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Disclosery

SSO PROSHARES TR

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PSHS ULT S&P 500 (fund)

264 managers (264 13F filers) reported a position in SSO shares at 2025-12-31, 31,300,580 shares in all. 35 filers opened a position and 22 filers sold out during the quarter.

Managers
264
13F filers
264
New
35
Added
194
Reduced
19
Sold out
22
Shares held by filers
31,300,580

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC13,775,520$798M10.33%+6,887,76013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,464,225$201M0.41%-3,170,85313F-HRTimelineGroup
Main Street Group, LTD1,207,033$69.9M24.11%+608,33413F-HRTimeline
Ridgepath Capital Management LLC355,437$39.9M18.3%013F-HRTimeline
PINKERTON WEALTH, LLC677,536$39.2M4.02%+367,65513F-HRTimeline
TTP Investments, Inc.618,759$35.8M11.71%+207,04513F-HRTimeline
Client First Investment Management LLC540,061$31.3M16.41%+449,06613F-HRTimeline
Sollinda Capital Management LLC536,403$31.1M7.94%-72,51313F-HRTimeline
Revere Asset Management, Inc508,989$29.5M10.38%+219,28313F-HRTimeline
Global View Capital Management LLC465,496$27M5.03%+357,20213F-HRTimeline
CWM, LLCin group CWM, LLC396,305$23M0.06%+346,28113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management370,353$21.5M0.72%+199,14413F-HRTimelineGroup
True Freedom Investing, LLC355,086$20.6M1.4%+231,12813F-HRTimeline
HighTower Advisors, LLC342,979$19.9M0.02%+178,27413F-HRTimeline
Asset Management Group, Inc.287,438$16.6M2.69%+139,38713F-HRTimeline
NBZ Investment Advisors LLC271,756$15.7M6.87%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC266,574$15.4M0.75%+133,71613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management260,435$15.1M0.17%+162,34013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP249,142$14.4M1.57%+109,37913F-HRTimeline
Portfolio Design Labs, LLC235,276$13.6M2.25%+132,78813F-HRTimeline
Capital Investment Advisory Services, L…222,712$12.9M0.91%+60,59313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC175,256$10.2M0.35%+90,58013F-HRTimelineGroup
GenWealth Group, Inc.170,235$10.1M1.73%+84,65513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC173,035$10M0.22%+85,49613F-HRTimeline
Legacy Wealth Partners, LLC166,882$9.67M2.5%13F-HRTimeline
Capital Investment Counsel, Inc158,067$9.16M1.08%+78,11713F-HRTimeline
Dedeker Financial LLC155,491$9.01M8.06%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC153,762$8.91M0.16%+8,64613F-HR/ATimeline
Arta Finance Wealth Management LLC146,602$8.49M4.33%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC77,193$8.38M0.03%+2,50513F-HRTimelineGroup
Cambridge Investment Research Advisors,…129,351$7.49M0.02%+4,71513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…129,268$7.49M<0.01%+66,63413F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …114,946$6.66M0.35%+57,47313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO108,541$6.29M<0.01%+55,82213F-HRTimelineGroup
UNIQUE WEALTH, LLC107,849$6.25M0.87%+53,62413F-HRTimeline
Marshall Financial Group, LLC104,822$6.07M1.18%+40,96213F-HRTimeline
Three Seasons Wealth, LLC103,065$5.97M0.57%+52,45213F-HRTimeline
Sowell Financial Services LLC99,719$5.78M0.21%+69,63013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …95,918$5.56M0.11%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC94,737$5.49M0.13%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV92,418$5.39M0.01%+68,78813F-HRTimeline
CENTAURUS FINANCIAL, INC.90,292$5.23M0.24%+51,14813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC89,548$5.19M0.07%new13F-HRTimelineGroup
