ProShares Ultra S&P500 (SSO) Institutional Ownership

$72.71
+1.39 (+1.95%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$526.87M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$175.78M
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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
4/26/2024Clear Creek Financial Management LLC20,543$1.59M0.2%-3.2%0.032%
4/26/2024Verdence Capital Advisors LLC4,463$346K0.0%-4.6%0.007%
4/25/2024Professional Financial Advisors LLC25,646$1.99M0.6%-79.7%0.040%
4/25/2024 Cambridge Investment Research Advisors Inc.61,682$4.78M0.0%-4.9%0.095%
4/24/2024 Fulcrum Equity Management5,880$456K0.5%-64.5%0.009%
4/24/2024 Spire Wealth Management85,255$6.61M0.3%+12.7%0.132%
4/23/2024 Milestone Asset Management LLC57,693$4.47M1.3%-36.3%0.089%
4/23/2024 Strategic Blueprint LLC3,293$255K0.0%-26.8%0.005%
4/23/2024 Genesee Capital Advisors LLC2,719$211K0.1%N/A0.004%
4/22/2024Ashton Thomas Private Wealth LLC36,550$2.83M0.2%+135.9%0.056%
4/19/2024 Marshall Financial Group LLC11,022$854K0.2%-3.8%0.017%
4/19/2024 Wealthstar Advisors LLC5,644$438K0.2%-6.2%0.009%
4/17/2024 Founders Financial Securities LLC4,130$320K0.0%+6.5%0.006%
4/16/2024 Toth Financial Advisory Corp142,644$11.06M1.4%-14.2%0.220%
4/16/2024 Wealth Enhancement Advisory Services LLC14,656$1.14M0.0%-8.0%0.023%
4/15/2024 Sinecera Capital LLC16,489$1.28M1.8%-84.7%0.025%
4/15/2024 Sovereign Financial Group Inc.20,007$1.55M0.4%N/A0.031%
4/15/2024 Brookstone Capital Management245,080$19.00M0.3%-12.1%0.379%
4/15/2024 Kingswood Wealth Advisors LLC47,329$3.67M0.4%-13.7%0.073%
4/11/2024 GenWealth Group Inc.82,924$6.43M1.6%+4.1%0.109%
4/11/2024 Unique Wealth LLC169,434$13.14M3.7%+1.8%0.223%
4/11/2024 Executive Wealth Group LLC25,200$1.83M0.4%+200.0%0.033%
3/6/2024SageView Advisory Group LLC30,669$2.00M0.1%N/A0.040%
2/26/2024Centaurus Financial Inc.4,080$265K0.0%N/A0.005%
2/26/2024Integrated Advisors Network LLC4,690$305K0.0%N/A0.006%
2/23/2024Chicago Partners Investment Group LLC9,166$618K0.0%-15.2%0.012%
2/12/2024Adams Wealth Management513,834$33.44M9.9%N/A0.676%
2/12/2024Bank of Nova Scotia14,000$911K0.0%-20.0%0.018%
2/12/2024Harvest Investment Services LLC9,279$604K0.3%+37.4%0.012%
2/9/2024SageView Advisory Group LLC30,669$2.00M0.1%N/A0.040%
2/9/2024 Cambridge Investment Research Advisors Inc.64,831$4.22M0.0%N/A0.085%
2/9/2024 IMC Chicago LLC230,482$15.00M0.0%N/A0.303%
2/9/2024Assetmark Inc.7,971,102$518.68M1.9%+100.0%10.488%
2/8/2024Kingsview Wealth Management LLC4,240$276K0.0%-6.9%0.006%
2/8/2024Meridian Wealth Management LLC17,316$1.13M0.1%-0.9%0.023%
2/8/2024Beacon Pointe Advisors LLC6,737$438K0.0%-19.9%0.009%
2/8/2024Foundations Investment Advisors LLC24,011$1.64M0.0%+235.5%0.032%
2/8/2024Innova Wealth Partners24,630$1.60M1.4%-12.0%0.032%
2/7/2024SP Asset Management LLC192,535$12.53M1.3%-2.0%0.253%
2/7/2024Invst LLC30,492$2.12M0.3%N/A0.040%
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2/7/2024Jump Financial LLC275,307$17.91M0.6%N/A0.362%
2/7/2024 Arlington Capital Management Inc.34,756$2.26M2.1%N/A0.046%
2/6/2024GUNN & Co INVESTMENT MANAGEMENT INC.57,473$3.74M0.2%N/A0.076%
2/6/2024 Spire Wealth Management75,620$5.04M0.2%+1.9%0.100%
2/6/2024Rollins Financial14,820$964K0.2%-61.6%0.020%
2/6/2024Aveo Capital Partners LLC160,171$10.42M1.3%+64.6%0.211%
2/5/2024Capital Investment Counsel Inc81,702$5.32M0.9%-1.7%0.108%
2/5/2024Paradigm Financial Partners LLC8,579$558K0.1%+97.8%0.011%
2/2/2024Headlands Technologies LLC1,967$128K0.0%N/A0.003%
2/2/2024XR Securities LLC6,817$444K0.0%-85.2%0.009%
2/2/2024Atria Wealth Solutions Inc.4,856$316K0.0%-64.6%0.006%
2/1/2024Capital Investment Advisory Services LLC9,419$613K0.1%+2.6%0.012%
2/1/2024 CRA Financial Services LLC5,072$330K0.1%-4.0%0.007%
1/31/2024Institute for Wealth Management LLC.3,094$201K0.0%N/A0.004%
1/31/2024 Redmont Wealth Advisors LLC3,690$240K0.3%N/A0.005%
1/30/2024Prosperity Wealth Management Inc.5,077$330K0.2%-53.8%0.007%
1/30/2024Imprint Wealth LLC6,001$408K0.3%+10.5%0.008%
1/30/2024SVB Wealth LLC6,754$439K0.0%N/A0.009%
1/30/2024 Aurora Private Wealth Inc.9,010$586K0.6%-2.0%0.012%
1/29/2024Koshinski Asset Management Inc.18,760$1.22M0.2%+29.2%0.025%
