SSO Institutional Ownership & Shareholders
PROSHARES ULTRA S&P500 (SSO) is currently held by 251 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.11B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Howard Capital Management Inc. is currently the largest disclosed institutional shareholder of SSO tracked by InsiderSet, reporting ownership valued at approximately $886.13M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $856.60M, representing an estimated loss of -3.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed SSO value among the investors covered in this analysis. Major shareholders include Howard Capital Management Inc., Assetmark, Inc, Main Street Group, Ltd, and several other long-term asset managers with concentrated positions in PROSHARES ULTRA S&P500 (SSO).
This page ranks the largest institutional SSO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
251
Total Reported Value
$2.11B
Largest Holder
Howard Capital Management Inc.
Largest Position
$886.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Howard Capital Management Inc. | 10.72% | 12,781,294 | $886,127,113 | $856,602,324 | -$29,524,789 | -3.33% | |
| Assetmark, Inc | 0.61% | 5,270,036 | $365,371,581 | $353,197,813 | -$12,173,768 | -3.33% | |
| Main Street Group, Ltd | 19.68% | 1,262,685 | $87,541,785 | $84,625,149 | -$2,916,636 | -3.33% | |
| Ttp Investments, Inc. | 30.41% | 1,104,915 | $76,603,778 | $74,051,403 | -$2,552,375 | -3.33% | |
| Goldman Sachs Group Inc | 0.01% | 878,204 | $59,173,386 | $58,857,232 | -$316,154 | -0.53% | |
| Turner Capital Investments, Llc | 33.58% | 569,585 | $39,489,332 | $38,173,587 | -$1,315,745 | -3.33% | |
| Concurrent Investment Advisors, Llc | 0.20% | 411,803 | $28,550,318 | $27,599,037 | -$951,281 | -3.33% | |
| Spire Wealth Management | 0.86% | 404,375 | $28,035,353 | $27,101,213 | -$934,141 | -3.33% | |
| Ridgepath Capital Management Llc | 14.88% | 389,771 | $27,022,809 | $26,122,452 | -$900,357 | -3.33% | |
| Client First Investment Management Llc | 12.79% | 387,544 | $26,868,395 | $25,973,199 | -$895,196 | -3.33% | |
| Ubs Group Ag | 0.00% | 321,453 | $21,659,503 | $21,543,780 | -$115,723 | -0.53% | |
| Asset Management Group, Inc. | 2.79% | 282,805 | $19,055,397 | $18,953,591 | -$101,806 | -0.53% | |
| Nbz Investment Advisors Llc | 6.50% | 242,475 | $16,810,760 | $16,250,674 | -$560,086 | -3.33% | |
| Toth Financial Advisory Corp | 1.59% | 229,281 | $15,896,056 | $15,366,413 | -$529,643 | -3.33% | |
| Brookstone Capital Management | 0.15% | 225,686 | $15,646,801 | $15,125,476 | -$521,325 | -3.33% | |
| Portfolio Design Labs, Llc | 2.43% | 220,397 | $14,850,351 | $14,771,007 | -$79,344 | -0.53% | |
| Dedeker Financial Llc | 7.44% | 188,471 | $13,066,514 | $12,631,326 | -$435,188 | -3.33% | |
| Arta Finance Wealth Management Llc | 5.70% | 173,516 | $12,029,864 | $11,629,042 | -$400,822 | -3.33% | |
| Capital Investment Counsel, Inc | 1.24% | 167,427 | $11,607,714 | $11,220,958 | -$386,756 | -3.33% | |
| Independent Financial Group, Llc | 0.21% | 164,700 | $11,418,604 | $11,038,194 | -$380,410 | -3.33% | |
| Genwealth Group, Inc. | 1.77% | 163,583 | $11,341,277 | $10,963,333 | -$377,944 | -3.33% | |
| Pnc Financial Services Group, Inc. | 0.01% | 153,468 | $10,340,674 | $10,285,425 | -$55,249 | -0.53% | |
| Ascent Group, Llc | 0.29% | 141,321 | $9,797,784 | $9,471,333 | -$326,451 | -3.33% | |
| Kingswood Wealth Advisors, Llc | 0.36% | 133,989 | $9,289,457 | $8,979,943 | -$309,514 | -3.33% | |
| Global View Capital Management Llc | 2.03% | 131,158 | $9,093,184 | $8,790,209 | -$302,975 | -3.33% | |
| Lido Advisors, Llc | 0.03% | 118,600 | $7,991,319 | $7,948,572 | -$42,747 | -0.53% | |
