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 101 institutions that hold shares in the stock, with a total of 4.08 Million shares, which have been reported (via 13F filing form) to have a value of $281 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
865,227
shares
|
$59.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
779,564
shares
|
$53.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
297,315
shares
|
$20.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.25%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
241,972
shares
|
$16.7 Million
0.45% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
153,847
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
122,661
shares
|
$8.47 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
103,494
shares
|
$7.14 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
97,458
shares
|
$6.73 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
97,355
shares
|
$6.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
96,992
shares
|
$6.7 Million
0.43% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
94,278
shares
|
$6.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
76,233
shares
|
$5.26 Million
0.0% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
66,931
shares
|
$4.62 Million
1.71% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
59,565
shares
|
$4.11 Million
0.01% of portfolio
|
Q4 2024
Added 27.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
54,701
shares
|
$3.78 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
51,004
shares
|
$3.52 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
43,644
shares
|
$3.01 Million
0.01% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
42,167
shares
|
$2.91 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
40,231
shares
|
$2.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
36,975
shares
|
$2.55 Million
0.01% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
31,698
shares
|
$2.19 Million
0.83% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
30,382
shares
|
$2.1 Million
0.07% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
29,674
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,274
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
25,714
shares
|
$1.78 Million
0.22% of portfolio
|
Q3 2024
Added 414.28%
|