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 106 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $257 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
818,812
shares
|
$54.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
776,698
shares
|
$51.9 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
347,337
shares
|
$23.2 Million
0.01% of portfolio
|
Q1 2025
Added 16.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
251,332
shares
|
$16.8 Million
0.56% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
152,892
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
120,755
shares
|
$8.07 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
100,965
shares
|
$6.75 Million
1.58% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
95,945
shares
|
$6.41 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
95,693
shares
|
$6.4 Million
0.01% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
86,033
shares
|
$5.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
78,104
shares
|
$5.22 Million
0.35% of portfolio
|
Q1 2025
Reduced 19.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
66,883
shares
|
$4.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
60,648
shares
|
$4.05 Million
1.47% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
59,782
shares
|
$4 Million
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
53,117
shares
|
$3.55 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
49,159
shares
|
$3.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
42,615
shares
|
$2.85 Million
0.24% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
40,579
shares
|
$2.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
38,910
shares
|
$2.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
35,389
shares
|
$2.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
31,688
shares
|
$2.12 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
30,382
shares
|
$2.03 Million
0.07% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
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 |
Apr 21, 2025 Q1 2025 |
25,714
shares
|
$1.72 Million
0.22% of portfolio
|
Q3 2024
Added 414.28%
|