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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
Howard Capital Management, LLC6,887,760$772M10.21%-71,93013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,635,078$744M1.59%+6,629,05613F-HRTimelineGroup
Sollinda Capital Management LLC608,916$68.3M18.71%-58,97813F-HRTimeline
Main Street Group, LTD598,699$67.1M19.66%+17,92913F-HRTimeline
TTP Investments, Inc.411,714$46.6M13.5%+31,06313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.412,301$46.1M0.06%+382,22413F-HRTimelineGroup
Ridgepath Capital Management LLC355,437$39.9M17.01%-33713F-HRTimeline
PINKERTON WEALTH, LLC309,881$34.7M3.74%+6,18413F-HRTimeline
Revere Asset Management, Inc289,706$32.5M12.26%+18,36313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management171,209$19.2M0.65%+8,63613F-HRTimelineGroup
HighTower Advisors, LLC164,705$18.5M0.02%-4,93413F-HRTimeline
Capital Investment Advisory Services, L…162,119$18.2M1.44%-9,42413F-HRTimeline
Asset Management Group, Inc.148,051$16.6M2.72%-1,41913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC145,116$16.3M0.34%-98013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP139,763$15.7M1.69%-4,85713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC132,858$14.9M0.9%+11,94413F-HRTimeline
UBS Group AGin group UBS Group AG130,974$14.7M<0.01%-3,11213F-HRTimelineGroup
Cambridge Investment Research Advisors,…124,636$14M0.04%+52613F-HRTimeline
True Freedom Investing, LLC123,958$13.9M4.96%-3,26713F-HRTimeline
Global View Capital Management LLC108,294$12.1M2.58%-6,96513F-HRTimeline
Portfolio Design Labs, LLC102,488$11.5M1.97%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management98,095$11M0.13%-42,49613F-HRTimelineGroup
LTG Capital LLC96,737$10.8M8.54%-36813F-HRTimeline
Client First Investment Management LLC90,995$10.2M5.2%-52,55513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC87,539$9.82M0.24%-72813F-HRTimeline
GenWealth Group, Inc.85,580$9.6M1.79%-5,45713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC84,676$9.49M0.34%new13F-HRTimelineGroup
Capital Investment Counsel, Inc79,950$8.96M1.09%-20013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC74,688$8.37M0.03%-9,37313F-HRTimelineGroup
RIA Advisory Group LLC64,223$7.2M1.86%+10513F-HRTimeline
Marshall Financial Group, LLC63,860$7.16M1.4%-189,11913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…62,634$7.02M<0.01%013F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …57,473$6.44M0.56%013F-HRTimelineGroup
Tempus Wealth Planning, LLC54,541$6.12M1.4%-7,28913F-HRTimeline
UNIQUE WEALTH, LLC54,225$6.08M0.89%-5,46613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO52,719$5.91M<0.01%+10,40313F-HR/ATimelineGroup
TFB Advisors LLC52,807$5.83M1.7%new13F-HRTimeline
Three Seasons Wealth, LLC50,613$5.68M0.56%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.50,264$5.64M4.48%+1,51513F-HRTimeline
CWM, LLCin group CWM, LLC50,024$5.61M0.02%new13F-HRTimelineGroup
LPL Financial LLC45,038$5.05M<0.01%+19,04813F-HRTimeline
CENTAURUS FINANCIAL, INC.39,144$4.39M0.21%+9,43413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…37,200$4.17M0.12%+26,25813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS33,390$3.74M0.01%+28,93513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC32,423$3.64M0.69%+29,63313F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC31,802$3.57M0.59%+213F-HRTimelineGroup
