Proshares Large Cap Core PluCSMETF
13F holders, Q2 2025 (June 30)99holders +1
6new positions
6sold out
$70.50avg. 13F price*
At the end of Q2 2025, 99 institutions reported holding Proshares Large Cap Core Plu (CSM) in their 13F filings, up 1 from Q1 2025. 6 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($57.2M), Kayne Anderson Rudnick Investment Management LLC ($28.0M) and LPL Financial LLC ($20.4M).
- Company
- Proshares Large Cap Core Plu
- CUSIP
- 74347R248
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.0M |
| Exits | 6 | $1.3M |
All 13F filers, Q1 2025 → Q2 2025: 78,766 shares bought and 653,260 shares sold, net −574,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Morgan Stanley | 0.00% | Reduce -0.9% | 811,143 | $57.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Reduce -48.8% | 397,971 | $28.0M |
| LPL Financial LLC | 0.01% | Reduce -16.7% | 289,302 | $20.4M |
| B. Riley Wealth Advisors, Inc. | 0.68% | Reduce -16.7% | 198,963 | $14.0M |
| Stifel Financial Corp. | 0.01% | Add +25.9% | 120,487 | $8.5M |
| Onyx Bridge Wealth Group LLC | 1.08% | Reduce -3.7% | 116,278 | $8.2M |
| Waterfront Wealth Inc. | 1.60% | Add +0.2% | 101,183 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.7% | 99,856 | $7.0M |
| Apexium Financial, LP | 0.36% | Reduce -0.9% | 95,065 | $6.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.7% | 83,298 | $5.9M |
| Bank of America Corp. | 0.00% | Reduce -4.1% | 82,502 | $5.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.7% | 65,075 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +0.1% | 59,868 | $4.2M |
| Legacy Private Trust Co. | 0.27% | Reduce -24.3% | 59,095 | $4.2M |
| Gill Capital Partners, LLC | 1.23% | Reduce -10.4% | 54,366 | $3.8M |
| Mutual Advisors, LLC | 0.09% | Reduce -1.3% | 52,415 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.1% | 47,619 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.5% | 45,730 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +87.1% | 41,492 | $2.9M |
| Freedom Investment Management, Inc. | 0.23% | Reduce -2.8% | 41,436 | $2.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.7% | 36,662 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.1% | 35,427 | $2.5M |
| Duncan Williams Asset Management, LLC | 0.70% | No change | 31,688 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +1.0% | 29,970 | $2.1M |
| HCR Wealth Advisors | 0.21% | No change | 25,714 | $1.8M |
| Leavell Investment Management, Inc. | 0.06% | No change | 20,046 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.3% | 17,314 | $1.2M |
| Cwm, LLC | 0.00% | No change | 17,292 | $1.2M |
| Capital Market Strategies LLC | 0.85% | Reduce -16.0% | 17,275 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -34.8% | 16,684 | $1.2M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 16,375 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -10.9% | 16,050 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +0.0% | 14,050 | $990K |
| Atlas Capital Advisors Inc. | 0.12% | No change | 13,880 | $978K |
| Manchester Financial Inc. | 0.20% | Add +49.9% | 13,695 | $965K |
| Evergreen Capital Management LLC | 0.03% | No change | 13,552 | $958K |
| Cetera Investment Advisers | 0.00% | Reduce -10.4% | 13,051 | $920K |
| Patten Group, Inc. | 0.19% | Reduce -0.8% | 12,860 | $906K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -38.3% | 12,617 | $889K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -26.6% | 12,547 | $884K |
| Navis Wealth Advisors, LLC | 0.73% | Reduce -0.4% | 12,336 | $869K |
| Prosperity Financial Group, Inc. | 0.33% | Reduce -5.9% | 10,856 | $765K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -2.6% | 10,722 | $756K |
| QTR Family Wealth, LLC | 0.45% | Reduce -0.1% | 10,293 | $725K |
| FMR LLC | 0.00% | Reduce -9.6% | 9,608 | $677K |
| Prospera Financial Services Inc | 0.01% | Add +5.7% | 9,218 | $650K |
| Oppenheimer & Co. Inc. | 0.01% | Add +143.0% | 9,150 | $645K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.1% | 8,757 | $617K |
| MAI Capital Management | 0.00% | No change | 8,670 | $611K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 7,664 | $540K |
| Empower Advisory Group, LLC | 0.00% | No change | 7,027 | $495K |
| Bienville Capital Management, LLC | 0.09% | No change | 6,600 | $466K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +4.1% | 6,472 | $456K |
| WealthPLAN Partners, LLC | 0.07% | Add +0.0% | 6,129 | $432K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,610 | $395K |
| MML Investors Services, LLC | 0.00% | Reduce -4.6% | 5,587 | $394K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -6.5% | 5,410 | $381K |
| First Trust Advisors LP | 0.00% | New | 5,177 | $365K |
| Comerica Bank | 0.00% | No change | 5,106 | $360K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 5,053 | $356K |
| Diversified Trust Co. | 0.01% | No change | 4,800 | $338K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,745 | $334K |
| Mariner, LLC | 0.00% | Add +0.1% | 4,535 | $320K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.6% | 4,391 | $316K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.7% | 4,445 | $313K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -50.0% | 4,396 | $310K |
| Evermay Wealth Management LLC | 0.04% | No change | 4,342 | $307K |
| Stephens Inc. | 0.00% | No change | 4,297 | $303K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 4,067 | $287K |
| Cresset Asset Management, LLC | 0.00% | Add +0.3% | 3,929 | $278K |
| RDA Financial Network | 0.07% | Reduce -1.7% | 3,901 | $275K |
| LeClair Wealth Partners LLC | 0.18% | No change | 3,686 | $260K |
| Pacific Sun Financial Corp | 0.13% | No change | 3,540 | $249K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.0% | 3,489 | $247K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 3,464 | $244K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.1% | 3,460 | $244K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 3,330 | $235K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 3,159 | $223K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,896 | $206K |
| HHM Wealth Advisors, LLC | 0.02% | Add +184.8% | 2,848 | $201K |
| JBR Co Financial Management Inc | 0.10% | New | 2,845 | $200K |
| Private Trust Co. NA | 0.02% | Reduce -42.2% | 2,746 | $194K |
| Bank of Montreal | 0.00% | No change | 2,144 | $151K |
| JNBA Financial Advisors | 0.01% | No change | 1,050 | $74K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 800 | $56K |
| Silicon Valley Capital Partners | 0.00% | Add +0.3% | 634 | $45K |
| S.A. Mason LLC | 0.02% | Add +0.3% | 621 | $44K |
| First Pacific Financial | 0.00% | No change | 456 | $32K |
| JPMorgan Chase & Co. | 0.00% | New | 369 | $26K |
| WPG Advisers, LLC | 0.02% | No change | 352 | $25K |
| West Branch Capital LLC | 0.00% | No change | 206 | $15K |
| Global Retirement Partners, LLC | 0.00% | — | 190 | $13K |
| ORG Partners LLC | 0.00% | New | 181 | $13K |
| Toth Financial Advisory Corp. | 0.00% | No change | 180 | $13K |
| Principal Securities, Inc. | 0.00% | Add +0.7% | 141 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 124 | $9K |
| UBS Group AG | 0.00% | Reduce -97.1% | 105 | $7K |
| NFSG Corp | 0.00% | No change | 34 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $282 |
"% 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.