| 4/30/2025 | Leavell Investment Management Inc. | 20,046 | $1.28M | 0.1% | -2.0% | 0.298% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 152,892 | $9.74M | 0.0% | -0.6% | 2.275% | |
| 4/29/2025 | Bank of New York Mellon Corp | 94,292 | $6.01M | 0.0% | -2.2% | 1.403% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 120,755 | $7.70M | 1.1% | -1.6% | 1.797% | |
| 4/28/2025 | Mutual Advisors LLC | 53,117 | $3.33M | 0.1% | -2.9% | 0.790% | |
| 4/28/2025 | Private Trust Co. NA | 4,750 | $303K | 0.0% | +87.2% | 0.071% | |
| 4/25/2025 | Waterfront Wealth Inc. | 100,965 | $6.43M | 1.6% | -2.4% | 1.502% | |
| 4/23/2025 | Navis Wealth Advisors LLC | 12,380 | $789K | 0.8% | +9.9% | 0.179% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 38,910 | $2.48M | 0.0% | -3.3% | 0.562% | |
| 4/11/2025 | SeaCrest Wealth Management LLC | 11,004 | $701K | 0.1% | -5.7% | 0.159% | |
Get the Latest News and Ratings for CSM and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for ProShares Large Cap Core Plus and its competitors with MarketBeat's FREE daily newsletter. |
| 4/4/2025 | Legacy Private Trust Co. | 78,104 | $4.98M | 0.3% | -19.9% | 1.129% | |
| 2/25/2025 | B. Riley Wealth Advisors Inc. | 251,332 | $16.62M | 0.5% | +3.9% | 3.452% | |
| 2/17/2025 | Cetera Investment Advisers | 14,554 | $963K | 0.0% | +7.2% | 0.200% | |
| 2/17/2025 | Baird Financial Group Inc. | 43,644 | $2.89M | 0.0% | +6.5% | 0.600% | |
| 2/17/2025 | Bank of America Corp DE | 97,355 | $6.44M | 0.0% | -7.9% | 1.337% | |
| 2/14/2025 | Mercer Global Advisors Inc. ADV | 22,172 | $1.47M | 0.0% | N/A | 0.305% | |
| 2/14/2025 | Bison Wealth LLC | 10,466 | $692K | 0.2% | -2.8% | 0.144% | |
| 2/14/2025 | Stifel Financial Corp | 94,278 | $6.24M | 0.0% | -2.4% | 1.295% | |
| 2/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 779,564 | $51.56M | 0.1% | -0.1% | 10.708% | |
| 2/14/2025 | Freedom Investment Management Inc. | 42,167 | $2.79M | 0.2% | -1.4% | 0.579% | |
| 2/13/2025 | Mariner LLC | 4,530 | $300K | 0.0% | -13.6% | 0.062% | |
| 2/13/2025 | Raymond James Financial Inc. | 51,004 | $3.37M | 0.0% | N/A | 0.701% | |
| 2/13/2025 | Advisory Services Network LLC | 4,751 | $314K | 0.0% | +41.5% | 0.065% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 153,847 | $10.18M | 0.0% | +4.4% | 2.113% | |
| 2/13/2025 | Wedbush Securities Inc. | 17,941 | $1.19M | 0.0% | +4.6% | 0.246% | |
| 2/13/2025 | Wells Fargo & Company MN | 76,233 | $5.04M | 0.0% | +2.9% | 1.047% | |
| 2/12/2025 | Thoroughbred Financial Services LLC | 13,975 | $924K | 0.1% | -7.3% | 0.192% | |
| 2/12/2025 | Financial Engines Advisors L.L.C. | 8,993 | $595K | 0.0% | +104.6% | 0.124% | |
| 2/11/2025 | LPL Financial LLC | 297,315 | $19.66M | 0.0% | -23.2% | 4.084% | |
| 2/11/2025 | Runnymede Capital Advisors Inc. | 520 | $34K | 0.0% | N/A | 0.007% | |
| 2/11/2025 | Lee Danner & Bass Inc. | 800 | $53K | 0.0% | N/A | 0.011% | |
| 2/10/2025 | Hopwood Financial Services Inc. | 800 | $53K | 0.0% | N/A | 0.011% | |
