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 105 institutions that hold shares in the stock, with a total of 3.51 Million shares, which have been reported (via 13F filing form) to have a value of $265 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,757
shares
|
$662,554
0.01% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,670
shares
|
$655,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
7,664
shares
|
$579,858
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
7,027
shares
|
$531,662
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bienville Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,600
shares
|
$499,356
0.11% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,472
shares
|
$489,671
0.01% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
6,129
shares
|
$463,720
0.08% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,610
shares
|
$424,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
5,587
shares
|
$422,712
0.0% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
5,410
shares
|
$409,320
0.07% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
5,177
shares
|
$391,691
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,106
shares
|
$386,319
0.0% of portfolio
|
Q2 2024
Reduced 16.69%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,053
shares
|
$382,309
0.04% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
4,800
shares
|
$363,168
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
4,745
shares
|
$359,006
0.0% of portfolio
|
Q1 2024
Added 76.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,535
shares
|
$343,118
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,445
shares
|
$336,308
0.01% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
4,396
shares
|
$332,601
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
4,391
shares
|
$332,223
0.01% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
4,342
shares
|
$328,515
0.04% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
4,297
shares
|
$325,111
0.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,138
shares
|
$313,081
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
4,067
shares
|
$307,709
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,929
shares
|
$297,268
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
3,901
shares
|
$295,149
0.08% of portfolio
|
Q2 2025
Reduced 1.74%
|