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 103 institutions that hold shares in the stock, with a total of 3.5 Million shares, which have been reported (via 13F filing form) to have a value of $267 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
3,464
shares
|
$264,441
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,460
shares
|
$264,136
0.0% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,413
shares
|
$260,548
0.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
3,330
shares
|
$254,212
0.11% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,896
shares
|
$221,080
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
2,889
shares
|
$220,546
0.06% of portfolio
|
Q3 2025
Reduced 25.94%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
2,848
shares
|
$217,416
0.02% of portfolio
|
Q2 2025
Added 184.8%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
2,845
shares
|
$217,187
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,691
shares
|
$205,430
0.02% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,144
shares
|
$163,672
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
2,090
shares
|
$159,550
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,462
shares
|
$111,609
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,050
shares
|
$80,157
0.01% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
800
shares
|
$61,072
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
634
shares
|
$48,399
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
457
shares
|
$34,887
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
352
shares
|
$26,871
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
346
shares
|
$26,413
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
207
shares
|
$15,802
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
190
shares
|
$14,504
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
181
shares
|
$13,817
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
180
shares
|
$13,741
0.0% of portfolio
|
Q3 2024
Reduced 63.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
141
shares
|
$10,763
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
105
shares
|
$8,015
0.0% of portfolio
|
Q2 2025
Reduced 97.14%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
80
shares
|
$6,107
0.0% of portfolio
|
Q3 2025
Reduced 35.48%
|