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Disclosery

SSO PROSHARES TR

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PSHS ULT S&P 500 (fund)

230 managers (231 13F filers) reported a position in SSO shares at 2025-06-30, 14,494,864 shares in all. 43 filers opened a position and 30 filers sold out during the quarter.

Managers
230
13F filers
231
New
43
Added
75
Reduced
53
Sold out
30
Shares held by filers
14,494,864

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Howard Capital Management, LLC6,959,690$682M10.2%new13F-HRTimeline
Sollinda Capital Management LLC667,894$65.3M17%+640,06213F-HRTimeline
Main Street Group, LTD580,770$56.8M18.46%+17,38513F-HRTimeline
TTP Investments, Inc.380,651$37.2M12.2%+60,36113F-HRTimeline
Ridgepath Capital Management LLC355,774$34.8M15.98%-30,42313F-HRTimeline
PINKERTON WEALTH, LLC303,697$29.7M3.54%new13F-HRTimeline
Revere Asset Management, Inc271,343$26.5M12.86%new13F-HRTimeline
Marshall Financial Group, LLC252,979$24.9M4.89%+79,55913F-HRTimeline
Robinson Value Management, Ltd.236,118$23.1M14.5%new13F-HRTimeline
Capital Investment Advisory Services, L…171,543$16.8M1.37%+152,40513F-HRTimeline
HighTower Advisors, LLC169,639$16.6M0.02%+3,86413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management162,573$15.9M0.57%+22,42113F-HRTimelineGroup
Asset Management Group, Inc.149,470$14.6M2.55%+62613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC146,096$14.3M0.34%-79,63413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP144,620$14.1M1.65%+4,65613F-HRTimeline
Client First Investment Management LLC143,550$14M8.6%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management140,591$13.7M0.18%+36,47513F-HRTimelineGroup
NBZ Investment Advisors LLC140,474$13.7M7.86%-20313F-HRTimeline
UBS Group AGin group UBS Group AG134,086$13.1M<0.01%-14,84813F-HRTimelineGroup
True Freedom Investing, LLC127,225$12.4M4.89%13F-HRTimeline
Cambridge Investment Research Advisors,…124,110$12.1M0.04%+113,48013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC120,914$11.8M0.93%+113,12013F-HRTimeline
Global View Capital Management LLC115,259$11.3M3.6%+12,85013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC103,345$10.1M0.01%+48,63213F-HRTimelineGroup
LTG Capital LLC97,105$9.49M8.12%013F-HRTimeline
GenWealth Group, Inc.91,037$8.9M1.79%+10,75313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC88,267$8.63M0.24%+37,96013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC84,061$8.23M0.04%+27213F-HRTimelineGroup
Capital Investment Counsel, Inc80,150$7.83M1.04%-15013F-HRTimeline
RIA Advisory Group LLC64,118$6.27M1.84%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…62,634$6.12M<0.01%+7,47313F-HRTimelineGroup
Tempus Wealth Planning, LLC61,830$6.04M1.51%new13F-HRTimeline
UNIQUE WEALTH, LLC59,691$5.83M0.94%-15,35913F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …57,473$5.62M0.32%013F-HRTimelineGroup
SP Asset Management LLC52,240$5.1M0.42%-87,21513F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.48,749$4.76M4.34%-613F-HRTimeline
Ashton Thomas Private Wealth, LLC42,351$4.15M0.15%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO42,316$4.14M<0.01%-16,94013F-HRTimelineGroup
GTS SECURITIES LLC38,176$3.73M0.17%new13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV32,132$3.14M0.63%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC31,800$3.11M0.65%+70013F-HRTimelineGroup
Plotkin Financial Advisors, LLC29,767$2.91M1.6%-13,77913F-HRTimeline
CENTAURUS FINANCIAL, INC.29,710$2.9M0.17%+18,94613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,077$2.9M0.01%+9,21013F-HR/ATimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…28,234$2.76M1.02%+12,49213F-HRTimelineGroup
Innova Wealth Partners27,910$2.73M1.6%+2,01413F-HRTimeline
Sowell Financial Services LLC27,481$2.69M0.11%-1,05113F-HRTimeline
Creative Planningin group Creative Planning26,119$2.55M<0.01%+33313F-HRTimelineGroup
LPL Financial LLC25,990$2.54M<0.01%+13,11113F-HRTimeline
Professional Financial Advisors, LLC25,478$2.49M0.58%+86213F-HRTimeline
NewEdge Wealth, LLC24,053$2.44M0.04%-18,11313F-HRTimeline
D. SCOTT NEAL, INC.22,688$2.22M1.11%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,283$2.18M<0.01%+18,68313F-HRTimelineGroup
Koshinski Asset Management, Inc.21,676$2.12M0.16%-29813F-HRTimeline
Valeo Financial Advisors, LLC20,132$1.97M0.05%new13F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.20,000$1.95M<0.01%-20,00013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC19,613$1.92M0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC19,410$1.9M0.18%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC18,760$1.83M<0.01%-1,02413F-HRTimelineGroup
