Go Pro
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free CSM Stock Alerts

ProShares Large Cap Core Plus (CSM) Institutional Ownership

ProShares Large Cap Core Plus logo
$87.52 -1.03 (-1.16%)
Closing price 04:10 PM Eastern
Extended Trading
$87.50 -0.02 (-0.03%)
As of 05:29 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for ProShares Large Cap Core Plus (BATS:CSM)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$13.12M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$10.95M
Get CSM Insider Trade Alerts

Want to know when executives and insiders are buying or selling ProShares Large Cap Core Plus stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CSM Institutional Buying and Selling by Quarter

ProShares Large Cap Core Plus Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.95,565$8.14M0.0%-4.2%1.510%
9/9/2026 Integrated Wealth Concepts LLC1,450$124K0.0%N/A0.023%
9/9/2026 Baird Financial Group Inc.33,144$2.82M0.0%-2.7%0.524%
8/20/2026 Nwam LLC4,130$352K0.0%N/A0.065%
8/20/2026 Gill Capital Partners LLC43,670$3.72M1.0%-3.1%0.690%
7/9/2026 Focus Financial Network Inc.2,637$225K0.0%N/A0.042%
7/6/2026 RDA Financial Network2,550$217K0.0%N/A0.040%
5/19/2026 Bank of America Corp DE65,373$4.89M0.0%-6.3%1.033%
5/18/2026 Royal Bank of Canada15,157$1.13M0.0%+20.2%0.239%
5/13/2026 Cetera Investment Advisers33,259$2.49M0.0%+1.3%0.525%
5/5/2026 Bank of New York Mellon Corp62,403$4.67M0.0%-18.8%0.986%
5/1/2026 Fifth Third Bancorp2,846$213K0.0%+818.1%0.045%
4/30/2026 Waterfront Wealth Inc.134,277$10.05M1.8%+23.1%2.121%
4/25/2026 Patten Group Inc.22,953$1.72M0.3%-4.6%0.363%
4/23/2026 Manchester Financial Inc.31,488$2.36M0.5%+2.3%0.497%
4/23/2026 Intrua Financial LLC4,487$336K0.0%-44.0%0.071%
4/22/2026 Onyx Bridge Wealth Group LLC115,061$8.61M0.9%-1.1%1.818%
2/18/2026 Onyx Bridge Wealth Group LLC116,357$9.27M1.0%-0.4%1.838%
2/17/2026 Cetera Investment Advisers32,828$2.62M0.0%-8.1%0.519%
2/17/2026 Osaic Holdings Inc.48,415$3.86M0.0%-0.9%0.765%
2/17/2026 Advisory Services Network LLC3,117$248K0.0%-29.1%0.049%
2/17/2026 Royal Bank of Canada12,609$1.01M0.0%-42.2%0.199%
2/16/2026 MML Investors Services LLC5,419$432K0.0%-3.3%0.086%
2/16/2026 Mariner LLC3,997$319K0.0%-11.9%0.063%
2/13/2026 CreativeOne Wealth LLC15,008$1.20M0.0%N/A0.237%
2/13/2026 Stifel Financial Corp121,557$9.69M0.0%+0.6%1.920%
2/13/2026 Morgan Stanley799,731$63.72M0.0%-1.7%12.634%
2/13/2026 QTR Family Wealth LLC9,040$722K0.3%-9.9%0.143%
2/13/2026 Wells Fargo & Company MN65,425$5.21M0.0%+2.7%1.034%
2/12/2026 HRT Financial LP5,936$472K0.0%N/A0.094%
2/12/2026 Commonwealth Equity Services LLC11,926$950K0.0%-4.3%0.188%
2/12/2026 Manchester Financial Inc.30,774$2.45M0.5%+2.6%0.486%
2/11/2026 LeClair Wealth Partners LLC3,426$273K0.2%-7.1%0.054%
2/11/2026 LPL Financial LLC293,117$23.36M0.0%-3.1%4.631%
2/10/2026 Gill Capital Partners LLC47,664$3.80M1.2%-7.0%0.753%
2/10/2026 Soundwatch Capital LLC5,796$462K0.1%N/A0.092%
2/5/2026 Sequent Planning LLC2,662$212K0.1%N/A0.042%
2/5/2026 Duncan Williams Asset Management LLC31,712$2.51M0.6%+1.8%0.501%
2/5/2026 Intrua Financial LLC8,015$639K0.1%N/A0.127%
2/2/2026 Fifth Third Bancorp310$25K0.0%N/A0.005%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
2/2/2026 Oppenheimer & Co. Inc.7,415$591K0.0%-5.2%0.117%
1/29/2026Comerica Bank2,846$227K0.0%-33.5%0.045%
1/28/2026 Kingswood Wealth Advisors LLC4,212$336K0.0%-4.5%0.067%
1/27/2026 Waterfront Wealth Inc.109,105$8.74M1.7%+3.7%1.724%
1/26/2026 Private Trust Co. NA2,485$198K0.0%-7.7%0.039%
1/26/2026 Prosperity Financial Group Inc.9,860$786K0.3%-1.9%0.156%
1/23/2026 Patten Group Inc.24,066$1.92M0.4%+78.7%0.380%
1/20/2026 Stratos Wealth Partners LTD.3,049$243K0.0%N/A0.048%
1/14/2026 Wealthcare Advisory Partners LLC4,072$324K0.0%-7.9%0.064%
1/12/2026 Focus Financial Network Inc.2,737$218K0.0%-19.8%0.043%
1/8/2026 Elmwood Wealth Management Inc.13,881$1.11M0.3%N/A0.219%
1/6/2026 RDA Financial Network2,586$206K0.0%-10.5%0.041%
11/18/2025Apexium Financial LP91,122$6.98M0.3%-4.1%1.440%
11/17/2025 NewEdge Advisors LLC4,109$315K0.0%N/A0.065%
11/17/2025 Susquehanna International Group LLP4,765$365K0.0%N/A0.075%
11/17/2025 Prosperity Financial Group Inc.10,055$770K0.3%-7.4%0.159%
11/17/2025 Navis Wealth Advisors LLC10,599$812K0.6%-14.1%0.167%
11/17/2025 Bank of America Corp DE68,532$5.25M0.0%-16.9%1.083%
11/14/2025 Two Sigma Investments LP3,600$276K0.0%N/A0.057%
11/14/2025Comerica Bank4,278$328K0.0%-16.2%0.068%
11/13/2025 First Trust Advisors LP2,896$222K0.0%-44.1%0.046%
11/12/2025 Kelman Lazarov Inc.4,800$368K0.1%N/A0.076%
11/12/2025Willow Creek Wealth Management Inc.7,389$566K0.0%N/A0.117%
11/10/2025 Patten Group Inc.13,467$1.03M0.2%+4.7%0.213%
11/6/2025 Wedbush Securities Inc.12,561$962K0.0%-21.7%0.198%
11/6/2025 Onyx Bridge Wealth Group LLC116,877$8.95M1.0%+0.5%1.846%
11/6/2025 Prospera Financial Services Inc9,077$696K0.0%-1.5%0.143%
11/6/2025 Oppenheimer & Co. Inc.7,821$599K0.0%-14.5%0.124%
11/6/2025 Waterfront Wealth Inc.105,182$8.07M1.6%+4.0%1.662%
11/5/2025 Envestnet Asset Management Inc.97,846$7.49M0.0%-2.0%1.546%
10/31/2025 B. Riley Wealth Advisors Inc.176,412$13.51M0.6%-11.3%2.787%
10/29/2025 QTR Family Wealth LLC10,029$768K0.4%-2.6%0.158%
10/29/2025 HHM Wealth Advisors LLC1,635$125K0.0%-42.6%0.026%
10/28/2025 Leavell Investment Management Inc.19,714$1.51M0.1%-1.7%0.311%
10/28/2025 Wealth Effects LLC3,203$245K0.1%N/A0.051%
10/27/2025 Gill Capital Partners LLC51,240$3.92M1.2%-5.7%0.809%
10/23/2025 Kingswood Wealth Advisors LLC4,409$338K0.0%+39.6%0.070%
10/15/2025 Manchester Financial Inc.30,006$2.30M0.5%+119.1%0.474%
10/8/2025 RDA Financial Network2,889$221K0.1%-25.9%0.046%
10/8/2025 Legacy 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%
8/19/2025 B. Riley Wealth Advisors Inc.198,963$14.02M0.7%N/A3.143%
8/15/2025 Bank of America Corp DE82,502$5.81M0.0%-4.1%1.303%
8/14/2025 Raymond James Financial Inc.47,619$3.36M0.0%-3.1%0.752%
8/14/2025 Cerity Partners LLC29,970$2.11M0.0%+1.0%0.473%
8/13/2025 Baird Financial Group Inc.36,662$2.58M0.0%-9.7%0.579%
8/13/2025 First Trust Advisors LP5,177$365K0.0%N/A0.082%
8/13/2025 JBR Co Financial Management Inc2,845$200K0.1%N/A0.045%
8/12/2025 J.W. Cole Advisors Inc.6,472$456K0.0%+4.1%0.102%
8/12/2025 Steward Partners Investment Advisory LLC8,757$617K0.0%-3.2%0.138%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)