Creative Planningin group Creative Planning67,862$3.93M<0.01%+39,19113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS66,780$3.87M0.01%+33,39013F-HRTimeline
LPL Financial LLC64,658$3.74M<0.01%+19,62013F-HRTimeline
Tempus Wealth Planning, LLC63,698$3.69M0.85%+9,15713F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC61,607$3.57M0.52%+29,80513F-HRTimelineGroup
Innova Wealth Partners58,823$3.41M1.72%+30,25513F-HRTimeline
Plotkin Financial Advisors, LLC58,686$3.4M1.66%+28,96613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,333$3.15M<0.01%-357,96813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC53,800$3.12M<0.01%+27,70013F-HRTimeline
Professional Financial Advisors, LLC53,325$3.09M0.63%+26,89113F-HRTimeline
Larson Financial Group LLC51,965$3.01M0.1%+48,67913F-HRTimeline
SP Asset Management LLC51,533$2.98M0.24%+21,20513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,600$2.7M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC45,409$2.63M<0.01%+22,77413F-HRTimelineGroup
NewEdge Wealth, LLC44,705$2.59M0.03%+20,65213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/44,566$2.58M<0.01%+21,98313F-HRTimelineGroup
Koshinski Asset Management, Inc.44,558$2.58M0.17%+22,44313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.43,919$2.54M0.01%+19,49513F-HRTimelineGroup
PMV Capital Advisers, LLC41,877$2.43M4.42%+25,45413F-HRTimeline
Csenge Advisory Group41,163$2.38M0.11%+39,29613F-HRTimeline
Valeo Financial Advisors, LLC40,036$2.32M0.05%+20,01813F-HRTimeline
ALLIANCEBERNSTEIN L.P.40,000$2.32M<0.01%+20,00013F-HRTimeline
RIA Advisory Group LLC39,454$2.29M0.55%-24,76913F-HRTimeline
Clear Creek Financial Management, LLC38,612$2.24M0.18%+18,66713F-HRTimeline
Beacon Capital Management, Inc.36,275$2.1M0.11%+29,96613F-HRTimeline
Sovereign Financial Group, Inc.36,052$2.09M0.37%+18,02613F-HRTimeline
Richmond Brothers, Inc.35,941$2.08M1.32%+28,88713F-HRTimeline
Meridian Wealth Management, LLC33,824$1.96M0.07%+16,63713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp32,174$1.86M<0.01%+16,08613F-HRTimelineGroup
Farther Finance Advisors, LLC32,145$1.86M0.02%+18,15613F-HRTimeline
Rollins Financial Advisors, LLC29,822$1.73M0.25%+15,72813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,948$1.72M<0.01%+17,35513F-HRTimeline
GeoWealth Management, LLC28,228$1.63M0.06%+14,33013F-HRTimeline
UBS Group AGin group UBS Group AG27,956$1.62M<0.01%-103,01813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth26,617$1.54M<0.01%new13F-HRTimelineGroup
Discipline Wealth Solutions, LLC26,585$1.54M0.29%+13,66813F-HRTimeline
FSA WEALTH PARTNERS, INC.25,606$1.48M0.53%+12,49913F-HRTimeline
MGO ONE SEVEN LLC25,546$1.48M0.03%+13,81813F-HRTimeline
Strategic Blueprint, LLC24,635$1.43M0.08%+15,55413F-HRTimeline
Allworth Financial LP24,542$1.42M0.01%+12,27213F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp24,536$1.42M0.17%+12,26813F-HRTimelineGroup
TFB Advisors LLC24,490$1.42M0.4%-28,31713F-HRTimeline
SPROTT INC.24,400$1.41M0.05%+12,20013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,332$1.41M<0.01%+12,16613F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC24,080$1.39M0.04%+12,08013F-HRTimeline
DIVERSIFIED TRUST CO24,000$1.39M0.03%+12,00013F-HRTimeline
Modern Wealth Management, LLC23,726$1.37M0.03%+11,86313F-HRTimeline
BLAIR WILLIAM & CO/IL23,130$1.34M<0.01%+14,25213F-HRTimeline
Evolution Wealth Advisors, LLC23,126$1.34M0.13%+11,59413F-HRTimeline
Berger Financial Group, Inc22,730$1.32M0.08%+11,28613F-HRTimeline
