Institutional Ownership Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $244 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
864,337
shares
|
$53.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
780,689
shares
|
$48.6 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
264,187
shares
|
$16.5 Million
0.43% of portfolio
|
Q2 2024
Reduced 33.76%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
167,252
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
140,429
shares
|
$8.74 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
130,528
shares
|
$8.13 Million
0.0% of portfolio
|
Q2 2024
Added 5.74%
|
|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
124,051
shares
|
$7.72 Million
1.3% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Apexium Financial, LP
|
Aug 05, 2024 Q2 2024 |
123,519
shares
|
$7.69 Million
0.61% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
106,468
shares
|
$6.63 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.04%
|
|
Legacy Private Trust Co.
|
Jul 12, 2024 Q2 2024 |
99,065
shares
|
$6.17 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
Waterfront Wealth Inc.
|
Aug 01, 2024 Q2 2024 |
98,894
shares
|
$6.16 Million
1.73% of portfolio
|
Q2 2024
Reduced 6.93%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
95,082
shares
|
$5.92 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 10, 2024 Q2 2024 |
70,206
shares
|
$4.37 Million
1.8% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
63,429
shares
|
$3.95 Million
0.01% of portfolio
|
Q2 2024
Reduced 21.37%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
52,879
shares
|
$3.29 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
50,268
shares
|
$3.13 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
44,895
shares
|
$2.8 Million
0.24% of portfolio
|
Q2 2024
Reduced 10.77%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
42,494
shares
|
$2.65 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
36,834
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2024
Added 1.04%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
30,382
shares
|
$1.89 Million
0.07% of portfolio
|
Q1 2022
Added 100.0%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
29,674
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2024
Added 0.88%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
28,452
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
21,828
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Capital Market Strategies LLC
|
Jul 01, 2024 Q2 2024 |
20,871
shares
|
$1.3 Million
0.85% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
20,802
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
New holding
|