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ProShares Ultra Technology (ROM) Institutional Ownership

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$61.80
-0.40 (-0.64%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for ProShares Ultra Technology (NYSEARCA:ROM)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$5.76M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$23.17M
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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
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,622$220K0.0%-4.9%0.033%
5/3/2024 Clarity Capital Partners LLC28,874$1.75M1.2%-43.6%0.263%
4/30/2024Commonwealth Equity Services LLC19,208$1.17M0.0%-1.3%0.175%
4/26/2024 McGuire Investment Group LLC5,000$304K0.0%-16.7%0.045%
4/26/2024 YHB Investment Advisors Inc.1,150$70K0.0%N/A0.010%
4/16/2024 Toth Financial Advisory Corp92,731$5.63M0.7%-7.1%0.835%
3/22/2024Livelsberger Financial Advisory1,096$58K0.1%N/A0.008%
2/20/2024 Clarity Capital Partners LLC51,197$2.72M1.9%N/A0.386%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,807$202K0.0%N/A0.029%
2/2/2024 Simplex Trading LLC562$29K0.0%-45.5%0.004%
1/30/2024 Tyche Wealth Partners LLC22,918$1.22M0.3%N/A0.173%
1/30/2024 Howard Capital Management Inc.5,612$298K0.0%-97.1%0.042%
1/26/2024 Toth Financial Advisory Corp99,805$5.30M0.7%-6.2%0.752%
1/23/2024 Parcion Private Wealth LLC4,800$255K0.0%N/A0.036%
1/23/2024 CPR Investments Inc.4,320$229K0.2%-65.9%0.033%
1/18/2024 Brave Asset Management Inc.4,176$222K0.1%N/A0.031%
11/14/2023 Tower Research Capital LLC TRC11,979$469K0.0%+2.9%0.090%
11/13/2023 Retirement Planning Co of New England Inc.28,282$1.11M0.6%-8.1%0.213%
11/13/2023 Kestra Advisory Services LLC7,063$277K0.0%N/A0.053%
11/9/2023 CPR Investments Inc.12,682$497K0.5%-9.4%0.096%
11/1/2023 Simplex Trading LLC1,032$40K0.0%+66.7%0.008%
11/1/2023 Orion Portfolio Solutions LLC35,189$1.38M0.0%+3.6%0.265%
10/12/2023 Toth Financial Advisory Corp106,424$4.17M0.6%-1.9%0.802%
10/12/2023IFP Advisors Inc2,673$105K0.0%-15.5%0.020%
8/11/2023 Retirement Planning Co of New England Inc.30,767$1.39M0.8%-2.3%0.232%
8/10/2023 Private Advisor Group LLC18,102$850K0.0%+13.1%0.136%
8/4/2023 Envestnet Asset Management Inc.24,928$1.12M0.0%-26.3%0.188%
8/4/2023 Simplex Trading LLC619$27K0.0%-84.4%0.005%
8/4/2023IFP Advisors Inc3,162$345K0.0%-63.7%0.024%
8/3/2023 Howard Capital Management Inc.177,391$7.98M1.1%-36.3%1.337%
8/2/2023 Parcion Private Wealth LLC4,800$216K0.0%N/A0.036%
8/1/2023Kistler Tiffany Companies LLC3,026$136K0.0%N/A0.023%
7/21/2023 Creative Planning8,170$368K0.0%-39.3%0.060%
7/21/2023 CPR Investments Inc.14,005$630K0.6%-53.1%0.104%
7/14/2023 Cornerstone Wealth Management LLC4,800$216K0.0%N/A0.036%
7/11/2023 Brookstone Capital Management17,943$783K0.0%-83.0%0.133%
5/10/2023 Private Advisor Group LLC16,000$556K0.0%N/A0.119%
5/8/2023 Howard Capital Management Inc.278,597$9.69M1.7%N/A2.064%
5/8/2023 CPR Investments Inc.29,844$1.04M1.0%N/A0.221%
4/27/2023 Simplex Trading LLC3,975$138K0.0%N/A0.029%
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4/24/2023 Toth Financial Advisory Corp111,769$3.89M0.6%-2.1%0.828%
4/21/2023 Retirement Planning Co of New England Inc.31,498$1.10M0.7%-4.1%0.233%
4/20/2023 McGuire Investment Group LLC6,000$209K0.0%N/A0.044%
4/19/2023 Brookstone Capital Management105,328$3.56M0.1%N/A0.780%
4/18/2023IFP Advisors Inc8,714$951K0.0%+266.1%0.065%
2/8/2023 Belpointe Asset Management LLC4,765$110K0.0%-53.1%0.040%
2/7/2023IFP Advisors Inc2,380$260K0.0%+197.5%0.020%
