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 70 institutions that hold shares in the stock, with a total of 849,455 shares, which have been reported (via 13F filing form) to have a value of $78.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
4,896
shares
|
$452,782
0.05% of portfolio
|
Q3 2025
Reduced 18.68%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
4,844
shares
|
$447,973
0.04% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
4,800
shares
|
$443,904
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
4,776
shares
|
$441,684
0.05% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,580
shares
|
$423,558
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
4,320
shares
|
$399,513
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
4,176
shares
|
$386,196
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,005
shares
|
$370,382
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,622
shares
|
$334,962
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,446
shares
|
$318,686
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
3,200
shares
|
$295,936
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
3,053
shares
|
$282,341
0.03% of portfolio
|
Q3 2025
Reduced 20.74%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,026
shares
|
$279,844
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,956
shares
|
$273,370
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,949
shares
|
$272,723
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
2,800
shares
|
$258,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
2,257
shares
|
$208,727
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
2,232
shares
|
$206,415
0.11% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,386
shares
|
$128,177
0.0% of portfolio
|
Q2 2025
Reduced 86.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$92,480
0.0% of portfolio
|
Q2 2025
Added 53.85%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$92,480
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
630
shares
|
$58,262
0.0% of portfolio
|
Q2 2025
Added 884.38%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
616
shares
|
$56,967
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
595
shares
|
$55,025
0.0% of portfolio
|
Q2 2025
Added 391.74%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
401
shares
|
$37,084
0.0% of portfolio
|
Q1 2024
New holding
|