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 $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,042
shares
|
$604,367
0.01% of portfolio
|
Q1 2025
Added 23.05%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
8,792
shares
|
$587,657
0.0% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
8,720
shares
|
$582,844
0.01% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,670
shares
|
$579,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
7,672
shares
|
$512,796
0.0% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
7,027
shares
|
$469,684
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,600
shares
|
$441,144
0.11% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,217
shares
|
$415,544
0.01% of portfolio
|
Q1 2025
Added 18.24%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
6,128
shares
|
$409,595
0.06% of portfolio
|
Q4 2024
Reduced 15.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,856
shares
|
$391,415
0.0% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
5,786
shares
|
$386,736
0.08% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,610
shares
|
$374,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,323
shares
|
$355,789
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,106
shares
|
$341,285
0.0% of portfolio
|
Q2 2024
Reduced 16.69%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,053
shares
|
$337,742
0.04% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
4,800
shares
|
$320,832
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
4,751
shares
|
$317,556
0.01% of portfolio
|
Q4 2024
Added 41.48%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,750
shares
|
$317,490
0.03% of portfolio
|
Q1 2025
Added 87.23%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
4,745
shares
|
$317,155
0.0% of portfolio
|
Q1 2024
Added 76.07%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,530
shares
|
$302,785
0.0% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
4,475
shares
|
$299,109
0.01% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
4,342
shares
|
$290,219
0.04% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
4,297
shares
|
$287,211
0.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,138
shares
|
$276,583
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
4,067
shares
|
$271,838
0.01% of portfolio
|
Q1 2024
New holding
|