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 54 institutions that hold shares in the stock, with a total of 466,481 shares, which have been reported (via 13F filing form) to have a value of $31.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Jul 16, 2024 Q2 2024 |
86,162
shares
|
$5.75 Million
0.78% of portfolio
|
Q2 2024
Reduced 7.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
49,735
shares
|
$3.32 Million
0.01% of portfolio
|
Q2 2024
Added 602.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
30,601
shares
|
$2.04 Million
0.08% of portfolio
|
Q2 2022
Added 99.16%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
24,619
shares
|
$1.64 Million
0.95% of portfolio
|
Q2 2024
Reduced 10.27%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 18, 2024 Q2 2024 |
22,918
shares
|
$1.53 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
21,982
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
Added 19.5%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
19,757
shares
|
$1.32 Million
0.64% of portfolio
|
Q1 2024
Added 255.66%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
19,128
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
19,053
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 30, 2024 Q2 2024 |
16,294
shares
|
$1.09 Million
0.7% of portfolio
|
Q2 2024
Reduced 43.57%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
14,160
shares
|
$944,896
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
10,889
shares
|
$726,622
0.02% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
10,200
shares
|
$680,646
0.01% of portfolio
|
Q1 2024
Added 2.0%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
9,420
shares
|
$628,596
0.37% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
9,420
shares
|
$628,596
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
9,385
shares
|
$626,261
0.0% of portfolio
|
Q2 2024
Added 56.65%
|
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
8,130
shares
|
$542,514
0.0% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
6,064
shares
|
$404,650
0.0% of portfolio
|
Q2 2024
Reduced 14.14%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 07, 2024 Q2 2024 |
5,793
shares
|
$386,566
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,047
shares
|
$336,786
0.1% of portfolio
|
Q1 2024
Added 113.04%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 23, 2024 Q2 2024 |
5,000
shares
|
$333,650
0.05% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Aug 06, 2024 Q2 2024 |
4,800
shares
|
$320,304
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
4,580
shares
|
$305,623
0.0% of portfolio
|
Q1 2023
Reduced 23.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,374
shares
|
$291,877
0.0% of portfolio
|
Q2 2024
Reduced 19.0%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 19, 2024 Q2 2024 |
4,320
shares
|
$288,273
0.31% of portfolio
|
Q4 2023
Reduced 65.94%
|