Proshares Large Cap Core PluCSMETF
13F holders, Q4 2025 (December 31)106holders +4
11new positions
6sold out
$79.67avg. 13F price*
At the end of Q4 2025, 106 institutions reported holding Proshares Large Cap Core Plu (CSM) in their 13F filings, up 4 from Q3 2025. 11 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($63.7M), Kayne Anderson Rudnick Investment Management LLC ($30.3M) and LPL Financial LLC ($23.4M).
- Company
- Proshares Large Cap Core Plu
- CUSIP
- 74347R248
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $15.2M |
| Exits | 6 | $194K |
All 13F filers, Q3 2025 → Q4 2025: 221,563 shares bought and 72,848 shares sold, net +148,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| Morgan Stanley | 0.00% | Reduce -1.7% | 799,731 | $63.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.08% | Reduce -4.0% | 380,400 | $30.3M |
| LPL Financial LLC | 0.01% | Reduce -3.1% | 293,117 | $23.4M |
| B. Riley Wealth Advisors, Inc. | 0.66% | Reduce -0.7% | 175,123 | $14.0M |
| Stifel Financial Corp. | 0.01% | Add +0.6% | 121,557 | $9.7M |
| Onyx Bridge Wealth Group LLC | 0.99% | Reduce -0.4% | 116,357 | $9.3M |
| Waterfront Wealth Inc. | 1.66% | Add +3.7% | 109,105 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 98,928 | $7.9M |
| United Capital Financial Advisors, LLC | 0.04% | New | 86,946 | $6.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.7% | 76,815 | $6.1M |
| Bank of America Corp. | 0.00% | Add +1.8% | 69,746 | $5.6M |
| Wells Fargo & Company | 0.00% | Add +2.7% | 65,425 | $5.2M |
| Legacy Private Trust Co. | 0.26% | Reduce -0.0% | 55,750 | $4.4M |
| Mutual Advisors, LLC | 0.09% | No change | 52,338 | $4.2M |
| HighPoint Advisor Group LLC | 0.09% | New | 49,076 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.9% | 48,415 | $3.9M |
| Gill Capital Partners, LLC | 1.15% | Reduce -7.0% | 47,664 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.4% | 47,399 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.1% | 41,414 | $3.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.1% | 35,565 | $2.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.9% | 34,201 | $2.7M |
| Cetera Investment Advisers | 0.00% | Reduce -8.1% | 32,828 | $2.6M |
| Duncan Williams Asset Management, LLC | 0.62% | Add +1.8% | 31,712 | $2.5M |
| Manchester Financial Inc. | 0.46% | Add +2.6% | 30,774 | $2.5M |
| Cerity Partners LLC | 0.00% | Add +0.0% | 29,972 | $2.4M |
| HCR Wealth Advisors | 0.20% | No change | 25,714 | $2.0M |
| Patten Group, Inc. | 0.35% | Add +78.7% | 24,066 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.0% | 21,022 | $1.7M |
| Leavell Investment Management, Inc. | 0.07% | No change | 19,714 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Add +0.1% | 17,328 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | New | 15,008 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | No change | 14,051 | $1.1M |
| Elmwood Wealth Management, Inc. | 0.35% | New | 13,881 | $1.1M |
| Evergreen Capital Management LLC | 0.02% | No change | 13,552 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Add +266.7% | 13,200 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 12,626 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -42.2% | 12,609 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Add +0.0% | 12,563 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.3% | 11,926 | $950K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -0.9% | 10,667 | $855K |
| Navis Wealth Advisors, LLC | 0.34% | Reduce -4.7% | 10,102 | $805K |
| Prosperity Financial Group, Inc. | 0.28% | Reduce -1.9% | 9,860 | $786K |
| Prospera Financial Services Inc | 0.01% | Add +0.9% | 9,163 | $731K |
| QTR Family Wealth, LLC | 0.32% | Reduce -9.9% | 9,040 | $722K |
| MAI Capital Management | 0.00% | No change | 8,670 | $691K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.1% | 8,390 | $669K |
