Proshares Large Cap Core PluCSMETF
13F holders, Q3 2024 (September 30)88holders +1
5new positions
3sold out
$65.39avg. 13F price*
At the end of Q3 2024, 88 institutions reported holding Proshares Large Cap Core Plu (CSM) in their 13F filings, up 1 from Q2 2024. 5 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($58.4M), Kayne Anderson Rudnick Investment Management LLC ($51.0M) and LPL Financial LLC ($25.3M).
- Company
- Proshares Large Cap Core Plu
- CUSIP
- 74347R248
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.8M |
| Exits | 3 | $602K |
All 13F filers, Q2 2024 → Q3 2024: 427,226 shares bought and 185,550 shares sold, net +241,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Morgan Stanley | 0.00% | Add +3.4% | 893,618 | $58.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.11% | Reduce -0.0% | 780,485 | $51.0M |
| LPL Financial LLC | 0.01% | Add +175.8% | 387,371 | $25.3M |
| B. Riley Wealth Advisors, Inc. | 0.44% | Reduce -8.4% | 241,972 | $15.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.9% | 147,423 | $9.6M |
| Onyx Bridge Wealth Group LLC | 1.21% | Reduce -0.9% | 122,876 | $8.0M |
| Bank of America Corp. | 0.00% | Reduce -19.0% | 105,703 | $6.9M |
| Waterfront Wealth Inc. | 1.68% | Add +4.7% | 103,552 | $6.8M |
| Apexium Financial, LP | 0.45% | Reduce -16.5% | 103,181 | $6.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.1% | 102,367 | $6.7M |
| Legacy Private Trust Co. | 0.43% | Reduce -1.3% | 97,776 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +1.6% | 96,587 | $6.3M |
| Wells Fargo & Company | 0.00% | Reduce -30.4% | 74,063 | $4.8M |
| Gill Capital Partners, LLC | 1.62% | Reduce -1.3% | 69,269 | $4.5M |
| Win Advisors, Inc. | 1.93% | New | 63,063 | $4.1M |
| Mutual Advisors, LLC | 0.11% | Add +4.8% | 55,389 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.9% | 48,917 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.1% | 46,708 | $3.1M |
| Freedom Investment Management, Inc. | 0.22% | Reduce -4.8% | 42,748 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.6% | 40,965 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.0% | 36,479 | $2.4M |
| Duncan Williams Asset Management, LLC | 1.08% | New | 29,941 | $2.0M |
| Cerity Partners LLC | 0.00% | No change | 29,674 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.6% | 28,274 | $1.8M |
| HCR Wealth Advisors | 0.22% | Add +414.3% | 25,714 | $1.7M |
| Raymond James & Associates | 0.00% | Add +14.2% | 22,158 | $1.4M |
| Capital Market Strategies LLC | 0.83% | Add +0.1% | 20,901 | $1.4M |
| Leavell Investment Management, Inc. | 0.07% | No change | 20,446 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.2% | 19,164 | $1.3M |
| Merit Financial Group, LLC | 0.03% | Add +75.3% | 17,669 | $1.2M |
| Cwm, LLC | 0.00% | No change | 17,292 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Reduce -2.0% | 17,157 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +0.0% | 15,075 | $985K |
| Royal Bank of Canada | 0.00% | Reduce -23.1% | 14,629 | $957K |
| Atlas Capital Advisors Inc. | 0.14% | Reduce -0.0% | 13,880 | $907K |
| Evergreen Capital Management LLC | 0.03% | No change | 13,552 | $888K |
| Cetera Investment Advisers | 0.00% | Add +7.8% | 13,572 | $887K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -3.2% | 11,725 | $766K |
| Prosperity Financial Group, Inc. | 0.43% | Add +1.3% | 11,646 | $761K |
| Bison Wealth, LLC | 0.11% | Reduce -5.3% | 10,766 | $704K |
| FMR LLC | 0.00% | No change | 10,627 | $695K |
| Navis Wealth Advisors, LLC | 0.75% | Add +26.5% | 10,620 | $694K |
| MAI Capital Management | 0.01% | No change | 8,670 | $567K |
| Patten Group, Inc. | 0.12% | Add +55.6% | 8,234 | $538K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.3% | 7,672 | $502K |
| WealthPLAN Partners, LLC | 0.06% | Add +0.0% | 7,240 | $473K |
| Empower Advisory Group, LLC | 0.00% | No change | 7,027 | $459K |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.8% | 6,904 | $451K |
| Bienville Capital Management, LLC | 0.11% | No change | 6,600 | $433K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -0.6% | 5,816 | $377K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +39.2% | 5,406 | $353K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 5,249 | $343K |
| Mariner, LLC | 0.00% | New | 5,245 | $343K |
| Comerica Bank | 0.00% | No change | 5,106 | $334K |
| Perennial Investment Advisors, LLC | 0.04% | No change | 5,053 | $330K |
| Diversified Trust Co. | 0.01% | No change | 4,800 | $314K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,745 | $310K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.4% | 4,588 | $300K |
| Stephens Inc. | 0.00% | Reduce -2.9% | 4,408 | $288K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 4,396 | $287K |
| Evermay Wealth Management LLC | 0.05% | No change | 4,382 | $287K |
| JBR Co Financial Management Inc | 0.18% | Reduce -3.5% | 4,245 | $278K |
| Cresset Asset Management, LLC | 0.00% | No change | 4,204 | $276K |
| Focus Financial Network, Inc. | 0.01% | No change | 4,114 | $270K |
| RDA Financial Network | 0.08% | Reduce -2.9% | 4,089 | $267K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 4,067 | $266K |
| Equitable Holdings, Inc. | 0.00% | No change | 4,023 | $263K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 3,796 | $248K |
| Pacific Sun Financial Corp | 0.13% | No change | 3,540 | $231K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 3,515 | $230K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 3,464 | $226K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 3,330 | $218K |
| Wealth Effects LLC | 0.07% | New | 3,203 | $209K |
| Advisory Services Network, LLC | 0.00% | No change | 3,358 | $208K |
| Bank of Montreal | 0.00% | No change | 2,144 | $140K |
| Private Trust Co. NA | 0.01% | New | 1,950 | $127K |
| Providence Capital Advisors, LLC | 0.02% | No change | 1,248 | $82K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,170 | $76K |
| JNBA Financial Advisors | 0.01% | No change | 1,050 | $69K |
| Asset Dedication, LLC | 0.00% | Reduce -2.2% | 881 | $58K |
| Silicon Valley Capital Partners | 0.01% | Add +0.2% | 628 | $41K |
| First Pacific Financial | 0.01% | No change | 456 | $30K |
| West Branch Capital LLC | 0.00% | Add +0.5% | 205 | $13K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -63.3% | 180 | $12K |
| Principal Securities, Inc. | 0.00% | Add +0.7% | 140 | $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 | $262 |
"% 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.