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 101 institutions that hold shares in the stock, with a total of 4.09 Million shares, which have been reported (via 13F filing form) to have a value of $260 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
22,172
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,158
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
20,718
shares
|
$1.32 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
20,446
shares
|
$1.31 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
19,560
shares
|
$1.25 Million
0.74% of portfolio
|
Q1 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,258
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
17,941
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
17,666
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
17,292
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,113
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2020
Reduced 1.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
16,296
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
14,554
shares
|
$929,418
0.0% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
13,975
shares
|
$892,443
0.06% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
13,880
shares
|
$886,376
0.12% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
13,552
shares
|
$865,430
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,670
shares
|
$745,246
0.08% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
11,550
shares
|
$737,583
0.38% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
11,260
shares
|
$719,063
0.83% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,466
shares
|
$668,358
0.18% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
8,993
shares
|
$574,292
0.0% of portfolio
|
Q4 2024
Added 104.57%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
8,670
shares
|
$553,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
8,541
shares
|
$545,428
0.13% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
8,436
shares
|
$538,722
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,672
shares
|
$489,933
0.0% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,348
shares
|
$469,243
0.0% of portfolio
|
Q4 2024
Added 35.92%
|