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 |
|---|---|---|---|---|---|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
25,714
shares
|
$2 Million
0.21% of portfolio
|
Q3 2024
Added 414.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,158
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
21,829
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
20,609
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 54.93%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
19,714
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
19,560
shares
|
$1.52 Million
0.74% of portfolio
|
Q1 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
17,318
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
17,275
shares
|
$1.34 Million
0.89% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,113
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2020
Reduced 1.94%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
14,051
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
13,880
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
13,552
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
13,467
shares
|
$1.05 Million
0.21% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,596
shares
|
$977,827
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
12,561
shares
|
$975,110
0.03% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,460
shares
|
$967,269
0.0% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
10,767
shares
|
$835,842
0.09% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
10,599
shares
|
$822,800
0.63% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,466
shares
|
$812,475
0.18% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
10,055
shares
|
$780,569
0.28% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
10,029
shares
|
$778,551
0.36% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
9,077
shares
|
$704,647
0.01% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
8,670
shares
|
$673,052
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,488
shares
|
$658,923
0.0% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
7,821
shares
|
$607,144
0.01% of portfolio
|
Q3 2025
Reduced 14.52%
|
|