2/7/2023 Envestnet Asset Management Inc.9,147$210K0.0%-3.9%0.076%
1/24/2023 Toth Financial Advisory Corp114,154$2.63M0.4%-1.1%0.950%
11/15/2022 Belpointe Asset Management LLC10,160$241K0.0%-18.8%0.080%
11/14/2022 OLD Mission Capital LLC10,390$246K0.0%-79.7%0.082%
11/8/2022IFP Advisors Inc800$87K0.0%+166.7%0.006%
11/1/2022 Kestra Advisory Services LLC9,634$228K0.0%N/A0.076%
10/19/2022 Retirement Planning Co of New England Inc.33,170$785K0.6%+4.9%0.263%
10/14/2022 Private Advisor Group LLC16,000$379K0.0%N/A0.120%
9/13/2022 Brown Advisory Inc.7,651$219K0.0%-9.5%0.052%
8/5/2022 OLD Mission Capital LLC51,198$1.46M0.0%+79.0%0.347%
8/2/2022 Belpointe Asset Management LLC12,511$358K0.0%+5.0%0.085%
7/29/2022 Walker Asset Management LLC12,701$536K0.0%N/A0.086%
7/25/2022 Toth Financial Advisory Corp115,367$3.30M0.6%-3.2%0.780%
7/25/2022 Walker Asset Management LLC12,701$536K0.0%N/A0.086%
5/12/2022 Gerber Kawasaki Wealth & Investment Management4,530$226K0.0%N/A0.029%
5/10/2022Legacy Wealth Planning LLC9,420$471K0.6%+100.0%0.060%
5/9/2022 Northwestern Mutual Wealth Management Co.3,200$160K0.0%+100.0%0.020%
5/6/2022 Retirement Planning Co of New England Inc.30,046$1.50M0.8%+113.7%0.190%
5/6/2022 CPR Investments Inc.4,320$216K0.2%+100.0%0.027%
5/4/2022 Advisor Group Holdings Inc.17,660$930K0.0%-30.4%0.111%
5/4/2022Commonwealth Equity Services LLC18,498$925K0.0%+106.3%0.117%
5/4/2022 Envestnet Asset Management Inc.65,178$3.26M0.0%+404.4%0.411%
5/2/2022 National Asset Management Inc.10,886$545K0.0%+100.0%0.068%
5/2/2022 Integrated Advisors Network LLC6,280$314K0.0%+4.8%0.039%
4/28/2022 Belpointe Asset Management LLC11,915$596K0.0%N/A0.074%
4/28/2022 Valeo Financial Advisors LLC14,160$708K0.0%+100.0%0.088%
4/26/2022 Kestra Advisory Services LLC6,514$326K0.0%+62.9%0.040%
4/26/2022 Toth Financial Advisory Corp119,189$5.96M0.9%+91.4%0.739%
4/25/2022 McGuire Investment Group LLC5,000$250K0.0%+100.0%0.031%
4/22/2022 Allworth Financial LP886$44K0.0%+100.0%0.005%
4/22/2022 Brave Asset Management Inc.4,516$226K0.1%+100.0%0.028%
4/20/2022 Koshinski Asset Management Inc.2,363$118K0.0%+113.1%0.015%
4/14/2022 McGuire Investment Group LLC5,000$250K0.0%+100.0%0.031%
4/8/2022 Bridges Investment Management Inc.14,400$720K0.0%+100.0%0.088%
2/15/2022 Warren Averett Asset Management LLC10,000$481K0.0%+100.0%0.059%
2/14/2022 Continuum Advisory LLC18,671$2.38M0.5%+16.4%0.110%
2/10/2022 Nwam LLC1,600$204K0.0%N/A0.009%
2/10/2022 Independent Wealth Network Inc.1,622$207K0.1%N/A0.009%
2/10/2022 OLD Mission Capital LLC27,945$3.56M0.1%-52.6%0.163%
2/9/2022 Soltis Investment Advisors LLC1,635$208K0.0%N/A0.010%
2/9/2022 Geneos Wealth Management Inc.117,540$14.97M0.6%-40.5%0.683%
2/8/2022 Retirement Planning Co of New England Inc.14,058$1.79M0.9%N/A0.082%
2/8/2022 Parcion Private Wealth LLC4,800$273K0.0%+100.0%0.028%
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2/8/2022 Ausdal Financial Partners Inc.2,318$295K0.0%-18.1%0.013%
2/4/2022 Envestnet Asset Management Inc.12,923$1.65M0.0%-8.7%0.074%
2/3/2022 Cambridge Investment Research Advisors Inc.1,988$253K0.0%N/A0.011%
2/3/2022 Advisor Group Holdings Inc.25,388$3.23M0.0%-4.0%0.146%
2/3/2022 Northwestern Mutual Wealth Management Co.1,600$204K0.0%-17.1%0.009%
2/2/2022 Fermata Advisors LLC1,680$214K0.1%N/A0.010%
2/2/2022 Oppenheimer & Co. Inc.1,900$242K0.0%N/A0.011%
1/31/2022 Toth Financial Advisory Corp62,265$7.93M1.1%-2.8%0.361%
1/27/2022 Brown Advisory Inc.5,846$744K0.0%N/A0.034%
1/14/2022 Koshinski Asset Management Inc.1,109$141K0.0%+21.3%0.006%
(Data available from 1/1/2016 forward)

