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Disclosery

SSO PROSHARES TR

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PSHS ULT S&P 500 (fund)

243 managers (243 13F filers) reported a position in SSO shares at 2025-09-30, 20,991,790 shares in all. 48 filers opened a position and 31 filers sold out during the quarter.

Managers
243
13F filers
243
New
48
Added
65
Reduced
66
Sold out
31
Shares held by filers
20,991,790

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,601$180K0.01%+1313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,513$170K<0.01%-88713F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,434$161K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,130$127K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC1,098$123K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,006$113K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC1,000$112K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC800$89.7K0.01%013F-HRTimeline
WHITTIER TRUST CO775$87.6K<0.01%013F-HRTimeline
Financial Life Planners736$82.5K0.06%new13F-HRTimeline
Sunbelt Securities, Inc.704$79K0.01%+42613F-HRTimeline
WINNACLE WEALTH LLC607$68.6K0.05%new13F-HRTimeline
Abound Wealth Management533$59.8K0.01%013F-HRTimeline
CoreCap Advisors, LLC512$57.4K<0.01%-20313F-HRTimeline
Corsicana & Co.460$51.6K0.03%13F-HRTimeline
Park Square Financial Group, LLC419$47K0.2%new13F-HRTimeline
Global Retirement Partners, LLC328$36.8K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.315$35.3K0.04%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY209$23.5K<0.01%-5,35013F-HR/ATimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD200$22.4K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…160$17.9K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…158$17.7K0.01%013F-HRTimeline
Parallel Advisors, LLC128$14.4K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC123$13.8K<0.01%+10013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC120$13.5K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT100$11.2K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…99$11K<0.01%new13F-HRTimelineGroup
Financial Freedom, LLC97$10.9K0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.86$9.69K<0.01%new13F-HRTimeline
American Capital Advisory, LLC80$8.97K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC80$8.97K0.01%013F-HRTimeline
ORG Partners LLC74$8.33K<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC37$4.15K<0.01%new13F-HRTimeline
Luminist Capital LLC28$3.16K<0.01%013F-HRTimeline
Signature Resources Capital Management,…14$1.57K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC12$1.35K<0.01%new13F-HRTimeline
Archer Investment Corp8$908<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8$897<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC4$452<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$174<0.01%-2913F-HRTimelineGroup
BIRCHBROOK, INC.1$113<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$112<0.01%013F-HRTimelineGroup
Activest Wealth Management0$17<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.