Sovereign Financial Group, Inc.18,026$1.76M0.36%+2713F-HRTimeline
Meridian Wealth Management, LLC17,646$1.72M0.07%+1,51513F-HRTimeline
Legacy Investment Solutions, LLC17,340$1.69M0.9%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…17,340$1.69M0.9%+17,25413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,375$1.6M<0.01%+6,06313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,816$1.55M<0.01%-10,28413F-HR/ATimelineGroup
Strategic Blueprint, LLC15,781$1.54M0.08%+5,87513F-HRTimeline
FLOW TRADERS U.S. LLC15,134$1.48M0.05%-49,19413F-HRTimeline
Discipline Wealth Solutions, LLC14,962$1.46M0.56%+85313F-HRTimeline
PMV Capital Advisers, LLC14,826$1.45M3.23%-2,99213F-HRTimeline
GeoWealth Management, LLC14,272$1.39M0.05%-96413F-HRTimeline
FSA WEALTH PARTNERS, INC.14,255$1.39M0.67%new13F-HRTimeline
Safe Harbor Fiduciary, LLC13,576$1.33M1.24%-59713F-HRTimeline
MGO ONE SEVEN LLC13,116$1.28M0.04%+9,30213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,659$1.24M-8,851Timeline
Rollins Financial Advisors, LLC12,567$1.23M0.2%+34113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,557$1.23M0.02%-88413F-HRTimelineGroup
SkyOak Wealth, LLC12,314$1.2M0.24%+2,01113F-HRTimeline
Allworth Financial LP12,227$1.19M0.01%+10,99913F-HRTimeline
SPROTT INC.12,200$1.19M0.06%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,127$1.19M<0.01%-46,15013F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC12,000$1.17M0.04%013F-HRTimeline
Modern Wealth Management, LLC11,863$1.16M0.03%new13F-HR/ATimeline
Evolution Wealth Advisors, LLC11,532$1.13M0.16%013F-HRTimeline
Berger Financial Group, Inc11,444$1.12M0.07%+67913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,251$1.1M0.01%-60013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,942$1.07M0.03%+10,83013F-HRTimelineGroup
Sanctuary Advisors, LLC10,087$986K0.01%+1,90113F-HRTimeline
Chicago Partners Investment Group LLC9,597$984K0.03%-24213F-HRTimeline
Select Asset Management & Trust10,000$977K0.33%new13F-HRTimeline
Atria Wealth Solutions, Inc.9,828$962K0.02%+4,17613F-HRTimeline
Avidian Wealth Enterprises, LLC9,504$929K0.04%+1,18413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,450$923K<0.01%-151,07213F-HRTimelineGroup
Balboa Wealth Partners9,337$912K0.18%new13F-HRTimeline
Ausdal Financial Partners, Inc.9,290$908K0.06%new13F-HRTimeline
Foundations Investment Advisors, LLC9,286$907K0.01%-75913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,055$905K<0.01%+16713F-HRTimeline
IEQ CAPITAL, LLC9,024$882K0.01%+4,22413F-HRTimeline
SteelPeak Wealth, LLC8,880$870K0.03%013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors8,604$841K0.42%-4,88413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL8,507$831K<0.01%013F-HRTimeline
MAI Capital Management8,420$823K0.01%-1513F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,060$788K0.16%013F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC8,000$782K0.3%new13F-HRTimeline
NorthCoast Asset Management LLC8,000$782K<0.01%013F-HRTimeline
Galvin, Gaustad & Stein, LLC7,945$776K0.07%013F-HRTimeline
NORDEN GROUP LLC7,758$758K0.08%+55913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,656$748K0.06%+28513F-HRTimeline
Harvest Investment Services, LLC7,626$745K0.17%+1,22113F-HRTimeline
Grandview Asset Management LLC7,200$704K0.23%013F-HRTimeline
Cassaday & Co Wealth Management LLC7,157$699K0.02%013F-HRTimeline
Baker Avenue Asset Management, LP6,884$673K0.02%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,743$659K<0.01%-98813F-HR/ATimelineGroup
NewEdge Advisors, LLC6,740$659K<0.01%-7,65013F-HRTimeline
Invst, LLC6,573$642K0.08%new13F-HRTimeline
Palumbo Wealth Management LLC6,525$638K0.2%+69513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,022$588K<0.01%-31,51813F-HRTimelineGroup
Atlatl Advisers LLC5,885$575K0.27%+2,36013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA5,769$564K0.03%-1,35013F-HRTimeline
Wealth Watch Advisors, INC5,595$547K0.32%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,559$543K<0.01%+3,41813F-HRTimelineGroup
Aurora Private Wealth, Inc.5,535$541K0.4%+1113F-HRTimeline
Bernard Wealth Management Corp.5,506$538K0.25%-25013F-HRTimeline
Wealthstream Advisors, Inc.5,466$534K0.09%+1113F-HRTimeline
Sage Mountain Advisors LLC5,452$533K0.03%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC5,400$528K<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC5,279$516K0.01%-6,22013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,188$508K0.14%013F-HRTimeline
Wealthstar Advisors, LLC4,955$484K0.18%-77113F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC4,837$473K0.15%013F-HRTimeline
