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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
3,330
shares
|
$226,240
0.1% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
3,203
shares
|
$217,611
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,537
shares
|
$172,363
0.02% of portfolio
|
Q4 2024
Added 30.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,144
shares
|
$145,663
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,462
shares
|
$99,328
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,248
shares
|
$84,789
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,170
shares
|
$79,489
0.01% of portfolio
|
Q1 2022
Added 49.04%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,050
shares
|
$71,337
0.01% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
800
shares
|
$54,352
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
800
shares
|
$54,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
632
shares
|
$42,938
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
558
shares
|
$37,910
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
520
shares
|
$35,328
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
456
shares
|
$30,980
0.01% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
346
shares
|
$23,507
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
206
shares
|
$13,995
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
180
shares
|
$12,229
0.0% of portfolio
|
Q3 2024
Reduced 63.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
140
shares
|
$9,511
0.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
124
shares
|
$8,424
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
34
shares
|
$2,309
0.0% of portfolio
|
Q2 2022
Reduced 65.31%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$271
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
|