Skip to content
Disclosery

ROM PROSHARES TR

Follow

PSHS ULTRA TECH (fund)

63 managers (63 13F filers) reported a position in ROM shares at 2025-12-31, 586,383 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
63
13F filers
63
New
10
Added
8
Reduced
15
Sold out
8
Shares held by filers
586,383

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC171,834$16.2M0.06%013F-HRTimeline
Tyche Wealth Partners LLC77,725$7.33M1.16%-20713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,864$4.42M<0.01%+5,39213F-HRTimelineGroup
WealthCare Asset Management, LLC31,564$2.98M2.75%13F-HRTimeline
HARBOUR INVESTMENTS, INC.30,601$2.89M0.06%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,131$1.9M<0.01%-68213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,156$1.71M0.01%+68613F-HRTimelineGroup
Dale Q Rice Investment Management Ltd14,500$1.37M0.98%-20913F-HRTimeline
Retirement Planning Co of New England, …13,695$1.29M0.52%-35813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,837$1.02M<0.01%+3,51713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,420$888K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC8,623$813K<0.01%+2,69013F-HRTimeline
Waverly Advisors, LLC8,200$773K0.01%013F-HRTimeline
Creative Planningin group Creative Planning7,500$707K<0.01%-613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,600$622K<0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,400$604K<0.01%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC6,400$604K<0.01%new13F-HRTimeline
Quantinno Capital Management LP5,960$562K<0.01%-7,59813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,914$558K<0.01%-2,36113F-HRTimelineGroup
River Wealth Advisors LLC5,851$552K0.06%new13F-HRTimeline
Chicago Partners Investment Group LLC5,438$518K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,411$510K<0.01%+93513F-HRTimelineGroup
LPL Financial LLC5,187$489K<0.01%+1,34313F-HRTimeline
Shepherd Financial Partners LLC4,844$457K0.04%013F-HRTimeline
Parcion Private Wealth LLC4,800$453K0.03%013F-HRTimeline
McGuire Investment Group, LLC4,600$434K0.05%-17613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,580$432K<0.01%-1,11513F-HR/ATimelineGroup
Discipline Wealth Solutions, LLC4,320$407K0.08%013F-HRTimeline
BRAVE ASSET MANAGEMENT INC4,176$394K0.09%013F-HRTimeline
Integrated Advisors Network LLC4,043$381K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,358$317K0.01%-8613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC3,049$283K<0.01%013F-HRTimelineGroup
Clarity Financial LLC2,942$277K0.03%-11113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,800$264K<0.01%013F-HRTimelineGroup
Atria Investments, Inc2,654$250K<0.01%new13F-HRTimeline
Independent Wealth Network Inc.2,257$213K0.07%013F-HRTimeline
Cambridge Investment Research Advisors,…2,213$209K<0.01%new13F-HRTimeline
APS Management Group, Inc.2,195$207K0.18%new13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,186$206K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,793$169K0.11%-15413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$94.3K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC800$75.4K0.03%013F-HRTimeline
Innovative Advisory Group, LLC800$75.4K0.05%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA711$67K<0.01%+40513F-HRTimelineGroup
Truvestments Capital LLC616$58.1K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP601$56.7K0.01%-4,29513F-HRTimeline
LRI Investments, LLC401$37.9K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.400$37.7K0.01%013F-HRTimeline
GROUP ONE TRADING LLC272$25.6K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC200$18.9K<0.01%013F-HRTimeline
WHITTIER TRUST CO165$16.1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$14.1K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources100$9.43K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG98$9.24K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd89$8.39K<0.01%-4213F-HRTimeline
Wealth Watch Advisors, INC88$8.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC73$7.02K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC70$6.6K<0.01%new13F-HRTimeline
Beacon Capital Management, Inc.61$5.75K<0.01%013F-HRTimeline
CoreCap Advisors, LLC48$4.54K<0.01%-4013F-HRTimeline
Kilter Group LLC16$1.51K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$246<0.01%+113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$72<0.01%013F-HRTimelineGroup