Who owns ProShares Ultra S&P500 (SSO)
Which tracked institutional funds hold SSO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SSO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SSO is one-sided between 2026-Q1 and 2026-Q2: 90 added or opened and 29 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SSO’s largest tracked holder by dollar value, Howard Capital Management, LLC, sizes it at 9.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 9.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SSO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 232 tracked filers holding SSO, 112 increased or opened the position and 107 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SSO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- Howard Capital Management, LLC$820M
- Three Seasons Wealth, LLC$8M
- J. M. Brown & Associates Inc.$8M
- Blueprint Investment Partners LLC$7M
- GTS SECURITIES LLC$5M
- Blueprint Financial Advisors LLC$4M
Full exits 18
- PINKERTON WEALTH, LLC$43M
- CITADEL ADVISORS LLC$24M
- Virtue Capital Management, LLC$19M
- HighTower Advisors, LLC$13M
- FLOW TRADERS U.S. LLC$8M
- SMITH CHAS P & ASSOCIATES PA CPAS$6M
Largest adds
- GOLDMAN SACHS GROUP INC$58M
- TTP Investments, Inc.$50M
- Client First Investment Management LLC$31M
- Main Street Group, LTD$20M
- KINGSWOOD WEALTH ADVISORS, LLC$11M
- UBS Group AG$7M
Largest trims
- BANK OF AMERICA CORP /DE/$2M
- Bank of New York Mellon Corp$2M
- Beacon Capital Management, Inc.$1M
- Legacy Wealth Partners, LLC$1M
- Richmond Brothers, Inc.$694K
- LPL Financial LLC$554K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Howard Capital Management, LLC trimmed | 12,170,614 | $820M | 53.8% | 2026-Q2 |
| Main Street Group, LTD added | 1,195,369 | $81M | 5.3% | 2026-Q2 |
| TTP Investments, Inc. added | 953,807 | $64M | 4.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 878,204 | $59M | 3.9% | 2026-Q2 |
| Client First Investment Management LLC added | 544,551 | $37M | 2.4% | 2026-Q2 |
| Spire Wealth Management trimmed | 381,985 | $26M | 1.7% | 2026-Q2 |
| Ridgepath Capital Management LLC trimmed | 369,107 | $25M | 1.6% | 2026-Q2 |
| UBS Group AG added | 321,453 | $22M | 1.4% | 2026-Q2 |
| Asset Management Group, Inc. trimmed | 282,805 | $19M | 1.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 271,376 | $18M | 1.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 232,199 | $16M | 1.0% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP trimmed | 228,618 | $15M | 1.0% | 2026-Q2 |
| Portfolio Design Labs, LLC trimmed | 220,397 | $15M | 1.0% | 2026-Q2 |
| Arta Finance Wealth Management LLC trimmed | 179,193 | $12M | 0.8% | 2026-Q2 |
| GenWealth Group, Inc. trimmed | 168,776 | $11M | 0.7% | 2026-Q2 |
| Capital Investment Counsel, Inc added | 167,727 | $11M | 0.7% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 166,076 | $11M | 0.7% | 2026-Q2 |
| Dedeker Financial LLC trimmed | 165,240 | $11M | 0.7% | 2026-Q2 |
| Global View Capital Management LLC added | 162,652 | $11M | 0.7% | 2026-Q2 |
| Ascent Group, LLC trimmed | 159,348 | $11M | 0.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 153,468 | $10M | 0.7% | 2026-Q2 |
| Three Seasons Wealth, LLC added | 120,593 | $8M | 0.5% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 118,600 | $8M | 0.5% | 2026-Q2 |
| J. M. Brown & Associates Inc. new | 113,430 | $8M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 99,046 | $7M | 0.4% | 2026-Q2 |
| Blueprint Investment Partners LLC added | 97,408 | $7M | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 94,938 | $6M | 0.4% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 88,620 | $6M | 0.4% | 2026-Q2 |
| UNIQUE WEALTH, LLC trimmed | 86,903 | $6M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 83,755 | $6M | 0.4% | 2026-Q2 |
| GTS SECURITIES LLC added | 79,702 | $5M | 0.4% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC added | 72,896 | $5M | 0.3% | 2026-Q2 |
| Apollon Financial, LLC added | 61,616 | $4M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 58,935 | $4M | 0.3% | 2026-Q2 |
| Blueprint Financial Advisors LLC new | 58,283 | $4M | 0.3% | 2026-Q2 |
| Innova Wealth Partners trimmed | 57,913 | $4M | 0.3% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 54,818 | $4M | 0.2% | 2026-Q2 |
| Marshall Financial Group, LLC trimmed | 54,435 | $4M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 51,855 | $3M | 0.2% | 2026-Q2 |
| Professional Financial Advisors, LLC added | 51,244 | $3M | 0.2% | 2026-Q2 |
| SP Asset Management LLC trimmed | 50,803 | $3M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 50,293 | $3M | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 49,091 | $3M | 0.2% | 2026-Q2 |
| ASSETMARK, INC added | 48,756 | $3M | 0.2% | 2026-Q2 |
| PMV Capital Advisers, LLC added | 46,556 | $3M | 0.2% | 2026-Q2 |
| Plotkin Financial Advisors, LLC trimmed | 46,524 | $3M | 0.2% | 2026-Q2 |
| Tempus Wealth Planning, LLC trimmed | 46,054 | $3M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 44,962 | $3M | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 44,905 | $3M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 44,474 | $3M | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 43,774 | $3M | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 43,030 | $3M | 0.2% | 2026-Q2 |
| Global Assets Advisory, LLC added | 42,815 | $3M | 0.2% | 2026-Q2 |
| Valeo Financial Advisors, LLC | 40,036 | $3M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 40,000 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 39,941 | $3M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 39,569 | $3M | 0.2% | 2026-Q2 |
| Larson Financial Group LLC added | 39,407 | $3M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 39,197 | $3M | 0.2% | 2026-Q2 |
| Sollinda Capital Management LLC trimmed | 37,310 | $3M | 0.2% | 2026-Q2 |
| Sovereign Financial Group, Inc. added | 36,148 | $2M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 35,704 | $2M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 33,959 | $2M | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 32,684 | $2M | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 32,508 | $2M | 0.1% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 30,097 | $2M | 0.1% | 2026-Q2 |
| Rollins Financial Advisors, LLC trimmed | 26,782 | $2M | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 26,459 | $2M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 26,208 | $2M | 0.1% | 2026-Q2 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 24,080 | $2M | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 24,000 | $2M | 0.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 23,607 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 23,545 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 23,375 | $2M | 0.1% | 2026-Q2 |
| Evolution Wealth Advisors, LLC trimmed | 23,064 | $2M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 22,931 | $2M | 0.1% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 22,522 | $2M | 0.1% | 2026-Q2 |
| Genesee Capital Advisors, LLC added | 22,388 | $2M | 0.1% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 22,375 | $2M | 0.1% | 2026-Q2 |
| Summit Financial, LLC new | 21,558 | $1M | 0.1% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC added | 21,440 | $1M | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 21,170 | $1M | 0.1% | 2026-Q2 |
| J. Safra Sarasin Holding AG new | 20,787 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,772 | $1M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 20,339 | $1M | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 20,032 | $1M | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new | 19,662 | $1M | 0.1% | 2026-Q2 |
| SkyOak Wealth, LLC trimmed | 19,489 | $1M | 0.1% | 2026-Q2 |
| Safe Harbor Fiduciary, LLC added | 18,612 | $1M | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 18,118 | $1M | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 18,044 | $1M | 0.1% | 2026-Q2 |
| SteelPeak Wealth, LLC | 17,760 | $1M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 17,725 | $1M | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 17,401 | $1M | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 15,643 | $1M | 0.1% | 2026-Q2 |
| Harvest Investment Services, LLC trimmed | 14,852 | $1M | 0.1% | 2026-Q2 |
| Grandview Asset Management LLC | 14,400 | $970K | 0.1% | 2026-Q2 |
| Thompson David Blair trimmed | 13,925 | $938K | 0.1% | 2026-Q2 |
| Baker Avenue Asset Management, LP | 13,768 | $928K | 0.1% | 2026-Q2 |
| Sunpointe, LLC new | 13,251 | $893K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.