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ProShares Ultra S&P500 (SSO) Institutional Ownership

ProShares Ultra S&P500 logo
$72.20 -0.32 (-0.44%)
As of 12:43 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)
232
Total
Institutional Inflows
(last 12 months)
$1.27B
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$436.41M
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SSO Institutional Buying and Selling by Quarter

ProShares Ultra S&P500 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 GenWealth Group Inc.168,776$11.37M1.8%-3.6%0.141%
7/10/2026 Wealth Group Ltd3,120$210K0.0%N/A0.003%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors19,662$1.33M0.1%N/A0.016%
7/10/2026 Wealthcare Advisory Partners LLC94,938$6.40M0.1%-1.0%0.079%
7/9/2026 Bay Rivers Group3,645$246K0.1%N/A0.003%
7/9/2026 Professional Financial Advisors LLC51,244$3.45M0.6%+2.4%0.043%
7/9/2026 Allied Private Wealth LLC7,400$496K0.3%N/A0.006%
7/9/2026 Client First Investment Management LLC544,551$36.69M15.5%+361.3%0.455%
7/9/2026 Private Wealth Group LLC3,792$256K0.1%N/A0.003%
7/8/2026 Strategic Investment Solutions Inc. IL1,865$126K0.0%N/A0.002%
7/1/2026 Eastern Bank8,704$586K0.0%+10.5%0.008%
6/3/2026 NewEdge Advisors LLC24,343$1.26M0.0%+113.3%0.021%
5/19/2026Western Wealth Management LLC708$37K0.0%N/A0.001%
5/19/2026 NewEdge Advisors LLC24,343$1.26M0.0%+113.3%0.021%
5/19/2026Bank of America Corp DE49,772$2.58M0.0%+11.7%0.043%
5/19/2026 Arkadios Wealth Advisors4,578$238K0.0%+12.3%0.004%
5/18/2026Sunbelt Securities Inc.3,524$183K0.0%+71.9%0.003%
5/18/2026 EverSource Wealth Advisors LLC3,972$206K0.0%+10.5%0.003%
5/18/2026Royal Bank of Canada5,790$300K0.0%-37.2%0.005%
5/16/2026Quantinno Capital Management LP7,373$383K0.0%N/A0.006%
5/15/2026Asset Management Group Inc.287,739$14.93M2.4%+0.1%0.249%
5/14/2026Modern Wealth Management LLC5,130$270K0.0%-78.4%0.004%
5/13/2026 Clearwater Capital Advisors LLC4,878$253K0.0%N/A0.004%
5/8/2026 PNC Financial Services Group Inc.153,468$7.96M0.0%+18.7%0.133%
5/8/2026Ridgepath Capital Management LLC370,104$19.20M9.5%+4.1%0.320%
5/7/2026 World Equity Group Inc.4,712$245K0.1%+5.8%0.004%
5/6/2026 Assetmark Inc.29,013$1.51M0.0%-99.2%0.025%
5/6/2026 Main Street Group LTD1,163,035$60.34M17.7%-3.6%1.007%
5/6/2026 Independent Financial Group LLC171,199$8.88M0.3%N/A0.148%
5/5/2026 Bank of New York Mellon Corp38,388$1.99M0.0%+19.3%0.033%
5/4/2026 Chicago Partners Investment Group LLC18,085$938K0.0%-2.8%0.016%
5/2/2026 Castleview Partners LLC4,573$237K0.1%-24.5%0.004%
4/30/2026 SkyOak Wealth LLC20,829$1.08M0.2%-2.0%0.018%
4/28/2026 Bogart Wealth LLC1,060$55K0.0%N/A0.001%
4/28/2026 Koshinski Asset Management Inc.45,071$2.34M0.1%+1.2%0.039%
4/28/2026 Wealthstar Advisors LLC9,584$497K0.2%-3.2%0.008%
4/27/2026World Investment Advisors7,356$382K0.0%-28.1%0.006%
4/27/2026 Sound Income Strategies LLC4,000$211K0.0%N/A0.003%
4/25/2026 Physician Wealth Advisors Inc.3,633$188K0.0%+10.6%0.003%
4/25/2026 Innova Wealth Partners58,384$3.03M1.4%-0.7%0.050%
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4/24/2026 Financial Life Planners2,782$144K0.1%N/A0.002%
4/21/2026 Unique Wealth LLC89,236$4.63M0.6%-17.3%0.078%
4/20/2026Arta Finance Wealth Management LLC185,528$9.63M4.8%+26.6%0.163%
4/18/2026 Legacy Wealth Partners LLC29,370$1.52M0.4%-82.4%0.026%
4/17/2026 Discipline Wealth Solutions LLC15,070$782K0.1%-43.3%0.013%
4/17/2026PMV Capital Advisers LLC41,480$2.15M3.6%-0.9%0.036%
