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ProShares Large Cap Core Plus (CSM) Institutional Ownership

ProShares Large Cap Core Plus logo
$66.83 +0.67 (+1.01%)
(As of 12/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for ProShares Large Cap Core Plus (BATS:CSM)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$17.72M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$30.82M
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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
12/13/2024 B. Riley Wealth Advisors Inc.241,972$15.76M0.4%-8.4%3.324%
11/15/2024 Stifel Financial Corp96,587$6.31M0.0%+1.6%1.327%
11/13/2024 Freedom Investment Management Inc.42,748$2.80M0.2%-4.8%0.587%
11/13/2024 Private Trust Co. NA1,950$127K0.0%N/A0.027%
11/13/2024 Prosperity 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%
10/21/2024 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%
10/10/2024 JBR 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%
10/9/2024 Patten 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%
10/3/2024 Duncan Williams Asset Management LLC29,941$1.96M1.1%N/A0.411%
8/19/2024 B. Riley Wealth Advisors Inc.264,187$16.43M0.4%-33.8%3.629%
8/16/2024 Northwestern Mutual Wealth Management Co.8,105$503K0.0%+2.8%0.111%
8/13/2024 Kayne Anderson Rudnick Investment Management LLC780,689$48.36M0.1%-2.2%10.724%
8/9/2024 WealthPLAN Partners LLC7,239$449K0.0%-7.7%0.099%
8/8/2024 Envestnet Asset Management Inc.167,252$10.38M0.0%-4.7%2.297%
8/7/2024 Wedbush Securities Inc.17,514$1.09M0.0%-5.1%0.241%
8/7/2024 HCR Wealth Advisors5,000$310K0.0%N/A0.069%
8/1/2024 Waterfront 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%
7/30/2024 Atlas Capital Advisors LLC13,881$861K0.1%+3.0%0.191%
7/26/2024 Cambridge Investment Research Advisors Inc.63,429$3.93M0.0%-21.4%0.871%
7/26/2024 Bank 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%
7/19/2024 Pacific 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%
5/16/2024 B. Riley Wealth Advisors Inc.398,841$24.23M0.6%+45.9%5.479%
5/8/2024 Thoroughbred Financial Services LLC15,074$915K0.1%-1.6%0.207%
5/7/2024 Oppenheimer & 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%
4/29/2024Onyx Bridge Wealth Group LLC124,086$7.24M1.3%-1.3%1.704%
4/25/2024 Cambridge Investment Research Advisors Inc.80,669$4.90M0.0%+8.8%1.108%
4/24/2024 Leavell 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%
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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%
3/15/2024 B. 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%
2/12/2024 Stifel Financial Corp96,273$5.27M0.0%+15.4%1.217%
2/9/2024 Wells Fargo & Company MN294,953$16.16M0.0%+14.5%3.729%
2/9/2024 Thoroughbred Financial Services LLC15,314$838K0.1%-3.5%0.194%
2/8/2024 Apexium Financial LP132,890$7.28M0.5%-21.8%1.680%
2/8/2024 Pacific Sun Financial Corp3,900$214K0.1%N/A0.049%
2/6/2024 Wealthcare Advisory Partners LLC3,690$202K0.0%-25.3%0.047%
2/6/2024 Axxcess 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%
1/31/2024 Wetzel Investment Advisors Inc.2,330$128K0.1%N/A0.029%
1/29/2024 Consolidated Portfolio Review Corp12,465$683K0.2%-8.4%0.158%
1/26/2024 Cerity Partners LLC29,414$1.61M0.0%-3.2%0.372%
1/25/2024 Mainstay 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%
1/11/2024 Patten 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%
1/5/2024 WealthPLAN Partners LLC7,841$429K0.0%-23.7%0.099%
12/1/2023 B. Riley Wealth Advisors Inc.398,841$19.47M0.5%+33.1%5.042%
11/15/2023 WealthPlan Investment Management LLC10,281$502K0.1%N/A0.130%
11/15/2023 Axxcess Wealth Management LLC5,326$260K0.0%N/A0.067%
11/14/2023 Mutual Advisors LLC153,112$7.47M0.3%+49.1%1.936%
11/13/2023 Kayne Anderson Rudnick Investment Management LLC809,269$39.50M0.1%-1.2%10.231%
11/13/2023 Stifel Financial Corp83,419$4.07M0.0%+3.4%1.055%
11/13/2023 LPL Financial LLC175,596$8.57M0.0%+1.0%2.220%
11/13/2023 Bison Wealth LLC11,131$543K0.1%+2.8%0.141%
11/13/2023 Clearstead Advisors LLC6,900$337K0.0%+1,625.0%0.087%
11/13/2023 Envestnet Asset Management Inc.172,264$8.41M0.0%-1.4%2.178%
11/13/2023 Kestra Advisory Services LLC12,598$615K0.0%+10.4%0.159%
11/9/2023 UBS Group AG56,154$2.74M0.0%-37.7%0.710%
11/8/2023 Oppenheimer & Co. Inc.4,474$218K0.0%-15.2%0.057%
11/7/2023Merit Financial Group LLC12,715$621K0.0%-21.0%0.161%
11/7/2023 Clearstead Advisors LLC6,900$337K0.0%+1,625.0%0.087%
11/2/2023 WealthPlan Investment Management LLC10,281$502K0.1%N/A0.130%
10/30/2023 Navis 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%
10/25/2023 Apexium Financial LP169,878$8.29M0.8%-5.1%2.148%
10/24/2023 Bank 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%
10/24/2023 Cambridge 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%
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad)

Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private.

Click here to see Dan's full warning to the public.
10/16/2023 Leavell 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%
10/11/2023 AE Wealth Management LLC66,580$3.25M0.0%+12.7%0.842%
9/12/2023 Prosperity Financial Group Inc.12,203$623K0.5%-1.9%0.154%
8/14/2023 Apexium Financial LP178,967$9.13M0.8%+21.2%2.263%
8/14/2023 Bison Wealth LLC10,825$552K0.1%N/A0.137%
8/14/2023 Eqis Capital Management Inc.46,100$2.35M0.3%-2.6%0.583%
8/11/2023 Kayne Anderson Rudnick Investment Management LLC818,757$41.74M0.1%-1.8%10.351%
(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 779,603 shares in the last 24 months. This purchase volume represents approximately $41.60M 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 ($121.69K), 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 1,363,271 shares in the last 24 months. This volume of shares sold represents approximately $72.29M in transactions.


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This page (BATS:CSM) was last updated on 12/22/2024 by MarketBeat.com Staff
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