| Smith Chas P & Associates Pa Cpas | 0.39% | 114,946 | $7,960,011 | $7,703,681 | -$256,330 | -3.22% | |
| Centaurus Financial, Inc. | 0.30% | 116,079 | $7,821,000 | $7,779,615 | -$41,385 | -0.53% | |
| Blueprint Investment Partners Llc | 0.59% | 105,638 | $7,323,910 | $7,079,859 | -$244,051 | -3.33% | |
| Fiduciary Alliance Llc | 0.52% | 98,600 | $6,835,938 | $6,608,172 | -$227,766 | -3.33% | |
| Wealthcare Advisory Partners Llc | 0.11% | 94,938 | $6,582,052 | $6,362,745 | -$219,307 | -3.33% | |
| Jpmorgan Chase & Co | 0.00% | 99,046 | $6,571,741 | $6,638,063 | +$66,322 | +1.01% | |
| Unique Wealth, Llc | 0.69% | 86,902 | $6,024,946 | $5,824,172 | -$200,774 | -3.33% | |
| Harbour Investments, Inc. | 0.08% | 83,755 | $5,643,379 | $5,613,260 | -$30,119 | -0.53% | |
| Encompass More Asset Management | 0.77% | 77,994 | $5,407,324 | $5,227,158 | -$180,166 | -3.33% | |
| Gts Securities Llc | 0.11% | 79,702 | $5,377,711 | $5,341,628 | -$36,083 | -0.67% | |
| Creative Planning | 0.00% | 67,373 | $4,670,998 | $4,515,338 | -$155,660 | -3.33% | |
| Apollon Financial, Llc | 0.48% | 61,619 | $4,272,062 | $4,129,705 | -$142,357 | -3.33% | |
| Fsa Wealth Partners, Inc. | 1.12% | 59,613 | $4,132,969 | $3,995,263 | -$137,706 | -3.33% | |
| Blueprint Financial Advisors Llc | 0.44% | 59,313 | $4,112,170 | $3,975,157 | -$137,013 | -3.33% | |
| Innova Wealth Partners | 1.57% | 57,436 | $3,982,041 | $3,849,361 | -$132,680 | -3.33% | |
| Tower Research Capital Llc (Trc) | 0.09% | 54,818 | $3,693,636 | $3,673,902 | -$19,734 | -0.53% | |
| Marshall Financial Group, Llc | 0.53% | 54,435 | $3,667,863 | $3,648,234 | -$19,629 | -0.54% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 51,855 | $3,493,990 | $3,475,322 | -$18,668 | -0.53% |
| Sherman Porfolios, Llc | 0.54% | 50,034 | $3,468,847 | $3,353,279 | -$115,568 | -3.33% | |
| Professional Financial Advisors, Llc | 0.59% | 49,794 | $3,452,241 | $3,337,194 | -$115,047 | -3.33% | |
| Koshinski Asset Management, Inc. | 0.18% | 49,731 | $3,447,863 | $3,332,972 | -$114,891 | -3.33% | |
| Sp Asset Management Llc | 0.27% | 50,803 | $3,423,120 | $3,404,817 | -$18,303 | -0.53% | |
| Osaic Holdings, Inc. | 0.00% | 50,293 | $3,388,763 | $3,370,637 | -$18,126 | -0.53% | |
| Pmv Capital Advisers, Llc | 4.71% | 46,556 | $3,136,955 | $3,120,183 | -$16,772 | -0.53% |
Frequently asked questions about SSO
Who are the largest institutional holders of SSO?
The largest institutional holders of SSO reported in the latest SEC Form 13F filings include Howard Capital Management Inc., Assetmark, Inc, Main Street Group, Ltd, Ttp Investments, Inc., and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported SSO position.
What is SSO institutional ownership?
This page tracks SSO positions reported by institutional investment managers through SEC Form 13F. PROSHARES ULTRA S&P500 (SSO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SSO?
InsiderSet currently tracks 251 institutional managers reporting SSO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SSO shareholders.
How much SSO stock do institutions own?
Institutional investment managers disclosed approximately $2.11B in SSO holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SSO institutional ownership last updated?
The latest SSO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SSO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SSO position after the reporting date.
Are institutions buying or selling SSO?
Institutional buying and selling can be analyzed by comparing SSO positions across consecutive 13F reporting periods. InsiderSet's SSO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SSO ownership changes.
How has SSO institutional ownership changed over time?
InsiderSet tracks SSO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.