| 2/6/2025 | Raymond James Financial Inc. | 51,004 | $3.37M | 0.0% | N/A | 0.701% | |
| 2/6/2025 | Patten Group Inc. | 8,541 | $565K | 0.1% | +3.7% | 0.117% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 7,348 | $486K | 0.0% | +35.9% | 0.101% | |
| 2/5/2025 | Private Trust Co. NA | 2,537 | $168K | 0.0% | +30.1% | 0.035% | |
| 2/4/2025 | Bank of New York Mellon Corp | 96,368 | $6.37M | 0.0% | -5.9% | 1.324% | |
| 1/30/2025 | WealthPLAN Partners LLC | 6,128 | $405K | 0.1% | -15.4% | 0.084% | |
| 1/30/2025 | Manchester Financial Inc. | 3,772 | $249K | 0.1% | N/A | 0.052% | |
| 1/29/2025 | Focus Financial Network Inc. | 3,525 | $233K | 0.0% | -14.3% | 0.048% | |
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| 1/27/2025 | Onyx Bridge Wealth Group LLC | 122,661 | $8.11M | 1.2% | -0.2% | 1.685% | |
| 1/24/2025 | S.A. Mason LLC | 558 | $37K | 0.0% | N/A | 0.008% | |
| 1/22/2025 | Apexium Financial LP | 96,992 | $6.42M | 0.4% | -6.0% | 1.332% | |
| 1/21/2025 | Navis Wealth Advisors LLC | 11,260 | $745K | 0.8% | +6.0% | 0.155% | |
| 1/21/2025 | Duncan Williams Asset Management LLC | 31,698 | $2.10M | 0.8% | +5.9% | 0.435% | |
| 1/17/2025 | Mutual Advisors LLC | 54,701 | $3.67M | 0.1% | -1.2% | 0.751% | |
| 1/15/2025 | Gill Capital Partners LLC | 66,931 | $4.43M | 1.6% | -3.4% | 0.919% | |
| 1/8/2025 | Legacy Private Trust Co. | 97,458 | $6.45M | 0.4% | -0.3% | 1.339% | |
| 1/6/2025 | Capital Market Strategies LLC | 20,718 | $1.37M | 0.8% | -0.9% | 0.285% | |
| 12/13/2024 | B. Riley Wealth Advisors Inc. | 241,972 | $15.76M | 0.4% | -8.4% | 3.324% | |
| 11/15/2024 | Stifel Financial Corp | 96,587 | $6.31M | 0.0% | +1.6% | 1.327% | |
| 11/13/2024 | Freedom Investment Management Inc. | 42,748 | $2.80M | 0.2% | -4.8% | 0.587% | |
| 11/13/2024 | Private Trust Co. NA | 1,950 | $127K | 0.0% | N/A | 0.027% | |
| 11/13/2024 | Prosperity Financial Group Inc. | 11,646 | $761K | 0.4% | +1.3% | 0.160% | |
| 10/25/2024 | Mutual Advisors LLC | 55,389 | $3.65M | 0.1% | +4.7% | 0.761% | |
| 10/21/2024 | Wealth Effects LLC | 3,203 | $209K | 0.1% | N/A | 0.044% | |
| 10/17/2024 | Onyx Bridge Wealth Group LLC | 122,876 | $8.03M | 1.2% | -0.9% | 1.688% | |
| 10/16/2024 | SeaCrest Wealth Management LLC | 11,725 | $766K | 0.1% | -3.2% | 0.161% | |
| 10/10/2024 | JBR Co Financial Management Inc | 4,245 | $278K | 0.2% | -3.5% | 0.058% | |
| 10/10/2024 | HCR Wealth Advisors | 25,714 | $1.68M | 0.2% | +414.3% | 0.353% | |
| 10/9/2024 | Patten Group Inc. | 8,234 | $538K | 0.1% | +55.6% | 0.113% | |
| 10/8/2024 | Gill Capital Partners LLC | 69,269 | $4.53M | 1.6% | -1.3% | 0.951% | |
| 10/8/2024 | Legacy Private Trust Co. | 97,776 | $6.39M | 0.4% | -1.3% | 1.343% | |
| 10/3/2024 | Duncan Williams Asset Management LLC | 29,941 | $1.96M | 1.1% | N/A | 0.411% | |
| 8/19/2024 | B. Riley Wealth Advisors Inc. | 264,187 | $16.43M | 0.4% | -33.8% | 3.629% | |
| 8/16/2024 | Northwestern Mutual Wealth Management Co. | 8,105 | $503K | 0.0% | +2.8% | 0.111% | |
