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ProShares Large Cap Core Plus (CSM) Institutional Ownership

ProShares Large Cap Core Plus logo
$71.26 +5.21 (+7.89%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares Large Cap Core Plus (BATS:CSM)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$20.35M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$25.56M
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CSM Institutional Buying and Selling by Quarter

ProShares Large Cap Core Plus Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 Capital Market Strategies LLC17,275$1.22M0.8%-16.0%0.273%
5/15/2025Royal Bank of Canada25,594$1.63M0.0%+57.1%0.381%
5/15/2025Baird Financial Group Inc.40,579$2.59M0.0%-7.0%0.604%
5/14/2025Apexium Financial LP95,945$6.11M0.4%-1.1%1.428%
5/14/2025Kayne Anderson Rudnick Investment Management LLC776,698$49.57M0.1%-0.4%11.558%
5/14/2025Freedom Investment Management Inc.42,615$2.72M0.2%+1.1%0.634%
5/14/2025Kestra Advisory Services LLC35,389$2.26M0.0%-4.3%0.527%
5/13/2025Raymond James Financial Inc.49,159$3.13M0.0%-3.6%0.732%
5/13/2025Cresset Asset Management LLC3,919$250K0.0%-7.1%0.058%
5/12/2025Financial Engines Advisors L.L.C.8,792$560K0.0%-2.2%0.131%
5/9/2025Gill Capital Partners LLC60,648$3.87M1.3%-9.4%0.903%
5/9/2025PNC Financial Services Group Inc.5,610$357K0.0%N/A0.083%
5/8/2025HHM Wealth Advisors LLC1,000$64K0.0%-14.5%0.015%
5/7/2025LPL Financial LLC347,337$22.13M0.0%+16.8%5.169%
4/30/2025Leavell Investment Management Inc.20,046$1.28M0.1%-2.0%0.298%
4/29/2025Envestnet Asset Management Inc.152,892$9.74M0.0%-0.6%2.275%
4/29/2025Bank of New York Mellon Corp94,292$6.01M0.0%-2.2%1.403%
4/29/2025Onyx Bridge Wealth Group LLC120,755$7.70M1.1%-1.6%1.797%
4/28/2025Mutual Advisors LLC53,117$3.33M0.1%-2.9%0.790%
4/28/2025Private Trust Co. NA4,750$303K0.0%+87.2%0.071%
4/25/2025Waterfront Wealth Inc.100,965$6.43M1.6%-2.4%1.502%
4/23/2025Navis Wealth Advisors LLC12,380$789K0.8%+9.9%0.179%
4/22/2025Cambridge Investment Research Advisors Inc.38,910$2.48M0.0%-3.3%0.562%
4/11/2025SeaCrest Wealth Management LLC11,004$701K0.1%-5.7%0.159%
4/4/2025Legacy Private Trust Co.78,104$4.98M0.3%-19.9%1.129%
2/25/2025B. Riley Wealth Advisors Inc.251,332$16.62M0.5%+3.9%3.452%
2/17/2025Cetera Investment Advisers14,554$963K0.0%+7.2%0.200%
2/17/2025Baird Financial Group Inc.43,644$2.89M0.0%+6.5%0.600%
2/17/2025Bank of America Corp DE97,355$6.44M0.0%-7.9%1.337%
2/14/2025Mercer Global Advisors Inc. ADV22,172$1.47M0.0%N/A0.305%
2/14/2025Bison Wealth LLC10,466$692K0.1%-2.8%0.156%
2/14/2025Stifel Financial Corp94,278$6.24M0.0%-2.4%1.295%
2/14/2025Kayne Anderson Rudnick Investment Management LLC779,564$51.56M0.1%-0.1%10.708%
2/14/2025Freedom Investment Management Inc.42,167$2.79M0.2%-1.4%0.579%
2/13/2025Mariner LLC4,530$300K0.0%-13.6%0.062%
2/13/2025Raymond James Financial Inc.51,004$3.37M0.0%N/A0.701%
2/13/2025Advisory Services Network LLC4,751$314K0.0%+41.5%0.065%
2/13/2025Envestnet Asset Management Inc.153,847$10.18M0.0%+4.4%2.113%
2/13/2025Wedbush Securities Inc.17,941$1.19M0.0%+4.6%0.246%
2/13/2025Wells Fargo & Company MN76,233$5.04M0.0%+2.9%1.047%
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2/12/2025Thoroughbred Financial Services LLC13,975$924K0.1%-7.3%0.192%
2/12/2025Financial Engines Advisors L.L.C.8,993$595K0.0%+104.6%0.124%
2/11/2025LPL Financial LLC297,315$19.66M0.0%-23.2%4.084%
2/11/2025Runnymede Capital Advisors Inc.520$34K0.0%N/A0.007%
2/11/2025Lee Danner & Bass Inc.800$53K0.0%N/A0.011%
2/10/2025Hopwood Financial Services Inc.800$53K0.0%N/A0.011%