A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.tc pixel

Click here to learn this company's name for free today
8/12/2025 JPMorgan Chase & Co.369$26K0.0%N/A0.006%
8/11/2025 HHM Wealth Advisors LLC2,848$201K0.0%+184.8%0.045%
8/8/2025 Rockefeller Capital Management L.P.12,547$884K0.0%-26.6%0.198%
8/8/2025 Cetera Investment Advisers13,051$920K0.0%-10.4%0.206%
8/6/2025 Prospera Financial Services Inc9,218$650K0.0%+5.7%0.146%
8/6/2025 Wedbush Securities Inc.16,050$1.13M0.0%-10.9%0.254%
8/4/2025 Waterfront Wealth Inc.101,183$7.13M1.6%+0.2%1.598%
8/1/2025 Envestnet Asset Management Inc.99,856$7.04M0.0%-34.7%1.578%
7/31/2025 Gill Capital Partners LLC54,366$3.83M1.2%-10.4%0.859%
7/30/2025 Prosperity Financial Group Inc.10,856$765K0.3%-5.9%0.172%


CSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 85 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 Mercer Global Advisors Inc. ADV ($22.17K).

Institutional investors have bought a total of 167,870 shares in the last 24 months. This purchase volume represents approximately $13.12M in transactions.

Of the 36 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. ($22.55K), Bank of America Corp DE ($18.34K), Bank of New York Mellon Corp ($14.41K), Morgan Stanley ($13.86K), LPL Financial LLC ($9.37K), Royal Bank of Canada ($9.22K), and Gill Capital Partners LLC ($8.09K).

Institutional investors have sold a total of 136,809 shares in the last 24 months. This volume of shares sold represents approximately $10.60M in transactions.


Related Companies

Institutional ownership data for BATS:CSM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel