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 106 institutions that hold shares in the stock, with a total of 4.11 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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
25,594
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 57.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
22,172
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,158
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
20,566
shares
|
$1.36 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
20,453
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
20,046
shares
|
$1.33 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
19,560
shares
|
$1.3 Million
0.74% of portfolio
|
Q1 2023
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
18,013
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
17,549
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
17,292
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,113
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2020
Reduced 1.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
17,105
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,375
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
14,562
shares
|
$964,150
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
14,049
shares
|
$930,184
0.06% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
13,880
shares
|
$918,994
0.11% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
13,552
shares
|
$897,277
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
12,963
shares
|
$858,280
0.19% of portfolio
|
Q1 2025
Added 51.77%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
12,380
shares
|
$819,679
0.79% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
11,535
shares
|
$763,732
0.37% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
11,004
shares
|
$728,574
0.08% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
10,569
shares
|
$699,773
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,466
shares
|
$692,953
0.18% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
10,308
shares
|
$682,492
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
9,135
shares
|
$604,828
0.14% of portfolio
|
Q1 2025
Added 142.18%
|