Proshares Ultra S&P500SSOETF

13F holders, Q4 2025 (December 31)
264holders +22
35new positions
21sold out
3famous investors
$58.69avg. 13F price*

At the end of Q4 2025, 264 institutions reported holding Proshares Ultra S&P500 (SSO) in their 13F filings, up 22 from Q3 2025. 35 opened new positions and 21 sold out. The largest holders were Howard Capital Management, LLC ($797.9M), Assetmark, Inc. ($200.6M) and Main Street Group, LTD ($69.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Proshares Ultra S&P500
CUSIP
74347R107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 186Q1 2024Q2 2024: 202Q2 2024Q3 2024: 208Q3 2024Q4 2024: 240Q4 2024Q1 2025: 212Q1 2025Q2 2025: 229Q2 2025Q3 2025: 242Q3 2025Q4 2025: 264Q4 2025Q1 2026: 214Q1 2026Q2 2026: 241Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions35$47.5M
Exits21$17.4M

All 13F filers, Q3 2025 → Q4 2025: 2,373,325 shares bought and 13,436,971 shares sold, net −11,063,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 264 holders

Howard Capital Management, LLC 10.33% No change 13,775,520 $797.9M
Assetmark, Inc. 0.41% Reduce -73.9% 3,464,225 $200.6M
Main Street Group, LTD 24.11% Add +0.8% 1,207,033 $69.9M
Ridgepath Capital Management LLC 18.30% Reduce -50.0% 355,437 $39.9M
Pinkerton Wealth, LLC 4.02% Add +9.3% 677,536 $39.2M
TTP Investments, Inc. 11.71% Reduce -24.9% 618,759 $35.8M
Client First Investment Management LLC 16.41% Add +196.8% 540,061 $31.3M
Sollinda Capital Management LLC 7.94% Reduce -56.0% 536,403 $31.1M
Revere Asset Management, Inc 10.38% Reduce -12.2% 508,989 $29.5M
Global View Capital Management LLC 5.03% Add +114.9% 465,496 $27.0M
Cwm, LLC 0.06% Add +296.1% 396,305 $23.0M
Spire Wealth Management 0.72% Add +8.2% 370,353 $21.5M
True Freedom Investing, LLC 1.40% Add +43.2% 355,086 $20.6M
HighTower Advisors, LLC 0.02% Add +4.1% 342,979 $19.9M
Asset Management Group, Inc. 2.69% Reduce -2.9% 287,438 $16.6M
NBZ Investment Advisors LLC 6.87% New 271,756 $15.7M
Kingswood Wealth Advisors, LLC 0.75% Add +0.3% 266,574 $15.4M
Brookstone Capital Management 0.17% Add +32.8% 260,435 $15.1M
Toth Financial Advisory Corp. 1.57% Reduce -10.9% 249,142 $14.4M
Portfolio Design Labs, LLC 2.25% Add +14.8% 235,276 $13.6M
Capital Investment Advisory Services, LLC 0.91% Reduce -31.3% 222,712 $12.9M
Ascent Group, LLC 0.35% Add +3.5% 175,256 $10.2M
GenWealth Group, Inc. 1.73% Reduce -0.5% 170,235 $10.1M
Independent Financial Group, LLC 0.22% Reduce -1.2% 173,035 $10.0M
Legacy Wealth Partners, LLC 2.50% — 166,882 $9.7M
Capital Investment Counsel, Inc 1.08% Reduce -1.1% 158,067 $9.2M
Dedeker Financial LLC 8.06% — 155,491 $9.0M
Axxcess Wealth Management, LLC 0.16% Reduce -47.0% 153,762 $8.9M
Arta Finance Wealth Management LLC 4.33% — 146,602 $8.5M
Lido Advisors, LLC 0.03% Reduce -48.3% 77,193 $8.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -48.1% 129,351 $7.5M
PNC Financial Services Group, Inc. 0.00% Add +3.2% 129,268 $7.5M
Smith Chas P & Associates Pa Cpas 0.35% No change 114,946 $6.7M
JPMorgan Chase & Co. 0.00% Add +2.9% 108,541 $6.3M
Unique Wealth, LLC 0.87% Reduce -0.6% 107,849 $6.2M
Marshall Financial Group, LLC 1.18% Reduce -17.9% 104,822 $6.1M
Three Seasons Wealth, LLC 0.57% Add +1.8% 103,065 $6.0M
Sowell Financial Services LLC 0.21% Add +65.7% 99,719 $5.8M
Wealthcare Advisory Partners LLC 0.11% New 95,918 $5.6M
Ashton Thomas Private Wealth, LLC 0.13% New 94,737 $5.5M
