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ProShares Large Cap Core Plus (CSM) Institutional Ownership

ProShares Large Cap Core Plus logo
$67.64 +1.60 (+2.42%)
As of 01/17/2025 03:59 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)
21
Total
Institutional Inflows
(last 12 months)
$17.39M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$25.54M
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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
1/17/2025 Mutual Advisors LLC54,701$3.67M0.1%-1.2%0.751%
1/15/2025 Gill 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%
10/25/2024 Mutual Advisors LLC55,389$3.65M0.1%+4.7%0.761%
10/21/2024Wealth 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%
10/8/2024 Gill 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%
10/3/2024Duncan 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%
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%
5/16/2024B. Riley Wealth Advisors Inc.398,841$24.23M0.6%+45.9%5.479%
5/8/2024Thoroughbred Financial Services LLC15,074$915K0.1%-1.6%0.207%
5/7/2024Oppenheimer & Co. Inc.4,352$264K0.0%N/A0.060%
5/6/2024 Gill Capital Partners LLC70,260$4.05M1.6%-9.5%0.965%
5/2/2024 Mutual Advisors LLC53,532$3.25M0.1%-16.5%0.735%
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4/29/2024Onyx Bridge Wealth Group LLC124,086$7.24M1.3%-1.3%1.704%
4/25/2024Cambridge Investment Research Advisors Inc.80,669$4.90M0.0%+8.8%1.108%
4/24/2024Leavell Investment Management Inc.20,846$1.27M0.1%-17.4%0.286%
4/18/2024 SeaCrest Wealth Management LLC9,714$590K0.1%-29.5%0.133%
4/18/2024 Diversified Trust Co4,800$292K0.0%N/A0.066%
4/10/2024 Legacy Private Trust Co.100,614$6.11M0.4%-1.2%1.272%
4/5/2024 Capital Market Strategies LLC20,886$1.27M1.0%-7.6%0.264%
3/15/2024B. Riley Wealth Advisors Inc.273,319$14.97M0.4%-31.5%3.455%
2/12/2024Focus Financial Network Inc. ADV4,138$227K0.0%N/A0.052%
2/12/2024Stifel Financial Corp96,273$5.27M0.0%+15.4%1.217%
2/9/2024Wells Fargo & Company MN294,953$16.16M0.0%+14.5%3.729%
2/9/2024Thoroughbred Financial Services LLC15,314$838K0.1%-3.5%0.194%
2/8/2024Apexium Financial LP132,890$7.28M0.5%-21.8%1.680%
2/8/2024Pacific Sun Financial Corp3,900$214K0.1%N/A0.049%
2/6/2024 Wealthcare Advisory Partners LLC3,690$202K0.0%-25.3%0.047%
2/6/2024Axxcess Wealth Management LLC4,295$235K0.0%-19.4%0.054%
1/31/2024Onyx Bridge Wealth Group LLC125,740$6.89M1.4%-0.8%1.590%
1/31/2024Wetzel Investment Advisors Inc.2,330$128K0.1%N/A0.029%
1/29/2024Consolidated Portfolio Review Corp12,465$683K0.2%-8.4%0.158%
1/26/2024Cerity Partners LLC29,414$1.61M0.0%-3.2%0.372%
1/25/2024Mainstay Capital Management LLC ADV5,085$279K0.1%-12.1%0.064%
1/16/2024Raymond James Financial Services Advisors Inc.29,840$1.63M0.0%+10.5%0.377%
1/16/2024Raymond James & Associates13,091$717K0.0%+34.2%0.165%
1/12/2024 Mutual Advisors LLC64,135$3.51M0.1%-58.1%0.811%
1/11/2024Patten Group Inc.5,249$287K0.1%-18.8%0.066%
1/9/2024Capital Asset Advisory Services LLC4,295$235K0.0%-18.3%0.054%
1/8/2024 Gill Capital Partners LLC77,633$4.25M1.8%-7.9%0.981%
1/8/2024 Capital Market Strategies LLC22,611$1.24M1.1%-1.2%0.286%
1/5/2024WealthPLAN Partners LLC7,841$429K0.0%-23.7%0.099%
12/1/2023B. Riley Wealth Advisors Inc.398,841$19.47M0.5%+33.1%5.042%
11/15/2023WealthPlan Investment Management LLC10,281$502K0.1%N/A0.130%
11/15/2023Axxcess Wealth Management LLC5,326$260K0.0%N/A0.067%
11/14/2023 Mutual Advisors LLC153,112$7.47M0.3%+49.1%1.936%
