Proshares Ultra TechnologyROMETF
13F holders, Q4 2024 (December 31)60holders +13
11new positions
4sold out
1famous investor
$69.73avg. 13F price*
At the end of Q4 2024, 60 institutions reported holding Proshares Ultra Technology (ROM) in their 13F filings, up 13 from Q3 2024. 11 opened new positions and 4 sold out. The largest holders were Runnymede Capital Advisors, Inc. ($14.4M), Toth Financial Advisory Corp. ($4.3M) and Envestnet Asset Management Inc. ($2.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Proshares Ultra Technology
- CUSIP
- 74347R693
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.9M |
| Exits | 4 | $1.8M |
All 13F filers, Q3 2024 → Q4 2024: 67,950 shares bought and 61,014 shares sold, net +6,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Runnymede Capital Advisors, Inc. | 12.60% | — | 206,844 | $14.4M |
| Toth Financial Advisory Corp. | 0.51% | Reduce -10.5% | 61,654 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +253.7% | 35,589 | $2.5M |
| Tyche Wealth Partners LLC | 0.49% | No change | 33,088 | $2.3M |
| Harbour Investments, Inc. | 0.06% | No change | 30,601 | $2.1M |
| Dale Q Rice Investment Management Ltd | 0.90% | — | 29,418 | $2.1M |
| Retirement Planning Co of New England, Inc. | 0.82% | Reduce -4.6% | 24,152 | $1.7M |
| Plotkin Financial Advisors, LLC | 0.98% | Reduce -3.3% | 23,772 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 19,611 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +187.4% | 17,434 | $1.2M |
| Clarity Capital Partners LLC | 0.43% | Reduce -7.0% | 11,933 | $832K |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.1% | 10,338 | $721K |
| Waverly Advisors, LLC | 0.01% | No change | 10,200 | $711K |
| Mariner, LLC | 0.00% | No change | 9,420 | $657K |
| Jane Street Group, LLC | 0.00% | New | 8,890 | $620K |
| Wealth Watch Advisors, INC | 0.34% | — | 7,835 | $546K |
| Creative Planning | 0.00% | No change | 7,643 | $533K |
| Bank of America Corp. | 0.00% | No change | 6,600 | $460K |
| Freedom Investment Management, Inc. | 0.03% | New | 5,909 | $412K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.7% | 5,432 | $379K |
| Shepherd Financial Partners LLC | 0.04% | No change | 4,844 | $338K |
| Parcion Private Wealth LLC | 0.03% | No change | 4,800 | $335K |
| McGuire Investment Group, LLC | 0.05% | No change | 4,776 | $333K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.6% | 4,655 | $325K |
| Discipline Wealth Solutions, LLC | 0.14% | New | 4,320 | $301K |
| StoneX Group Inc. | 0.02% | New | 4,266 | $297K |
| Citadel Advisors | 0.00% | Add +206.1% | 4,258 | $297K |
| Brave Asset Management Inc. | 0.09% | No change | 4,176 | $291K |
| Smith Anglin Financial, LLC | 0.03% | No change | 4,004 | $279K |
| LPL Financial LLC | 0.00% | No change | 3,898 | $272K |
| Clarity Financial LLC | 0.03% | No change | 3,852 | $269K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.1% | 3,622 | $253K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 3,483 | $243K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 3,446 | $240K |
| Marshall & Sterling Wealth Advisors Inc. | 0.16% | — | 3,232 | $225K |
| Nwam LLC | 0.01% | No change | 3,200 | $223K |
| Howard Capital Management, LLC | 0.00% | No change | 3,061 | $213K |
| Lido Advisors, LLC | 0.00% | New | 2,949 | $206K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.6% | 1,941 | $135K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,000 | $70K |
| IFP Advisors, Inc | 0.00% | Add +20.0% | 900 | $63K |
| Innovative Advisory Group, LLC | 0.05% | — | 800 | $56K |
| Aventura Private Wealth, LLC | 0.03% | — | 800 | $56K |
| PNC Financial Services Group, Inc. | 0.00% | New | 650 | $45K |
| Truvestments Capital LLC | 0.01% | No change | 616 | $43K |
| UBS Group AG | 0.00% | Reduce -56.1% | 426 | $30K |
| LRI Investments, LLC | 0.00% | No change | 401 | $28K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 400 | $28K |
| Simplex Trading, LLC | 0.00% | New | 251 | $17K |
| Whittier Trust Co. | 0.00% | Add +65.0% | 165 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 160 | $11K |
| Rothschild Investment LLC | 0.00% | New | 150 | $10K |
| Tucker Asset Management LLC | 0.00% | No change | 97 | $7K |
| Morgan Stanley | 0.00% | Reduce -29.2% | 92 | $6K |
| Blair William & Co. | 0.00% | New | 52 | $4K |
| JPMorgan Chase & Co. | 0.00% | No change | 50 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 31 | $2K |
| Belvedere Trading LLC | 0.00% | Reduce -98.6% | 27 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 22 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $54 |
"% of holder's portfolio" is ROM's weight in each manager's 13F, not the share of Proshares Ultra Technology the manager owns.