Proshares Large Cap Core PluCSMETF
13F holders, Q2 2024 (June 30)87holders +1
5new positions
3sold out
$62.03avg. 13F price*
At the end of Q2 2024, 87 institutions reported holding Proshares Large Cap Core Plu (CSM) in their 13F filings, up 1 from Q1 2024. 5 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($53.6M), Kayne Anderson Rudnick Investment Management LLC ($48.4M) and B. Riley Wealth Advisors, Inc. ($16.4M).
- Company
- Proshares Large Cap Core Plu
- CUSIP
- 74347R248
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.3M |
| Exits | 3 | $270K |
All 13F filers, Q1 2024 → Q2 2024: 65,078 shares bought and 242,173 shares sold, net −177,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Morgan Stanley | 0.00% | Add +1.0% | 864,337 | $53.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.12% | Reduce -2.1% | 780,689 | $48.4M |
| B. Riley Wealth Advisors, Inc. | 0.42% | Reduce -33.8% | 264,187 | $16.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.7% | 167,252 | $10.4M |
| LPL Financial LLC | 0.00% | Reduce -3.0% | 140,429 | $8.7M |
| Bank of America Corp. | 0.00% | Add +5.7% | 130,528 | $8.1M |
| Onyx Bridge Wealth Group LLC | 1.26% | Reduce -0.0% | 124,051 | $7.7M |
| Apexium Financial, LP | 0.55% | Reduce -3.0% | 123,519 | $7.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.6% | 109,066 | $6.8M |
| Wells Fargo & Company | 0.00% | Reduce -6.0% | 106,468 | $6.6M |
| Legacy Private Trust Co. | 0.44% | Reduce -1.5% | 99,065 | $6.1M |
| Waterfront Wealth Inc. | 1.66% | Reduce -6.9% | 98,894 | $6.1M |
| Stifel Financial Corp. | 0.01% | Reduce -0.7% | 95,082 | $5.9M |
| Gill Capital Partners, LLC | 1.68% | Reduce -0.1% | 70,206 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -21.4% | 63,429 | $3.9M |
| Mutual Advisors, LLC | 0.10% | Reduce -1.2% | 52,879 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.5% | 50,268 | $3.1M |
| Freedom Investment Management, Inc. | 0.23% | Reduce -10.8% | 44,895 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.2% | 42,494 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.0% | 36,834 | $2.3M |
| Cerity Partners LLC | 0.01% | Add +0.9% | 29,674 | $1.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.2% | 28,452 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.9% | 21,828 | $1.4M |
| Capital Market Strategies LLC | 0.82% | Reduce -0.1% | 20,871 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 20,802 | $1.3M |
| Leavell Investment Management, Inc. | 0.07% | Reduce -1.9% | 20,446 | $1.3M |
| Regis Acquisition Inc. | 0.74% | No change | 19,560 | $1.2M |
| Raymond James & Associates | 0.00% | Add +60.4% | 19,396 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -19.3% | 19,035 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -5.1% | 17,514 | $1.1M |
| Cwm, LLC | 0.01% | No change | 17,292 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.06% | No change | 15,074 | $935K |
| Atlas Capital Advisors Inc. | 0.11% | Add +3.0% | 13,881 | $861K |
| Evergreen Capital Management LLC | 0.03% | No change | 13,552 | $843K |
| Cetera Investment Advisers | 0.00% | Reduce -10.4% | 12,589 | $781K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +24.7% | 12,114 | $751K |
| Prosperity Financial Group, Inc. | 0.45% | Reduce -3.5% | 11,494 | $713K |
| Bison Wealth, LLC | 0.11% | No change | 11,373 | $691K |
| FMR LLC | 0.00% | Reduce -1.7% | 10,627 | $659K |
| Merit Financial Group, LLC | 0.01% | Reduce -19.1% | 10,080 | $625K |
| MAI Capital Management | 0.01% | No change | 8,670 | $538K |
| Navis Wealth Advisors, LLC | 0.60% | Reduce -1.8% | 8,396 | $521K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.8% | 8,105 | $503K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -7.7% | 7,239 | $449K |
| Empower Advisory Group, LLC | 0.00% | No change | 7,027 | $436K |
| Bienville Capital Management, LLC | 0.10% | No change | 6,600 | $411K |
| Commonwealth Financial Services, LLC | 0.08% | Reduce -1.7% | 5,849 | $367K |
| Patten Group, Inc. | 0.08% | No change | 5,292 | $328K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.0% | 5,245 | $325K |
| Comerica Bank | 0.00% | Reduce -16.7% | 5,106 | $317K |
| Perennial Investment Advisors, LLC | 0.04% | No change | 5,053 | $313K |
| HCR Wealth Advisors | 0.04% | New | 5,000 | $310K |
| Diversified Trust Co. | 0.01% | No change | 4,800 | $298K |
| Clearstead Advisors, LLC | 0.01% | No change | 4,745 | $294K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +29.6% | 4,654 | $289K |
| Stephens Inc. | 0.00% | Reduce -26.0% | 4,538 | $281K |
| JBR Co Financial Management Inc | 0.19% | No change | 4,400 | $273K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 4,396 | $273K |
| Evermay Wealth Management LLC | 0.04% | No change | 4,382 | $273K |
| Cresset Asset Management, LLC | 0.00% | No change | 4,204 | $262K |
| Focus Financial Network, Inc. | 0.01% | Add +0.2% | 4,114 | $261K |
| RDA Financial Network | 0.09% | Reduce -0.6% | 4,211 | $261K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 4,067 | $252K |
| Equitable Holdings, Inc. | 0.00% | No change | 4,023 | $250K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.2% | 3,883 | $241K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -12.8% | 3,796 | $235K |
| MML Investors Services, LLC | 0.00% | Reduce -1.6% | 3,745 | $232K |
| UBS Group AG | 0.00% | New | 3,687 | $229K |
| Pacific Sun Financial Corp | 0.13% | Reduce -9.2% | 3,540 | $220K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 3,515 | $219K |
| Werba Rubin Papier Wealth Management | 0.06% | No change | 3,464 | $215K |
| Advisory Services Network, LLC | 0.00% | New | 3,358 | $208K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 3,330 | $207K |
| Wetzel Investment Advisors, Inc. | 0.08% | No change | 2,330 | $142K |
| Bank of Montreal | 0.00% | No change | 2,144 | $133K |
| Providence Capital Advisors, LLC | 0.02% | No change | 1,248 | $77K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,170 | $73K |
| JNBA Financial Advisors | 0.01% | No change | 1,050 | $65K |
| Asset Dedication, LLC | 0.00% | No change | 901 | $56K |
| Silicon Valley Capital Partners | 0.01% | No change | 627 | $39K |
| Toth Financial Advisory Corp. | 0.00% | No change | 490 | $30K |
| First Pacific Financial | 0.01% | No change | 456 | $28K |
| West Branch Capital LLC | 0.00% | No change | 204 | $13K |
| Principal Securities, Inc. | 0.00% | No change | 139 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 124 | $8K |
| NFSG Corp | 0.00% | No change | 34 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $249 |
"% 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.