| 8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 780,689 | $48.36M | 0.1% | -2.2% | 10.724% | |
| 8/9/2024 | WealthPLAN Partners LLC | 7,239 | $449K | 0.0% | -7.7% | 0.099% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 167,252 | $10.38M | 0.0% | -4.7% | 2.297% | |
| 8/7/2024 | Wedbush Securities Inc. | 17,514 | $1.09M | 0.0% | -5.1% | 0.241% | |
| 8/7/2024 | HCR Wealth Advisors | 5,000 | $310K | 0.0% | N/A | 0.069% | |
| 8/1/2024 | Waterfront Wealth Inc. | 98,894 | $6.13M | 1.7% | -6.9% | 1.358% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 21,828 | $1.35M | 0.0% | -0.9% | 0.300% | |
| 7/30/2024 | Atlas Capital Advisors LLC | 13,881 | $861K | 0.1% | +3.0% | 0.191% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 63,429 | $3.93M | 0.0% | -21.4% | 0.871% | |
| 7/26/2024 | Bank of New York Mellon Corp | 109,066 | $6.77M | 0.0% | -9.6% | 1.498% | |
| 7/22/2024 | SeaCrest Wealth Management LLC | 12,114 | $751K | 0.1% | +24.7% | 0.166% | |
| 7/19/2024 | Pacific Sun Financial Corp | 3,540 | $220K | 0.1% | -9.2% | 0.049% | |
| 7/19/2024 | Raymond James & Associates | 19,396 | $1.20M | 0.0% | +60.4% | 0.266% | |
| 5/24/2024 | Cetera Advisors LLC | 7,144 | $434K | 0.0% | N/A | 0.098% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 398,841 | $24.23M | 0.6% | +45.9% | 5.479% | |
| 5/8/2024 | Thoroughbred Financial Services LLC | 15,074 | $915K | 0.1% | -1.6% | 0.207% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 4,352 | $264K | 0.0% | N/A | 0.060% | |
| 5/6/2024 | Gill Capital Partners LLC | 70,260 | $4.05M | 1.6% | -9.5% | 0.965% | |
| 5/2/2024 | Mutual Advisors LLC | 53,532 | $3.25M | 0.1% | -16.5% | 0.735% | |
| 4/29/2024 | Onyx Bridge Wealth Group LLC | 124,086 | $7.24M | 1.3% | -1.3% | 1.704% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 80,669 | $4.90M | 0.0% | +8.8% | 1.108% | |
| 4/24/2024 | Leavell Investment Management Inc. | 20,846 | $1.27M | 0.1% | -17.4% | 0.286% | |
| 4/18/2024 | SeaCrest Wealth Management LLC | 9,714 | $590K | 0.1% | -29.5% | 0.133% | |
| 4/18/2024 | Diversified Trust Co | 4,800 | $292K | 0.0% | N/A | 0.066% | |
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| 4/10/2024 | Legacy Private Trust Co. | 100,614 | $6.11M | 0.4% | -1.2% | 1.272% | |
| 4/5/2024 | Capital Market Strategies LLC | 20,886 | $1.27M | 1.0% | -7.6% | 0.264% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 273,319 | $14.97M | 0.4% | -31.5% | 3.455% | |
| 2/12/2024 | Focus Financial Network Inc. ADV | 4,138 | $227K | 0.0% | N/A | 0.052% | |
| 2/12/2024 | Stifel Financial Corp | 96,273 | $5.27M | 0.0% | +15.4% | 1.217% | |
| 2/9/2024 | Wells Fargo & Company MN | 294,953 | $16.16M | 0.0% | +14.5% | 3.729% | |
| 2/9/2024 | Thoroughbred Financial Services LLC | 15,314 | $838K | 0.1% | -3.5% | 0.194% | |
| 2/8/2024 | Apexium Financial LP | 132,890 | $7.28M | 0.5% | -21.8% | 1.680% | |
| 2/8/2024 | Pacific Sun Financial Corp | 3,900 | $214K | 0.1% | N/A | 0.049% | |
| 2/6/2024 | Wealthcare Advisory Partners LLC | 3,690 | $202K | 0.0% | -25.3% | 0.047% | |
