Institutional Ownership Proshares Ultra S&P 500 (SSO)
This table provides information about the institutional ownership of Proshares Ultra S&P 500 (SSO). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 6.85 Million shares, which have been reported (via 13F filing form) to have a value of $610 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
5,830
shares
|
$519,278
0.17% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
5,756
shares
|
$512,686
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
5,726
shares
|
$510,014
0.23% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
5,652
shares
|
$503,423
0.01% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
5,524
shares
|
$492,022
0.37% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
5,455
shares
|
$485,876
0.09% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
5,452
shares
|
$485,609
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,349
shares
|
$476,435
0.0% of portfolio
|
Q1 2025
Added 36.8%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
5,300
shares
|
$472,070
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
5,188
shares
|
$462,095
0.15% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
5,020
shares
|
$447,131
0.01% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,944
shares
|
$440,362
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
4,837
shares
|
$430,831
0.16% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
4,800
shares
|
$427,535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,800
shares
|
$427,535
0.0% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
4,682
shares
|
$417,025
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
4,645
shares
|
$413,730
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,521
shares
|
$402,685
0.02% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,521
shares
|
$402,685
0.08% of portfolio
|
Q1 2024
Reduced 24.66%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,467
shares
|
$397,875
0.02% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
4,463
shares
|
$397,519
0.03% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,399
shares
|
$391,818
0.0% of portfolio
|
Q1 2025
Added 39.7%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
4,370
shares
|
$389,235
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
4,309
shares
|
$383,802
0.06% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
4,304
shares
|
$383,357
0.03% of portfolio
|
Q4 2024
New holding
|