Proshares Large Cap Core PluCSMETF
13F holders, Q1 2025 (March 31)98holders +4
7new positions
3sold out
$63.74avg. 13F price*
At the end of Q1 2025, 98 institutions reported holding Proshares Large Cap Core Plu (CSM) in their 13F filings, up 4 from Q4 2024. 7 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($52.2M), Kayne Anderson Rudnick Investment Management LLC ($49.6M) and LPL Financial LLC ($22.1M).
- Company
- Proshares Large Cap Core Plu
- CUSIP
- 74347R248
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.6M |
| Exits | 3 | $566K |
All 13F filers, Q4 2024 → Q1 2025: 137,959 shares bought and 137,193 shares sold, net +766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Morgan Stanley | 0.00% | Reduce -5.4% | 818,812 | $52.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.12% | Reduce -0.4% | 776,698 | $49.6M |
| LPL Financial LLC | 0.01% | Add +16.8% | 347,337 | $22.1M |
| B. Riley Wealth Advisors, Inc. | 0.46% | Reduce -5.0% | 238,847 | $15.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.6% | 152,892 | $9.7M |
| Onyx Bridge Wealth Group LLC | 1.10% | Reduce -1.6% | 120,755 | $7.7M |
| Waterfront Wealth Inc. | 1.57% | Reduce -2.4% | 100,965 | $6.4M |
| Apexium Financial, LP | 0.36% | Reduce -1.1% | 95,945 | $6.1M |
| Stifel Financial Corp. | 0.01% | Add +1.5% | 95,693 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 94,292 | $6.0M |
| Bank of America Corp. | 0.00% | Reduce -11.6% | 86,033 | $5.5M |
| Legacy Private Trust Co. | 0.34% | Reduce -19.9% | 78,104 | $5.0M |
| Wells Fargo & Company | 0.00% | Reduce -12.3% | 66,883 | $4.3M |
| Gill Capital Partners, LLC | 1.34% | Reduce -9.4% | 60,648 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +0.9% | 59,782 | $3.8M |
| Mutual Advisors, LLC | 0.10% | Reduce -2.9% | 53,117 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.6% | 49,159 | $3.1M |
| Freedom Investment Management, Inc. | 0.23% | Add +1.1% | 42,615 | $2.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -7.0% | 40,579 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.3% | 38,910 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.3% | 35,389 | $2.3M |
| Duncan Williams Asset Management, LLC | 0.73% | Reduce -0.0% | 31,688 | $2.0M |
| Cerity Partners LLC | 0.00% | No change | 29,674 | $1.9M |
| HCR Wealth Advisors | 0.21% | No change | 25,714 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +57.1% | 25,594 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | No change | 22,172 | $1.4M |
| Capital Market Strategies LLC | 0.88% | Reduce -0.7% | 20,566 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.2% | 20,453 | $1.3M |
| Leavell Investment Management, Inc. | 0.06% | Reduce -2.0% | 20,046 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +0.4% | 18,013 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.7% | 17,549 | $1.1M |
| Cwm, LLC | 0.00% | No change | 17,292 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | New | 17,105 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | New | 16,375 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 14,562 | $928K |
| Thoroughbred Financial Services, LLC | 0.06% | Add +0.5% | 14,049 | $895K |
| Atlas Capital Advisors Inc. | 0.11% | No change | 13,880 | $884K |
| Evergreen Capital Management LLC | 0.03% | No change | 13,552 | $866K |
| Patten Group, Inc. | 0.19% | Add +51.8% | 12,963 | $826K |
| Navis Wealth Advisors, LLC | 0.77% | Add +9.9% | 12,380 | $789K |
| Prosperity Financial Group, Inc. | 0.37% | Reduce -0.1% | 11,535 | $735K |
| GWN Securities Inc. | 0.04% | New | 10,569 | $713K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -5.7% | 11,004 | $701K |
| FMR LLC | 0.00% | No change | 10,627 | $677K |
| QTR Family Wealth, LLC | 0.50% | — | 10,308 | $657K |
| Manchester Financial Inc. | 0.13% | Add +142.2% | 9,135 | $582K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +23.1% | 9,042 | $576K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.2% | 8,792 | $560K |
| Prospera Financial Services Inc | 0.01% | Add +3.4% | 8,720 | $556K |
| MAI Capital Management | 0.00% | No change | 8,670 | $552K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 7,672 | $489K |
| Empower Advisory Group, LLC | 0.00% | No change | 7,027 | $448K |
| Bienville Capital Management, LLC | 0.10% | No change | 6,600 | $422K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +18.2% | 6,217 | $396K |
| WealthPLAN Partners, LLC | 0.06% | No change | 6,128 | $390K |
| MML Investors Services, LLC | 0.00% | Reduce -5.1% | 5,856 | $373K |
| Commonwealth Financial Services, LLC | 0.08% | Reduce -0.4% | 5,786 | $369K |
| PNC Financial Services Group, Inc. | 0.00% | New | 5,610 | $357K |
| Susquehanna International Group, LLP | 0.00% | New | 5,323 | $339K |
| Comerica Bank | 0.00% | No change | 5,106 | $325K |
| Perennial Investment Advisors, LLC | 0.04% | No change | 5,053 | $322K |
| Diversified Trust Co. | 0.01% | No change | 4,800 | $306K |
| Advisory Services Network, LLC | 0.01% | No change | 4,751 | $303K |
| Private Trust Co. NA | 0.03% | Add +87.2% | 4,750 | $303K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,745 | $302K |
| Mariner, LLC | 0.00% | No change | 4,530 | $289K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.0% | 4,475 | $285K |
| Evermay Wealth Management LLC | 0.04% | Reduce -0.9% | 4,342 | $277K |
| Stephens Inc. | 0.00% | Reduce -2.5% | 4,297 | $274K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 4,067 | $259K |
| RDA Financial Network | 0.08% | Reduce -0.3% | 3,970 | $253K |
| Cresset Asset Management, LLC | 0.00% | Reduce -7.1% | 3,919 | $250K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.8% | 3,766 | $240K |
| LeClair Wealth Partners LLC | 0.17% | No change | 3,686 | $235K |
| UBS Group AG | 0.00% | Add +1135.7% | 3,670 | $234K |
| Pacific Sun Financial Corp | 0.13% | No change | 3,540 | $226K |
| Equitable Holdings, Inc. | 0.00% | No change | 3,500 | $223K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.0% | 3,490 | $222K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 3,464 | $221K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 3,330 | $212K |
| Wealth Effects LLC | 0.09% | No change | 3,203 | $204K |
| Bank of Montreal | 0.00% | No change | 2,144 | $137K |
| JNBA Financial Advisors | 0.01% | No change | 1,050 | $67K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -14.5% | 1,000 | $64K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 800 | $51K |
| Silicon Valley Capital Partners | 0.01% | No change | 632 | $40K |
| S.A. Mason LLC | 0.02% | Add +10.9% | 619 | $39K |
| Runnymede Capital Advisors, Inc. | 0.03% | No change | 520 | $33K |
| First Pacific Financial | 0.01% | No change | 456 | $29K |
| WPG Advisers, LLC | 0.02% | New | 352 | $22K |
| West Branch Capital LLC | 0.00% | No change | 206 | $13K |
| Toth Financial Advisory Corp. | 0.00% | No change | 180 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 140 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 124 | $8K |
| Synergy Investment Management, LLC | 0.00% | New | 92 | $6K |
| NFSG Corp | 0.00% | No change | 34 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 34 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $255 |
"% 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.