Stock Analysis
Data Source: SEC EDGAR 13F
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Proshares Tr (ROM)

72 + Investors. Track Smart Money conviction in ROM. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — ROM

Based on 75 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ROM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
75 hedge funds hold ROM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

29 buying22 selling
Last quarter: 29 funds bought or added vs 22 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new ROM position: 5 → 12 → 11 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 29% medium 27% new
33 out of 75 hedge funds have held ROM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +115% but shares only +9% — price-driven

Value
+114%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +115%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

17 → 5 → 12 → 11 → 21 new funds/Q
New funds entering each quarter: 5 → 12 → 11 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 53% veterans vs 31% newcomers

53% veterans 17% 1-2yr 31% new
Entry-cohort mix of 78 holders: 41 (53%) are 2+ year veterans, 13 entered 1–2 years ago, and 24 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
13 of 72 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ROM

In 2026 Q2, 29 hedge funds were net buyers of ROM (21 opened a new position, 8 added to an existing one), while 22 reduced or exited (16 trimmed, 6 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 75.

Hedge Fund Ownership: ROM

How many hedge funds hold ROM — quarterly history vs. share price
Quarterly hedge fund ownership of ROM vs. share price

Market Analysis: ROM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ROM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: ROM
72 + Investors

Track Smart Money conviction in ROM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 72 60 20.0%
13F Shares 695K 638K 8.96%
Total Value $108M $50M 114.7%
New Positions 21 11 +10
Increased Positions 8 11 -3
Closed Positions 6 12 -6
Reduced Positions 14 17 -3
Total Calls 2 2 -
Total Puts 3 0 100%
PUT/CALL Ratio 1.5 0.0 Bearish

Statistics: ROM

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Institutional Holders (2026 Q2)

72 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ROM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ROM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Runnymede Capital Advisors, Inc. 14.04% 151,874 $23.6M
2 Tyche Wealth Partners LLC 1.69% 77,467 $12.0M
3 Dale Q Rice Investment Management Ltd 1.22% 14,500 $2.3M
4 Retirement Planning Co of New England, Inc. 0.70% 12,570 $2.0M
5 APS Management Group, Inc. 0.29% 2,469 $383K
6 Marshall & Sterling Wealth Advisors Inc. 0.15% 1,645 $255K
7 Brave Asset Management Inc 0.10% 3,000 $466K
8 River Wealth Advisors LLC 0.10% 5,851 $908K
9 Independent Wealth Network Inc. 0.09% 2,203 $342K
10 Harbour Investments, INC. 0.06% 30,951 $4.8M
11 McGuire Investment Group, LLC 0.06% 4,600 $714K
12 Discipline Wealth Solutions, LLC 0.06% 4,320 $670K
13 Hilltop Partners LLC 0.05% 1,458 $226K
14 Shepherd Financial Partners LLC 0.05% 3,844 $597K
15 Gotham Asset Management, LLC 0.05% 127,157 $19.7M
16 Clearwater Capital Advisors, LLC 0.05% 4,031 $626K
17 Aventura Private Wealth, LLC 0.04% 800 $124K
18 Parcion Private Wealth LLC 0.03% 3,750 $582K
19 Clarity Financial LLC 0.03% 2,416 $375K
20 Griffin Asset Management, INC. 0.03% 1,542 $239K
21 Kanawha Capital Management LLC 0.02% 2,036 $316K
22 Nwam LLC 0.02% 2,000 $310K
23 Integrated Advisors Network LLC 0.01% 2,101 $326K
24 Truvestments Capital LLC 0.01% 616 $96K
25 Kingswood Wealth Advisors, LLC 0.01% 2,162 $336K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Proshares Tr (ROM)

What does the Smart Money Trend signal show for ROM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ROM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ROM?

Slight buying edge — 57% buying: Last quarter: 29 funds bought or added vs 22 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ROM holders?

Smaller funds dominant — 8% AUM from top-100: 13 of 72 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ROM?

44% of holders stayed for 2+ years: 33 out of 75 hedge funds have held ROM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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