Purchases and Sales Made in Q3 2025 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q3 2025. The information is specifically focused on institutions that hold shares of PROSHARES LARGE CAP CORE PLUS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
31.2KNew |
$2.2M - $2.39M
|
31.2K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.7K+ 173.75% |
$1.6M - $1.74M
|
35.7K
$2.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
16.3K+ 119.1% |
$1.15M - $1.25M
|
30K
$2.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 4.56% |
$930K - $1.01M
|
302K
$23.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.39KNew |
$521K - $568K
|
7.39K
$574K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.15K+ 30.84% |
$363K - $395K
|
21.8K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.8KNew |
$339K - $369K
|
4.8K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.77KNew |
$336K - $366K
|
4.77K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.11KNew |
$290K - $316K
|
4.11K
$319K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
4K+ 3.95% |
$282K - $307K
|
105K
$8.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.6KNew |
$254K - $277K
|
3.6K
$279K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
3.2KNew |
$226K - $246K
|
3.2K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.45K+ 0.3% |
$172K - $188K
|
814K
$63.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.09KNew |
$147K - $161K
|
2.09K
$162K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.25K+ 39.57% |
$88.2K - $96K
|
4.41K
$342K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
957+ 911.43% |
$67.5K - $73.5K
|
1.06K
$82.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
607+ 4.72% |
$42.8K - $46.6K
|
13.5K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
599+ 0.52% |
$42.3K - $46K
|
117K
$9.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
369New |
$26K - $28.4K
|
369
$28.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
319+ 0.26% |
$22.5K - $24.5K
|
121K
$9.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
208New |
$14.7K - $16K
|
208
$16.1K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
194New |
$13.7K - $14.9K
|
194
$15.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
177+ 0.5% |
$12.5K - $13.6K
|
35.6K
$2.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
145New |
$10.2K - $11.1K
|
145
$11.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49+ 0.39% |
$3.46K - $3.76K
|
12.6K
$978K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
45+ 0.42% |
$3.17K - $3.46K
|
10.8K
$836K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.53% |
$1.48K - $1.61K
|
3.95K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15+ 0.27% |
$1.06K - $1.15K
|
5.6K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 0.17% |
$917 - $999
|
7.68K
$596K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11+ 0.17% |
$776 - $845
|
6.48K
$503K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8+ 0.18% |
$564 - $615
|
4.4K
$341K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4+ 0.02% |
$282 - $307
|
17.3K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.05% |
$212 - $230
|
6.13K
$476K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.47% |
$212 - $230
|
637
$49.5K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.22% |
$70.5 - $76.8
|
457
$35.5K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.49% |
$70.5 - $76.8
|
207
$16.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.71% |
$70.5 - $76.8
|
142
$11K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$70.5 - $76.8
|
14.1K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9- 0.02% |
$635 - $691
|
47.6K
$3.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14- 0.03% |
$988 - $1.08K
|
41.5K
$3.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-23- 0.52% |
$1.62K - $1.77K
|
4.42K
$343K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-44- 35.48% |
$3.1K - $3.38K
|
80
$6.21K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-52- 1.03% |
$3.67K - $4K
|
5K
$388K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-55- 2.0% |
$3.88K - $4.23K
|
2.69K
$209K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-76- 2.18% |
$5.36K - $5.84K
|
3.41K
$265K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-77- 0.15% |
$5.43K - $5.92K
|
52.3K
$4.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-78- 2.25% |
$5.5K - $5.99K
|
3.38K
$263K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-141- 1.53% |
$9.95K - $10.8K
|
9.08K
$705K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-157- 1.24% |
$11.1K - $12.1K
|
12.5K
$967K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-264- 2.56% |
$18.6K - $20.3K
|
10K
$779K
|
|