Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free SSO Stock Alerts

ProShares Ultra S&P500 (SSO) Institutional Ownership

ProShares Ultra S&P500 logo
$71.47 +1.54 (+2.20%)
As of 02:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
225
Total
Institutional Inflows
(last 12 months)
$1.27B
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$434.60M
Get SSO Insider Trade Alerts

Want to know when executives and insiders are buying or selling ProShares Ultra S&P500 stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SSO Institutional Buying and Selling by Quarter

ProShares Ultra S&P500 Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP12,981$875K0.0%-3.4%0.011%
8/27/2026 Tucker Asset Management LLC7,160$482K0.1%N/A0.006%
8/23/2026 Unique Wealth LLC86,903$5.86M0.7%-2.6%0.075%
8/22/2026 Three Seasons Wealth LLC120,593$8.13M0.7%N/A0.103%
8/22/2026 Washington Growth Strategies LLC3,860$260K0.1%N/A0.003%
8/21/2026 Greenspring Advisors LLC8,709$587K0.0%-7.7%0.007%
8/21/2026 SkyOak Wealth LLC19,489$1.31M0.2%-6.4%0.017%
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%
5/19/2026 Western Wealth Management LLC708$37K0.0%N/A0.001%
5/19/2026 NewEdge Advisors LLC24,343$1.26M0.0%+113.3%0.021%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada5,790$300K0.0%-37.2%0.005%
5/16/2026 Quantinno Capital Management LP7,373$383K0.0%N/A0.006%
5/15/2026 Asset Management Group Inc.287,739$14.93M2.4%+0.1%0.249%
5/14/2026 Modern 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%
5/8/2026 Ridgepath 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
4/27/2026 World 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%
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%
4/20/2026 Arta 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%
4/17/2026 PMV 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%
3/13/2026 World 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%
2/24/2026 Alternative 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%
2/19/2026 Plotkin 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%
2/18/2026 Warther Private Wealth LLC8,740$506K0.1%+100.0%0.007%
2/18/2026 Tudor Investment Corp ET AL9,994$579K0.0%+118.5%0.008%
2/18/2026 Safe Harbor Fiduciary LLC18,814$1.09M1.0%N/A0.014%
2/18/2026 Claro Advisors Inc.5,944$344K0.0%+99.1%0.005%
2/17/2026 Equitable Holdings Inc.3,943$228K0.0%N/A0.003%
2/17/2026 Wealth Watch Advisors INC11,268$653K0.2%+112.3%0.009%
2/17/2026 Imprint Wealth LLC1,766$102K0.5%-30.0%0.001%
2/17/2026 Kovack Advisors Inc.9,805$568K0.0%N/A0.007%
2/17/2026 Jump 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%
2/17/2026 Osaic Holdings Inc.54,333$3.15M0.0%-86.8%0.041%
2/17/2026 Asset 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%
2/17/2026 Captrust Financial Advisors66,780$3.87M0.0%+100.0%0.051%
2/17/2026 &PARTNERS4,248$246K0.0%N/A0.003%
2/17/2026 Royal 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%
2/16/2026 Mariner 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%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/13/2026 Advyzon Investment Management LLC4,526$262K0.0%-19.8%0.003%
2/13/2026 Arkadios Wealth Advisors4,078$236K0.0%+100.0%0.003%
2/13/2026 Ausdal 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%
2/12/2026 Hollencrest Capital Management4,200$243K0.0%+4,100.0%0.003%
2/12/2026 HRT Financial LP19,606$1.14M0.0%N/A0.015%
2/12/2026 DRW Securities LLC21,649$1.25M0.0%+176.8%0.016%
2/12/2026 Elevated Private Wealth LLC6,262$363K0.4%N/A0.005%
2/12/2026 Beacon Capital Management Inc.36,275$2.10M0.1%+475.0%0.028%


SSO Institutional Ownership - Frequently Asked Questions

During the previous two years, 308 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 289 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 22,144,791 shares in the last 24 months. This purchase volume represents approximately $1.27B in transactions.

Of the 70 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 7,903,576 shares in the last 24 months. This volume of shares sold represents approximately $434.60M 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 8/27/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel