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
Invst, LLC 0.12% Add +47.6% 19,453 $1.1M
Legacy Wealth Managment, LLC 0.53% Reduce -13.4% 19,144 $1.1M
Ameritas Advisory Services, LLC 0.04% New 19,074 $1.1M
Avidian Wealth Enterprises, LLC 0.04% No change 19,020 $1.1M
Chicago Partners Investment Group LLC 0.03% Add +0.2% 18,605 $1.1M
Safe Harbor Fiduciary, LLC 0.96% — 18,814 $1.1M
Arax Advisory Partners 0.03% New 18,618 $1.1M
Balboa Wealth Partners 0.17% Reduce -1.6% 18,065 $1.0M
SteelPeak Wealth, LLC 0.03% No change 17,760 $1.0M
Corient Private Wealth LP 0.00% Add +60.1% 16,941 $981K
MAI Capital Management 0.01% Reduce -0.1% 16,590 $961K
AmeriServ Wealth Advisors 0.55% Reduce -5.1% 16,373 $948K
Founders Financial Securities LLC 0.06% Add +0.1% 16,155 $936K
W1M Asset Management Ltd 0.01% New 16,056 $930K
Harvest Investment Services, LLC 0.17% Reduce -0.3% 15,750 $912K
Two Sigma Securities, LLC 0.12% New 15,607 $904K
Norden Group LLC 0.09% No change 15,552 $901K
CPR Investments Inc. 0.60% Add +92.9% 15,351 $891K
Foundations Investment Advisors, LLC 0.01% Reduce -7.1% 15,340 $888K
Prosperity Wealth Management, Inc. 0.28% Reduce -0.2% 14,641 $848K
Grandview Asset Management LLC 0.23% No change 14,400 $834K
Galvin, Gaustad & Stein, LLC 0.06% No change 13,990 $810K
Baker Avenue Asset Management, LP 0.02% No change 13,768 $797K
Turner Capital Investments, LLC 0.90% — 12,507 $795K
Palumbo Wealth Management LLC 0.19% New 13,223 $766K
Atlatl Advisers LLC 0.28% No change 12,760 $739K
Legacy Capital Wealth Management, LLC 0.44% — 12,447 $721K
NewEdge Advisors, LLC 0.00% Reduce -1.3% 11,410 $661K
Cassaday & Co Wealth Management LLC 0.01% Reduce -21.0% 11,314 $655K
Wealth Watch Advisors, INC 0.24% Add +6.1% 11,268 $653K
Simplex Trading, LLC 0.02% Reduce -20.5% 11,069 $641K
Sage Mountain Advisors LLC 0.03% No change 10,904 $632K
Bernard Wealth Management Corp. 0.25% No change 10,652 $617K
Berkshire Asset Management LLC 0.03% Reduce -0.3% 10,458 $606K
World Investment Advisors 0.01% Add +34.9% 10,237 $593K
Greenspring Advisors, LLC 0.04% New 10,126 $587K
West Michigan Advisors, LLC 0.13% Reduce -2.5% 10,111 $586K
Brown Brothers Harriman & Co. 0.00% Reduce -33.3% 10,000 $579K
Tudor Investment Corporation 0.00% Add +9.3% 9,994 $579K
Wealthstar Advisors, LLC 0.31% Add +1.5% 9,901 $573K
Kovack Advisors, Inc. 0.03% New 9,805 $568K
Kestra Advisory Services, LLC 0.00% New 9,736 $564K
Mindset Wealth Management, LLC 0.15% No change 9,674 $560K
Ieq Capital, LLC 0.00% Add +0.2% 9,655 $559K
CRA Financial Services, LLC 0.07% Add +1.2% 9,515 $551K
Perigon Wealth Management, LLC 0.01% No change 9,440 $547K
Royal Bank of Canada 0.00% Add +5.5% 9,221 $534K
Balefire, LLC 0.10% Reduce -74.2% 9,057 $525K
Daymark Wealth Partners, LLC 0.02% No change 9,051 $524K
Commerce Bank 0.00% No change 8,990 $521K
TruWealth Advisors, LLC 0.03% No change 8,934 $517K
Warther Private Wealth, LLC 0.12% No change 8,740 $506K
United Capital Financial Advisors, LLC 0.00% No change 8,620 $499K
Signaturefd, LLC 0.01% Reduce -6.0% 8,613 $499K
Encompass More Asset Management 0.09% Reduce -9.3% 8,574 $497K
Clark Capital Management Group, Inc. 0.00% Add +19.1% 8,466 $490K
Wesbanco Bank Inc. 0.01% No change 8,150 $472K
Forefront Analytics, LLC 0.42% Add +0.2% 8,146 $472K
Verdence Capital Advisors LLC 0.03% Reduce -4.7% 8,126 $471K
First National Bank & Trust Co. of Newtown 0.09% Reduce -50.0% 8,060 $467K
Tyche Wealth Partners LLC 0.07% Add +1.0% 7,948 $460K
Edgestream Partners, L.P. 0.01% New 7,890 $457K
Eastern Bank 0.01% No change 7,874 $456K
Massar Capital Management, LP 0.09% New 7,580 $439K
Susquehanna International Group, LLP 0.00% New 7,559 $438K
Redmont Wealth Advisors LLC 0.65% No change 7,400 $429K
Gables Capital Management Inc. 0.18% Reduce -1.4% 7,240 $419K
Envestnet Asset Management Inc. 0.00% New 7,220 $418K
Alternative Investment Advisors, LLC. 0.18% Add +0.1% 7,159 $415K
MKT Advisors LLC 0.13% No change 6,400 $377K
Greenberg Financial Group 0.15% — 6,291 $364K
Elevated Private Wealth, LLC 0.38% — 6,262 $363K
Charter Oak Capital Management, LLC 0.03% Reduce -9.6% 6,180 $358K
Ausdal Financial Partners, Inc. 0.02% Reduce -63.7% 6,092 $353K
Castleview Partners, LLC 0.17% Add +10.7% 6,056 $351K
Great Valley Advisor Group, Inc. 0.01% Reduce -3.7% 6,004 $348K
Claro Advisors Inc. 0.05% Reduce -0.4% 5,944 $344K
Qube Research & Technologies Ltd 0.00% Add +59.8% 5,851 $339K
Cerity Partners LLC 0.00% Add +61.6% 5,785 $335K
SpringVest Wealth Management LLC 0.22% Add +0.2% 5,436 $315K
Milestone Asset Management, LLC 0.06% Reduce -91.9% 5,265 $305K
Clearstead Advisors, LLC 0.00% No change 5,200 $301K
Institute for Wealth Management, LLC. 0.03% Reduce -8.5% 5,148 $298K
Silverleafe Capital Partners, LLC 0.09% Reduce -7.9% 5,130 $297K
Luminist Capital LLC 0.36% Add +8946.4% 5,066 $293K
Belpointe Asset Management LLC 0.01% New 5,000 $290K
Brandywine Oak Private Wealth LLC 0.02% No change 4,943 $286K
Erickson Financial Group, LLC 0.17% Add +1.9% 4,918 $285K
Altman Advisors, Inc. 0.11% Reduce -10.9% 4,863 $282K
Commonwealth Equity Services, LLC 0.00% Reduce -18.8% 4,814 $279K
Dale Q Rice Investment Management Ltd 0.19% No change 4,682 $271K
Eagle Wealth Strategies LLC 0.12% No change 4,593 $266K
Advyzon Investment Management, LLC 0.03% Reduce -59.9% 4,526 $262K
First Heartland Consultants, Inc. 0.02% Add +0.4% 4,514 $261K
Genesee Capital Advisors, LLC 0.10% Add +11.0% 4,477 $259K
World Equity Group, Inc. 0.07% Add +0.2% 4,454 $258K
Cadent Capital Advisors, LLC 0.07% Add +0.2% 4,420 $256K
Gibson Wealth Advisors LLC 0.17% No change 4,306 $249K
Stephens Inc. 0.00% No change 4,306 $249K
Money Concepts Capital Corp. 0.01% No change 4,288 $248K
&partners 0.00% New 4,248 $246K
United Advisor Group, LLC 0.03% New 4,240 $246K
AE Wealth Management LLC 0.00% New 4,212 $244K
Hollencrest Capital Management 0.01% Add +2000.0% 4,200 $243K
Knightsbridge Asset Management, LLC 0.04% No change 4,166 $241K
Chung Wu Investment Group, LLC 0.20% Reduce -37.6% 4,140 $240K
Arkadios Wealth Advisors 0.00% No change 4,078 $236K
Waystone Advisors LLC 0.20% — 3,965 $230K
Equitable Holdings, Inc. 0.00% New 3,943 $228K
Smith, Moore & Co. 0.02% No change 3,890 $225K
Horizon Wealth Management, LLC 0.03% No change 3,882 $225K
Private Wealth Group, LLC 0.11% No change 3,792 $220K
Washington Growth Strategies LLC 0.14% Reduce -26.7% 3,785 $219K
Coppell Advisory Solutions LLC 0.02% Reduce -31.8% 3,646 $214K
Sage Capital Management, LLC 0.10% Reduce -31.3% 3,691 $214K
EverSource Wealth Advisors, LLC 0.01% Add +12.3% 3,595 $208K
Meadowbrook Wealth Management, LLC 0.23% New 3,460 $200K
Physician Wealth Advisors, Inc. 0.03% Add +14.5% 3,285 $190K
Morse Asset Management, Inc 0.04% Reduce -0.3% 3,230 $187K
SBI Securities Co., Ltd. 0.00% New 3,002 $174K
US Bancorp \de 0.00% No change 2,260 $131K
Sunbelt Securities, Inc. 0.01% Add +45.6% 2,050 $119K
Anchor Investment Management, LLC 0.01% No change 2,000 $116K
Imprint Wealth LLC 0.48% Reduce -65.0% 1,766 $102K
Evermay Wealth Management LLC 0.01% No change 1,600 $93K
Whittier Trust Co. 0.00% No change 1,550 $92K
FWL Investment Management, LLC 0.02% New 1,400 $81K
CoreCap Advisors, LLC 0.00% Add +32.8% 1,360 $79K
Winnacle Wealth LLC 0.05% Add +0.2% 1,216 $71K
Abound Wealth Management 0.01% No change 1,066 $62K
DV Trading LLC 0.01% — 1,000 $58K
Corsicana & Co. 0.03% No change 920 $53K
Boreal Capital Management LLC 0.05% New 860 $50K
Tucker Asset Management LLC 0.01% New 848 $49K
Evolution Wealth Management Inc. 0.03% No change 630 $36K
Macquarie Group Ltd. 0.00% No change 400 $23K
CIBC Private Wealth Group LLC 0.00% Reduce -87.6% 374 $22K
CENTRAL TRUST Co 0.00% New 360 $21K
Steward Partners Investment Advisory, LLC 0.00% No change 320 $19K
Vermillion & White Wealth Management Group, LLC 0.01% No change 316 $18K
Parallel Advisors, LLC 0.00% No change 256 $15K
Creative Financial Designs Inc. 0.00% New 246 $14K
Blue Bell Private Wealth Management, LLC 0.00% No change 240 $14K
O'shaughnessy Asset Management, LLC 0.00% Reduce -10.6% 220 $13K
Financial Freedom, LLC 0.01% No change 194 $11K
Steigerwald, Gordon & Koch Inc. 0.00% Add +0.6% 173 $10K
American Capital Advisory, LLC 0.00% No change 160 $9K
Innovative Advisory Group, LLC 0.01% No change 160 $9K
Global Retirement Partners, LLC 0.00% Reduce -75.6% 160 $9K
ORG Partners LLC 0.00% Reduce -5.4% 140 $8K
Cape Investment Advisory, Inc. 0.00% New 126 $7K
Northwestern Mutual Wealth Management Co. 0.00% New 84 $5K
Park Square Financial Group, LLC 0.02% Reduce -95.3% 39 $4K
Bank of Montreal 0.00% New 30 $2K
Signature Resources Capital Management, LLC 0.00% No change 28 $2K
Morgan Stanley 0.00% Reduce -95.7% 18 $1K
Archer Investment Corp 0.00% No change 16 $940
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 7 $405
Caitlin John, LLC 0.00% New 4 $232
Citigroup Inc. 0.00% Reduce -99.8% 3 $174
Wells Fargo & Company 0.00% Reduce -50.0% 2 $97
Huntington National Bank 0.00% Reduce -50.0% 1 $58
Rossby Financial, LCC 0.00% Reduce -87.5% 1 $58
BlackRock, Inc. 0.00% Reduce -100.0% 1 $41

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