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 112 institutions that hold shares in the stock, with a total of 3.45 Million shares, which have been reported (via 13F filing form) to have a value of $268 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
813,588
shares
|
$63.2 Million
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
396,271
shares
|
$30.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
302,486
shares
|
$23.5 Million
0.01% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
176,412
shares
|
$13.7 Million
0.14% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
120,806
shares
|
$9.38 Million
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
116,877
shares
|
$9.07 Million
1.1% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
105,182
shares
|
$8.17 Million
1.75% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
97,846
shares
|
$7.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
91,122
shares
|
$7.07 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
68,532
shares
|
$5.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
63,693
shares
|
$4.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
55,774
shares
|
$4.33 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
52,338
shares
|
$4.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
51,240
shares
|
$3.98 Million
1.33% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
48,855
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
47,610
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
41,478
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
35,727
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2025
Added 173.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
35,604
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
35,218
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
31,162
shares
|
$2.42 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
30,382
shares
|
$2.36 Million
0.07% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
30,006
shares
|
$2.33 Million
0.51% of portfolio
|
Q3 2025
Added 119.1%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
29,970
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,274
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|