Purchases and Sales Made in Q2 2025 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q2 2025. The information is specifically focused on institutions that hold shares of PROSHARES LARGE CAP CORE PLUS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
31.7KNew |
$1.78M - $2.23M
|
31.7K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.8K+ 25.91% |
$1.4M - $1.75M
|
120K
$9.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.3K+ 87.14% |
$1.09M - $1.36M
|
41.5K
$3.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.82K+ 17.53% |
$384K - $481K
|
45.7K
$3.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.38K+ 142.96% |
$303K - $379K
|
9.15K
$699K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.18KNew |
$292K - $365K
|
5.18K
$395K
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
4.56K+ 49.92% |
$257K - $321K
|
13.7K
$1.05M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.51K+ 6.22% |
$197K - $247K
|
59.9K
$4.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.16KNew |
$178K - $223K
|
3.16K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.9KNew |
$163K - $204K
|
2.9K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.85KNew |
$160K - $200K
|
2.85K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.85K+ 184.8% |
$104K - $130K
|
2.85K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
498+ 5.71% |
$28.1K - $35.1K
|
9.22K
$704K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
296+ 1.0% |
$16.7K - $20.9K
|
30K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
255+ 4.1% |
$14.4K - $18K
|
6.47K
$494K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
218+ 0.22% |
$12.3K - $15.4K
|
101K
$7.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
190New |
$10.7K - $13.4K
|
190
$14.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
181New |
$10.2K - $12.8K
|
181
$13.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38+ 0.11% |
$2.14K - $2.68K
|
35.4K
$2.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.26% |
$563 - $705
|
3.93K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.11% |
$282 - $352
|
4.54K
$346K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.32% |
$113 - $141
|
621
$47.4K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.32% |
$113 - $141
|
634
$48.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$56.3 - $70.5
|
14.1K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.02% |
$56.3 - $70.5
|
6.13K
$468K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.71% |
$56.3 - $70.5
|
141
$10.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1- 0.03% |
$56.3 - $70.5
|
3.49K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8- 0.1% |
$451 - $564
|
7.66K
$585K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-15- 0.15% |
$845 - $1.06K
|
10.3K
$786K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30- 0.67% |
$1.69K - $2.11K
|
4.45K
$339K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-40- 1.14% |
$2.25K - $2.82K
|
3.46K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-44- 0.36% |
$2.48K - $3.1K
|
12.3K
$942K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-69- 1.74% |
$3.89K - $4.86K
|
3.9K
$298K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-103- 0.79% |
$5.8K - $7.26K
|
12.9K
$982K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-235- 1.34% |
$13.2K - $16.6K
|
17.3K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-269- 4.59% |
$15.2K - $19K
|
5.59K
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-282- 2.56% |
$15.9K - $19.9K
|
10.7K
$819K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-285- 3.15% |
$16.1K - $20.1K
|
8.76K
$669K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-360- 7.58% |
$20.3K - $25.4K
|
4.39K
$335K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-376- 6.5% |
$21.2K - $26.5K
|
5.41K
$413K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-679- 5.89% |
$38.2K - $47.8K
|
10.9K
$829K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-702- 1.32% |
$39.5K - $49.5K
|
52.4K
$4M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-880- 0.92% |
$49.6K - $62K
|
95.1K
$7.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.18K- 2.77% |
$66.4K - $83.1K
|
41.4K
$3.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.51K- 10.38% |
$85.1K - $106K
|
13.1K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.54K- 3.13% |
$86.7K - $109K
|
47.6K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.81K- 2.7% |
$102K - $127K
|
65.1K
$4.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.96K- 10.9% |
$111K - $138K
|
16.1K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2K- 42.19% |
$113K - $141K
|
2.75K
$210K
|