ROM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROM shares?

During the previous two years, 28 institutional investors and hedge funds held shares of ProShares Ultra Technology. The most heavily invested institutionals were Toth Financial Advisory Corp ($5.63M), Clarity Capital Partners LLC ($1.75M), Orion Portfolio Solutions LLC ($1.38M), Tyche Wealth Partners LLC ($1.22M), Commonwealth Equity Services LLC ($1.17M), Envestnet Asset Management Inc. ($1.12M), and Retirement Planning Co of New England Inc. ($1.11M).Learn more on ROM's institutional investors.

Which institutional investors have been buying ProShares Ultra Technology stock?

Of the 23 institutional investors that purchased ProShares Ultra Technology stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Howard Capital Management Inc. ($278.60K), Brookstone Capital Management ($105.33K), Clarity Capital Partners LLC ($51.20K), Private Advisor Group LLC ($34.10K), CPR Investments Inc. ($29.84K), Walker Asset Management LLC ($25.40K), and Tyche Wealth Partners LLC ($22.92K).

How much institutional buying is happening at ProShares Ultra Technology?

Institutional investors have bought a total of 636,862 shares in the last 24 months. This purchase volume represents approximately $23.35M in transactions.

Which ProShares Ultra Technology major shareholders have been selling company stock?

Of the 16 institutional investors that sold ProShares Ultra Technology stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Howard Capital Management Inc. ($288.68K), Brookstone Capital Management ($87.39K), OLD Mission Capital LLC ($40.81K), CPR Investments Inc. ($25.52K), Toth Financial Advisory Corp ($23.22K), Clarity Capital Partners LLC ($22.32K), and Envestnet Asset Management Inc. ($9.28K).

How much institutional selling is happening at ProShares Ultra Technology?

Institutional investors have sold a total of 526,940 shares in the last 24 months. This volume of shares sold represents approximately $24.61M in transactions.


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This page (NYSEARCA:ROM) was last updated on 5/18/2024 by MarketBeat.com Staff

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