SP Asset Management LLC30,328$3.4M0.27%-21,91213F-HRTimeline
Sowell Financial Services LLC30,089$3.37M0.13%+2,60813F-HRTimeline
Plotkin Financial Advisors, LLC29,720$3.33M1.65%-4713F-HRTimeline
Creative Planningin group Creative Planning28,671$3.21M<0.01%+2,55213F-HRTimelineGroup
Innova Wealth Partners28,568$3.2M1.73%+65813F-HRTimeline
Professional Financial Advisors, LLC26,434$2.96M0.62%+95613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC26,100$2.93M<0.01%+22,00013F-HRTimeline
NewEdge Wealth, LLC24,053$2.77M0.04%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.24,424$2.74M0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV23,630$2.65M<0.01%new13F-HRTimeline
D. SCOTT NEAL, INC.22,688$2.54M1.18%013F-HRTimeline
Mariner, LLCin group Mariner, LLC22,635$2.54M<0.01%+3,87513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,583$2.53M<0.01%+30013F-HR/ATimelineGroup
Koshinski Asset Management, Inc.22,115$2.48M0.17%+43913F-HRTimeline
Valeo Financial Advisors, LLC20,018$2.24M0.05%-11413F-HRTimeline
ALLIANCEBERNSTEIN L.P.20,000$2.24M<0.01%013F-HRTimeline
Clear Creek Financial Management, LLC19,945$2.24M0.19%+53513F-HRTimeline
Sovereign Financial Group, Inc.18,026$2.02M0.38%013F-HRTimeline
Balefire, LLC17,556$1.97M0.39%new13F-HRTimeline
Meridian Wealth Management, LLC17,187$1.93M0.07%-45913F-HRTimeline
PMV Capital Advisers, LLC16,423$1.84M3.57%+1,59713F-HRTimeline
Global Assets Advisory, LLC16,330$1.83M0.54%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp16,088$1.8M<0.01%-28713F-HRTimelineGroup
Rollins Financial Advisors, LLC14,094$1.58M0.24%+1,52713F-HRTimeline
Farther Finance Advisors, LLC13,989$1.57M0.02%+8,71013F-HRTimeline
GeoWealth Management, LLC13,898$1.56M0.06%-37413F-HRTimeline
FSA WEALTH PARTNERS, INC.13,107$1.47M0.57%-1,14813F-HRTimeline
Discipline Wealth Solutions, LLC12,917$1.45M0.38%-2,04513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp12,268$1.38M0.16%new13F-HRTimelineGroup
Allworth Financial LP12,270$1.38M0.01%+4313F-HRTimeline
SPROTT INC.12,200$1.37M0.05%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,166$1.36M<0.01%-3,65013F-HRTimelineGroup
DIVERSIFIED TRUST CO12,000$1.35M0.03%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC12,000$1.35M0.04%013F-HRTimeline
Modern Wealth Management, LLC11,863$1.33M0.03%013F-HRTimeline
MGO ONE SEVEN LLC11,728$1.32M0.03%-1,38813F-HRTimeline
SkyOak Wealth, LLC11,709$1.31M0.25%-60513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,593$1.31M<0.01%+2,53813F-HRTimeline
Evolution Wealth Advisors, LLC11,532$1.29M0.17%013F-HRTimeline
Berger Financial Group, Inc11,444$1.28M0.08%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,219$1.26M0.01%-1,33813F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…11,060$1.24M0.56%-6,28013F-HRTimelineGroup
WOLVERINE TRADING, LLC10,903$1.21M0.02%new13F-HRTimeline
Sanctuary Advisors, LLC10,327$1.16M0.01%+24013F-HR/ATimeline
Chicago Partners Investment Group LLC9,285$1.1M0.03%-31213F-HRTimeline
Avidian Wealth Enterprises, LLC9,508$1.07M0.04%+413F-HRTimeline
Balboa Wealth Partners9,179$1.03M0.18%-15813F-HRTimeline
Strategic Blueprint, LLC9,081$1.02M0.04%-6,70013F-HRTimeline