4/17/2026 Brookstone Capital Management254,208$13.19M0.2%-2.4%0.223%
4/16/2026 Aurora Private Wealth Inc.10,942$568K0.4%-33.9%0.010%
4/16/2026 Founders Financial Securities LLC16,889$956K0.1%+4.5%0.015%
3/13/2026World Investment Advisors10,237$593K0.0%+169.7%0.008%
3/9/2026 Corient Private Wealth LLC16,941$981K0.0%+220.3%0.013%
2/26/2026Anchor Investment Management LLC2,000$116K0.0%+100.0%0.002%
2/24/2026Alternative Investment Advisors LLC.7,159$415K0.2%+100.3%0.005%
2/20/2026Sunbelt Securities Inc.2,050$119K0.0%+191.2%0.002%
2/19/2026 Axxcess Wealth Management LLC153,762$8.91M0.1%+6.0%0.117%
2/19/2026 Corient Private Wealth LLC9,855$571K0.0%+86.3%0.007%
2/19/2026Plotkin Financial Advisors LLC58,686$3.40M1.7%+97.5%0.045%
2/18/2026 Mercer Global Advisors Inc. ADV92,418$5.39M0.0%+291.1%0.070%
2/18/2026 NewEdge Advisors LLC11,410$661K0.0%+97.4%0.009%
2/18/2026Warther Private Wealth LLC8,740$506K0.1%+100.0%0.007%
2/18/2026Tudor Investment Corp ET AL9,994$579K0.0%+118.5%0.008%
2/18/2026Safe Harbor Fiduciary LLC18,814$1.09M1.0%N/A0.014%
2/18/2026 Claro Advisors Inc.5,944$344K0.0%+99.1%0.005%
2/17/2026Equitable Holdings Inc.3,943$228K0.0%N/A0.003%
2/17/2026Wealth Watch Advisors INC11,268$653K0.2%+112.3%0.009%
2/17/2026Imprint Wealth LLC1,766$102K0.5%-30.0%0.001%
2/17/2026 Kovack Advisors Inc.9,805$568K0.0%N/A0.007%
2/17/2026Jump Financial LLC89,548$5.19M0.1%N/A0.068%
2/17/2026 Sherman Porfolios LLC355,086$20.57M1.4%+186.5%0.270%
2/17/2026 GeoWealth Management LLC28,228$1.64M0.1%+103.1%0.021%
2/17/2026Osaic Holdings Inc.54,333$3.15M0.0%-86.8%0.041%
2/17/2026Asset Management Group Inc.287,438$16.65M2.7%+94.1%0.218%
2/17/2026 Clark Capital Management Group Inc.8,466$490K0.0%+138.3%0.006%
2/17/2026Captrust Financial Advisors66,780$3.87M0.0%+100.0%0.051%
2/17/2026&PARTNERS4,248$246K0.0%N/A0.003%
2/17/2026Royal Bank of Canada9,221$534K0.0%+110.9%0.007%
2/17/2026 Blair William & Co. IL23,130$1.34M0.0%+160.5%0.018%
2/17/2026 Berkshire Asset Management LLC PA10,458$606K0.0%+99.4%0.008%
2/16/2026Mariner LLC45,409$2.63M0.0%+100.6%0.034%
2/16/2026 Focus Partners Wealth26,617$1.54M0.0%N/A0.020%
2/16/2026 Arax Advisory Partners18,618$1.08M0.0%N/A0.014%
2/13/2026 Kestra Advisory Services LLC9,736$564K0.0%N/A0.007%
2/13/2026 Commerce Bank8,990$521K0.0%+100.0%0.007%
2/13/2026Advyzon Investment Management LLC4,526$262K0.0%-19.8%0.003%
2/13/2026 Arkadios Wealth Advisors4,078$236K0.0%+100.0%0.003%
2/13/2026Ausdal Financial Partners Inc.6,092$353K0.0%-27.5%0.005%
2/13/2026 Ieq Capital LLC9,655$559K0.0%+100.4%0.007%
2/13/2026 Vontobel Holding Ltd.43,919$2.54M0.0%+79.8%0.033%
2/12/2026Hollencrest Capital Management4,200$243K0.0%+4,100.0%0.003%
2/12/2026HRT Financial LP19,606$1.14M0.0%N/A0.015%
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2/12/2026DRW Securities LLC21,649$1.25M0.0%+176.8%0.016%
2/12/2026 Elevated Private Wealth LLC6,262$363K0.4%N/A0.005%
2/12/2026Beacon Capital Management Inc.36,275$2.10M0.1%+475.0%0.028%
2/12/2026 Sprott Inc.24,400$1.41M0.0%+100.0%0.019%
2/12/2026 Commonwealth Equity Services LLC4,814$279K0.0%+62.4%0.004%
2/12/2026Renaissance Technologies LLC53,800$3.12M0.0%+106.1%0.041%
2/12/2026 Mindset Wealth Management LLC9,674$560K0.1%+100.0%0.007%
2/12/2026 Brown Brothers Harriman & Co.10,000$579K0.0%+33.3%0.008%
2/12/2026 Richmond Brothers Inc.35,941$2.08M1.3%+409.5%0.027%
2/12/2026 Great Valley Advisor Group Inc.6,004$348K0.0%+92.6%0.005%


