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ProShares Ultra S&P500 (SSO) Institutional Ownership

ProShares Ultra S&P500 logo
$111.40 +0.93 (+0.84%)
Closing price 10/15/2025 04:10 PM Eastern
Extended Trading
$111.41 +0.01 (+0.01%)
As of 10/15/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for ProShares Ultra S&P500 (NYSEARCA:SSO)

Number of
Institutional Buyers
(last 12 months)
179
Total
Institutional Inflows
(last 12 months)
$1.55B
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$882.79M
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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
10/15/2025CWM LLC50,024$5.61M0.0%N/A0.073%
10/15/2025Milestone Asset Management LLC32,423$3.64M0.7%+1,062.1%0.047%
10/15/2025World Investment Advisors3,795$426K0.0%N/A0.006%
10/15/2025Brookstone Capital Management98,095$11.00M0.1%-30.2%0.143%
10/15/2025Founders Financial Securities LLC8,069$905K0.1%+5.4%0.012%
10/15/2025Vontobel Holding Ltd.24,424$2.74M0.0%N/A0.036%
10/15/2025Defined Financial Planning LLC4,882$558K0.5%N/A0.007%
10/15/2025Client First Investment Management LLC90,995$10.20M5.2%-36.6%0.132%
10/14/2025 Farther Finance Advisors LLC13,989$1.57M0.0%+165.0%0.020%
10/14/2025 Bernard Wealth Management Corp.5,326$597K0.2%-3.3%0.008%
10/14/2025 TTP Investments Inc.411,714$46.57M13.5%+8.2%0.596%
10/14/2025 CPR Investments Inc.3,979$446K0.3%N/A0.006%
10/10/2025 Corsicana & Co.460$52K0.0%N/A0.001%
10/10/2025 Castleview Partners LLC2,736$307K0.2%-31.8%0.004%
10/10/2025 Gibson Wealth Advisors LLC2,153$241K0.2%N/A0.003%
10/9/2025 Ridgepath Capital Management LLC355,437$39.86M17.0%-0.1%0.516%
10/9/2025 Toth Financial Advisory Corp139,763$15.67M1.7%-3.4%0.203%
10/8/2025 Marshall Financial Group LLC63,860$7.16M1.4%-74.8%0.093%
10/8/2025 Balefire LLC17,556$1.97M0.4%N/A0.026%
10/6/2025 PMV Capital Advisers LLC16,423$1.84M3.6%+10.8%0.024%
9/26/2025Corient Private Wealth LLC6,743$659K0.0%-12.8%0.010%
9/12/2025Valeo Financial Advisors LLC20,132$1.97M0.0%N/A0.029%
9/8/2025Alternative Investment Advisors LLC.3,077$301K0.1%+12.9%0.005%
9/4/2025Osaic Holdings Inc.30,077$2.90M0.0%+44.1%0.044%
9/4/2025Beacon Capital Management Inc.279$27K0.0%N/A0.000%
8/29/2025Evolution Wealth Management Inc.315$31K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.29,710$2.90M0.2%+176.0%0.044%
8/27/2025Squarepoint Ops LLC5,400$528K0.0%N/A0.008%
8/26/2025Thrivent Financial for Lutherans15,816$1.55M0.0%-39.4%0.023%
8/25/2025Fulcrum Equity Management2,499$244K0.3%N/A0.004%
8/20/2025Coppell Advisory Solutions LLC2,671$258K0.0%-92.4%0.004%
8/19/2025Campbell Capital Management Inc.8,000$782K0.3%N/A0.012%
8/18/2025 Tactive Advisors LLC4,454$435K0.1%N/A0.007%
8/15/2025Tower Research Capital LLC TRC 10,942$1.07M0.0%+9,669.6%0.016%
8/15/2025Global View Capital Management LLC115,259$11.26M3.6%+12.5%0.169%
8/15/2025Corient Private Wealth LLC6,743$659K0.0%-12.8%0.010%
8/15/2025Tidal Investments LLC19,613$1.92M0.0%N/A0.029%