SteelPeak Wealth, LLC8,880$996K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL8,878$995K<0.01%+37113F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors8,627$967K0.49%+2313F-HRTimelineGroup
Ausdal Financial Partners, Inc.8,397$942K0.05%-89313F-HRTimeline
NorthCoast Asset Management LLC8,392$941K<0.01%+39213F-HRTimeline
MAI Capital Management8,305$931K0.01%-11513F-HRTimeline
Foundations Investment Advisors, LLC8,253$925K0.01%-1,03313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,069$905K0.06%+41313F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,060$904K0.17%013F-HRTimeline
Harvest Investment Services, LLC7,897$885K0.18%+27113F-HRTimeline
DRW Securities, LLC7,822$875K0.04%+3,61613F-HRTimeline
NORDEN GROUP LLC7,776$872K0.09%+1813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,501$841K0.01%-3,75013F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,336$823K0.28%-20,89813F-HRTimelineGroup
Grandview Asset Management LLC7,200$807K0.23%013F-HRTimeline
Cassaday & Co Wealth Management LLC7,157$803K0.02%013F-HRTimeline
Richmond Brothers, Inc.7,054$791K0.5%new13F-HRTimeline
Select Asset Management & Trust7,000$785K0.24%-3,00013F-HRTimeline
Galvin, Gaustad & Stein, LLC6,995$784K0.06%-95013F-HRTimeline
SIMPLEX TRADING, LLC6,964$780K0.02%new13F-HRTimeline
Baker Avenue Asset Management, LP6,884$772K0.02%013F-HRTimeline
Invst, LLC6,588$739K0.08%+1513F-HRTimeline
Atlatl Advisers LLC6,380$715K0.28%+49513F-HRTimeline
Beacon Capital Management, Inc.6,309$707K0.03%+6,03013F-HRTimeline
NewEdge Advisors, LLC5,780$648K<0.01%-96013F-HRTimeline
Advyzon Investment Management, LLC5,642$633K0.11%new13F-HRTimeline
Sage Mountain Advisors LLC5,452$611K0.04%013F-HRTimeline
Bernard Wealth Management Corp.5,326$597K0.25%-18013F-HRTimeline
Wealth Watch Advisors, INC5,308$595K0.25%-28713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,289$593K<0.01%-1,45413F-HRTimelineGroup
Wealthstream Advisors, Inc.5,276$592K0.09%-19013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA5,244$588K0.02%-52513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,188$582K0.14%013F-HRTimeline
Defined Financial Planning LLC4,882$558K0.46%new13F-HRTimeline
Wealthstar Advisors, LLC4,877$547K0.22%-7813F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC4,837$542K0.15%013F-HRTimeline
IEQ CAPITAL, LLC4,818$540K<0.01%-4,20613F-HRTimeline
Encompass More Asset Management4,724$530K0.1%new13F-HRTimeline
Perigon Wealth Management, LLC4,720$529K0.01%013F-HRTimeline
CRA Financial Services, LLC4,699$527K0.07%+2013F-HRTimeline
SIGNATUREFD, LLC4,580$514K0.01%+1,90013F-HRTimeline
TUDOR INVESTMENT CORP ET AL4,573$513K<0.01%+20013F-HR/ATimeline
DAYMARK WEALTH PARTNERS, LLC4,524$507K0.02%+213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,495$504K<0.01%-15013F-HRTimelineGroup
Verdence Capital Advisors LLC4,263$503K0.03%-20013F-HRTimeline
TruWealth Advisors, LLC4,467$501K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,372$491K<0.01%+96713F-HRTimelineGroup
Warther Private Wealth, LLC4,370$490K0.12%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,310$483K<0.01%new13F-HRTimelineGroup
Forefront Wealth Partners, LLC4,079$457K0.12%new13F-HRTimeline
WESBANCO BANK INC4,075$457K0.01%+7513F-HRTimeline
Forefront Analytics, LLC4,066$456K0.44%+1613F-HRTimeline
Quadrant Private Wealth Management, LLC4,000$449K0.08%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,000$449K<0.01%013F-HRTimelineGroup
