Purchases and Sales Made in Q4 2025 in Proshares Ultra S&P 500 (SSO)
This table provides information about the institutional ownership of Proshares Ultra S&P 500 (SSO) during Q4 2025. The information is specifically focused on institutions that hold shares of PROSHARES ULTRA S&P 500.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
6.89M+ 100.0% |
$740M - $817M
|
13.8M
$1.56B
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
357K+ 329.84% |
$38.4M - $42.4M
|
465K
$52.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
199K+ 116.32% |
$21.4M - $23.6M
|
370K
$41.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
162K+ 165.49% |
$17.4M - $19.3M
|
260K
$29.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Arta Finance Wealth Management LLC
Mountain View, CA |
BUY
|
- |
147KNew |
$15.8M - $17.4M
|
147K
$16.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
109K+ 78.26% |
$11.8M - $13M
|
249K
$28.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
95.9KNew |
$10.3M - $11.4M
|
95.9K
$10.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
90.6K+ 106.97% |
$9.74M - $10.7M
|
175K
$19.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
84.7K+ 98.92% |
$9.1M - $10M
|
170K
$19.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
78.1K+ 97.71% |
$8.4M - $9.27M
|
158K
$17.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
69.6K+ 231.41% |
$7.48M - $8.26M
|
99.7K
$11.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
60.6K+ 37.38% |
$6.51M - $7.19M
|
223K
$25.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
53.6K+ 98.89% |
$5.76M - $6.36M
|
108K
$12.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
52.5K+ 103.63% |
$5.64M - $6.22M
|
103K
$11.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
41K+ 64.14% |
$4.4M - $4.86M
|
105K
$11.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
30.3K+ 105.91% |
$3.25M - $3.59M
|
58.8K
$6.65M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
26.9K+ 101.73% |
$2.89M - $3.19M
|
53.3K
$6.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
25.5K+ 154.99% |
$2.74M - $3.02M
|
41.9K
$4.73M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.7K+ 93.59% |
$2.01M - $2.21M
|
38.6K
$4.36M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.2K+ 129.79% |
$1.95M - $2.15M
|
32.1K
$3.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18K+ 100.0% |
$1.94M - $2.14M
|
36.1K
$4.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.4K+ 149.7% |
$1.87M - $2.06M
|
28.9K
$3.27M
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
13.2KNew |
$1.42M - $1.57M
|
13.2K
$1.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
12.1K+ 100.67% |
$1.3M - $1.43M
|
24.1K
$2.72M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
12K+ 100.0% |
$1.29M - $1.42M
|
24K
$2.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 100.54% |
$1.25M - $1.38M
|
23.1K
$2.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
11.4K+ 285.8% |
$1.22M - $1.35M
|
15.4K
$1.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.1K+ 89.72% |
$1.08M - $1.19M
|
21.3K
$2.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.16K+ 16.79% |
$984K - $1.09M
|
63.7K
$7.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.89K+ 96.81% |
$955K - $1.05M
|
18.1K
$2.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.88K+ 100.0% |
$955K - $1.05M
|
17.8K
$2.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.78K+ 100.0% |
$836K - $923K
|
15.6K
$1.76M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7K+ 100.0% |
$752K - $830K
|
14K
$1.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.45K+ 100.0% |
$586K - $647K
|
10.9K
$1.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
5.33K+ 100.0% |
$572K - $632K
|
10.7K
$1.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.82K+ 102.49% |
$518K - $571K
|
9.52K
$1.08M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.72K+ 100.0% |
$507K - $560K
|
9.44K
$1.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.53K+ 100.07% |
$487K - $537K
|
9.05K
$1.02M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.47K+ 100.0% |
$480K - $530K
|
8.93K
$1.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.03K+ 88.06% |
$434K - $479K
|
8.61K
$973K
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.01K+ 101.93% |
$431K - $476K
|
7.95K
$898K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
3.94K+ 100.0% |
$423K - $467K
|
7.87K
$890K
|
|
|
Jan 12, 2026
Q4 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
3.46KNew |
$372K - $411K
|
3.46K
$391K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.32K+ 121.35% |
$357K - $394K
|
6.06K
$684K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.2K+ 100.0% |
$344K - $380K
|
6.4K
$723K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.76K+ 80.86% |
$297K - $328K
|
6.18K
$698K
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
2.72K+ 100.37% |
$293K - $323K
|
5.44K
$614K
|
|
|
Jan 20, 2026
Q4 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
2.51K+ 103.81% |
$269K - $297K
|
4.92K
$556K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 121.96% |
$264K - $292K
|
4.48K
$506K
|
|
|
Jan 12, 2026
Q4 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.35K+ 84.2% |
$252K - $278K
|
5.13K
$580K
|
|