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 93 institutions that hold shares in the stock, with a total of 4.19 Million shares, which have been reported (via 13F filing form) to have a value of $283 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
893,618
shares
|
$59.6 Million
0.0% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
780,485
shares
|
$52.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
387,371
shares
|
$25.8 Million
0.01% of portfolio
|
Q3 2024
Added 175.85%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
264,187
shares
|
$17.6 Million
0.43% of portfolio
|
Q2 2024
Reduced 33.76%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
147,423
shares
|
$9.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
122,876
shares
|
$8.2 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
105,703
shares
|
$7.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.02%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
103,552
shares
|
$6.91 Million
1.69% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
103,181
shares
|
$6.88 Million
0.49% of portfolio
|
Q3 2024
Reduced 16.47%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
97,776
shares
|
$6.52 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
96,587
shares
|
$6.44 Million
0.01% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
74,063
shares
|
$4.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.44%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
69,269
shares
|
$4.62 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
63,063
shares
|
$4.21 Million
2.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
55,389
shares
|
$3.7 Million
0.1% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
48,917
shares
|
$3.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
46,708
shares
|
$3.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
42,748
shares
|
$2.85 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
40,965
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
36,479
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
30,382
shares
|
$2.03 Million
0.07% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
29,941
shares
|
$2 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
29,674
shares
|
$1.98 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
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
25,714
shares
|
$1.72 Million
0.22% of portfolio
|
Q3 2024
Added 414.28%
|