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 95 institutions that hold shares in the stock, with a total of 4.16 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 Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
6,128
shares
|
$416,336
0.06% of portfolio
|
Q4 2024
Reduced 15.36%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
5,811
shares
|
$394,799
0.08% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,258
shares
|
$357,228
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,245
shares
|
$356,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,106
shares
|
$346,901
0.0% of portfolio
|
Q2 2024
Reduced 16.69%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,053
shares
|
$343,300
0.04% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
4,800
shares
|
$326,112
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
4,745
shares
|
$322,375
0.0% of portfolio
|
Q1 2024
Added 76.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,520
shares
|
$307,088
0.01% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,408
shares
|
$299,479
0.0% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
4,396
shares
|
$298,664
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
4,382
shares
|
$297,713
0.04% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
4,245
shares
|
$288,405
0.17% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,204
shares
|
$285,619
0.0% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,138
shares
|
$281,135
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,067
shares
|
$276,311
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,023
shares
|
$273,322
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
3,982
shares
|
$270,537
0.08% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
3,796
shares
|
$257,900
0.0% of portfolio
|
Q2 2024
Reduced 12.78%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
3,772
shares
|
$256,269
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
3,540
shares
|
$240,507
0.14% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
3,525
shares
|
$239,488
0.01% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
3,515
shares
|
$238,809
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
3,464
shares
|
$235,344
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,358
shares
|
$228,142
0.0% of portfolio
|
Q2 2024
New holding
|