8/15/2025Modern Wealth Management LLC11,863$1.16M0.0%N/A0.017%
8/15/2025Bank of America Corp DE22,283$2.18M0.0%+519.0%0.033%
8/14/2025Ausdal Financial Partners Inc.9,290$908K0.1%N/A0.014%
8/14/2025NewEdge Advisors LLC6,740$659K0.0%-53.2%0.010%
8/14/2025Qube Research & Technologies Ltd668$65K0.0%-94.7%0.001%
8/13/2025Flow Traders U.S. LLC15,134$1.48M0.1%-76.5%0.022%
8/13/2025GeoWealth Management LLC14,272$1.40M0.1%-6.3%0.021%
8/13/2025Pinkerton Wealth LLC303,697$29.68M3.5%N/A0.445%
8/13/2025Edgestream Partners L.P.2,106$206K0.0%N/A0.003%
8/13/2025AmeriServ Wealth Advisors8,604$841K0.4%-36.2%0.013%
8/13/2025Safe Harbor Fiduciary LLC13,576$1.33M1.2%-4.2%0.020%
8/12/2025XTX Topco Ltd2,966$290K0.0%-24.5%0.004%
8/12/2025JPMorgan Chase & Co.42,316$4.14M0.0%-28.6%0.062%
8/11/2025Plotkin Financial Advisors LLC29,767$2.91M1.6%-31.6%0.046%
8/8/2025Kingsview Wealth Management LLC2,315$226K0.0%N/A0.004%
8/8/2025Creative Planning26,119$2.55M0.0%+1.3%0.040%
8/8/2025Meridian Wealth Management LLC17,646$1.72M0.1%+9.4%0.027%
8/8/2025Foundations Investment Advisors LLC9,286$907K0.0%-7.6%0.014%
8/8/2025Capital Investment Counsel Inc80,150$7.83M1.0%-0.2%0.123%
8/8/2025PNC Financial Services Group Inc.62,634$6.12M0.0%+13.5%0.096%
8/7/2025Allworth Financial LP12,227$1.20M0.0%+895.7%0.019%
8/7/2025Rollins Financial Advisors LLC12,567$1.23M0.2%+2.8%0.019%
8/6/2025Legacy Wealth Managment LLC ID17,340$1.69M0.9%+20,062.8%0.027%
8/6/2025SP Asset Management LLC52,240$5.11M0.4%-62.5%0.080%
8/5/2025Claro Advisors LLC3,047$298K0.0%+17.2%0.005%
8/5/2025Milestone Asset Management LLC2,790$273K0.1%-92.1%0.004%
8/4/2025NBZ Investment Advisors LLC140,474$13.73M7.8%-0.1%0.216%
8/4/2025Assetmark Inc.6,022$588K0.0%-84.0%0.009%
8/4/2025Spire Wealth Management162,573$15.89M0.6%+16.0%0.250%
8/1/2025Howard Capital Management Inc.6,959,690$681.53M8.3%N/A10.715%
8/1/2025Wealth Watch Advisors INC5,595$547K0.3%N/A0.009%
8/1/2025Ashton Thomas Private Wealth LLC42,351$4.15M0.1%N/A0.065%
8/1/2025Envestnet Asset Management Inc.2,374$232K0.0%-85.3%0.004%
7/31/2025Atlatl Advisers LLC5,885$575K0.3%+67.0%0.009%
7/30/2025Strategic Blueprint LLC15,781$1.54M0.1%+59.3%0.024%
7/30/2025Brookstone Capital Management140,591$13.74M0.2%+35.0%0.216%
7/30/2025Avidian Wealth Enterprises LLC9,504$929K0.0%+14.2%0.015%
7/29/2025Stephens Inc. AR2,153$210K0.0%N/A0.003%
7/29/2025Balboa Wealth Partners9,337$912K0.2%N/A0.014%
7/29/2025Chicago Partners Investment Group LLC9,597$984K0.0%-2.5%0.015%
7/29/2025Koshinski Asset Management Inc.21,676$2.12M0.2%-1.4%0.033%
7/29/2025Robinson Value Management Ltd.236,118$23.07M14.5%N/A0.364%
7/29/2025Dale Q Rice Investment Management Ltd2,341$233K0.2%-50.0%0.004%
7/29/2025Stratos Wealth Partners LTD.12,557$1.23M0.0%-6.6%0.019%
7/28/2025Innova Wealth Partners27,910$2.73M1.6%+7.8%0.043%
7/28/2025Axxcess Wealth Management LLC146,096$14.28M0.3%-35.3%0.225%
7/25/2025Atria Wealth Solutions Inc.9,828$962K0.0%+73.9%0.015%