1/29/2024 Tennessee Valley Asset Management Partners404$26K0.0%N/A0.001%
1/29/2024Perigon Wealth Management LLC15,711$1.02M0.0%N/A0.021%
1/26/2024Cerity Partners LLC3,550$231K0.0%N/A0.005%
1/26/2024 Toth Financial Advisory Corp166,287$10.82M1.5%+1.2%0.219%
1/25/2024 Strategic Blueprint LLC4,501$293K0.0%-13.9%0.006%
1/25/2024Financial & Tax Architects LLC214,538$13.96M4.1%N/A0.282%
1/24/2024 Stratos Wealth Partners LTD.15,430$1.00M0.0%+3.2%0.020%
1/24/2024Sowell Financial Services LLC36,868$2.40M0.1%-14.5%0.049%
1/24/2024 SteelPeak Wealth LLC8,880$578K0.0%-34.6%0.012%
1/24/2024Clear Creek Financial Management LLC21,213$1.38M0.2%N/A0.028%
1/23/2024 Milestone Asset Management LLC90,571$5.89M1.9%-27.1%0.119%
1/23/2024TTP Investments Inc.822,924$53.55M23.1%+88.5%1.083%
1/19/2024 Fulcrum Equity Management16,565$1.08M1.3%-29.1%0.022%
1/18/2024TFB Advisors LLC60,483$3.94M2.0%+97.3%0.080%
1/18/2024 Sinecera Capital LLC107,666$7.34M7.7%-15.1%0.142%
1/18/2024Professional Financial Advisors LLC126,180$8.21M2.7%-2.9%0.166%
1/16/2024 Kingswood Wealth Advisors LLC54,844$3.57M0.4%N/A0.072%
1/16/2024 Raymond James Financial Services Advisors Inc.20,227$1.32M0.0%N/A0.027%
1/16/2024 Wealthstar Advisors LLC6,020$392K0.1%+7.2%0.008%
1/16/2024CoreCap Advisors LLC4,034$262K0.0%-80.9%0.005%
1/16/2024Wealthsource Partners LLC3,517$229K0.0%N/A0.005%
1/12/2024SkyOak Wealth LLC12,574$818K0.2%-26.7%0.017%
1/11/2024 Brookstone Capital Management278,670$18.13M0.4%+10.4%0.367%
1/11/2024 Galvin Gaustad & Stein LLC7,245$471K0.0%-26.0%0.010%
1/11/2024 GenWealth Group Inc.79,678$5.19M1.4%-4.5%0.105%
1/11/2024 Unique Wealth LLC166,457$10.83M3.5%+8.2%0.219%
1/11/2024 Marshall Financial Group LLC11,453$745K0.2%-6.1%0.015%
1/11/2024 TruWealth Advisors LLC4,829$314K0.0%-7.0%0.006%
1/2/2024Anchor Investment Management LLC1,000$65K0.0%N/A0.001%
11/30/2023Modera Wealth Management LLC3,447$184K0.0%N/A0.005%
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11/16/2023Belpointe Asset Management LLC8,091$432K0.0%N/A0.011%
11/16/2023First Foundation Advisors14,125$754K0.0%N/A0.019%
11/15/2023Axxcess Wealth Management LLC181,592$9.69M0.3%-12.1%0.239%
11/14/2023Bank of Nova Scotia17,500$934K0.0%-30.0%0.023%
11/14/2023Tower Research Capital LLC TRC6,696$357K0.0%-45.3%0.009%
11/14/2023 Milestone Asset Management LLC124,324$6.63M2.3%-12.7%0.164%
11/13/2023Mariner LLC31,129$1.66M0.0%+2.0%0.041%
11/13/2023TFB Advisors LLC30,662$1.64M2.0%-30.4%0.040%
11/13/2023Envestnet Portfolio Solutions Inc.10,749$574K0.0%N/A0.014%
11/9/2023Rollins Financial38,561$2.06M0.5%-58.6%0.051%
(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, 202 institutional investors and hedge funds held shares of ProShares Ultra S&P500. The most heavily invested institutionals were Assetmark Inc. ($518.68M), TTP Investments Inc. ($53.55M), Adams Wealth Management ($33.44M), GTS Securities LLC ($28.57M), Brookstone Capital Management ($19.00M), Jump Financial LLC ($17.91M), and IMC Chicago LLC ($15.00M).Learn more on SSO's institutional investors.

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

Of the 178 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. ($977.49K), IMC Chicago LLC ($570.26K), Adams Wealth Management ($513.83K), GTS Securities LLC ($491.01K), Jump Financial LLC ($417.92K), and Aveo Capital Partners LLC ($391.93K).

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

Institutional investors have bought a total of 12,417,346 shares in the last 24 months. This purchase volume represents approximately $733.62M in transactions.

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

Of the 96 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. ($1.65M), Aveo Capital Partners LLC ($581.78K), Rollins Financial ($382.76K), Brookstone Capital Management ($309.13K), Flow Traders U.S. LLC ($246.56K), HRT Financial LP ($181.17K), and LTG Capital LLC ($124.30K).

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

Institutional investors have sold a total of 5,215,915 shares in the last 24 months. This volume of shares sold represents approximately $271.63M in transactions.


This page (NYSEARCA:SSO) was last updated on 4/28/2024 by MarketBeat.com Staff

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