Technology (ROM) Institutional Ownership

ProShares Ultra Technology logo
$144.38 +3.63 (+2.58%)
As of 09/3/2026 04:10 PM Eastern
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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)
$3.49M
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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
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%
11/3/2025 Retirement Planning Co of New England Inc.14,053$1.30M0.5%-3.8%0.155%
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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%
11/12/2024Nwam LLC3,200$215K0.0%N/A0.029%
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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%
8/6/2024Howard Capital Management Inc.3,061$214K0.0%N/A0.028%


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), 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), 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. ($9.53K), 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 37,606 shares in the last 24 months. This volume of shares sold represents approximately $3.49M 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 8/27/2026. New 13F filings are added each quarter as they're published.
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