Institutional Ownership Proshares Ultra Technology (ROM)
This table provides information about the institutional ownership of Proshares Ultra Technology (ROM). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 450,091 shares, which have been reported (via 13F filing form) to have a value of $30.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
61,654
shares
|
$4.22 Million
0.53% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
33,088
shares
|
$2.27 Million
0.49% of portfolio
|
Q3 2024
Added 44.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
30,601
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2022
Added 99.16%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
29,418
shares
|
$2.01 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
25,318
shares
|
$1.73 Million
0.86% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
24,576
shares
|
$1.68 Million
0.99% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
21,753
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
19,757
shares
|
$1.35 Million
0.64% of portfolio
|
Q1 2024
Added 255.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
19,585
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,540
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 97.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
17,271
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
11,933
shares
|
$817,171
0.43% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
10,200
shares
|
$698,496
0.01% of portfolio
|
Q1 2024
Added 2.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,063
shares
|
$689,114
0.0% of portfolio
|
Q3 2024
Reduced 47.18%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
9,420
shares
|
$645,081
0.37% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,420
shares
|
$645,081
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,643
shares
|
$523,392
0.0% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,600
shares
|
$451,968
0.0% of portfolio
|
Q3 2024
Added 486.67%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,065
shares
|
$415,331
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,047
shares
|
$345,618
0.1% of portfolio
|
Q1 2024
Added 113.04%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
4,844
shares
|
$331,717
0.04% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
4,800
shares
|
$328,704
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
4,776
shares
|
$327,060
0.05% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,580
shares
|
$313,638
0.0% of portfolio
|
Q1 2023
Reduced 23.15%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
4,176
shares
|
$285,972
0.09% of portfolio
|
Q4 2023
New holding
|