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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
Howard Capital Management, LLC1,854,800$172M2.66%013F-HRTimeline
Main Street Group, LTD539,510$49.9M18.51%+22,83013F-HRTimeline
CacheTech Inc.539,150$49.9M9.35%+19,98913F-HRTimeline
Adams Wealth Management535,377$49.5M9.47%+16,21613F-HRTimeline
TTP Investments, Inc.513,581$47.5M16.61%-202,25013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC492,174$45.5M0.12%-5,34213F-HRTimelineGroup
Client First Investment Management LLC388,008$35.9M23.07%+53,31013F-HRTimeline
Ridgepath Capital Management LLC315,299$29.2M13.44%+2,47213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC203,249$18.8M0.47%-113,94813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC179,567$16.6M0.03%+176,22313F-HRTimelineGroup
UBS Group AGin group UBS Group AG177,516$16.4M<0.01%+171,51513F-HRTimelineGroup
SP Asset Management LLC157,568$14.6M1.22%-20,32613F-HRTimeline
True Freedom Investing, LLC153,609$14.2M6.17%13F-HRTimeline
Asset Management Group, Inc.149,778$13.9M2.46%+13513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management147,511$13.6M0.2%-19,72213F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP143,665$13.3M1.56%+27813F-HRTimeline
HighTower Advisors, LLC142,903$13.2M0.02%-21,72813F-HRTimeline
PINKERTON WEALTH, LLC142,358$13.2M1.91%+139,72813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC137,827$12.8M0.01%-56,23413F-HRTimelineGroup
UNIQUE WEALTH, LLC127,326$11.8M2.45%-17,48613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management123,134$11.4M0.35%+7,13913F-HRTimelineGroup
Cambridge Investment Research Advisors,…113,784$10.5M0.04%+43,78413F-HRTimeline
Global View Capital Management LLC113,083$10.4M3.65%13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC105,887$9.8M0.21%-43,40713F-HRTimelineGroup
IMC-Chicago, LLC105,856$9.79M0.27%new13F-HRTimeline
FLOW TRADERS U.S. LLC102,672$9.5M0.38%+61,76613F-HRTimeline
LTG Capital LLC97,458$9.02M7.56%-41413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC84,820$7.85M0.05%-1,09813F-HRTimelineGroup
Capital Investment Counsel, Inc80,702$7.47M1.12%013F-HRTimeline
GenWealth Group, Inc.76,853$7.11M1.62%-5,00313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC72,543$6.71M0.14%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC72,247$6.68M0.5%+61,35613F-HRTimeline
Foundations Investment Advisors, LLC68,760$6.36M0.12%+52,08213F-HRTimeline
Aveo Capital Partners, LLC58,214$5.39M0.59%-165,22413F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …57,473$5.32M0.31%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…55,161$5.1M<0.01%+9,81513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC50,079$4.63M0.15%-17013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC50,000$4.63M<0.01%new13F-HRTimelineGroup
Three Seasons Wealth, LLC49,395$4.57M2.23%+22,49813F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.48,755$4.51M3.98%13F-HRTimeline
WOLVERINE TRADING, LLC48,288$4.5M0.1%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…47,538$4.4M1.81%-127,68213F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC46,490$4.3M0.95%-1,56113F-HRTimeline
Plotkin Financial Advisors, LLC45,809$4.24M2.52%-2,81213F-HRTimeline
ALLIANCEBERNSTEIN L.P.40,000$3.7M<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.37,629$3.48M0.31%+17,01113F-HRTimeline
Creative Planningin group Creative Planning33,108$3.06M<0.01%-21313F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV32,132$2.97M0.67%-15013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC30,800$2.85M0.71%013F-HRTimelineGroup
Thompson David Blair30,023$2.78M2.02%13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…28,904$2.67M0.42%+15,09313F-HRTimelineGroup
Sowell Financial Services LLC27,137$2.51M0.13%-7,72713F-HRTimeline
Innova Wealth Partners26,401$2.44M1.54%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,320$2.43M0.01%new13F-HRTimeline
Professional Financial Advisors, LLC25,018$2.31M0.59%-21313F-HRTimeline
Clear Creek Financial Management, LLC24,435$2.26M0.24%+7,05113F-HRTimeline
CENTAURUS FINANCIAL, INC.23,610$2.18M0.13%+16,31613F-HRTimeline
Sollinda Capital Management LLC23,270$2.15M0.59%+3,88613F-HRTimeline
Global Assets Advisory, LLC23,312$2.15M1.18%+2,32913F-HRTimeline
D. SCOTT NEAL, INC.22,688$2.1M1.15%-20013F-HRTimeline
CPR Investments Inc.21,438$1.98M1.79%-3,05113F-HRTimeline
Discipline Wealth Solutions, LLC21,201$1.96M0.91%+11,92613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,289$1.88M<0.01%-15,98313F-HRTimelineGroup
