Proshares Large Cap Core PluCSMETF
13F holders, Q4 2024 (December 31)94holders +6
8new positions
4sold out
$66.15avg. 13F price*
At the end of Q4 2024, 94 institutions reported holding Proshares Large Cap Core Plu (CSM) in their 13F filings, up 6 from Q3 2024. 8 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($57.2M), Kayne Anderson Rudnick Investment Management LLC ($51.6M) and LPL Financial LLC ($19.7M).
- Company
- Proshares Large Cap Core Plu
- CUSIP
- 74347R248
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.8M |
| Exits | 4 | $4.7M |
All 13F filers, Q3 2024 → Q4 2024: 90,710 shares bought and 232,049 shares sold, net −141,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Morgan Stanley | 0.00% | Reduce -3.2% | 865,227 | $57.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.12% | Reduce -0.1% | 779,564 | $51.6M |
| LPL Financial LLC | 0.01% | Reduce -23.3% | 297,315 | $19.7M |
| B. Riley Wealth Advisors, Inc. | 0.54% | Add +3.9% | 251,332 | $16.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.4% | 153,847 | $10.2M |
| Onyx Bridge Wealth Group LLC | 1.17% | Reduce -0.2% | 122,661 | $8.1M |
| Waterfront Wealth Inc. | 1.67% | Reduce -0.1% | 103,494 | $6.8M |
| Legacy Private Trust Co. | 0.42% | Reduce -0.3% | 97,458 | $6.4M |
| Bank of America Corp. | 0.00% | Reduce -7.9% | 97,355 | $6.4M |
| Apexium Financial, LP | 0.39% | Reduce -6.0% | 96,992 | $6.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.9% | 96,368 | $6.4M |
| Stifel Financial Corp. | 0.01% | Reduce -2.4% | 94,278 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 76,233 | $5.0M |
| Gill Capital Partners, LLC | 1.59% | Reduce -3.4% | 66,931 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +26.9% | 59,270 | $3.9M |
| Mutual Advisors, LLC | 0.11% | Reduce -1.2% | 54,701 | $3.7M |
| Raymond James Financial Inc. | 0.00% | — | 51,004 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Add +6.5% | 43,644 | $2.9M |
| Freedom Investment Management, Inc. | 0.23% | Reduce -1.4% | 42,167 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -17.8% | 40,231 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.4% | 36,975 | $2.4M |
| Duncan Williams Asset Management, LLC | 0.83% | Add +5.9% | 31,698 | $2.1M |
| Cerity Partners LLC | 0.00% | No change | 29,674 | $2.0M |
| HCR Wealth Advisors | 0.21% | No change | 25,714 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | New | 22,172 | $1.5M |
| Capital Market Strategies LLC | 0.79% | Reduce -0.9% | 20,718 | $1.4M |
| Leavell Investment Management, Inc. | 0.07% | No change | 20,446 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 19,258 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +4.6% | 17,941 | $1.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.0% | 17,666 | $1.2M |
| Cwm, LLC | 0.00% | No change | 17,292 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +11.4% | 16,296 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +7.2% | 14,554 | $963K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -7.3% | 13,975 | $924K |
| Atlas Capital Advisors Inc. | 0.12% | No change | 13,880 | $918K |
| Evergreen Capital Management LLC | 0.03% | No change | 13,552 | $896K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -0.5% | 11,670 | $772K |
| Prosperity Financial Group, Inc. | 0.38% | Reduce -0.8% | 11,550 | $764K |
| Navis Wealth Advisors, LLC | 0.81% | Add +6.0% | 11,260 | $745K |
| FMR LLC | 0.00% | No change | 10,627 | $703K |
| Bison Wealth, LLC | 0.15% | Reduce -2.8% | 10,466 | $692K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +104.6% | 8,993 | $595K |
| MAI Capital Management | 0.00% | No change | 8,670 | $573K |
| Patten Group, Inc. | 0.13% | Add +3.7% | 8,541 | $565K |
| Prospera Financial Services Inc | 0.01% | New | 8,436 | $558K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 7,672 | $507K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +35.9% | 7,348 | $486K |
| Empower Advisory Group, LLC | 0.00% | No change | 7,027 | $465K |
| Bienville Capital Management, LLC | 0.11% | No change | 6,600 | $437K |
| MML Investors Services, LLC | 0.00% | New | 6,172 | $408K |
| WealthPLAN Partners, LLC | 0.06% | Reduce -15.4% | 6,128 | $405K |
| Commonwealth Financial Services, LLC | 0.08% | Reduce -0.1% | 5,811 | $384K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.2% | 5,258 | $348K |
| Comerica Bank | 0.00% | No change | 5,106 | $338K |
| Perennial Investment Advisors, LLC | 0.04% | No change | 5,053 | $334K |
| Diversified Trust Co. | 0.01% | No change | 4,800 | $317K |
| Advisory Services Network, LLC | 0.01% | Add +41.5% | 4,751 | $314K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,745 | $314K |
| Mariner, LLC | 0.00% | Reduce -13.6% | 4,530 | $300K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.5% | 4,520 | $299K |
| Stephens Inc. | 0.00% | No change | 4,408 | $292K |
| Evermay Wealth Management LLC | 0.04% | No change | 4,382 | $290K |
| JBR Co Financial Management Inc | 0.17% | No change | 4,245 | $281K |
| Cresset Asset Management, LLC | 0.00% | Add +0.3% | 4,218 | $279K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 4,067 | $269K |
| RDA Financial Network | 0.08% | Reduce -2.6% | 3,982 | $263K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 3,796 | $251K |
| Manchester Financial Inc. | 0.05% | New | 3,772 | $249K |
| LeClair Wealth Partners LLC | 0.16% | — | 3,686 | $244K |
| Pacific Sun Financial Corp | 0.13% | No change | 3,540 | $234K |
| Focus Financial Network, Inc. | 0.01% | Reduce -14.3% | 3,525 | $233K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 3,515 | $232K |
| Equitable Holdings, Inc. | 0.00% | Reduce -13.0% | 3,500 | $231K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 3,464 | $229K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 3,330 | $220K |
| Wealth Effects LLC | 0.08% | No change | 3,203 | $212K |
| Private Trust Co. NA | 0.02% | Add +30.1% | 2,537 | $168K |
| Bank of Montreal | 0.00% | No change | 2,144 | $142K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,170 | $77K |
| JNBA Financial Advisors | 0.01% | No change | 1,050 | $69K |
| Hopwood Financial Services, Inc. | 0.04% | — | 800 | $53K |
| Lee Danner & Bass Inc. | 0.00% | New | 800 | $53K |
| Silicon Valley Capital Partners | 0.00% | Add +0.6% | 632 | $42K |
| S.A. Mason LLC | 0.02% | New | 558 | $37K |
| Runnymede Capital Advisors, Inc. | 0.03% | — | 520 | $34K |
| First Pacific Financial | 0.01% | No change | 456 | $30K |
| UBS Group AG | 0.00% | New | 297 | $20K |
| West Branch Capital LLC | 0.00% | Add +0.5% | 206 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 180 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 140 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 124 | $8K |
| NFSG Corp | 0.00% | No change | 34 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 34 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $265 |
"% 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.