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 3.51 Million shares, which have been reported (via 13F filing form) to have a value of $265 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,158
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
20,046
shares
|
$1.52 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
19,560
shares
|
$1.48 Million
0.74% of portfolio
|
Q1 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
17,314
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
17,292
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
17,275
shares
|
$1.31 Million
0.89% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,113
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2020
Reduced 1.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
16,684
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,375
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
16,050
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
14,050
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
13,880
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
13,695
shares
|
$1.04 Million
0.22% of portfolio
|
Q2 2025
Added 49.92%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
13,552
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
13,051
shares
|
$987,438
0.0% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
12,860
shares
|
$972,987
0.2% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
12,617
shares
|
$954,602
0.0% of portfolio
|
Q2 2025
Reduced 38.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
12,547
shares
|
$949,306
0.0% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
12,336
shares
|
$933,341
0.75% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
10,856
shares
|
$821,364
0.32% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
10,722
shares
|
$811,226
0.09% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,466
shares
|
$791,857
0.18% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
10,293
shares
|
$778,768
0.45% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
9,218
shares
|
$697,433
0.01% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
9,150
shares
|
$692,289
0.01% of portfolio
|
Q2 2025
Added 142.96%
|