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 |
|---|---|---|---|---|---|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
3,686
shares
|
$278,882
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
3,540
shares
|
$267,836
0.14% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
3,489
shares
|
$263,977
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
3,464
shares
|
$262,086
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,460
shares
|
$261,783
0.0% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
3,330
shares
|
$251,947
0.11% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
3,159
shares
|
$239,009
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,896
shares
|
$219,111
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
2,848
shares
|
$215,479
0.02% of portfolio
|
Q2 2025
Added 184.8%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
2,845
shares
|
$215,252
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,746
shares
|
$207,762
0.02% of portfolio
|
Q2 2025
Reduced 42.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,144
shares
|
$162,215
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,462
shares
|
$110,614
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,050
shares
|
$79,443
0.01% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
800
shares
|
$60,528
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
634
shares
|
$47,968
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
621
shares
|
$46,984
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
456
shares
|
$34,500
0.01% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
352
shares
|
$26,632
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
346
shares
|
$26,178
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
206
shares
|
$15,585
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
190
shares
|
$14,375
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
181
shares
|
$13,694
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
180
shares
|
$13,618
0.0% of portfolio
|
Q3 2024
Reduced 63.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
141
shares
|
$10,668
0.0% of portfolio
|
Q2 2025
Added 0.71%
|