HolderBook

PROSHARES TR (ROM)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

75
Reporting holders
$108.2M
Reported value
7.3%
Held as options
+16
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Runnymede Capital Advisors, Inc.$23.6M151,87414.04%2q-0.6%-$133.2K
Gotham Asset Management, LLC$19.7M127,1570.05%6qHELD
Tyche Wealth Partners LLC$12.0M77,4671.69%11qHELD
HARBOUR INVESTMENTS, INC.$4.8M30,9510.06%21qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.6Moptions only0.00%31qOPTIONS
CITADEL ADVISORS LLC$3.4M4,2090.00%8qHELD
COMMONWEALTH EQUITY SERVICES, LLC$3.2M20,5400.00%30qHELD
Creative Planning$3.0M19,6290.00%17q-1.7%-$51.5K
Kestra Advisory Services, LLC$2.8M18,1600.01%12qHELD
Dale Q Rice Investment Management Ltd$2.3M14,5001.22%7qHELD
Mariner, LLC$2.2M14,0820.00%11q+49.5%+$723.5K
Retirement Planning Co of New England, Inc.$2.0M12,5700.70%19q-11.2%-$247.2K
ENVESTNET ASSET MANAGEMENT INC$1.6M10,5880.00%31q-15.0%-$290.4K
River Wealth Advisors LLC$1.4M11,7020.07%3q+100.0%+$683.4K
HighTower Advisors, LLC$1.4M8,7860.00%5q+1.9%+$25.3K
Waverly Advisors, LLC$1.3M8,2720.01%25qHELD
Vise Technologies, Inc.$1.2M7,4310.01%newNEW
BANK OF AMERICA CORP /DE/$1.0M6,7500.00%9q-6.9%-$77.6K
Sequoia Financial Advisors, LLC$993.3K6,4000.00%3qHELD
McGuire Investment Group, LLC$713.9K4,6000.06%14qHELD
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$710.8K4,5800.00%31qHELD
Discipline Wealth Solutions, LLC$670.5K4,3200.06%7qHELD
Quantinno Capital Management LP$657.0K4,2330.00%5q-19.9%-$163.6K
Quadrature Capital Ltd$635.4K4,0940.01%newNEW
Clearwater Capital Advisors, LLC$625.7K4,0310.05%2qHELD
Shepherd Financial Partners LLC$596.6K3,8440.05%9q-20.6%-$155.2K
Parcion Private Wealth LLC$582.0K3,7500.03%11qHELD
OpenArc Corporate Advisory, LLC$580.9K3,7430.01%2q-1.9%-$11.2K
Chicago Partners Investment Group LLC$570.9K4,2340.01%6qHELD
IMC-Chicago, LLC$546.3K3,5200.00%newNEW
JANE STREET GROUP, LLC$527.7Koptions only0.00%2qOPTIONS
GREAT VALLEY ADVISOR GROUP, INC.$521.2K3,3580.01%5qHELD
LPL Financial LLC$518.5K3,3410.00%11q-6.0%-$33.4K
BRAVE ASSET MANAGEMENT INC$465.6K3,0000.10%11q-17.1%-$96.2K
Lido Advisors, LLC$457.7K2,9490.00%5qHELD
OPPENHEIMER & CO INC$434.6K2,8000.00%5qHELD
APS Management Group, Inc.$383.2K2,4690.29%newNEW
Clarity Financial LLC$374.9K2,4160.03%9q-5.8%-$23.3K
Savant Capital, LLC$369.6K3,1640.00%newNEW
Independent Wealth Network Inc.$341.9K2,2030.09%newNEW
KINGSWOOD WEALTH ADVISORS, LLC$335.5K2,1620.01%newNEW
Integrated Advisors Network LLC$326.1K2,1010.01%newNEW
KANAWHA CAPITAL MANAGEMENT LLC$316.0K2,0360.02%newNEW
