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 66 institutions that hold shares in the stock, with a total of 643,962 shares, which have been reported (via 13F filing form) to have a value of $34.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
206,844
shares
|
$11 Million
12.6% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
35,589
shares
|
$1.89 Million
0.0% of portfolio
|
Q4 2024
Added 253.66%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
33,088
shares
|
$1.76 Million
0.49% of portfolio
|
Q3 2024
Added 44.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
30,601
shares
|
$1.63 Million
0.07% of portfolio
|
Q2 2022
Added 99.16%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
29,922
shares
|
$1.59 Million
0.2% of portfolio
|
Q1 2025
Reduced 51.47%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
29,418
shares
|
$1.57 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
24,152
shares
|
$1.28 Million
0.85% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
23,772
shares
|
$1.26 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
19,757
shares
|
$1.05 Million
0.64% of portfolio
|
Q1 2024
Added 255.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,611
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,434
shares
|
$927,488
0.01% of portfolio
|
Q4 2024
Added 187.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,246
shares
|
$864,287
0.0% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
11,933
shares
|
$634,835
0.43% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
10,200
shares
|
$542,640
0.01% of portfolio
|
Q1 2024
Added 2.0%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
9,420
shares
|
$501,144
0.37% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,420
shares
|
$501,144
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,890
shares
|
$472,948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,643
shares
|
$406,607
0.0% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,600
shares
|
$351,120
0.0% of portfolio
|
Q3 2024
Added 486.67%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
5,909
shares
|
$314,358
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,432
shares
|
$288,982
0.0% of portfolio
|
Q4 2024
Reduced 70.7%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,047
shares
|
$268,500
0.1% of portfolio
|
Q1 2024
Added 113.04%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
4,844
shares
|
$257,700
0.04% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
4,800
shares
|
$255,360
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
4,776
shares
|
$254,083
0.05% of portfolio
|
Q3 2024
Reduced 4.48%
|