SSO Institutional Ownership - Frequently Asked Questions

During the previous two years, 309 institutional investors and hedge funds held shares of ProShares Ultra S&P500. The most heavily invested institutionals were Howard Capital Management Inc. ($797.88M), Kingstone Capital Partners Texas LLC ($461.74M), Main Street Group LTD ($60.34M), CacheTech Inc. ($49.87M), Adams Wealth Management ($49.52M), Goldman Sachs Group Inc. ($41.52M), and Pinkerton Wealth LLC ($39.24M).Learn more on ProShares Ultra S&P500's institutional investors.

Of the 291 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. ($13.85M), Assetmark Inc. ($6.63M), Kingstone Capital Partners Texas LLC ($4.73M), Client First Investment Management LLC ($1.07M), Pinkerton Wealth LLC ($677.54K), Main Street Group LTD ($666.48K), and Revere Asset Management Inc ($508.99K).

Institutional investors have bought a total of 22,126,631 shares in the last 24 months. This purchase volume represents approximately $1.27B in transactions.

Of the 69 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. ($6.61M), Osaic Holdings Inc. ($357.97K), Marshall Financial Group LLC ($189.12K), Legacy Wealth Partners LLC ($137.51K), Sollinda Capital Management LLC ($131.49K), Howard Capital Management Inc. ($71.93K), and Client First Investment Management LLC ($52.56K).

Institutional investors have sold a total of 7,942,461 shares in the last 24 months. This volume of shares sold represents approximately $436.41M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SSO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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