Thompson David Blair21,858$1.27M0.72%13F-HRTimeline
Aurora Private Wealth, Inc.16,550$1.26M0.83%13F-HRTimeline
DRW Securities, LLC21,649$1.25M0.1%+13,82713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,285$1.23M0.01%+10,06613F-HRTimelineGroup
SkyOak Wealth, LLC21,245$1.23M0.22%+9,53613F-HRTimeline
Sanctuary Advisors, LLC20,300$1.18M0.01%+9,97313F-HRTimeline
HRT FINANCIAL LP19,606$1.14M<0.01%new13F-HRTimeline
Invst, LLC19,453$1.13M0.12%+12,86513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…19,144$1.11M0.53%+8,08413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…19,074$1.1M0.04%new13F-HRTimelineGroup
Avidian Wealth Enterprises, LLC19,020$1.1M0.04%+9,51213F-HRTimeline
Chicago Partners Investment Group LLC18,605$1.1M0.03%+9,32013F-HRTimeline
Safe Harbor Fiduciary, LLC18,814$1.09M0.96%13F-HRTimeline
Arax Advisory Partners18,618$1.08M0.03%new13F-HRTimeline
Balboa Wealth Partners18,065$1.05M0.17%+8,88613F-HRTimeline
SteelPeak Wealth, LLC17,760$1.03M0.03%+8,88013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,941$981K<0.01%+11,65213F-HR/ATimelineGroup
MAI Capital Management16,590$961K0.01%+8,28513F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors16,373$948K0.55%+7,74613F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC16,155$936K0.06%+8,08613F-HRTimeline
W1M Asset Management Ltd16,056$930K0.01%new13F-HRTimeline
Harvest Investment Services, LLC15,750$912K0.17%+7,85313F-HRTimeline
TWO SIGMA SECURITIES, LLC15,607$904K0.12%new13F-HRTimeline
NORDEN GROUP LLC15,552$901K0.09%+7,77613F-HRTimeline
CPR Investments Inc.15,351$891K0.6%+11,37213F-HRTimeline
Foundations Investment Advisors, LLC15,340$888K0.01%+7,08713F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…14,641$848K0.28%+7,30513F-HRTimelineGroup
Grandview Asset Management LLC14,400$834K0.23%+7,20013F-HRTimeline
Galvin, Gaustad & Stein, LLC13,990$810K0.06%+6,99513F-HRTimeline
Baker Avenue Asset Management, LP13,768$797K0.02%+6,88413F-HRTimeline
Turner Capital Investments, LLC12,507$795K0.93%13F-HRTimeline
Palumbo Wealth Management LLC13,223$766K0.19%new13F-HRTimeline
Atlatl Advisers LLC12,760$739K0.28%+6,38013F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC12,447$721K0.44%13F-HRTimeline
NewEdge Advisors, LLC11,410$661K<0.01%+5,63013F-HRTimeline
Cassaday & Co Wealth Management LLC11,314$655K0.01%+4,15713F-HRTimeline
Wealth Watch Advisors, INC11,268$653K0.24%+5,96013F-HRTimeline
SIMPLEX TRADING, LLC11,069$641K0.02%+4,10513F-HRTimeline
Sage Mountain Advisors LLC10,904$632K0.03%+5,45213F-HRTimeline
Bernard Wealth Management Corp.10,652$617K0.25%+5,32613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA10,458$606K0.03%+5,21413F-HRTimeline
World Investment Advisors10,237$593K0.01%+6,44213F-HR/ATimeline
Greenspring Advisors, LLC10,126$587K0.04%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC10,111$586K0.13%+4,92313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,000$579K<0.01%+2,49913F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL9,994$579K<0.01%+5,42113F-HRTimeline
Wealthstar Advisors, LLC9,901$573K0.31%+5,02413F-HRTimeline
Kovack Advisors, Inc.9,805$568K0.03%new13F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,736$564K<0.01%new13F-HRTimelineGroup
MINDSET WEALTH MANAGEMENT, LLC9,674$560K0.15%+4,83713F-HRTimeline
IEQ CAPITAL, LLC9,655$559K<0.01%+4,83713F-HRTimeline
CRA Financial Services, LLC9,515$551K0.07%+4,81613F-HRTimeline
Perigon Wealth Management, LLC9,440$547K0.01%+4,72013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,221$534K<0.01%+4,84913F-HRTimelineGroup
