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ROM Institutional Ownership

ProShares - Ultra Technology
1W: +3.4% 1M: +17.6% 3M: +15.2% YTD: +74.7% 1Y: +75.5% 3Y: +332.9% 5Y: +200.5%
$165.59
+3.17 (+1.95%)
 
Weekly Expected Move ±5.0%
$149 $157 $166 $174 $182
ETF AMEX · AUM $931.9M

Institutional Ownership — ROM

82
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
100M
Total Invested
23
New Positions
6
Increased
21
Reduced
8
Closed
1.50
Put/Call Ratio

Ownership Trends

Top Institutional Holders (89 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Runnymede Capital Advisors, Inc. 151,874 $25M -858 -0.6% 2Q SEC ↗
2 Gotham Asset Management, LLC 127,157 $21M — +0.0% 6Q SEC ↗
3 Tyche Wealth Partners LLC 77,467 $13M -277 -0.4% 11Q SEC ↗
4 HARBOUR INVESTMENTS, INC. 30,951 $5M +1 +0.0% 17Q SEC ↗
5 COMMONWEALTH EQUITY SERVICES, LLC 20,540 $3M — +0.0% 30Q SEC ↗
6 Creative Planning 19,629 $3M -332 -1.7% 17Q SEC ↗
7 Kestra Advisory Services, LLC 18,160 $3M — +0.0% 12Q SEC ↗
8 Dale Q Rice Investment Management Ltd 14,500 $2M — +0.0% 7Q SEC ↗
9 Mariner, LLC 14,082 $2M +4,662 +49.5% 11Q SEC ↗
10 Retirement Planning Co of New England, 12,570 $2M -1,593 -11.2% 19Q SEC ↗
11 ENVESTNET ASSET MANAGEMENT INC 10,588 $2M -1,871 -15.0% 42Q SEC ↗
12 HighTower Advisors, LLC 8,786 $1M +163 +1.9% 5Q SEC ↗
13 Waverly Advisors, LLC 8,272 $1M — +0.0% 25Q SEC ↗
14 Vise Technologies, Inc. NEW 7,431 $1M — +0.0% 1Q SEC ↗
15 BANK OF AMERICA CORP /DE 6,750 $1M -500 -6.9% 9Q SEC ↗
16 Sequoia Financial Advisors, LLC 6,400 $1M — +0.0% 3Q SEC ↗
17 River Wealth Advisors LLC 5,851 $969K — +0.0% 3Q SEC ↗
18 McGuire Investment Group, LLC 4,600 $762K — +0.0% 14Q SEC ↗
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 4,580 $758K — +0.0% 36Q SEC ↗
20 Discipline Wealth Solutions, LLC 4,320 $715K — +0.0% 7Q SEC ↗
21 Chicago Partners Investment Group LLC 4,234 $701K — +0.0% 6Q SEC ↗
22 Quantinno Capital Management LP 4,233 $701K -1,054 -19.9% 5Q SEC ↗
23 CITADEL ADVISORS LLC NEW 4,209 $697K — +0.0% 1Q SEC ↗
24 Quadrature Capital Ltd NEW 4,094 $678K — +0.0% 1Q SEC ↗
25 Clearwater Capital Advisors, LLC 4,031 $667K — +0.0% 2Q SEC ↗
26 Shepherd Financial Partners LLC 3,844 $637K -1,000 -20.6% 9Q SEC ↗
27 Parcion Private Wealth LLC 3,750 $621K — +0.0% 11Q SEC ↗
28 OpenArc Corporate Advisory, LLC 3,743 $620K -72 -1.9% 2Q SEC ↗
29 IMC-Chicago, LLC NEW 3,520 $583K — +0.0% 1Q SEC ↗
30 GREAT VALLEY ADVISOR GROUP, INC. 3,358 $556K — +0.0% 5Q SEC ↗
31 LPL Financial LLC 3,341 $553K -215 -6.0% 11Q SEC ↗
32 Savant Capital, LLC NEW 3,164 $524K — +0.0% 1Q SEC ↗
33 BRAVE ASSET MANAGEMENT INC 3,000 $497K -620 -17.1% 11Q SEC ↗
34 Lido Advisors, LLC 2,949 $488K — +0.0% 5Q SEC ↗
35 OPPENHEIMER & CO INC 2,800 $464K — +0.0% 5Q SEC ↗
36 APS Management Group, Inc. NEW 2,469 $409K — +0.0% 1Q SEC ↗
37 Clarity Financial LLC 2,416 $400K -150 -5.8% 9Q SEC ↗
38 Independent Wealth Network Inc. NEW 2,203 $365K — +0.0% 1Q SEC ↗
39 KINGSWOOD WEALTH ADVISORS, LLC NEW 2,162 $358K — +0.0% 1Q SEC ↗
40 Integrated Advisors Network LLC NEW 2,101 $348K — +0.0% 1Q SEC ↗
41 KANAWHA CAPITAL MANAGEMENT LLC NEW 2,036 $337K — +0.0% 1Q SEC ↗
42 NWAM LLC NEW 2,000 $331K — +0.0% 1Q SEC ↗
43 Marshall & Sterling Wealth Advisors In 1,645 $272K — +0.0% 7Q SEC ↗
44 BENJAMIN EDWARDS INC NEW 1,600 $265K — +0.0% 1Q SEC ↗
45 Wealthcare Advisory Partners LLC NEW 1,570 $260K — +0.0% 1Q SEC ↗
46 Valeo Financial Advisors, LLC NEW 1,545 $256K — +0.0% 1Q SEC ↗
47 GRIFFIN ASSET MANAGEMENT, INC. NEW 1,542 $255K — +0.0% 1Q SEC ↗
48 PINNACLE ASSOCIATES LTD NEW 1,500 $248K — +0.0% 1Q SEC ↗
49 Hilltop Partners LLC NEW 1,458 $241K — +0.0% 1Q SEC ↗
50 Cassaday & Co Wealth Management LLC 1,407 $233K — +0.0% 2Q SEC ↗
Biggest Increases (6)
HolderAddedChange %Total Shares
Mariner, LLC +4,662 +49.5% 14,082
PNC Financial Services Group, Inc. +330 +94.3% 680
UBS Group AG +312 +251.6% 436
OSAIC HOLDINGS, INC. +186 +387.5% 234
HighTower Advisors, LLC +163 +1.9% 8,786
HARBOUR INVESTMENTS, INC. +1 +0.0% 30,951
Biggest Decreases (13)
HolderReducedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC -1,871 -15.0% 10,588
Retirement Planning Co of New Engla -1,593 -11.2% 12,570
Quantinno Capital Management LP -1,054 -19.9% 4,233
Shepherd Financial Partners LLC -1,000 -20.6% 3,844
Runnymede Capital Advisors, Inc. -858 -0.6% 151,874
BRAVE ASSET MANAGEMENT INC -620 -17.1% 3,000
BANK OF AMERICA CORP /DE -500 -6.9% 6,750
Creative Planning -332 -1.7% 19,629
Tyche Wealth Partners LLC -277 -0.4% 77,467
LPL Financial LLC -215 -6.0% 3,341
Clarity Financial LLC -150 -5.8% 2,416
OpenArc Corporate Advisory, LLC -72 -1.9% 3,743
MORGAN STANLEY -1 -50.0% 1

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms