Proshares Large Cap Core PluCSMETF
13F holders, Q3 2025 (September 30)102holders +3
10new positions
5sold out
$76.57avg. 13F price*
At the end of Q3 2025, 102 institutions reported holding Proshares Large Cap Core Plu (CSM) in their 13F filings, up 3 from Q2 2025. 10 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($62.3M), Kayne Anderson Rudnick Investment Management LLC ($30.3M) and LPL Financial LLC ($23.2M).
- Company
- Proshares Large Cap Core Plu
- CUSIP
- 74347R248
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.3M |
| Exits | 5 | $5.7M |
All 13F filers, Q2 2025 → Q3 2025: 98,348 shares bought and 192,065 shares sold, net −93,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Morgan Stanley | 0.00% | Add +0.3% | 813,588 | $62.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Reduce -0.4% | 396,271 | $30.3M |
| LPL Financial LLC | 0.01% | Add +4.6% | 302,486 | $23.2M |
| B. Riley Wealth Advisors, Inc. | 0.65% | Reduce -11.3% | 176,412 | $13.5M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 120,806 | $9.3M |
| Onyx Bridge Wealth Group LLC | 0.97% | Add +0.5% | 116,877 | $8.9M |
| Waterfront Wealth Inc. | 1.65% | Add +4.0% | 105,182 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 97,846 | $7.5M |
| Apexium Financial, LP | 0.34% | Reduce -4.2% | 91,122 | $7.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.2% | 78,160 | $6.0M |
| Bank of America Corp. | 0.00% | Reduce -16.9% | 68,532 | $5.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 63,693 | $4.9M |
| Legacy Private Trust Co. | 0.26% | Reduce -5.6% | 55,774 | $4.3M |
| Mutual Advisors, LLC | 0.09% | Reduce -0.1% | 52,338 | $4.0M |
| Gill Capital Partners, LLC | 1.20% | Reduce -5.8% | 51,240 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.4% | 48,855 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.0% | 47,610 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.0% | 41,478 | $3.2M |
| Cetera Investment Advisers | 0.00% | Add +173.8% | 35,727 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.5% | 35,604 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.9% | 35,218 | $2.7M |
| Duncan Williams Asset Management, LLC | 0.67% | Reduce -1.7% | 31,162 | $2.4M |
| Manchester Financial Inc. | 0.46% | Add +119.1% | 30,006 | $2.3M |
| Cerity Partners LLC | 0.00% | No change | 29,970 | $2.3M |
| HCR Wealth Advisors | 0.20% | No change | 25,714 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +30.8% | 21,829 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -54.9% | 20,609 | $1.6M |
| Leavell Investment Management, Inc. | 0.06% | Reduce -1.7% | 19,714 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Add +0.0% | 17,318 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +0.0% | 14,051 | $1.1M |
| Evergreen Capital Management LLC | 0.02% | No change | 13,552 | $1.0M |
| Patten Group, Inc. | 0.20% | Add +4.7% | 13,467 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 12,596 | $965K |
| Wedbush Securities Inc. | 0.03% | Reduce -21.7% | 12,561 | $962K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 12,460 | $954K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +0.4% | 10,767 | $834K |
| Navis Wealth Advisors, LLC | 0.61% | Reduce -14.1% | 10,599 | $812K |
| Prosperity Financial Group, Inc. | 0.28% | Reduce -7.4% | 10,055 | $770K |
| QTR Family Wealth, LLC | 0.36% | Reduce -2.6% | 10,029 | $768K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.5% | 9,077 | $696K |
| MAI Capital Management | 0.00% | No change | 8,670 | $664K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.1% | 8,488 | $650K |
| FMR LLC | 0.00% | Reduce -16.7% | 8,002 | $613K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -14.5% | 7,821 | $599K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 7,677 | $588K |
| Willow Creek Wealth Management Inc. | 0.05% | New | 7,389 | $566K |
| Empower Advisory Group, LLC | 0.00% | No change | 7,027 | $538K |
| Bienville Capital Management, LLC | 0.10% | No change | 6,600 | $505K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.2% | 6,483 | $496K |
| WealthPLAN Partners, LLC | 0.07% | Add +0.1% | 6,132 | $470K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,610 | $430K |
| MML Investors Services, LLC | 0.00% | Add +0.3% | 5,602 | $429K |
| Commonwealth Financial Services, LLC | 0.07% | No change | 5,410 | $414K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -1.0% | 5,001 | $383K |
| Kelman-Lazarov, Inc. | 0.05% | New | 4,800 | $368K |
| Susquehanna International Group, LLP | 0.00% | New | 4,765 | $365K |
| Clearstead Advisors, LLC | 0.01% | No change | 4,745 | $363K |
| Mariner, LLC | 0.00% | No change | 4,535 | $347K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.5% | 4,422 | $339K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +39.6% | 4,409 | $338K |
| Advisory Services Network, LLC | 0.00% | Add +0.2% | 4,399 | $337K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 4,396 | $337K |
| Evermay Wealth Management LLC | 0.04% | No change | 4,342 | $332K |
| Stephens Inc. | 0.00% | No change | 4,297 | $329K |
| Comerica Bank | 0.00% | Reduce -16.2% | 4,278 | $328K |
| NewEdge Advisors, LLC | 0.00% | New | 4,109 | $315K |
| Cresset Asset Management, LLC | 0.00% | Add +0.5% | 3,950 | $302K |
| LeClair Wealth Partners LLC | 0.18% | No change | 3,686 | $282K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -10.1% | 3,658 | $280K |
| Two Sigma Investments, LP | 0.00% | New | 3,600 | $276K |
| Pacific Sun Financial Corp | 0.13% | No change | 3,540 | $271K |
| Werba Rubin Papier Wealth Management | 0.04% | No change | 3,464 | $265K |
| Focus Financial Network, Inc. | 0.01% | Reduce -2.2% | 3,413 | $261K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.3% | 3,382 | $259K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 3,330 | $255K |
| Wealth Effects LLC | 0.08% | New | 3,203 | $245K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 2,896 | $223K |
| First Trust Advisors LP | 0.00% | Reduce -44.1% | 2,896 | $222K |
| RDA Financial Network | 0.05% | Reduce -25.9% | 2,889 | $221K |
| JBR Co Financial Management Inc | 0.09% | No change | 2,845 | $218K |
| Private Trust Co. NA | 0.02% | Reduce -2.0% | 2,691 | $206K |
| Bank of Montreal | 0.00% | No change | 2,144 | $164K |
| Global Wealth Strategies & Associates | 0.04% | New | 2,090 | $160K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -42.6% | 1,635 | $125K |
| UBS Group AG | 0.00% | Add +911.4% | 1,062 | $81K |
| JNBA Financial Advisors | 0.01% | No change | 1,050 | $80K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 800 | $61K |
| Silicon Valley Capital Partners | 0.00% | Add +0.5% | 637 | $49K |
| First Pacific Financial | 0.00% | Add +0.2% | 457 | $35K |
| JPMorgan Chase & Co. | 0.00% | No change | 369 | $28K |
| WPG Advisers, LLC | 0.02% | No change | 352 | $27K |
| Wealthspire Advisors, LLC | 0.00% | New | 208 | $16K |
| West Branch Capital LLC | 0.00% | Add +0.5% | 207 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 194 | $15K |
| Global Retirement Partners, LLC | 0.00% | No change | 190 | $15K |
| ORG Partners LLC | 0.00% | No change | 181 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 180 | $14K |
| Ameritas Advisory Services, LLC | 0.00% | New | 145 | $11K |
| Principal Securities, Inc. | 0.00% | Add +0.7% | 142 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -35.5% | 80 | $6K |
| NFSG Corp | 0.00% | No change | 34 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $307 |
"% 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.