Proshares Large Cap Core PluCSMETF
13F holders, Q1 2024 (March 31)86holders
$59.37avg. 13F price*
At the end of Q1 2024, 86 institutions reported holding Proshares Large Cap Core Plu (CSM) in their 13F filings. The largest holders were Morgan Stanley ($52.0M), Kayne Anderson Rudnick Investment Management LLC ($48.4M) and B. Riley Wealth Advisors, Inc. ($19.5M).
- Company
- Proshares Large Cap Core Plu
- CUSIP
- 74347R248
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.6M |
| Exits | 9 | $6.9M |
Ownership 86 holders
| Morgan Stanley | 0.00% | Reduce -0.6% | 855,708 | $52.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.11% | Reduce -1.1% | 797,858 | $48.4M |
| B. Riley Wealth Advisors, Inc. | 0.53% | Add +45.9% | 398,841 | $19.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +23.4% | 175,505 | $10.7M |
| LPL Financial LLC | 0.00% | Reduce -16.8% | 144,763 | $8.8M |
| Apexium Financial, LP | 0.59% | Reduce -4.2% | 127,338 | $7.7M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 123,439 | $7.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.9% | 120,613 | $7.3M |
| Onyx Bridge Wealth Group LLC | 1.29% | Reduce -1.3% | 124,086 | $7.2M |
| Wells Fargo & Company | 0.00% | Reduce -61.6% | 113,316 | $6.9M |
| Waterfront Wealth Inc. | 1.72% | Reduce -2.3% | 106,261 | $6.1M |
| Legacy Private Trust Co. | 0.45% | Reduce -1.2% | 100,614 | $6.1M |
| Stifel Financial Corp. | 0.01% | Reduce -0.5% | 95,762 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +8.8% | 80,669 | $4.9M |
| Gill Capital Partners, LLC | 1.64% | Reduce -9.5% | 70,260 | $4.1M |
| Mutual Advisors, LLC | 0.10% | Reduce -16.5% | 53,532 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.3% | 51,584 | $3.1M |
| Freedom Investment Management, Inc. | 0.24% | Add +44.6% | 50,313 | $3.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.0% | 43,028 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +269.9% | 36,454 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.5% | 29,694 | $1.8M |
| Cerity Partners LLC | 0.00% | No change | 29,414 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -14.9% | 23,581 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 22,035 | $1.3M |
| Capital Market Strategies LLC | 0.97% | Reduce -7.6% | 20,886 | $1.3M |
| Leavell Investment Management, Inc. | 0.07% | Reduce -17.4% | 20,846 | $1.3M |
| Regis Acquisition Inc. | 0.72% | No change | 19,560 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -5.8% | 18,454 | $1.1M |
| Cwm, LLC | 0.01% | No change | 17,292 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -1.6% | 15,074 | $915K |
| Cetera Investment Advisers | 0.00% | Add +140.8% | 14,049 | $853K |
| Evergreen Capital Management LLC | 0.03% | No change | 13,552 | $823K |
| Atlas Capital Advisors Inc. | 0.13% | No change | 13,480 | $819K |
| Raymond James & Associates | 0.00% | Reduce -7.6% | 12,091 | $734K |
| Merit Financial Group, LLC | 0.02% | Reduce -2.1% | 12,455 | $729K |
| Prosperity Financial Group, Inc. | 0.45% | Reduce -1.0% | 11,911 | $723K |
| Bison Wealth, LLC | 0.11% | Add +1.4% | 11,373 | $691K |
| FMR LLC | 0.00% | No change | 10,808 | $656K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -29.5% | 9,714 | $590K |
| MAI Capital Management | 0.01% | No change | 8,670 | $527K |
| Navis Wealth Advisors, LLC | 0.62% | No change | 8,546 | $519K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.5% | 7,888 | $479K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -0.0% | 7,839 | $476K |
| Empower Advisory Group, LLC | 0.00% | No change | 7,027 | $427K |
| Bienville Capital Management, LLC | 0.12% | No change | 6,600 | $401K |
| Stephens Inc. | 0.01% | New | 6,132 | $372K |
| Comerica Bank | 0.00% | No change | 6,129 | $372K |
| Commonwealth Financial Services, LLC | 0.08% | No change | 5,952 | $326K |
| Patten Group, Inc. | 0.08% | Add +0.8% | 5,292 | $321K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 5,244 | $319K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -6.7% | 5,053 | $307K |
| Diversified Trust Co. | 0.01% | New | 4,800 | $292K |
| Clearstead Advisors, LLC | 0.01% | Add +76.1% | 4,745 | $283K |
| JBR Co Financial Management Inc | 0.21% | No change | 4,400 | $267K |
| Soundmark Wealth Management, LLC | 0.12% | No change | 4,396 | $267K |
| Evermay Wealth Management LLC | 0.04% | No change | 4,382 | $266K |
| Oppenheimer & Co. Inc. | 0.00% | New | 4,352 | $264K |
| RDA Financial Network | 0.09% | Reduce -0.5% | 4,236 | $257K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.9% | 4,204 | $255K |
| Global Retirement Partners, LLC | 0.01% | No change | 4,096 | $249K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 4,067 | $247K |
| Equitable Holdings, Inc. | 0.00% | No change | 4,023 | $244K |
| Pacific Sun Financial Corp | 0.14% | No change | 3,900 | $237K |
| Focus Financial Network, Inc. | 0.01% | — | 4,106 | $236K |
| MML Investors Services, LLC | 0.00% | Reduce -5.4% | 3,807 | $231K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +41.0% | 3,801 | $231K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.7% | 3,591 | $218K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 3,515 | $213K |
| Werba Rubin Papier Wealth Management | 0.06% | New | 3,464 | $210K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 3,330 | $202K |
| Wetzel Investment Advisors, Inc. | 0.08% | No change | 2,330 | $134K |
| Bank of Montreal | 0.00% | No change | 2,144 | $130K |
| Providence Capital Advisors, LLC | 0.02% | Reduce -30.8% | 1,248 | $76K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,170 | $71K |
| JNBA Financial Advisors | 0.01% | Add +0.2% | 1,050 | $64K |
| Asset Dedication, LLC | 0.00% | Reduce -16.7% | 901 | $54K |
| Silicon Valley Capital Partners | 0.01% | Add +0.3% | 627 | $38K |
| Toth Financial Advisory Corp. | 0.00% | No change | 490 | $30K |
| First Pacific Financial | 0.01% | No change | 456 | $28K |
| Qube Research & Technologies Ltd | 0.00% | No change | 285 | $17K |
| West Branch Capital LLC | 0.01% | Reduce -36.8% | 204 | $12K |
| Principal Securities, Inc. | 0.00% | New | 139 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | New | 124 | $8K |
| Assetmark, Inc. | 0.00% | New | 66 | $4K |
| NFSG Corp | 0.00% | No change | 34 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $243 |
"% of holder's portfolio" is CSM's weight in each manager's 13F, not the share of Proshares Large Cap Core Plu the manager owns.