Proshares Large Cap Core PluCSMETF
13F holders, Q1 2026 (March 31)102holders −4
6new positions
8sold out
$74.79avg. 13F price*
At the end of Q1 2026, 102 institutions reported holding Proshares Large Cap Core Plu (CSM) in their 13F filings, down 4 from Q4 2025. 6 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($61.7M), Kayne Anderson Rudnick Investment Management LLC ($28.6M) and LPL Financial LLC ($21.9M).
- Company
- Proshares Large Cap Core Plu
- CUSIP
- 74347R248
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $671K |
| Exits | 8 | $2.1M |
All 13F filers, Q4 2025 → Q1 2026: 87,100 shares bought and 115,183 shares sold, net −28,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Morgan Stanley | 0.00% | Add +3.1% | 824,698 | $61.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.08% | Add +0.1% | 380,918 | $28.6M |
| LPL Financial LLC | 0.01% | Reduce -0.3% | 292,100 | $21.9M |
| B. Riley Wealth Advisors, Inc. | 0.78% | Reduce -6.0% | 164,537 | $12.0M |
| Waterfront Wealth Inc. | 1.84% | Add +23.1% | 134,277 | $10.0M |
| Onyx Bridge Wealth Group LLC | 0.93% | Reduce -1.1% | 115,061 | $8.6M |
| Stifel Financial Corp. | 0.01% | Reduce -16.0% | 102,149 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 99,703 | $7.5M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -0.3% | 86,640 | $6.5M |
| Wells Fargo & Company | 0.00% | Add +7.4% | 70,250 | $5.3M |
| Bank of America Corp. | 0.00% | Reduce -6.3% | 65,373 | $4.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.8% | 62,403 | $4.7M |
| Legacy Private Trust Co. | 0.25% | Reduce -3.4% | 53,870 | $4.0M |
| Mutual Advisors, LLC | 0.08% | No change | 52,338 | $3.9M |
| HighPoint Advisor Group LLC | 0.15% | Reduce -0.1% | 49,013 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +2.1% | 48,408 | $3.6M |
| Gill Capital Partners, LLC | 0.97% | Reduce -5.5% | 45,057 | $3.4M |
| Mercer Global Advisors Inc. | 0.00% | No change | 41,414 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.5% | 36,536 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.1% | 35,545 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.4% | 34,064 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 33,259 | $2.5M |
| Manchester Financial Inc. | 0.45% | Add +2.3% | 31,488 | $2.4M |
| Cerity Partners LLC | 0.00% | Reduce -0.8% | 29,741 | $2.2M |
| Duncan Williams Asset Management, LLC | 0.61% | Reduce -7.7% | 29,266 | $2.2M |
| HCR Wealth Advisors | 0.20% | No change | 25,714 | $1.9M |
| Patten Group, Inc. | 0.30% | Reduce -4.6% | 22,953 | $1.7M |
| Leavell Investment Management, Inc. | 0.06% | No change | 19,714 | $1.5M |
| CreativeOne Wealth, LLC | 0.03% | Add +29.1% | 19,368 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.1% | 19,329 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.4% | 17,259 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +20.2% | 15,157 | $1.1M |
| Elmwood Wealth Management, Inc. | 0.29% | No change | 13,881 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -2.2% | 13,742 | $1.0M |
| Evergreen Capital Management LLC | 0.02% | No change | 13,552 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Add +1.8% | 12,786 | $957K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.3% | 12,589 | $942K |
| SeaCrest Wealth Management, LLC | 0.09% | No change | 10,667 | $798K |
| Navis Wealth Advisors, LLC | 0.39% | Add +2.4% | 10,342 | $774K |
| Prosperity Financial Group, Inc. | 0.27% | Add +0.2% | 9,880 | $739K |
| QTR Family Wealth, LLC | 0.30% | Reduce -0.2% | 9,022 | $722K |
| Prospera Financial Services Inc | 0.01% | Add +2.6% | 9,403 | $704K |
| Susquehanna International Group, LLP | 0.00% | Add +202.4% | 9,327 | $698K |