Perigon Wealth Management, LLC4,720$461K0.01%-30013F-HRTimeline
CRA Financial Services, LLC4,679$457K0.07%+37013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,645$454K<0.01%013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC4,522$442K0.02%+113F-HRTimeline
TruWealth Advisors, LLC4,467$437K0.02%013F-HRTimeline
Verdence Capital Advisors LLC4,463$436K0.03%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,455$435K<0.01%+5613F-HRTimeline
Tactive Advisors, LLC4,454$435K0.14%13F-HRTimeline
TUDOR INVESTMENT CORP ET AL4,373$427K<0.01%+53813F-HRTimeline
Warther Private Wealth, LLC4,370$427K0.11%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,304$421K0.03%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,260$416K0.01%013F-HRTimelineGroup
DRW Securities, LLC4,206$411K0.03%+1,39113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,100$401K<0.01%new13F-HRTimeline
Forefront Analytics, LLC4,050$396K0.44%+813F-HR/ATimeline
Genesee Capital Advisors, LLC4,025$393K0.18%new13F-HRTimeline
Boreal Capital Management LLC4,009$393K0.32%13F-HRTimeline
Castleview Partners, LLC4,011$392K0.25%-2,43713F-HRTimeline
Quadrant Private Wealth Management, LLC4,000$392K0.08%013F-HRTimeline
WESBANCO BANK INC4,000$391K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,000$391K<0.01%013F-HRTimelineGroup
EASTERN BANK3,937$385K0.01%013F-HRTimeline
Tyche Wealth Partners LLC3,925$384K0.08%+413F-HRTimeline
Arax Advisory Partners3,795$371K0.02%+3513F-HRTimeline
REDMONT WEALTH ADVISORS LLC3,701$362K0.53%+613F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,670$359K0.17%013F-HRTimeline
Bison Wealth, LLC3,521$350K0.03%-79,82813F-HRTimeline
Clark Capital Management Group, Inc.3,553$347K<0.01%-71313F-HRTimeline
Charter Oak Capital Management, LLC3,417$334K0.03%+7513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,405$333K<0.01%+1,46913F-HR/ATimelineGroup
MKT Advisors LLC3,200$312K0.12%013F-HRTimeline
Alternative Investment Advisors, LLC.3,077$301K0.15%+35213F-HRTimeline
Claro Advisors Inc.3,047$298K0.05%+44713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,966$290K0.01%-96013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,959$289K<0.01%-10713F-HRTimeline
Silverleafe Capital Partners, LLC2,877$281K0.1%-1,22013F-HRTimeline
Institute for Wealth Management, LLC.2,814$275K0.03%-5113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC2,790$273K0.06%-32,50413F-HRTimeline
Altman Advisors, Inc.2,728$266K0.11%-6413F-HRTimeline
Chung Wu Investment Group, LLC2,720$266K0.28%new13F-HRTimeline
SpringVest Wealth Management LLC2,703$265K0.21%+613F-HRTimeline
SIGNATUREFD, LLC2,680$262K<0.01%013F-HRTimeline
Sage Capital Management, LLC2,680$262K0.13%+413F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.2,679$262K0.01%-4,38013F-HRTimelineGroup
Coppell Advisory Solutions LLC2,671$258K0.03%-32,46713F-HR/ATimeline
Clearstead Advisors, LLC2,600$254K<0.01%-70013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC2,583$252K0.19%+2,50013F-HRTimeline
Larson Financial Group LLC2,500$244K0.01%013F-HRTimeline
Fulcrum Equity Management2,499$244K0.25%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,472$242K0.02%new13F-HRTimeline
Erickson Financial Group, LLC2,413$236K0.16%-5713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,400$235K<0.01%013F-HRTimelineGroup
Dale Q Rice Investment Management Ltd2,341$233K0.19%-2,34113F-HRTimeline
WORLD EQUITY GROUP, INC.2,326$227K0.06%new13F-HRTimeline
Kingsview Wealth Management, LLC2,315$226K<0.01%new13F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,297$224K0.13%new13F-HRTimeline
HB Wealth Management, LLC2,272$222K<0.01%new13F-HRTimeline
GREENBERG FINANCIAL GROUP3,296$222K0.08%new13F-HRTimeline
Cadent Capital Advisors, LLC2,198$215K0.07%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,153$210K<0.01%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP2,144$210K0.01%new13F-HRTimeline
Edgestream Partners, L.P.2,106$206K0.01%new13F-HRTimeline
First Heartland Consultants, Inc.2,085$204K0.02%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC2,083$204K0.04%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,050$170K0.07%13F-HRTimeline
Morse Asset Management, Inc1,620$158K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,588$155K0.01%+3113F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,434$140K0.02%+7313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,130$110K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC1,000$97.7K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC800$78.2K0.01%013F-HRTimeline