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 |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
3,970
shares
|
$265,354
0.08% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,919
shares
|
$261,945
0.0% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
3,766
shares
|
$251,719
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
3,686
shares
|
$246,372
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,670
shares
|
$245,302
0.0% of portfolio
|
Q1 2025
Added 1135.69%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
3,540
shares
|
$236,613
0.14% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,500
shares
|
$233,940
0.0% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,490
shares
|
$233,271
0.01% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
3,464
shares
|
$231,533
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
3,330
shares
|
$222,577
0.1% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
3,203
shares
|
$214,088
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,144
shares
|
$143,304
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,462
shares
|
$97,720
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
1,050
shares
|
$70,182
0.01% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,000
shares
|
$66,840
0.01% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
800
shares
|
$53,472
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
632
shares
|
$42,242
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
619
shares
|
$41,373
0.02% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
520
shares
|
$34,756
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
456
shares
|
$30,479
0.01% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
352
shares
|
$23,527
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
346
shares
|
$23,126
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
206
shares
|
$13,769
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
180
shares
|
$12,031
0.0% of portfolio
|
Q3 2024
Reduced 63.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
140
shares
|
$9,357
0.0% of portfolio
|
Q3 2024
Added 0.72%
|