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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,158
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
20,901
shares
|
$1.39 Million
0.86% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
20,446
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
19,560
shares
|
$1.3 Million
0.74% of portfolio
|
Q1 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
19,164
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
17,669
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 75.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
17,292
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
17,157
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,113
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2020
Reduced 1.94%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
15,075
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
14,629
shares
|
$975,900
0.0% of portfolio
|
Q3 2024
Reduced 23.15%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
13,880
shares
|
$925,934
0.14% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
13,572
shares
|
$905,388
0.0% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
13,552
shares
|
$904,053
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
11,725
shares
|
$782,174
0.08% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
11,646
shares
|
$776,904
0.43% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
10,766
shares
|
$718,199
0.13% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
10,620
shares
|
$708,460
0.76% of portfolio
|
Q3 2024
Added 26.49%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
8,670
shares
|
$578,375
0.01% of portfolio
|
Q3 2023
Reduced 5.14%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
8,234
shares
|
$549,290
0.12% of portfolio
|
Q3 2024
Added 55.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
7,672
shares
|
$511,799
0.0% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
7,240
shares
|
$482,980
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
7,027
shares
|
$468,771
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,904
shares
|
$460,565
0.0% of portfolio
|
Q3 2024
Reduced 66.81%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,600
shares
|
$440,285
0.16% of portfolio
|
Q1 2022
Added 100.0%
|