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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
3,658
shares
|
$283,970
0.01% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,600
shares
|
$279,468
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
3,540
shares
|
$274,810
0.14% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
3,464
shares
|
$268,910
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,413
shares
|
$264,951
0.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,382
shares
|
$262,544
0.0% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
3,330
shares
|
$258,507
0.11% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
3,203
shares
|
$248,648
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
2,896
shares
|
$224,816
0.0% of portfolio
|
Q3 2025
Reduced 44.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,896
shares
|
$224,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
2,889
shares
|
$224,273
0.06% of portfolio
|
Q3 2025
Reduced 25.94%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
2,845
shares
|
$220,857
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,691
shares
|
$208,902
0.02% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,144
shares
|
$166,438
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
2,090
shares
|
$162,246
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,635
shares
|
$126,925
0.01% of portfolio
|
Q3 2025
Reduced 42.59%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,462
shares
|
$113,495
0.01% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,062
shares
|
$82,443
0.0% of portfolio
|
Q3 2025
Added 911.43%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
1,050
shares
|
$81,511
0.01% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
800
shares
|
$62,104
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
637
shares
|
$49,450
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
457
shares
|
$35,476
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
369
shares
|
$28,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
352
shares
|
$27,325
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
346
shares
|
$26,859
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|