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ProShares Ultra S&P500 (SSO) Institutional Ownership

ProShares Ultra S&P500 logo
$83.30 +2.76 (+3.43%)
As of 02:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares Ultra S&P500 (NYSEARCA:SSO)

Number of
Institutional Buyers
(last 12 months)
141
Total
Institutional Inflows
(last 12 months)
$253.25M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$811.55M
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SSO Institutional Buying and Selling by Quarter

ProShares Ultra S&P500 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025 Axxcess Wealth Management LLC225,730$18.69M0.5%+11.1%0.376%
4/30/2025 LTG Capital LLC97,105$8.04M7.3%-0.4%0.162%
4/30/2025 Stratos Wealth Partners LTD.13,441$1.11M0.0%+6.3%0.022%
4/29/2025 Envestnet Asset Management Inc.16,161$1.34M0.0%+47.1%0.027%
4/29/2025 Discipline Wealth Solutions LLC14,109$1.17M0.6%-33.5%0.023%
4/29/2025 Bank of New York Mellon Corp10,312$854K0.0%+137.1%0.017%
4/29/2025 Capital Investment Advisory Services LLC19,138$1.58M0.1%+95.6%0.032%
4/29/2025 Strategic Blueprint LLC9,906$820K0.0%+311.2%0.016%
4/29/2025 Brookstone Capital Management104,116$8.62M0.1%-29.4%0.173%
4/28/2025 Capital Investment Counsel Inc80,300$6.65M1.0%-0.5%0.134%
4/28/2025 Heritage Oak Wealth Advisors LLC65,763$5.44M2.4%N/A0.109%
4/25/2025 Koshinski Asset Management Inc.21,974$1.82M0.2%-41.6%0.037%
4/25/2025 Sollinda Capital Management LLC27,832$2.30M0.6%+19.6%0.046%
4/25/2025 Avidian Wealth Enterprises LLC8,320$689K0.0%N/A0.014%
4/23/2025 Sequoia Financial Advisors LLC8,174$677K0.0%-2.4%0.014%
4/23/2025 Tyche Wealth Partners LLC3,921$325K0.1%+11.6%0.007%
4/23/2025 PMV Capital Advisers LLC17,818$1.48M3.6%-9.4%0.030%
4/23/2025 Spire Wealth Management140,152$11.60M0.4%+13.8%0.233%
4/23/2025 WoodTrust Financial Corp12,268$1.02M0.1%-25.3%0.020%
4/23/2025 Professional Financial Advisors LLC24,616$2.04M0.5%-1.6%0.041%
4/22/2025 Palumbo Wealth Management LLC5,830$483K0.2%+11.3%0.010%
4/22/2025 Cambridge Investment Research Advisors Inc.10,630$880K0.0%-90.7%0.018%
4/22/2025 Castleview Partners LLC6,448$534K0.4%+58.5%0.011%
4/21/2025 TTP Investments Inc.320,290$26.51M11.2%-37.6%0.533%
4/21/2025 Envestnet Portfolio Solutions Inc.5,349$443K0.0%+36.8%0.009%
4/21/2025 Kingswood Wealth Advisors LLC3,897$323K0.0%-94.6%0.006%
4/18/2025 Prosperity Wealth Management Inc.15,742$1.30M0.6%-66.9%0.026%
4/17/2025 Sowell Financial Services LLC28,532$2.36M0.1%+5.1%0.047%
4/17/2025 Abound Wealth Management533$44K0.0%-31.8%0.001%
4/16/2025 Everhart Financial Group Inc.3,685$305K0.0%N/A0.006%
4/16/2025 Marshall Financial Group LLC173,420$14.36M3.1%+1,650.1%0.299%
4/14/2025 Harbor Capital Advisors Inc.94,800$7.85M0.4%N/A0.163%
4/14/2025 Farther Finance Advisors LLC11,499$958K0.0%+28.9%0.020%
4/14/2025 IMC Chicago LLC63,687$5.27M0.0%-39.8%0.110%
4/14/2025 Daymark Wealth Partners LLC4,521$374K0.0%-4.3%0.008%
4/14/2025 Toth Financial Advisory Corp139,964$11.59M1.4%-2.6%0.241%
4/11/2025 Sovereign Financial Group Inc.17,999$1.49M0.3%-1.1%0.031%
4/11/2025 Unique Wealth LLC75,050$6.21M1.2%-41.1%0.129%
4/10/2025 GenWealth Group Inc.80,284$6.65M1.5%+4.5%0.138%
4/10/2025 CPR Investments Inc.24,037$1.99M1.8%+12.1%0.041%
DOGE officially begins retirement transformation (Ad)

Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retirement" process . This fired the starting gun on the biggest economic transformation in American history.