| Intrua Financial, LLC | 0.07% | New | 8,015 | $639K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 7,684 | $612K |
| FMR LLC | 0.00% | Reduce -6.3% | 7,500 | $598K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.2% | 7,415 | $591K |
| Empower Advisory Group, LLC | 0.00% | No change | 7,027 | $560K |
| Bienville Capital Management, LLC | 0.08% | No change | 6,600 | $526K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 6,489 | $497K |
| WealthPLAN Partners, LLC | 0.07% | Add +0.0% | 6,134 | $489K |
| HRT Financial LP | 0.00% | New | 5,936 | $472K |
| Soundwatch Capital LLC | 0.07% | New | 5,796 | $462K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,610 | $447K |
| MML Investors Services, LLC | 0.00% | Reduce -3.3% | 5,419 | $432K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -1.4% | 5,335 | $425K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 5,001 | $398K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 4,800 | $382K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,745 | $378K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 4,396 | $350K |
| Evermay Wealth Management LLC | 0.04% | No change | 4,342 | $346K |
| Stephens Inc. | 0.00% | No change | 4,297 | $342K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -4.5% | 4,212 | $336K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 4,122 | $328K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -7.9% | 4,072 | $324K |
| Mariner, LLC | 0.00% | Reduce -11.9% | 3,997 | $319K |
| Cresset Asset Management, LLC | 0.00% | Add +0.3% | 3,963 | $316K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 3,658 | $291K |
| Pacific Sun Financial Corp | 0.14% | No change | 3,540 | $282K |
| Werba Rubin Papier Wealth Management | 0.07% | No change | 3,464 | $276K |
| LeClair Wealth Partners LLC | 0.16% | Reduce -7.0% | 3,426 | $273K |
| Equitable Holdings, Inc. | 0.00% | No change | 3,382 | $269K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 3,330 | $265K |
| Wealth Effects LLC | 0.08% | No change | 3,203 | $255K |
| Advisory Services Network, LLC | 0.00% | Reduce -29.1% | 3,117 | $248K |
| Susquehanna International Group, LLP | 0.00% | Reduce -35.3% | 3,084 | $246K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,049 | $243K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 2,896 | $234K |
| First Trust Advisors LP | 0.00% | Add +0.1% | 2,898 | $231K |
| Comerica Bank | 0.00% | Reduce -33.5% | 2,846 | $227K |
| JBR Co Financial Management Inc | 0.09% | Reduce -2.3% | 2,780 | $222K |
| Focus Financial Network, Inc. | 0.01% | Reduce -19.8% | 2,737 | $218K |
| Sequent Planning LLC | 0.05% | New | 2,662 | $212K |
| RDA Financial Network | 0.05% | Reduce -10.5% | 2,586 | $206K |
| Private Trust Co. NA | 0.02% | Reduce -7.7% | 2,485 | $198K |
| Bank of Montreal | 0.00% | No change | 2,144 | $171K |
| Global Wealth Strategies & Associates | 0.04% | No change | 2,090 | $167K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,635 | $130K |
| JNBA Financial Advisors | 0.01% | No change | 1,050 | $84K |
| Silicon Valley Capital Partners | 0.00% | Add +0.3% | 639 | $51K |
| Wellington-Altus USA Inc. | 0.03% | — | 468 | $37K |
| First Pacific Financial | 0.00% | Add +0.2% | 458 | $37K |
| JPMorgan Chase & Co. | 0.00% | No change | 369 | $29K |
| WPG Advisers, LLC | 0.02% | No change | 352 | $28K |
| Fifth Third Bancorp | 0.00% | New | 310 | $25K |
| West Branch Capital LLC | 0.00% | No change | 207 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 194 | $15K |
| Global Retirement Partners, LLC | 0.00% | No change | 190 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 180 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 80 | $6K |
| Allworth Financial LP | 0.00% | New | 76 | $6K |
| NFSG Corp | 0.00% | No change | 34 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $319 |
"% 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.