| MAI Capital Management | 0.00% | No change | 8,670 | $649K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -32.3% | 8,072 | $604K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.8% | 8,070 | $604K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 7,691 | $575K |
| FMR LLC | 0.00% | Reduce -1.2% | 7,408 | $554K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.3% | 7,316 | $547K |
| Two Sigma Investments, LP | 0.00% | Reduce -46.2% | 7,100 | $531K |
| Empower Advisory Group, LLC | 0.00% | No change | 7,027 | $526K |
| Bienville Capital Management, LLC | 0.09% | No change | 6,600 | $494K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -2.1% | 6,355 | $475K |
| WealthPLAN Partners, LLC | 0.09% | Add +0.0% | 6,136 | $459K |
| Soundwatch Capital LLC | 0.05% | No change | 5,796 | $434K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,610 | $420K |
| MML Investors Services, LLC | 0.00% | Add +0.2% | 5,430 | $406K |
| Commonwealth Financial Services, LLC | 0.06% | No change | 5,335 | $399K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 5,001 | $374K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 4,800 | $359K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,745 | $355K |
| Intrua Financial, LLC | 0.04% | Reduce -44.0% | 4,487 | $336K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 4,396 | $329K |
| Stephens Inc. | 0.00% | Reduce -1.8% | 4,219 | $316K |
| Evermay Wealth Management LLC | 0.03% | Reduce -4.7% | 4,140 | $310K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 4,134 | $309K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -2.2% | 4,118 | $308K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.7% | 4,044 | $303K |
| Mariner, LLC | 0.00% | No change | 3,997 | $299K |
| Cresset Asset Management, LLC | 0.00% | Add +0.3% | 3,975 | $297K |
| Equitable Holdings, Inc. | 0.00% | No change | 3,382 | $269K |
| Pacific Sun Financial Corp | 0.13% | Add +1.4% | 3,590 | $269K |
| Werba Rubin Papier Wealth Management | 0.04% | No change | 3,464 | $259K |
| JPMorgan Chase & Co. | 0.00% | Add +846.1% | 3,491 | $255K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -8.0% | 3,364 | $252K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 3,330 | $249K |
| Wealth Effects LLC | 0.08% | No change | 3,203 | $240K |
| JBR Co Financial Management Inc | 0.09% | No change | 2,780 | $222K |
| Palisades Hudson Asset Management, L.P. | 0.08% | New | 2,883 | $216K |
| Advisory Services Network, LLC | 0.00% | Reduce -7.6% | 2,881 | $216K |
| Fifth Third Bancorp | 0.00% | Add +818.1% | 2,846 | $213K |
| Jane Street Group, LLC | 0.00% | New | 2,784 | $208K |
| Private Trust Co. NA | 0.02% | Add +3.6% | 2,574 | $193K |
| Bank of Montreal | 0.00% | No change | 2,144 | $160K |
| Global Wealth Strategies & Associates | 0.04% | No change | 2,090 | $156K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,635 | $122K |
| Sage Mountain Advisors LLC | 0.01% | New | 1,100 | $82K |
| JNBA Financial Advisors | 0.01% | Reduce -3.2% | 1,016 | $76K |
| UBS Group AG | 0.00% | New | 897 | $67K |
| US Bancorp \de | 0.00% | New | 709 | $53K |
| Silicon Valley Capital Partners | 0.00% | Add +0.3% | 641 | $48K |
| Abound Wealth Management | 0.01% | New | 597 | $45K |
| Wellington-Altus USA Inc. | 0.02% | No change | 468 | $40K |
| First Pacific Financial | 0.00% | Add +0.4% | 460 | $34K |
| WPG Advisers, LLC | 0.02% | No change | 352 | $26K |
| West Branch Capital LLC | 0.00% | No change | 207 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 194 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 180 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 80 | $6K |
| Allworth Financial LP | 0.00% | No change | 76 | $6K |
| NFSG Corp | 0.00% | No change | 34 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $300 |
"% 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.