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Disclosery

ROM PROSHARES TR

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PSHS ULTRA TECH (fund)

74 managers (74 13F filers) reported a position in ROM shares at 2026-06-30, 644,886 shares in all. 23 filers opened a position and 8 filers sold out during the quarter.

Managers
74
13F filers
74
New
23
Added
6
Reduced
13
Sold out
8
Shares held by filers
644,886

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Runnymede Capital Advisors, Inc.151,874$23.6M14.04%-85813F-HRTimeline
Gotham Asset Management, LLC127,157$19.7M0.05%013F-HRTimeline
Tyche Wealth Partners LLC77,467$12M1.69%-27713F-HRTimeline
HARBOUR INVESTMENTS, INC.30,951$4.8M0.06%+113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,540$3.19M<0.01%013F-HRTimeline
Creative Planningin group Creative Planning19,629$3.05M<0.01%-33213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,160$2.82M0.01%013F-HRTimelineGroup
Dale Q Rice Investment Management Ltd14,500$2.25M1.22%013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,082$2.19M<0.01%+4,66213F-HRTimelineGroup
Retirement Planning Co of New England, …12,570$1.95M0.7%-1,59313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,588$1.64M<0.01%-1,87113F-HRTimelineGroup
HighTower Advisors, LLC8,786$1.36M<0.01%+16313F-HRTimeline
Waverly Advisors, LLC8,272$1.28M0.01%013F-HRTimeline
Vise Technologies, Inc.7,431$1.15M0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,750$1.05M<0.01%-50013F-HRTimelineGroup
Sequoia Financial Advisors, LLC6,400$993K<0.01%013F-HRTimeline
River Wealth Advisors LLC5,851$908K0.1%013F-HR/ATimeline
McGuire Investment Group, LLC4,600$714K0.06%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,580$711K<0.01%013F-HRTimelineGroup
Discipline Wealth Solutions, LLC4,320$670K0.06%013F-HRTimeline
Quantinno Capital Management LP4,233$657K<0.01%-1,05413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,209$653K<0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd4,094$635K0.01%new13F-HRTimelineGroup
Clearwater Capital Advisors, LLC4,031$626K0.05%013F-HRTimeline
Shepherd Financial Partners LLC3,844$597K0.05%-1,00013F-HRTimeline
Parcion Private Wealth LLC3,750$582K0.03%013F-HRTimeline
OpenArc Corporate Advisory, LLC3,743$581K0.01%-7213F-HRTimeline
Chicago Partners Investment Group LLC4,234$571K0.01%013F-HRTimeline
IMC-Chicago, LLC3,520$546K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.3,358$521K0.01%013F-HRTimeline
LPL Financial LLC3,341$519K<0.01%-21513F-HRTimeline
BRAVE ASSET MANAGEMENT INC3,000$466K0.1%-62013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,949$458K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,800$435K<0.01%013F-HRTimelineGroup
APS Management Group, Inc.2,469$383K0.29%new13F-HRTimeline
Clarity Financial LLC2,416$375K0.03%-15013F-HRTimeline
Savant Capital, LLC3,164$370K<0.01%new13F-HRTimeline
Independent Wealth Network Inc.2,203$342K0.09%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,162$336K0.01%new13F-HRTimeline
Integrated Advisors Network LLC2,101$326K0.01%new13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,036$316K0.02%new13F-HRTimeline
NWAM LLC2,000$310K0.02%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,645$255K0.15%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,600$248K<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,570$244K<0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC1,545$240K0.01%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,542$239K0.03%new13F-HRTimeline
PINNACLE ASSOCIATES LTD1,500$233K<0.01%new13F-HRTimeline
Hilltop Partners LLC1,458$226K0.05%new13F-HRTimeline
Cassaday & Co Wealth Management LLC1,407$218K<0.01%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,294$201K<0.01%new13F-HRTimeline
Bluespring Wealth Management, LLC1,290$200K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,000$155K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC800$124K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…680$106K<0.01%+33013F-HRTimelineGroup
Truvestments Capital LLC616$95.6K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG436$67.7K<0.01%+31213F-HRTimelineGroup
LRI Investments, LLC401$62.3K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.400$62.1K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC400$62.1K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC265$41.1K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.234$36.3K<0.01%+18613F-HRTimelineGroup
WHITTIER TRUST CO165$23.7K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$23.3K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources100$15.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC72$11.2K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64$10K<0.01%013F-HRTimelineGroup
Beacon Capital Management, Inc.29$4.5K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC25$3.88K<0.01%new13F-HRTimeline
Kilter Group LLC16$2.48K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP15$2.34K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$173<0.01%-113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$119<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC0$7<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.