Mercer Global Advisors Inc. 0.01% Add +95.5% 92,418 $5.4M
Centaurus Financial, Inc. 0.24% Add +15.3% 90,292 $5.2M
Jump Financial, LLC 0.07% New 89,548 $5.2M
Creative Planning 0.00% Add +18.4% 67,862 $3.9M
Captrust Financial Advisors 0.01% No change 66,780 $3.9M
LPL Financial LLC 0.00% Reduce -28.2% 64,658 $3.7M
Tempus Wealth Planning, LLC 0.85% Reduce -41.6% 63,698 $3.7M
Apollon Financial, LLC 0.52% Reduce -3.1% 61,607 $3.6M
Innova Wealth Partners 1.72% Add +3.0% 58,823 $3.4M
Plotkin Financial Advisors, LLC 1.66% Reduce -1.3% 58,686 $3.4M
Osaic Holdings, Inc. 0.00% Reduce -93.4% 54,333 $3.1M
Renaissance Technologies 0.00% Add +3.1% 53,800 $3.1M
Professional Financial Advisors, LLC 0.63% Add +0.9% 53,325 $3.1M
Larson Financial Group LLC 0.10% Add +690.7% 51,965 $3.0M
SP Asset Management LLC 0.24% Reduce -15.0% 51,533 $3.0M
Citadel Advisors 0.00% New 46,600 $2.7M
Mariner, LLC 0.00% Add +0.3% 45,409 $2.6M
NewEdge Wealth, LLC 0.03% Reduce -7.1% 44,705 $2.6M
Bank of America Corp. 0.00% Reduce -1.3% 44,566 $2.6M
Koshinski Asset Management, Inc. 0.17% Add +0.7% 44,558 $2.6M
Vontobel Holding Ltd. 0.01% Reduce -10.1% 43,919 $2.5M
PMV Capital Advisers, LLC 4.42% Add +27.5% 41,877 $2.4M
Csenge Advisory Group 0.11% Add +1002.4% 41,163 $2.4M
Valeo Financial Advisors, LLC 0.05% No change 40,036 $2.3M
Alliancebernstein L.P. 0.00% No change 40,000 $2.3M
RIA Advisory Group LLC 0.55% Reduce -69.3% 39,454 $2.3M
Clear Creek Financial Management, LLC 0.18% Reduce -3.2% 38,612 $2.2M
Beacon Capital Management, Inc. 0.11% Add +187.5% 36,275 $2.1M
Sovereign Financial Group, Inc. 0.37% No change 36,052 $2.1M
Richmond Brothers, Inc. 1.32% Add +154.8% 35,941 $2.1M
Meridian Wealth Management, LLC 0.07% Reduce -1.6% 33,824 $2.0M
Bank of New York Mellon Corp 0.00% No change 32,174 $1.9M
Farther Finance Advisors, LLC 0.02% Add +14.9% 32,145 $1.9M
Rollins Financial Advisors, LLC 0.25% Add +5.8% 29,822 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +24.9% 28,948 $1.7M
GeoWealth Management, LLC 0.06% Add +1.6% 28,228 $1.6M
UBS Group AG 0.00% Reduce -89.3% 27,956 $1.6M
Focus Partners Wealth 0.00% New 26,617 $1.5M
Discipline Wealth Solutions, LLC 0.29% Add +2.9% 26,585 $1.5M
Fsa Wealth Partners, Inc. 0.53% Reduce -2.3% 25,606 $1.5M
Mgo One Seven LLC 0.03% Add +8.9% 25,546 $1.5M
Strategic Blueprint, LLC 0.08% Add +35.6% 24,635 $1.4M
Allworth Financial LP 0.01% No change 24,542 $1.4M
WoodTrust Financial Corp 0.17% No change 24,536 $1.4M
TFB Advisors LLC 0.40% Reduce -76.8% 24,490 $1.4M
Sprott Inc. 0.05% No change 24,400 $1.4M
Thrivent Financial for Lutherans 0.00% No change 24,332 $1.4M
Donaldson Capital Management, LLC 0.04% Add +0.3% 24,080 $1.4M
Diversified Trust Co. 0.03% No change 24,000 $1.4M
Modern Wealth Management, LLC 0.03% No change 23,726 $1.4M
Blair William & Co. 0.00% Add +30.3% 23,130 $1.3M
Evolution Wealth Advisors, LLC 0.14% Add +0.3% 23,126 $1.3M
Berger Financial Group, Inc 0.08% Reduce -0.7% 22,730 $1.3M
Thompson David Blair 0.72% — 21,858 $1.3M
Aurora Private Wealth, Inc. 0.83% — 16,550 $1.3M
DRW Securities, LLC 0.10% Add +38.4% 21,649 $1.3M
Stratos Wealth Partners, LTD. 0.01% Reduce -5.1% 21,285 $1.2M
SkyOak Wealth, LLC 0.22% Reduce -9.3% 21,245 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -1.7% 20,300 $1.2M
HRT Financial LP 0.00% New 19,606 $1.1M

"% of holder's portfolio" is SSO's weight in each manager's 13F, not the share of Proshares Ultra S&P500 the manager owns.

Show all 264 holders