Invst, LLC20,008$1.85M0.22%-12,67813F-HRTimeline
PMV Capital Advisers, LLC19,670$1.82M4.9%13F-HRTimeline
Meridian Wealth Management, LLC18,870$1.75M0.08%+94613F-HRTimeline
Sovereign Financial Group, Inc.18,207$1.68M0.39%-90013F-HRTimeline
TOWNSQUARE CAPITAL LLC18,157$1.68M0.02%-1,04813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,254$1.6M<0.01%-77513F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,168$1.59M<0.01%-33,74813F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp16,427$1.52M0.21%-24613F-HRTimelineGroup
MGO ONE SEVEN LLC15,385$1.42M0.05%+28613F-HRTimeline
Safe Harbor Fiduciary, LLC15,212$1.41M1.43%-1,04513F-HRTimeline
GeoWealth Management, LLC15,177$1.4M0.05%-7,72013F-HRTimeline
Mariner, LLCin group Mariner, LLC15,172$1.4M<0.01%+16113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding14,899$1.38M-692Timeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors13,879$1.28M0.69%13F-HRTimelineGroup
Arlington Capital Management, Inc.13,535$1.25M0.87%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,640$1.17M0.02%-60113F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC12,500$1.16M0.1%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,451$1.15M0.01%013F-HRTimelineGroup
SPROTT INC.12,200$1.13M0.08%013F-HRTimeline
Rollins Financial Advisors, LLC12,048$1.11M0.17%+11513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC12,000$1.11M0.04%013F-HRTimeline
Evolution Wealth Advisors, LLC11,532$1.07M0.18%013F-HRTimeline
TWO SIGMA SECURITIES, LLC11,069$1.02M0.19%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,036$1.02M<0.01%013F-HRTimelineGroup
SkyOak Wealth, LLC10,303$953K0.2%-10513F-HRTimeline
Chicago Partners Investment Group LLC9,820$917K0.03%+11313F-HRTimeline
Marshall Financial Group, LLC9,909$917K0.22%-53113F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC9,871$913K0.24%new13F-HRTimeline
Capital Investment Advisory Services, L…9,782$905K0.09%+36113F-HRTimeline
CoreCap Advisors, LLC9,193$850K0.04%+23913F-HRTimeline
Qube Research & Technologies Ltd9,122$844K<0.01%+7,88413F-HRTimeline
Orion Porfolio Solutions, LLC9,046$837K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC9,046$837K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC8,918$825K0.03%+1,27013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,888$822K<0.01%+15013F-HR/ATimeline
SteelPeak Wealth, LLC8,880$821K0.03%013F-HRTimeline
LPL Financial LLC8,843$818K<0.01%-2,16613F-HRTimeline
HRT FINANCIAL LP8,822$816K<0.01%-12,42213F-HRTimeline
Sanctuary Advisors, LLC8,172$801K0.01%013F-HRTimeline
MAI Capital Management8,435$780K0.01%+28013F-HRTimeline
Sequoia Financial Advisors, LLC8,378$775K0.01%+24113F-HR/ATimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,060$746K0.16%013F-HRTimeline
FSA WEALTH PARTNERS, INC.8,041$744K0.17%new13F-HRTimeline
BLAIR WILLIAM & CO/IL8,035$743K<0.01%+1,79913F-HRTimeline
NorthCoast Asset Management LLC8,000$740K<0.01%new13F-HR/ATimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC7,898$731K0.73%13F-HRTimeline
Wealth Watch Advisors, INC7,841$725K0.45%13F-HRTimeline
Harvest Investment Services, LLC7,828$724K0.18%-17613F-HRTimeline
SIMPLEX TRADING, LLC7,478$691K0.02%+41613F-HRTimeline
NORDEN GROUP LLC7,365$681K0.08%-28013F-HRTimeline
Grandview Asset Management LLC7,205$667K0.24%-99513F-HRTimeline
Baker Avenue Asset Management, LP6,884$637K0.02%013F-HRTimeline
SVB WEALTH LLC6,801$629K0.01%new13F-HRTimeline
Independent Advisor Alliance6,734$623K0.01%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC6,700$620K0.05%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC6,270$580K0.05%-63013F-HRTimeline
Atria Wealth Solutions, Inc.6,085$563K0.01%-4,07913F-HRTimeline
Coppell Advisory Solutions LLC6,003$560K0.08%+1,34413F-HRTimeline
TFB Advisors LLC6,040$559K0.16%-4513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,946$550K0.05%+1,09913F-HRTimeline
Wealthstar Advisors, LLC5,805$537K0.23%13F-HRTimeline
Bernard Wealth Management Corp.5,756$532K0.25%13F-HR/ATimeline
Wealthstream Advisors, Inc.5,725$530K0.1%+2613F-HRTimeline
Berger Financial Group, Inc5,665$524K0.04%+1,00013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,656$523K<0.01%-5,98413F-HRTimelineGroup
Aurora Private Wealth, Inc.5,582$516K0.39%+2613F-HRTimeline
Balboa Wealth Partners5,577$516K0.12%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA5,124$508K0.02%013F-HRTimeline
Kingsview Wealth Management, LLC5,466$506K0.01%-9713F-HRTimeline
