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Disclosery

SSO PROSHARES TR

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PSHS ULT S&P 500 (fund)

243 managers (244 13F filers) reported a position in SSO shares at 2024-12-31, 10,291,963 shares in all. 37 filers opened a position and 16 filers sold out during the quarter.

Managers
243
13F filers
244
New
37
Added
66
Reduced
74
Sold out
16
Shares held by filers
10,291,963

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,721$159K0.04%-30613F-HRTimeline
Morse Asset Management, Inc1,609$149K0.03%013F-HRTimeline
Physician Wealth Advisors, Inc.1,326$123K0.02%new13F-HRTimeline
Allworth Financial LP1,189$117K<0.01%-4813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,130$105K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC1,000$92.5K0.01%013F-HRTimeline
Avior Wealth Management, LLC975$90.2K<0.01%-88613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC800$74K0.01%013F-HRTimeline
Abound Wealth Management782$72.3K0.02%+24913F-HRTimeline
WHITTIER TRUST CO775$71.7K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.680$65.9K<0.01%+32613F-HRTimelineGroup
POM Investment Strategies, LLC651$60.2K0.05%013F-HRTimeline
Compass Planning Associates Inc600$55.5K0.06%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/425$39.3K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.278$25.9K<0.01%-1,71213F-HRTimeline
Measured Risk Portfolios, Inc.248$22.9K0.03%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC210$19.4K<0.01%+1013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…172$15.9K<0.01%new13F-HRTimelineGroup
Sandy Spring Bank168$15.5K<0.01%+9313F-HRTimeline
Steward Partners Investment Advisory, L…160$14.8K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…158$14.6K0.01%013F-HRTimeline
Venturi Wealth Management, LLC152$14.1K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC120$11.1K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT100$9.25K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$9K<0.01%-5013F-HRTimeline
Legacy Investment Solutions, LLC89$8.58K0.01%-13,70813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…89$8.58K0.01%-13,70813F-HRTimelineGroup
American Capital Advisory, LLC80$7.4K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC80$7.4K0.01%13F-HRTimeline
Park Square Financial Group, LLC68$6.29K<0.01%13F-HRTimeline
Aspect Partners, LLC42$3.88K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC38$3.52K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC25$2.31K<0.01%-8213F-HRTimeline
Signature Resources Capital Management,…14$1.29K<0.01%-2613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10$925<0.01%013F-HRTimeline
Archer Investment Corp8$745<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…4$370<0.01%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC4$370<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$194<0.01%+213F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$93<0.01%013F-HRTimelineGroup
Activest Wealth Management0$13<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.