PROSHARES ULTRA S&P500 (SSO) Institutional Ownership Changes & 13F Activity

PROSHARES ULTRA S&P500 (SSO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sherman Porfolios, Llc, Asset Management Group, Inc., Legacy Wealth Partners, Llc, Dedeker Financial Llc, and Mercer Global Advisors Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcBuy+85,496+97.7%173,035$10.02MQ4 2025May 15, 2026
Knightsbridge Asset Management, LlcBuy+4,166—4,166$241.29KQ4 2025May 15, 2026
Dedeker Financial LlcBuy+155,491—155,491$9.01MQ4 2025Mar 31, 2026
Anchor Investment Management, LlcBuy+2,000—2,000$115.84KQ4 2025Feb 26, 2026
Alternative Investment Advisors, Llc.Buy+7,159—7,159$414.74KQ4 2025Feb 24, 2026
Sunbelt Securities, Inc.Buy+2,050—2,050$118.73KQ4 2025Feb 20, 2026
Plotkin Financial Advisors, LlcBuy+58,686—58,686$3.40MQ4 2025Feb 19, 2026
Corient Private Wealth LlcBuy+9,855—9,855$570.78KQ4 2025Feb 19, 2026
Mercer Global Advisors IncBuy+92,418—92,418$5.39MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+11,410—11,410$660.87KQ4 2025Feb 18, 2026
Warther Private Wealth, LlcBuy+8,740—8,740$506.22KQ4 2025Feb 18, 2026
Vermillion & White Wealth Management Group, LlcBuy+316—316$18.30KQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+4—4$232.00Q4 2025Feb 18, 2026
Sherman Porfolios, LlcBuy+355,086—355,086$20.57MQ4 2025Feb 17, 2026
Asset Management Group, Inc.Buy+287,438—287,438$16.65MQ4 2025Feb 17, 2026
Legacy Wealth Partners, LlcBuy+166,882—166,882$9.67MQ4 2025Feb 17, 2026
Jump Financial, LlcBuy+89,548—89,548$5.19MQ4 2025Feb 17, 2026
Creative PlanningBuy+67,862—67,862$3.93MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+66,780—66,780$3.87MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+54,333—54,333$3.15MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+46,600—46,600$2.70MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+44,566—44,566$2.58MQ4 2025Feb 17, 2026
Alliancebernstein L.P.Buy+40,000—40,000$2.32MQ4 2025Feb 17, 2026
Geowealth Management, LlcBuy+28,228—28,228$1.63MQ4 2025Feb 17, 2026
Modern Wealth Management, LlcBuy+23,726—23,726$1.37MQ4 2025Feb 17, 2026
Blair William & Co/IlBuy+23,130—23,130$1.34MQ4 2025Feb 17, 2026
Safe Harbor Fiduciary, LlcBuy+18,814—18,814$1.09MQ4 2025Feb 17, 2026
London & Capital Asset Management LtdBuy+16,056—16,056$929.88KQ4 2025Feb 17, 2026
Harvest Investment Services, LlcBuy+15,750—15,750$912.24KQ4 2025Feb 17, 2026
Two Sigma Securities, LlcBuy+15,607—15,607$903.96KQ4 2025Feb 17, 2026
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Frequently asked questions about SSO activity

  • Which institutional owners are buying SSO?

    Institutional owners buying SSO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SSO activity?

    "Buy" means an investor increased their reported position in SSO compared to the prior reporting period. This reflects growing exposure to PROSHARES ULTRA S&P500 (SSO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SSO increasing?

    Institutional interest in SSO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.