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ProShares Large Cap Core Plus (CSM) Institutional Ownership

ProShares Large Cap Core Plus logo
$85.31 0.00 (0.00%)
As of 07/2/2026 04:10 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)
34
Total
Institutional Inflows
(last 12 months)
$27.72M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$17.86M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026Bank of America Corp DE65,373$4.89M0.0%-6.3%1.033%
5/18/2026Royal Bank of Canada15,157$1.13M0.0%+20.2%0.239%
5/13/2026Cetera Investment Advisers33,259$2.49M0.0%+1.3%0.525%
5/5/2026Bank of New York Mellon Corp62,403$4.67M0.0%-18.8%0.986%
5/1/2026Fifth Third Bancorp2,846$213K0.0%+818.1%0.045%
4/30/2026Waterfront Wealth Inc.134,277$10.05M1.8%+23.1%2.121%
4/25/2026Patten Group Inc.22,953$1.72M0.3%-4.6%0.363%
4/23/2026Manchester Financial Inc.31,488$2.36M0.5%+2.3%0.497%
4/23/2026Intrua Financial LLC4,487$336K0.0%-44.0%0.071%
4/22/2026Onyx Bridge Wealth Group LLC115,061$8.61M0.9%-1.1%1.818%
2/18/2026Onyx Bridge Wealth Group LLC116,357$9.27M1.0%-0.4%1.838%
2/17/2026Cetera Investment Advisers32,828$2.62M0.0%-8.1%0.519%
2/17/2026Osaic Holdings Inc.48,415$3.86M0.0%-0.9%0.765%
2/17/2026Advisory Services Network LLC3,117$248K0.0%-29.1%0.049%
2/17/2026Royal Bank of Canada12,609$1.01M0.0%-42.2%0.199%
2/16/2026MML Investors Services LLC5,419$432K0.0%-3.3%0.086%
2/16/2026Mariner LLC3,997$319K0.0%-11.9%0.063%
2/13/2026CreativeOne Wealth LLC15,008$1.20M0.0%N/A0.237%
2/13/2026Stifel Financial Corp121,557$9.69M0.0%+0.6%1.920%
2/13/2026Morgan Stanley799,731$63.72M0.0%-1.7%12.634%
2/13/2026QTR Family Wealth LLC9,040$722K0.3%-9.9%0.143%
2/13/2026Wells Fargo & Company MN65,425$5.21M0.0%+2.7%1.034%
2/12/2026HRT Financial LP5,936$472K0.0%N/A0.094%
2/12/2026Commonwealth Equity Services LLC11,926$950K0.0%-4.3%0.188%
2/12/2026Manchester Financial Inc.30,774$2.45M0.5%+2.6%0.486%
2/11/2026LeClair Wealth Partners LLC3,426$273K0.2%-7.1%0.054%
2/11/2026LPL Financial LLC293,117$23.36M0.0%-3.1%4.631%
2/10/2026Gill Capital Partners LLC47,664$3.80M1.2%-7.0%0.753%
2/10/2026Soundwatch Capital LLC5,796$462K0.1%N/A0.092%
2/5/2026Sequent Planning LLC2,662$212K0.1%N/A0.042%
2/5/2026Duncan Williams Asset Management LLC31,712$2.51M0.6%+1.8%0.501%
2/5/2026Intrua Financial LLC8,015$639K0.1%N/A0.127%
2/2/2026Fifth Third Bancorp310$25K0.0%N/A0.005%
2/2/2026Oppenheimer & Co. Inc.7,415$591K0.0%-5.2%0.117%
1/29/2026Comerica Bank2,846$227K0.0%-33.5%0.045%
1/28/2026Kingswood Wealth Advisors LLC4,212$336K0.0%-4.5%0.067%
1/27/2026Waterfront Wealth Inc.109,105$8.74M1.7%+3.7%1.724%
1/26/2026Private Trust Co. NA2,485$198K0.0%-7.7%0.039%
1/26/2026Prosperity Financial Group Inc.9,860$786K0.3%-1.9%0.156%
1/23/2026Patten Group Inc.24,066$1.92M0.4%+78.7%0.380%
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1/20/2026Stratos Wealth Partners LTD.3,049$243K0.0%N/A0.048%
1/14/2026Wealthcare Advisory Partners LLC4,072$324K0.0%-7.9%0.064%
1/12/2026Focus Financial Network Inc.2,737$218K0.0%-19.8%0.043%
1/8/2026Elmwood Wealth Management Inc.13,881$1.11M0.3%N/A0.219%
1/6/2026RDA Financial Network2,586$206K0.0%-10.5%0.041%
11/18/2025Apexium Financial LP91,122$6.98M0.3%-4.1%1.440%
11/17/2025NewEdge Advisors LLC4,109$315K0.0%N/A0.065%
11/17/2025Susquehanna International Group LLP4,765$365K0.0%N/A0.075%