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4/9/2025 Milestone Asset Management LLC35,294$2.92M0.6%-24.1%0.061%
3/24/2025Fulcrum Equity Management3,463$320K0.3%-20.9%0.006%
3/17/2025 Wealth Enhancement Advisory Services LLC8,888$822K0.0%+1.7%0.016%
3/12/2025Centaurus Financial Inc.23,610$2.18M0.1%+223.7%0.043%
3/6/2025Plotkin Financial Advisors LLC45,809$4.24M2.5%-5.8%0.075%
2/27/2025 Bernard Wealth Management Corp.5,756$532K0.2%N/A0.009%
2/26/2025 Discipline Wealth Solutions LLC21,201$1.96M0.9%+128.6%0.035%
2/19/2025Invst LLC20,008$1.85M0.2%-38.8%0.035%
2/18/2025 Sunbelt Securities Inc.278$26K0.0%-86.0%0.000%
2/18/2025Pinkerton Retirement Specialists LLC142,358$13.17M1.9%+5,312.9%0.247%
2/17/2025Safe Harbor Fiduciary LLC15,212$1.41M1.4%-6.4%0.026%
2/17/2025Main Street Group LTD539,510$49.91M18.5%+4.4%0.934%
2/17/2025 Global Assets Advisory LLC23,312$2.15M1.2%+11.1%0.040%
2/17/2025Forefront Analytics LLC4,042$374K0.2%N/A0.007%
2/17/2025Clark Capital Management Group Inc.3,819$353K0.0%N/A0.007%
2/17/2025CoreCap Advisors LLC9,193$850K0.0%+2.7%0.016%
2/17/2025Cantor Fitzgerald L. P.4,764$441K0.0%+102.7%0.008%
2/17/2025Captrust Financial Advisors3,149$291K0.0%N/A0.005%
2/17/2025Bank of America Corp DE3,600$333K0.0%-46.2%0.006%
2/17/2025BNP Paribas Financial Markets4,403$407K0.0%+727.6%0.008%
2/17/2025AmeriServ Wealth Advisors13,879$1.28M0.7%N/A0.024%
2/17/2025Asset Management Group Inc.149,778$13.86M2.5%+0.1%0.259%
2/14/2025Mercer Global Advisors Inc. ADV26,320$2.44M0.0%N/A0.046%
2/14/2025GG Group Ventures LLC3,816$353K0.5%-35.0%0.007%
2/14/2025Lido Advisors LLC84,820$7.85M0.0%-0.7%0.147%
2/14/2025Beacon Pointe Advisors LLC2,770$256K0.0%-43.0%0.005%
2/14/2025Tudor Investment Corp ET AL3,049$282K0.0%N/A0.005%
2/14/2025Berger Financial Group Inc5,665$524K0.0%+21.4%0.010%
2/14/2025Johnson Financial Group Inc.680$66K0.0%+92.1%0.001%
2/14/2025Three Seasons Wealth LLC49,395$4.57M2.2%N/A0.086%
2/14/2025Two Sigma Securities LLC11,069$1.02M0.1%N/A0.019%
2/14/2025Kovitz Investment Group Partners LLC8,000$740K0.0%N/A0.014%
2/14/2025Coppell Advisory Solutions LLC6,003$560K0.1%+28.8%0.010%
2/14/2025Beck Capital Management LLC9,871$913K0.2%N/A0.017%
2/14/2025MGO One Seven LLC15,385$1.42M0.1%+1.9%0.027%
2/14/2025Harvest Investment Services LLC7,828$724K0.2%-2.2%0.014%
2/14/2025Hsbc Holdings PLC50,000$4.63M0.0%N/A0.087%
2/14/2025GeoWealth Management LLC15,177$1.40M0.0%-33.7%0.026%
2/14/2025Adams Wealth Management535,377$49.52M9.5%+3.1%0.927%
2/13/2025NewEdge Advisors LLC4,800$444K0.0%-46.1%0.008%
2/13/2025Jump Financial LLC105,887$9.80M0.2%-29.1%0.183%
2/13/2025CacheTech Inc.539,150$49.87M9.4%+3.9%0.934%
2/13/2025Mariner LLC15,172$1.40M0.0%+1.1%0.026%
2/13/2025Altman Advisors Inc.2,792$258K0.1%-5.7%0.005%
2/13/2025Townsquare Capital LLC18,157$1.68M0.0%-5.5%0.031%
2/13/2025 Bernard Wealth Management Corp.5,756$532K0.4%N/A0.010%
2/13/2025Rollins Financial Advisors LLC12,048$1.12M0.2%+1.0%0.021%
2/13/2025 Envestnet Asset Management Inc.10,989$1.02M0.0%+32.8%0.019%
2/12/2025 Physician Wealth Advisors Inc.1,326$123K0.0%N/A0.002%
2/12/2025Orion Portfolio Solutions LLC9,046$837K0.0%N/A0.016%
DOGE officially begins retirement transformation (Ad)

Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retirement" process . This fired the starting gun on the biggest economic transformation in American history.

Here's everything you need to do BEFORE Elon has the chance to make his biggest move yet.
2/12/2025X Square Capital LLC4,996$462K0.2%+11.1%0.009%
2/12/2025Blair William & Co. IL8,035$743K0.0%+28.8%0.014%
2/12/2025JPMorgan Chase & Co.20,289$1.88M0.0%-44.1%0.035%
2/12/2025Arlington Capital Management Inc.13,535$1.25M0.9%N/A0.023%
2/11/2025 Crowley Wealth Management Inc.48,755$4.51M4.0%N/A0.084%
2/11/2025LPL Financial LLC8,843$818K0.0%-19.7%0.015%
2/11/2025Simplex Trading LLC7,478$691K0.0%+5.9%0.013%
2/11/2025Blueprint Investment Partners LLC28,904$2.67M0.4%+109.3%0.050%
2/10/2025 Axxcess Wealth Management LLC203,249$18.80M0.5%-35.9%0.352%
2/10/2025Signaturefd LLC2,680$248K0.0%N/A0.005%
(Data available from 1/1/2016 forward)

SSO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SSO shares?

During the previous two years, 227 institutional investors and hedge funds held shares of ProShares Ultra S&P500. The most heavily invested institutionals were Main Street Group LTD ($49.91M), CacheTech Inc. ($49.87M), Adams Wealth Management ($49.52M), Assetmark Inc. ($45.53M), Client First Investment Management LLC ($35.90M), Ridgepath Capital Management LLC ($29.17M), and GTS Securities LLC ($28.57M).Learn more on SSO's institutional investors.

Which institutional investors have been buying ProShares Ultra S&P500 stock?

Of the 200 institutional investors that purchased ProShares Ultra S&P500 stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($3.99M), TTP Investments Inc. ($661.63K), Adams Wealth Management ($595.83K), GTS Securities LLC ($491.01K), Axxcess Wealth Management LLC ($458.26K), IMC Chicago LLC ($336.34K), and Jump Financial LLC ($321.70K).

How much institutional buying is happening at ProShares Ultra S&P500?

Institutional investors have bought a total of 11,317,238 shares in the last 24 months. This purchase volume represents approximately $781.27M in transactions.

Which ProShares Ultra S&P500 major shareholders have been selling company stock?

Of the 108 institutional investors that sold ProShares Ultra S&P500 stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($8.28M), TTP Investments Inc. ($502.63K), Aveo Capital Partners LLC ($402.29K), Osaic Holdings Inc. ($391.72K), Brookstone Capital Management ($336.23K), Prosperity Wealth Management Inc. ($197.43K), and Rollins Financial ($178.05K).

How much institutional selling is happening at ProShares Ultra S&P500?

Institutional investors have sold a total of 12,222,207 shares in the last 24 months. This volume of shares sold represents approximately $988.20M in transactions.



This page (NYSEARCA:SSO) was last updated on 5/2/2025 by MarketBeat.com Staff
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