2/6/2025Raymond James Financial Inc.51,004$3.37M0.0%N/A0.701%
2/6/2025Patten Group Inc.8,541$565K0.1%+3.7%0.117%
2/6/2025Steward Partners Investment Advisory LLC7,348$486K0.0%+35.9%0.101%
2/5/2025Private Trust Co. NA2,537$168K0.0%+30.1%0.035%
2/4/2025Bank of New York Mellon Corp96,368$6.37M0.0%-5.9%1.324%
1/30/2025WealthPLAN Partners LLC6,128$405K0.1%-15.4%0.084%
1/30/2025Manchester Financial Inc.3,772$249K0.1%N/A0.052%
1/29/2025Focus Financial Network Inc.3,525$233K0.0%-14.3%0.048%
1/27/2025Onyx Bridge Wealth Group LLC122,661$8.11M1.2%-0.2%1.685%
1/24/2025S.A. Mason LLC558$37K0.0%N/A0.008%
1/22/2025Apexium Financial LP96,992$6.42M0.4%-6.0%1.332%
1/21/2025Navis Wealth Advisors LLC11,260$745K0.8%+6.0%0.155%
1/21/2025Duncan Williams Asset Management LLC31,698$2.10M0.8%+5.9%0.435%
1/17/2025Mutual Advisors LLC54,701$3.67M0.1%-1.2%0.751%
1/15/2025Gill Capital Partners LLC66,931$4.43M1.6%-3.4%0.919%
1/8/2025Legacy Private Trust Co.97,458$6.45M0.4%-0.3%1.339%
1/6/2025 Capital Market Strategies LLC20,718$1.37M0.8%-0.9%0.285%
12/13/2024B. Riley Wealth Advisors Inc.241,972$15.76M0.4%-8.4%3.324%
11/15/2024Stifel Financial Corp96,587$6.31M0.0%+1.6%1.327%
11/13/2024Freedom Investment Management Inc.42,748$2.80M0.2%-4.8%0.587%
11/13/2024Private Trust Co. NA1,950$127K0.0%N/A0.027%
11/13/2024Prosperity Financial Group Inc.11,646$761K0.4%+1.3%0.160%
10/25/2024Mutual Advisors LLC55,389$3.65M0.1%+4.7%0.761%
10/21/2024Wealth Effects LLC3,203$209K0.1%N/A0.044%
10/17/2024Onyx Bridge Wealth Group LLC122,876$8.03M1.2%-0.9%1.688%
10/16/2024SeaCrest Wealth Management LLC11,725$766K0.1%-3.2%0.161%
10/10/2024JBR Co Financial Management Inc4,245$278K0.2%-3.5%0.058%
10/10/2024HCR Wealth Advisors25,714$1.68M0.2%+414.3%0.353%
10/9/2024Patten Group Inc.8,234$538K0.1%+55.6%0.113%
10/8/2024Gill Capital Partners LLC69,269$4.53M1.6%-1.3%0.951%
10/8/2024Legacy Private Trust Co.97,776$6.39M0.4%-1.3%1.343%
10/3/2024Duncan Williams Asset Management LLC29,941$1.96M1.1%N/A0.411%
8/19/2024B. Riley Wealth Advisors Inc.264,187$16.43M0.4%-33.8%3.629%
8/16/2024Northwestern Mutual Wealth Management Co.8,105$503K0.0%+2.8%0.111%
8/13/2024Kayne Anderson Rudnick Investment Management LLC780,689$48.36M0.1%-2.2%10.724%
8/9/2024WealthPLAN Partners LLC7,239$449K0.0%-7.7%0.099%
8/8/2024Envestnet Asset Management Inc.167,252$10.38M0.0%-4.7%2.297%
8/7/2024Wedbush Securities Inc.17,514$1.09M0.0%-5.1%0.241%
8/7/2024HCR Wealth Advisors5,000$310K0.0%N/A0.069%
8/1/2024Waterfront Wealth Inc.98,894$6.13M1.7%-6.9%1.358%
7/31/2024Commonwealth Equity Services LLC21,828$1.35M0.0%-0.9%0.300%
7/30/2024Atlas Capital Advisors LLC13,881$861K0.1%+3.0%0.191%
7/26/2024Cambridge Investment Research Advisors Inc.63,429$3.93M0.0%-21.4%0.871%
7/26/2024Bank of New York Mellon Corp109,066$6.77M0.0%-9.6%1.498%
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7/22/2024SeaCrest Wealth Management LLC12,114$751K0.1%+24.7%0.166%
7/19/2024Pacific Sun Financial Corp3,540$220K0.1%-9.2%0.049%
7/19/2024Raymond James & Associates19,396$1.20M0.0%+60.4%0.266%
5/24/2024Cetera Advisors LLC7,144$434K0.0%N/A0.098%
5/16/2024B. Riley Wealth Advisors Inc.398,841$24.23M0.6%+45.9%5.479%
5/8/2024Thoroughbred Financial Services LLC15,074$915K0.1%-1.6%0.207%
5/7/2024Oppenheimer & Co. Inc.4,352$264K0.0%N/A0.060%
5/6/2024Gill Capital Partners LLC70,260$4.05M1.6%-9.5%0.965%
5/2/2024Mutual Advisors LLC53,532$3.25M0.1%-16.5%0.735%
4/29/2024Onyx Bridge Wealth Group LLC124,086$7.24M1.3%-1.3%1.704%
(Data available from 1/1/2016 forward)

CSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSM shares?

During the previous two years, 79 institutional investors and hedge funds held shares of ProShares Large Cap Core Plus. The most heavily invested institutionals were Kayne Anderson Rudnick Investment Management LLC ($49.57M), LPL Financial LLC ($22.13M), B. Riley Wealth Advisors Inc. ($16.62M), Envestnet Asset Management Inc. ($9.74M), Onyx Bridge Wealth Group LLC ($7.70M), Bank of America Corp DE ($6.44M), and Waterfront Wealth Inc. ($6.43M).Learn more on ProShares Large Cap Core Plus' institutional investors.

Which institutional investors have been buying ProShares Large Cap Core Plus' stock?

Of the 51 institutional investors that purchased ProShares Large Cap Core Plus' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: B. Riley Wealth Advisors Inc. ($234.05K), Onyx Bridge Wealth Group LLC ($126.78K), Raymond James Financial Inc. ($102.01K), Mutual Advisors LLC ($59.21K), LPL Financial LLC ($51.77K), Wells Fargo & Company MN ($39.63K), and Duncan Williams Asset Management LLC ($31.70K).

How much institutional buying is happening at ProShares Large Cap Core Plus?

Institutional investors have bought a total of 311,203 shares in the last 24 months. This purchase volume represents approximately $20.35M in transactions.

Which of ProShares Large Cap Core Plus' major shareholders have been selling company stock?

Of the 33 institutional investors that sold ProShares Large Cap Core Plus' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: B. Riley Wealth Advisors Inc. ($156.87K), LPL Financial LLC ($90.06K), Legacy Private Trust Co. ($20.96K), Kayne Anderson Rudnick Investment Management LLC ($20.96K), Bank of New York Mellon Corp ($19.62K), Cambridge Investment Research Advisors Inc. ($18.56K), and Waterfront Wealth Inc. ($9.90K).

How much institutional selling is happening at ProShares Large Cap Core Plus?

Institutional investors have sold a total of 400,049 shares in the last 24 months. This volume of shares sold represents approximately $25.56M in transactions.


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This page (BATS:CSM) was last updated on 7/4/2025 by MarketBeat.com Staff
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