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 |
|---|---|---|---|---|---|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
3,203
shares
|
$213,672
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,144
shares
|
$143,026
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,950
shares
|
$130,084
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,462
shares
|
$97,530
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,248
shares
|
$83,254
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,170
shares
|
$78,050
0.01% of portfolio
|
Q1 2022
Added 49.04%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,050
shares
|
$70,045
0.01% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
881
shares
|
$58,771
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
628
shares
|
$41,893
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
456
shares
|
$30,419
0.01% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
346
shares
|
$23,081
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
205
shares
|
$13,675
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
180
shares
|
$12,007
0.0% of portfolio
|
Q3 2024
Reduced 63.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
140
shares
|
$9,339
0.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
124
shares
|
$8,272
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
34
shares
|
$2,268
0.0% of portfolio
|
Q2 2022
Reduced 65.31%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
4
shares
|
$266
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|