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 93 institutions that hold shares in the stock, with a total of 3.99 Million shares, which have been reported (via 13F filing form) to have a value of $272 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
864,337
shares
|
$58.9 Million
0.0% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
780,689
shares
|
$53.2 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
|
$18 Million
0.43% of portfolio
|
Q2 2024
Reduced 33.76%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
147,423
shares
|
$10 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
140,429
shares
|
$9.56 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
130,528
shares
|
$8.89 Million
0.0% of portfolio
|
Q2 2024
Added 5.74%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
122,876
shares
|
$8.37 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
106,468
shares
|
$7.25 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.04%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
103,552
shares
|
$7.05 Million
1.69% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
103,181
shares
|
$7.03 Million
0.49% of portfolio
|
Q3 2024
Reduced 16.47%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
97,776
shares
|
$6.66 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
95,082
shares
|
$6.47 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
69,269
shares
|
$4.72 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
63,063
shares
|
$4.29 Million
2.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
55,389
shares
|
$3.77 Million
0.1% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
50,268
shares
|
$3.42 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
48,917
shares
|
$3.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.88%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
44,895
shares
|
$3.06 Million
0.24% of portfolio
|
Q2 2024
Reduced 10.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
42,494
shares
|
$2.89 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
36,834
shares
|
$2.51 Million
0.01% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
30,382
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
29,941
shares
|
$2.04 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
29,674
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,274
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
25,714
shares
|
$1.75 Million
0.22% of portfolio
|
Q3 2024
Added 414.28%
|