Sage Mountain Advisors LLC5,452$504K0.04%013F-HRTimeline
Palumbo Wealth Management LLC5,238$485K0.18%+1613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,188$480K0.14%-1213F-HRTimeline
Perigon Wealth Management, LLC5,070$477K0.01%-10013F-HRTimeline
X-Square Capital, LLC4,996$462K0.19%+50013F-HRTimeline
Clearstead Advisors, LLC4,944$457K0.01%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC4,833$447K0.16%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,823$446K<0.01%+31513F-HRTimeline
NewEdge Advisors, LLC4,800$444K<0.01%-4,10013F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.4,764$441K0.02%+2,41413F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC4,724$437K0.02%+413F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK4,720$437K<0.01%013F-HRTimelineGroup
Dale Q Rice Investment Management Ltd4,682$433K0.19%13F-HRTimeline
TruWealth Advisors, LLC4,467$413K0.02%013F-HRTimeline
Verdence Capital Advisors LLC4,463$413K0.03%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,403$407K<0.01%+3,87113F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.4,380$405K0.2%-10013F-HRTimeline
Warther Private Wealth, LLC4,370$404K0.14%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,349$402K<0.01%-6,10813F-HRTimelineGroup
CRA Financial Services, LLC4,331$401K0.07%-22213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,304$398K0.03%new13F-HRTimeline
Atlatl Advisers LLC4,277$396K0.23%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,270$395K0.01%+1013F-HRTimelineGroup
Revere Asset Management, Inc4,166$385K0.33%-39013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,116$381K0.02%new13F-HR/ATimelineGroup
Quadrant Private Wealth Management, LLC4,100$379K0.09%+10013F-HRTimeline
Silverleafe Capital Partners, LLC4,097$379K0.12%+1,26613F-HRTimeline
Cassaday & Co Wealth Management LLC4,057$375K0.01%013F-HRTimeline
Castleview Partners, LLC4,068$374K0.2%-55213F-HR/ATimeline
Forefront Analytics, LLC4,042$374K0.17%new13F-HRTimeline
WESBANCO BANK INC4,000$370K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,000$370K<0.01%new13F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL0$370K0.12%new13F-HRTimelineAmount filed as zero, left out of ratios.
Clark Capital Management Group, Inc.3,819$353K<0.01%new13F-HRTimeline
GG Group Ventures, LLC3,816$353K0.47%-2,05513F-HRTimeline
Wealthspire Advisors, LLC3,771$349K<0.01%+1,11013F-HRTimeline
Arax Advisory Partners3,760$348K0.02%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC3,695$342K0.59%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,600$333K<0.01%-3,09513F-HRTimelineGroup
Tyche Wealth Partners LLC3,515$325K0.07%+55313F-HRTimeline
Fulcrum Equity Management3,463$320K0.32%-91613F-HRTimeline
Charter Oak Capital Management, LLC3,342$309K0.03%013F-HRTimeline
MKT Advisors LLC3,200$306K0.13%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,281$304K<0.01%+713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,149$291K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.3,145$291K0.03%-313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,134$290K<0.01%new13F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL3,049$282K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,989$279K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.2,865$265K0.03%-11013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,825$261K0.01%+2,09813F-HRTimelineGroup
Altman Advisors, Inc.2,792$258K0.11%-16813F-HRTimeline
Beacon Pointe Advisors, LLC2,770$256K<0.01%-2,09213F-HRTimeline
SIGNATUREFD, LLC2,680$248K<0.01%new13F-HRTimeline
Sage Capital Management, LLC2,676$248K0.13%+813F-HRTimeline
BluePointe Capital Management, LLC2,505$232K0.13%013F-HRTimeline
Larson Financial Group LLC2,500$231K0.01%013F-HRTimeline
Erickson Financial Group, LLC2,433$225K0.16%-4313F-HRTimeline
Strategic Blueprint, LLC2,409$223K0.01%-18713F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT2,348$217K0.01%013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,297$212K0.15%013F-HRTimeline
Genesee Capital Advisors, LLC2,280$211K0.1%new13F-HRTimeline
Edgestream Partners, L.P.2,280$211K0.01%new13F-HRTimeline
GRIES FINANCIAL LLC2,180$202K0.04%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,014$186K<0.01%-3,14713F-HR/ATimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,991$184K<0.01%+913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EASTERN BANK1,955$181K<0.01%+1,05613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,872$173K<0.01%+1613F-HRTimelineGroup