7/25/2025Envestnet Portfolio Solutions Inc.10,285$1.01M0.0%+92.3%0.016%
7/25/2025MGO One Seven LLC13,116$1.28M0.0%+243.9%0.020%
7/25/2025Genesee Capital Advisors LLC4,025$393K0.2%N/A0.006%
7/25/2025Apollon Financial LLC31,800$3.11M0.6%+2.3%0.049%
7/24/2025 Bernard Wealth Management Corp.5,506$538K0.2%-4.3%0.008%
7/24/2025Brandywine Oak Private Wealth LLC2,472$242K0.0%N/A0.004%
7/24/2025Wealthstar Advisors LLC4,955$484K0.2%-13.5%0.008%
7/23/2025Clear Creek Financial Management LLC19,410$1.90M0.2%N/A0.030%
7/23/2025Kingswood Wealth Advisors LLC120,914$11.82M0.9%+3,002.7%0.185%
7/22/2025Chung Wu Investment Group LLC2,720$266K0.3%N/A0.004%
7/22/2025Valeo Financial Advisors LLC20,132$1.97M0.0%N/A0.031%
7/22/2025 Berger Financial Group Inc11,444$1.12M0.1%+6.3%0.018%
7/21/2025Washington Growth Strategies LLC2,583$252K0.2%+3,012.0%0.004%
7/21/2025FSA Wealth Partners Inc.14,255$1.39M0.7%N/A0.022%
7/17/2025Eagle Wealth Strategies LLC2,297$224K0.1%N/A0.004%
7/17/2025HB Wealth Management LLC2,272$222K0.0%N/A0.003%
(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, 253 institutional investors and hedge funds held shares of ProShares Ultra S&P500. The most heavily invested institutionals were Howard Capital Management Inc. ($681.53M), Kingstone Capital Partners Texas LLC ($461.74M), Main Street Group LTD ($56.75M), CacheTech Inc. ($49.87M), Adams Wealth Management ($49.52M), TTP Investments Inc. ($46.57M), and Goldman Sachs Group Inc. ($41.52M).Learn more on ProShares Ultra S&P500's institutional investors.

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

Of the 226 institutional investors that purchased ProShares Ultra S&P500's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Howard Capital Management Inc. ($6.96M), Kingstone Capital Partners Texas LLC ($4.73M), Assetmark Inc. ($3.99M), Adams Wealth Management ($595.83K), TTP Investments Inc. ($557.12K), Goldman Sachs Group Inc. ($501.62K), and Axxcess Wealth Management LLC ($339.68K).

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

Institutional investors have bought a total of 16,107,068 shares in the last 24 months. This purchase volume represents approximately $1.55B in transactions.

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

Of the 94 institutional investors that sold ProShares Ultra S&P500's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($7.12M), TTP Investments Inc. ($395.54K), Aveo Capital Partners LLC ($215.49K), Axxcess Wealth Management LLC ($193.58K), Marshall Financial Group LLC ($189.65K), Foundations Investment Advisors LLC ($161.27K), and Prosperity Wealth Management Inc. ($159.48K).

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

Institutional investors have sold a total of 9,769,805 shares in the last 24 months. This volume of shares sold represents approximately $882.79M in transactions.



This page (NYSEARCA:SSO) was last updated on 10/16/2025 by MarketBeat.com Staff
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