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ProShares Large Cap Core Plus (CSM) Institutional Ownership

ProShares Large Cap Core Plus logo
$72.33 +1.76 (+2.49%)
Closing price 07/25/2025 03:47 PM Eastern
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$72.33 +0.00 (+0.00%)
As of 07/25/2025 04:04 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)
$20.18M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$25.19M
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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
7/25/2025 Commonwealth Financial Services LLC5,410$381K0.1%-6.5%0.085%
7/23/2025 Kingswood Wealth Advisors LLC3,159$223K0.0%N/A0.050%
7/22/2025 Apexium Financial LP95,065$6.72M0.4%-0.9%1.502%
7/11/2025 SeaCrest Wealth Management LLC10,722$756K0.1%-2.6%0.169%
7/10/2025 Wealth Enhancement Advisory Services LLC2,896$206K0.0%N/A0.046%
7/8/2025 Legacy Private Trust Co.59,095$4.16M0.3%-24.3%0.934%
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%
5/14/2025 Apexium 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%
4/11/2025 SeaCrest Wealth Management LLC11,004$701K0.1%-5.7%0.159%
4/4/2025 Legacy 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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
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%
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%
1/29/2025 Focus 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%
1/24/2025 S.A. Mason LLC558$37K0.0%N/A0.008%
1/22/2025 Apexium Financial LP96,992$6.42M0.4%-6.0%1.332%
1/21/2025Navis Wealth Advisors LLC11,260$745K0.8%+6.0%0.155%
1/21/2025 Duncan 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%
1/8/2025 Legacy 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%
10/21/2024 Wealth Effects LLC3,203$209K0.1%N/A0.044%
10/17/2024Onyx Bridge Wealth Group LLC122,876$8.03M1.2%-0.9%1.688%
10/16/2024 SeaCrest Wealth Management LLC11,725$766K0.1%-3.2%0.161%
10/10/2024JBR Co Financial Management Inc4,245$278K0.2%-3.5%0.058%
10/10/2024 HCR 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%
10/8/2024 Legacy Private Trust Co.97,776$6.39M0.4%-1.3%1.343%
10/3/2024 Duncan 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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
8/7/2024 HCR 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%
7/22/2024 SeaCrest 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%
(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, 81 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), Apexium Financial LP ($6.72M), and Bank of America Corp DE ($6.44M).Learn more on ProShares Large Cap Core Plus' institutional investors.

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

Of the 52 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), Raymond James Financial Inc. ($102.01K), Mutual Advisors LLC ($59.21K), LPL Financial LLC ($51.77K), Wells Fargo & Company MN ($39.63K), Duncan Williams Asset Management LLC ($31.70K), and Apexium Financial LP ($31.31K).

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

Institutional investors have bought a total of 307,553 shares in the last 24 months. This purchase volume represents approximately $20.18M 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. ($39.97K), Kayne Anderson Rudnick Investment Management LLC ($20.96K), Waterfront Wealth Inc. ($9.90K), Gill Capital Partners LLC ($9.56K), and Envestnet Asset Management Inc. ($9.21K).

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

Institutional investors have sold a total of 391,449 shares in the last 24 months. This volume of shares sold represents approximately $25.19M in transactions.


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This page (BATS:CSM) was last updated on 7/27/2025 by MarketBeat.com Staff
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