NWAM LLC$310.4K2,0000.02%newNEW
Marshall & Sterling Wealth Advisors Inc.$255.4K1,6450.15%7qHELD
BENJAMIN EDWARDS INC$248.3K1,6000.00%newNEW
Wealthcare Advisory Partners LLC$243.7K1,5700.00%newNEW
Valeo Financial Advisors, LLC$239.8K1,5450.01%newNEW
GRIFFIN ASSET MANAGEMENT, INC.$239.3K1,5420.03%newNEW
PINNACLE ASSOCIATES LTD$232.8K1,5000.00%newNEW
Hilltop Partners LLC$226.2K1,4580.05%newNEW
Cassaday & Co Wealth Management LLC$218.4K1,4070.00%2qHELD
ZACKS INVESTMENT MANAGEMENT$200.9K1,2940.00%newNEW
Bluespring Wealth Management, LLC$200.2K1,2900.00%newNEW
IFP Advisors, Inc$155.2K1,0000.00%2qHELD
Aventura Private Wealth, LLC$124.2K8000.04%7qHELD
PNC Financial Services Group, Inc.$105.5K6800.00%7q+94.3%+$51.2K
Truvestments Capital LLC$95.6K6160.01%8qHELD
UBS Group AG$67.7K4360.00%3q+251.6%+$48.4K
LRI Investments, LLC$62.3K4010.01%10qHELD
Physician Wealth Advisors, Inc.$62.1K4000.01%7qHELD
Private Wealth Asset Management, LLC$62.1K4000.01%2qHELD
OSAIC HOLDINGS, INC.$36.3K2340.00%26q+387.5%+$28.9K
WHITTIER TRUST CO$23.7K1650.00%8qHELD
ROTHSCHILD INVESTMENT LLC$23.3K1500.00%7qHELD
FRANKLIN RESOURCES INC$15.5K1000.00%5qHELD
AE Wealth Management LLC$11.2K720.00%newNEW
ROYAL BANK OF CANADA$10.0K640.00%6qHELD
Beacon Capital Management, Inc.$4.5K290.00%newNEW
Tradewinds Capital Management, LLC$3.9K250.00%newNEW
Kilter Group LLC$2.5K160.00%5qHELD
TOTH FINANCIAL ADVISORY CORP$2.3K150.00%31qHELD
MORGAN STANLEY$17310.00%15q-50.0%
WELLS FARGO & COMPANY/MN$11910.00%14q-50.0%
CoreCap Advisors, LLC$700.00%7qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202675$108.2M650,472216157.3%
Q1 202659$49.7M622,830109171.5%
Q4 202561$55.3M583,37098130.6%
Q3 202556$68.5M717,09545152.7%
Q2 202558$61.8M799,5491510111.3%
Q1 202547$40.7M753,7514991.0%
Q4 202456$43.8M622,092106111.1%
Q3 202445$26.4M367,367105116.6%
Q2 202442$28.5M384,92374115.5%
Q1 202443$28.3M445,07395116.6%
Q4 202342$34.5M611,167102146.3%
Q3 202334$32.6M792,58439104.6%
Q2 202339$40.6M839,242103156.3%
Q1 202332$43.2M1,190,2708772.9%
Q4 202226$12.6M514,5225485.8%
Q3 202236$16.1M559,281271016.6%
Q2 202239$18.8M597,9877968.7%
Q1 202247$173.1M637,861831481.7%
Q4 202160$371.9M522,38313111582.4%
Q3 202157$77.0M614,13712101119.9%
Q2 202153$49.4M341,3351471140.1%
Q1 202147$69.7M751,767561913.7%
Q4 202055$93.4M1,029,23911131220.8%
Q3 202046$78.8M1,048,330735224.3%
Q2 202044$87.4M356,7401181324.2%
Q1 202042$37.0M230,8591551228.8%
Q4 201936$49.8M250,563351419.8%
Q3 201933$41.9M252,511551325.7%
Q2 201929$70.4M372,534581137.7%
Q1 201930$41.1M288,628751022.4%
Q4 201825$27.0M272,68810220.4%