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 93 institutions that hold shares in the stock, with a total of 4.17 Million shares, which have been reported (via 13F filing form) to have a value of $282 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
5,816
shares
|
$393,336
0.07% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,406
shares
|
$365,607
0.0% of portfolio
|
Q3 2024
Added 39.22%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,249
shares
|
$354,989
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,245
shares
|
$354,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,106
shares
|
$345,318
0.0% of portfolio
|
Q2 2024
Reduced 16.69%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,053
shares
|
$341,734
0.04% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
4,800
shares
|
$324,624
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,745
shares
|
$320,904
0.0% of portfolio
|
Q1 2024
Added 76.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
4,588
shares
|
$310,286
0.01% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,408
shares
|
$298,113
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
|
$297,301
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
4,382
shares
|
$296,354
0.05% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
4,245
shares
|
$287,089
0.18% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,204
shares
|
$284,316
0.0% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,138
shares
|
$279,852
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
4,114
shares
|
$278,229
0.01% of portfolio
|
Q4 2022
Closed
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
4,089
shares
|
$276,539
0.08% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,067
shares
|
$275,051
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,023
shares
|
$272,075
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
3,796
shares
|
$256,723
0.0% of portfolio
|
Q2 2024
Reduced 12.78%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
3,540
shares
|
$239,410
0.14% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
3,515
shares
|
$237,719
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
3,464
shares
|
$234,270
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,358
shares
|
$227,101
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
3,330
shares
|
$225,207
0.1% of portfolio
|
Q4 2023
Reduced 5.67%
|