SSO — Proshares Tr Institutional Holders · Q3 2026
Who owns Proshares Tr (SSO)? 18 institutions reported holding $94.17M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Turner Capital Investments, LLC ($39.5M), Client First Investment Management LLC ($26.9M), Toth Financial Advisory Corp ($15.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Turner Capital Investments, LLC | $39.5M | 569,585 | New |
| 2 | Client First Investment Management LLC | $26.9M | 387,544 | Trimmed |
| 3 | TOTH FINANCIAL ADVISORY CORP | $15.9M | 229,281 | Added |
| 4 | Valeo Financial Advisors, LLC | $2.8M | 40,036 | Hold |
| 5 | Galvin, Gaustad & Stein, LLC | $1.5M | 21,310 | Trimmed |
| 6 | Avidian Wealth Enterprises, LLC | $1.4M | 20,038 | Added |
| 7 | Farther Finance Advisors, LLC | $1.2M | 17,111 | Trimmed |
| 8 | WoodTrust Financial Corp | $1.1M | 16,525 | Trimmed |
| 9 | Balefire, LLC | $873,905 | 12,605 | New |
| 10 | EASTERN BANK | $603,448 | 8,704 | Hold |
| 11 | Castleview Partners, LLC | $527,708 | 7,611 | Added |
| 12 | Cadent Capital Advisors, LLC | $370,781 | 5,348 | Added |
| 13 | Silverleafe Capital Partners, LLC | $328,902 | 4,744 | Hold |
| 14 | Dale Q Rice Investment Management Ltd | $324,043 | 4,674 | Trimmed |
| 15 | First Heartland Consultants, Inc. | $306,300 | 4,418 | Hold |
| 16 | Sound Income Strategies, LLC | $284,946 | 3,997 | Hold |
| 17 | Wealth Group Ltd | $220,210 | 3,120 | Hold |
| 18 | CoreCap Advisors, LLC | $103,232 | 1,489 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30