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Disclosery

ROM PROSHARES TR

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PSHS ULTRA TECH (fund)

50 managers (50 13F filers) reported a position in ROM shares at 2025-03-31, 774,480 shares in all. 4 filers opened a position and 15 filers sold out during the quarter.

Managers
50
13F filers
50
New
4
Added
10
Reduced
10
Sold out
15
Shares held by filers
774,480

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Gotham Asset Management, LLC212,234$11.3M0.09%new13F-HRTimeline
Runnymede Capital Advisors, Inc.201,764$10.8M10.34%-5,08013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,281$2.1M<0.01%+3,69213F-HRTimelineGroup
Tyche Wealth Partners LLC38,722$2.07M0.45%+5,63413F-HRTimeline
HARBOUR INVESTMENTS, INC.30,601$1.63M0.05%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP29,922$1.6M0.19%-31,73213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,623$1.37M<0.01%+20,19113F-HRTimelineGroup
Dale Q Rice Investment Management Ltd21,331$1.14M0.59%-8,08713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,929$1.06M<0.01%+31813F-HRTimeline
Retirement Planning Co of New England, …19,081$1.02M0.51%-5,07113F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,434$931K<0.01%013F-HRTimelineGroup
Waverly Advisors, LLC10,200$545K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,140$542K0.02%+8,19913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,420$503K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning7,420$396K<0.01%-22313F-HRTimelineGroup
Wealth Watch Advisors, INC7,379$394K0.32%-45613F-HRTimeline
Freedom Investment Management, Inc.6,928$370K0.03%+1,01913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,600$353K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,138$328K<0.01%+1,88013F-HRTimelineGroup
Shepherd Financial Partners LLC4,844$259K0.03%013F-HRTimeline
Parcion Private Wealth LLC4,800$256K0.02%013F-HRTimeline
McGuire Investment Group, LLC4,776$255K0.04%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,580$245K<0.01%-7513F-HRTimelineGroup
Discipline Wealth Solutions, LLC4,320$231K0.11%013F-HRTimeline
BRAVE ASSET MANAGEMENT INC4,176$223K0.07%013F-HRTimeline
Chicago Partners Investment Group LLC3,867$217K0.01%new13F-HRTimeline
Smith Anglin Financial, LLC4,004$214K0.02%013F-HRTimeline
LPL Financial LLC3,871$207K<0.01%-2713F-HRTimeline
Clarity Financial LLC3,852$206K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,231$173K0.12%-113F-HRTimeline
IFP Advisors, Inc1,500$80.1K<0.01%+60013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,000$53.4K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC800$42.7K0.02%013F-HRTimeline
Innovative Advisory Group, LLC800$42.7K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.760$40.6K<0.01%-9,57813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…650$34.7K<0.01%013F-HRTimelineGroup
Truvestments Capital LLC616$32.9K0.01%013F-HRTimeline
LRI Investments, LLC401$21.4K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.400$21.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC173$9.24K<0.01%+15113F-HRTimeline
Capital Investment Advisory Services, L…170$9.08K<0.01%new13F-HRTimeline
WHITTIER TRUST CO165$8.81K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$8.02K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY121$6.47K<0.01%+2913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.160$6.4K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64$3K<0.01%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50$2.67K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC31$1.66K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$41<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.