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 $249 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
20,446
shares
|
$1.3 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
19,560
shares
|
$1.25 Million
0.74% of portfolio
|
Q1 2023
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
19,396
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2024
Added 60.42%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
19,035
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2024
Reduced 19.28%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
17,514
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
17,292
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,113
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2020
Reduced 1.94%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
15,074
shares
|
$959,761
0.06% of portfolio
|
Q1 2024
Reduced 1.57%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
13,881
shares
|
$883,803
0.11% of portfolio
|
Q2 2024
Added 2.97%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
13,552
shares
|
$862,855
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
12,589
shares
|
$801,541
0.0% of portfolio
|
Q2 2024
Reduced 10.39%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
12,114
shares
|
$771,298
0.09% of portfolio
|
Q2 2024
Added 24.71%
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
11,494
shares
|
$731,822
0.45% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
11,373
shares
|
$724,118
0.12% of portfolio
|
Q1 2024
Added 1.42%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
10,080
shares
|
$641,793
0.01% of portfolio
|
Q2 2024
Reduced 19.07%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
8,670
shares
|
$552,018
0.01% of portfolio
|
Q3 2023
Reduced 5.14%
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 02, 2024 Q2 2024 |
8,396
shares
|
$534,573
0.6% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
8,105
shares
|
$516,045
0.0% of portfolio
|
Q2 2024
Added 2.75%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
7,239
shares
|
$460,907
0.05% of portfolio
|
Q2 2024
Reduced 7.65%
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
7,027
shares
|
$447,409
0.0% of portfolio
|
Q2 2023
New holding
|
|
Bienville Capital Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,600
shares
|
$420,222
0.13% of portfolio
|
Q1 2022
Added 100.0%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
5,849
shares
|
$372,405
0.08% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
Patten Group, Inc.
|
Jul 25, 2024 Q2 2024 |
5,292
shares
|
$336,941
0.08% of portfolio
|
Q1 2024
Added 0.82%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
5,245
shares
|
$333,949
0.02% of portfolio
|
Q2 2024
Added 0.02%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
5,106
shares
|
$325,099
0.0% of portfolio
|
Q2 2024
Reduced 16.69%
|