CPR Investments Inc.3,979$446K0.31%new13F-HRTimeline
Trivium Point Advisory, LLC3,958$444K0.05%new13F-HRTimeline
EASTERN BANK3,937$441K0.01%013F-HRTimeline
Tyche Wealth Partners LLC3,936$441K0.08%+1113F-HRTimeline
World Investment Advisors3,795$426K0.01%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC3,701$415K0.58%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,670$412K0.18%013F-HRTimeline
Alternative Investment Advisors, LLC.3,575$401K0.18%+49813F-HRTimeline
Clark Capital Management Group, Inc.3,553$398K<0.01%013F-HRTimeline
Charter Oak Capital Management, LLC3,417$383K0.03%013F-HRTimeline
Chung Wu Investment Group, LLC3,320$372K0.31%+60013F-HRTimeline
Larson Financial Group LLC3,286$368K0.01%+78613F-HRTimeline
MKT Advisors LLC3,200$361K0.13%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,117$350K0.01%-1,14313F-HRTimelineGroup
Claro Advisors Inc.2,985$335K0.05%-6213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,964$332K<0.01%+513F-HRTimeline
Institute for Wealth Management, LLC.2,814$316K0.03%013F-HRTimeline
Silverleafe Capital Partners, LLC2,785$312K0.1%-9213F-HRTimeline
Castleview Partners, LLC2,736$307K0.17%-1,27513F-HRTimeline
Altman Advisors, Inc.2,728$306K0.12%013F-HR/ATimeline
SpringVest Wealth Management LLC2,713$304K0.22%+1013F-HRTimeline
Sage Capital Management, LLC2,686$301K0.14%+613F-HRTimeline
Coppell Advisory Solutions LLC2,672$297K0.03%+113F-HRTimeline
Clearstead Advisors, LLC2,600$292K<0.01%013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC2,583$290K0.21%013F-HRTimeline
Imprint Wealth LLC2,523$283K0.91%13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO5,213$278K0.03%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,472$277K0.02%013F-HRTimeline
Erickson Financial Group, LLC2,413$271K0.17%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC2,389$268K<0.01%-3,01113F-HRTimelineGroup
Dale Q Rice Investment Management Ltd2,341$266K0.19%013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,297$258K0.13%013F-HRTimeline
First Heartland Consultants, Inc.2,248$252K0.02%+16313F-HRTimeline
WORLD EQUITY GROUP, INC.2,222$249K0.06%-10413F-HRTimeline
Cadent Capital Advisors, LLC2,206$247K0.07%+813F-HRTimeline
Valley Financial Group, Inc.2,183$245K0.14%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,153$241K<0.01%013F-HRTimelineGroup
Gibson Wealth Advisors LLC2,153$241K0.17%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,144$240K0.01%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC2,083$234K0.04%013F-HRTimeline
OneDigital Investment Advisors LLC2,067$232K<0.01%new13F-HRTimeline
Arkadios Wealth Advisors2,039$229K0.01%new13F-HRTimeline
Genesee Capital Advisors, LLC2,017$226K0.1%-2,00813F-HRTimeline
Kingsview Wealth Management, LLC2,009$225K<0.01%-30613F-HRTimeline
Quantinno Capital Management LP2,004$225K<0.01%new13F-HRTimeline
SMITH, MOORE & CO.1,945$218K0.02%new13F-HRTimeline
Horizon Wealth Management, LLC1,941$218K0.03%new13F-HRTimeline
Private Wealth Group, LLC1,896$213K0.11%new13F-HRTimeline
Csenge Advisory Group1,867$209K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd1,831$205K<0.01%+1,16313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,790$201K<0.01%new13F-HRTimelineGroup
Morse Asset Management, Inc1,620$182K0.04%013F-HRTimeline