11/13/2023Kayne Anderson Rudnick Investment Management LLC809,269$39.50M0.1%-1.2%10.231%
11/13/2023Stifel Financial Corp83,419$4.07M0.0%+3.4%1.055%
11/13/2023LPL Financial LLC175,596$8.57M0.0%+1.0%2.220%
11/13/2023Bison Wealth LLC11,131$543K0.1%+2.8%0.141%
11/13/2023Clearstead Advisors LLC6,900$337K0.0%+1,625.0%0.087%
11/13/2023Envestnet Asset Management Inc.172,264$8.41M0.0%-1.4%2.178%
11/13/2023Kestra Advisory Services LLC12,598$615K0.0%+10.4%0.159%
11/9/2023UBS Group AG56,154$2.74M0.0%-37.7%0.710%
11/8/2023Oppenheimer & Co. Inc.4,474$218K0.0%-15.2%0.057%
11/7/2023 Merit Financial Group LLC12,715$621K0.0%-21.0%0.161%
11/7/2023Clearstead Advisors LLC6,900$337K0.0%+1,625.0%0.087%
11/2/2023WealthPlan Investment Management LLC10,281$502K0.1%N/A0.130%
10/30/2023Navis Wealth Advisors LLC8,546$417K0.6%+3.5%0.108%
10/25/2023 Gill Capital Partners LLC84,283$4.11M1.8%-4.7%1.066%
10/25/2023Apexium Financial LP169,878$8.29M0.8%-5.1%2.148%
10/24/2023Bank of New York Mellon Corp155,607$7.60M0.0%-5.4%1.967%
10/24/2023Raymond James & Associates9,758$476K0.0%-5.1%0.123%
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10/24/2023Cambridge Investment Research Advisors Inc.74,272$3.63M0.0%-1.9%0.939%
10/23/2023Commonwealth Equity Services LLC22,015$1.08M0.0%-1.7%0.278%
10/18/2023 Capital Market Strategies LLC22,878$1.10M0.9%-1.7%0.289%
10/18/2023Capital Asset Advisory Services LLC5,260$262K0.0%-7.5%0.066%
10/16/2023Leavell Investment Management Inc.25,246$1.23M0.1%-3.1%0.319%
10/12/2023 Wealthcare Advisory Partners LLC4,939$241K0.0%-6.8%0.062%
10/12/2023 SeaCrest Wealth Management LLC13,858$676K0.1%-2.7%0.175%
10/11/2023 Legacy Private Trust Co.101,796$4.97M0.4%-1.3%1.287%
10/11/2023AE Wealth Management LLC66,580$3.25M0.0%+12.7%0.842%
9/12/2023Prosperity Financial Group Inc.12,203$623K0.5%-1.9%0.154%
(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, 65 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 ($48.36M), Wells Fargo & Company MN ($16.16M), B. Riley Wealth Advisors Inc. ($15.76M), Envestnet Asset Management Inc. ($10.38M), LPL Financial LLC ($8.57M), Onyx Bridge Wealth Group LLC ($8.03M), and Apexium Financial LP ($7.28M).Learn more on CSM's institutional investors.

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

Of the 43 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. ($224.69K), Onyx Bridge Wealth Group LLC ($126.78K), Mutual Advisors LLC ($59.21K), Apexium Financial LP ($47.13K), Wells Fargo & Company MN ($37.46K), Duncan Williams Asset Management LLC ($29.94K), 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 778,548 shares in the last 24 months. This purchase volume represents approximately $41.55M in transactions.

Which 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: B. Riley Wealth Advisors Inc. ($371.56K), LPL Financial LLC ($363.52K), Envestnet Asset Management Inc. ($127.05K), Mutual Advisors LLC ($117.38K), Apexium Financial LP ($81.27K), UBS Group AG ($45.03K), and Cambridge Investment Research Advisors Inc. ($44.20K).

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

Institutional investors have sold a total of 1,360,812 shares in the last 24 months. This volume of shares sold represents approximately $72.26M in transactions.


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This page (BATS:CSM) was last updated on 1/21/2025 by MarketBeat.com Staff
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