11/17/2025Prosperity Financial Group Inc.10,055$770K0.3%-7.4%0.159%
11/17/2025Navis Wealth Advisors LLC10,599$812K0.6%-14.1%0.167%
11/17/2025Bank of America Corp DE68,532$5.25M0.0%-16.9%1.083%
11/14/2025Two Sigma Investments LP3,600$276K0.0%N/A0.057%
11/14/2025Comerica Bank4,278$328K0.0%-16.2%0.068%
11/13/2025First Trust Advisors LP2,896$222K0.0%-44.1%0.046%
11/12/2025Kelman Lazarov Inc.4,800$368K0.1%N/A0.076%
11/12/2025Willow Creek Wealth Management Inc.7,389$566K0.0%N/A0.117%
11/10/2025Patten Group Inc.13,467$1.03M0.2%+4.7%0.213%
11/6/2025Wedbush Securities Inc.12,561$962K0.0%-21.7%0.198%
11/6/2025Onyx Bridge Wealth Group LLC116,877$8.95M1.0%+0.5%1.846%
11/6/2025Prospera Financial Services Inc9,077$696K0.0%-1.5%0.143%
11/6/2025Oppenheimer & Co. Inc.7,821$599K0.0%-14.5%0.124%
11/6/2025Waterfront Wealth Inc.105,182$8.07M1.6%+4.0%1.662%
11/5/2025Envestnet Asset Management Inc.97,846$7.49M0.0%-2.0%1.546%
10/31/2025B. Riley Wealth Advisors Inc.176,412$13.51M0.6%-11.3%2.787%
10/29/2025QTR Family Wealth LLC10,029$768K0.4%-2.6%0.158%
10/29/2025HHM Wealth Advisors LLC1,635$125K0.0%-42.6%0.026%
10/28/2025Leavell Investment Management Inc.19,714$1.51M0.1%-1.7%0.311%
10/28/2025Wealth Effects LLC3,203$245K0.1%N/A0.051%
10/27/2025Gill Capital Partners LLC51,240$3.92M1.2%-5.7%0.809%
10/23/2025Kingswood Wealth Advisors LLC4,409$338K0.0%+39.6%0.070%
10/15/2025Manchester Financial Inc.30,006$2.30M0.5%+119.1%0.474%
10/8/2025RDA Financial Network2,889$221K0.1%-25.9%0.046%
10/8/2025Legacy Private Trust Co.55,774$4.27M0.3%-5.6%0.881%
10/2/2025 Global Wealth Strategies & Associates2,090$160K0.0%N/A0.033%
8/19/2025B. Riley Wealth Advisors Inc.198,963$14.02M0.7%N/A3.143%
8/15/2025Bank of America Corp DE82,502$5.81M0.0%-4.1%1.303%
8/14/2025Raymond James Financial Inc.47,619$3.36M0.0%-3.1%0.752%
8/14/2025Cerity Partners LLC29,970$2.11M0.0%+1.0%0.473%
8/13/2025Baird Financial Group Inc.36,662$2.58M0.0%-9.7%0.579%
8/13/2025First Trust Advisors LP5,177$365K0.0%N/A0.082%
8/13/2025JBR Co Financial Management Inc2,845$200K0.1%N/A0.045%
8/12/2025J.W. Cole Advisors Inc.6,472$456K0.0%+4.1%0.102%
8/12/2025Steward Partners Investment Advisory LLC8,757$617K0.0%-3.2%0.138%
8/12/2025JPMorgan Chase & Co.369$26K0.0%N/A0.006%
8/11/2025HHM Wealth Advisors LLC2,848$201K0.0%+184.8%0.045%
8/8/2025Rockefeller Capital Management L.P.12,547$884K0.0%-26.6%0.198%
8/8/2025Cetera Investment Advisers13,051$920K0.0%-10.4%0.206%
8/6/2025Prospera Financial Services Inc9,218$650K0.0%+5.7%0.146%
8/6/2025Wedbush Securities Inc.16,050$1.13M0.0%-10.9%0.254%
8/4/2025Waterfront Wealth Inc.101,183$7.13M1.6%+0.2%1.598%
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8/1/2025Envestnet Asset Management Inc.99,856$7.04M0.0%-34.7%1.578%
7/31/2025Gill Capital Partners LLC54,366$3.83M1.2%-10.4%0.859%
7/30/2025Prosperity Financial Group Inc.10,856$765K0.3%-5.9%0.172%
7/30/2025Freedom Investment Management Inc.41,436$2.92M0.2%-2.8%0.655%
7/30/2025Onyx Bridge Wealth Group LLC116,278$8.20M1.1%-3.7%1.837%
7/29/2025Manchester Financial Inc.13,695$965K0.2%+49.9%0.216%
7/29/2025Private Trust Co. NA2,746$194K0.0%-42.2%0.043%
7/28/2025Mutual Advisors LLC52,415$3.79M0.1%-1.3%0.828%
7/25/2025Commonwealth Financial Services LLC5,410$381K0.1%-6.5%0.085%
7/23/2025Kingswood Wealth Advisors LLC3,159$223K0.0%N/A0.050%


CSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 87 institutional investors and hedge funds held shares of ProShares Large Cap Core Plus. The most heavily invested institutionals were Morgan Stanley ($63.72M), Kayne Anderson Rudnick Investment Management LLC ($49.57M), LPL Financial LLC ($23.36M), B. Riley Wealth Advisors Inc. ($13.51M), Waterfront Wealth Inc. ($10.05M), Stifel Financial Corp ($9.69M), and Onyx Bridge Wealth Group LLC ($8.61M).Learn more on ProShares Large Cap Core Plus' institutional investors.

Of the 58 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. ($208.32K), Raymond James Financial Inc. ($102.01K), LPL Financial LLC ($50.02K), Waterfront Wealth Inc. ($33.31K), Duncan Williams Asset Management LLC ($32.25K), Manchester Financial Inc. ($26.13K), and HCR Wealth Advisors ($25.71K).

Institutional investors have bought a total of 378,187 shares in the last 24 months. This purchase volume represents approximately $27.72M in transactions.

Of the 43 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: Envestnet Asset Management Inc. ($55.05K), B. Riley Wealth Advisors Inc. ($22.55K), Legacy Private Trust Co. ($22.33K), Bank of America Corp DE ($21.87K), Bank of New York Mellon Corp ($14.41K), Morgan Stanley ($13.86K), and Gill Capital Partners LLC ($12.98K).

Institutional investors have sold a total of 240,713 shares in the last 24 months. This volume of shares sold represents approximately $17.86M in transactions.


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This page (BATS:CSM) was last updated on 7/5/2026 by MarketBeat.com Staff.
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