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 105 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 $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
811,143
shares
|
$58.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
397,971
shares
|
$28.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 48.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
289,302
shares
|
$21 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
198,963
shares
|
$14.4 Million
0.69% of portfolio
|
Q2 2025
Reduced 20.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
120,487
shares
|
$8.75 Million
0.01% of portfolio
|
Q2 2025
Added 25.91%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
116,278
shares
|
$8.44 Million
1.2% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
101,183
shares
|
$7.35 Million
1.71% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
99,856
shares
|
$7.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.69%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
95,065
shares
|
$6.9 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
82,502
shares
|
$5.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
65,075
shares
|
$4.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
59,095
shares
|
$4.29 Million
0.27% of portfolio
|
Q2 2025
Reduced 24.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
56,362
shares
|
$4.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
54,366
shares
|
$3.95 Million
1.36% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
52,415
shares
|
$3.81 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
47,619
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
45,730
shares
|
$3.32 Million
0.01% of portfolio
|
Q2 2025
Added 17.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
41,492
shares
|
$3.01 Million
0.01% of portfolio
|
Q2 2025
Added 87.14%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
41,436
shares
|
$3.01 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
36,662
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
35,427
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
30,382
shares
|
$2.21 Million
0.07% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
29,970
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,274
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
25,714
shares
|
$1.87 Million
0.22% of portfolio
|
Q3 2024
Added 414.28%
|