Balefire, LLC9,057$525K0.1%-8,49913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,051$524K0.02%+4,52713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,990$521K<0.01%+4,49513F-HRTimelineGroup
TruWealth Advisors, LLC8,934$517K0.03%+4,46713F-HRTimeline
Warther Private Wealth, LLC8,740$506K0.12%+4,37013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,620$499K<0.01%+4,31013F-HRTimelineGroup
SIGNATUREFD, LLC8,613$499K0.01%+4,03313F-HRTimeline
Encompass More Asset Management8,574$497K0.09%+3,85013F-HRTimeline
Clark Capital Management Group, Inc.8,466$490K<0.01%+4,91313F-HRTimeline
WESBANCO BANK INC8,150$472K0.01%+4,07513F-HRTimeline
Forefront Analytics, LLC8,146$472K0.42%+4,08013F-HRTimeline
Verdence Capital Advisors LLC8,126$471K0.03%+3,86313F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,060$467K0.09%013F-HRTimeline
Tyche Wealth Partners LLC7,948$460K0.07%+4,01213F-HRTimeline
Edgestream Partners, L.P.7,890$457K0.01%new13F-HRTimeline
EASTERN BANK7,874$456K0.01%+3,93713F-HRTimeline
Massar Capital Management, LP7,580$439K0.09%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,559$438K<0.01%new13F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC7,400$429K0.65%+3,69913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.7,240$419K0.18%+3,57013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,220$418K<0.01%new13F-HRTimelineGroup
Alternative Investment Advisors, LLC.7,159$415K0.18%+3,58413F-HRTimeline
MKT Advisors LLC6,400$377K0.13%+3,20013F-HRTimeline
GREENBERG FINANCIAL GROUP6,291$364K0.15%13F-HRTimeline
Elevated Private Wealth, LLC6,262$363K0.38%13F-HRTimeline
Charter Oak Capital Management, LLC6,180$358K0.03%+2,76313F-HRTimeline
Ausdal Financial Partners, Inc.6,092$353K0.02%-2,30513F-HRTimeline
Castleview Partners, LLC6,056$351K0.17%+3,32013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,004$348K0.01%+2,88713F-HRTimelineGroup
Claro Advisors Inc.5,944$344K0.05%+2,95913F-HRTimeline
Qube Research & Technologies Ltd5,851$339K<0.01%+4,02013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,785$335K<0.01%+3,99513F-HRTimelineGroup
SpringVest Wealth Management LLC5,436$315K0.22%+2,72313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,265$305K0.06%-27,15813F-HRTimeline
Clearstead Advisors, LLC5,200$301K<0.01%+2,60013F-HRTimeline
Institute for Wealth Management, LLC.5,148$298K0.03%+2,33413F-HRTimeline
Silverleafe Capital Partners, LLC5,130$297K0.09%+2,34513F-HRTimeline
Luminist Capital LLC5,066$293K0.36%+5,03813F-HRTimeline
Belpointe Asset Management LLC5,000$290K0.01%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,943$286K0.02%+2,47113F-HRTimeline
Erickson Financial Group, LLC4,918$285K0.17%+2,50513F-HRTimeline
Altman Advisors, Inc.4,863$282K0.11%+2,13513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,814$279K<0.01%+1,85013F-HRTimeline
Dale Q Rice Investment Management Ltd4,682$271K0.19%+2,34113F-HRTimeline
EAGLE WEALTH STRATEGIES LLC4,593$266K0.12%+2,29613F-HRTimeline
Advyzon Investment Management, LLC4,526$262K0.03%-1,11613F-HRTimeline
First Heartland Consultants, Inc.4,514$261K0.02%+2,26613F-HRTimeline
Genesee Capital Advisors, LLC4,477$259K0.1%+2,46013F-HRTimeline
WORLD EQUITY GROUP, INC.4,454$258K0.07%+2,23213F-HRTimeline
Cadent Capital Advisors, LLC4,420$256K0.07%+2,21413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,306$249K<0.01%+2,15313F-HRTimelineGroup
Gibson Wealth Advisors LLC4,306$249K0.17%+2,15313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,288$248K0.01%+2,14413F-HRTimeline