ProShares Large Cap Core Plus (CSM) Institutional Ownership $85.39 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsSEC FilingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for ProShares Large Cap Core Plus (BATS:CSM)Number ofInstitutional Buyers(last 12 months)34TotalInstitutional Inflows(last 12 months)$27.72MNumber ofInstitutional Sellers(last 12 months)44TotalInstitutional Outflows(last 12 months)$18.09M 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. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 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% Get the Latest News and Ratings for CSM and Related StocksEnter 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. 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% 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% Your book is inside (Ad)The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.Download your copy now.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% 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% Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.👉 Unlock the ticker now and get it completely free.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% 7/30/2025 Freedom Investment Management Inc.41,436$2.92M0.2%-2.8%0.655% 7/30/2025 Onyx Bridge Wealth Group LLC116,278$8.20M1.1%-3.7%1.837% 7/29/2025 Manchester Financial Inc.13,695$965K0.2%+49.9%0.216% 7/29/2025 Private Trust Co. NA2,746$194K0.0%-42.2%0.043% 7/28/2025 Mutual Advisors LLC52,415$3.79M0.1%-1.3%0.828% 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% CSM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CSM shares? 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. Which institutional investors have been buying ProShares Large Cap Core Plus' stock? 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). How much institutional buying is happening at ProShares Large Cap Core Plus? Institutional investors have bought a total of 378,187 shares in the last 24 months. This purchase volume represents approximately $27.72M in transactions. Which of ProShares Large Cap Core Plus' major shareholders have been selling company stock? Of the 44 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). How much institutional selling is happening at ProShares Large Cap Core Plus? Institutional investors have sold a total of 244,004 shares in the last 24 months. This volume of shares sold represents approximately $18.09M in transactions. Related Companies ProShares UltraPro Short S&P 500 Major Shareholders Inspire International ETF Major Shareholders ProShares Ultra Dow30 Major Shareholders Innovator Nasdaq-100 Managed Floor ETF Major Shareholders VictoryShares US 500 Volatility Wtd ETF Major Shareholders US Large Cap Vector ETF Major Shareholders Brandes International ETF Major Shareholders Harbor International Compounders ETF Major Shareholders AllianzIM U.S. Large Cap Buffer20 Oct ETF Major Shareholders ETC 6 Meridian Mega Cap Equity ETF Major Shareholders This page (BATS:CSM) was last updated on 5/25/2026 by MarketBeat.com Staff. 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