Proshares Large Cap Core PluCSMETF
13F holders, Q2 2026 (June 30)105holders +3
10new positions
8sold out
$85.23avg. 13F price*
At the end of Q2 2026, 105 institutions reported holding Proshares Large Cap Core Plu (CSM) in their 13F filings, up 3 from Q1 2026. 10 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($71.2M), Kayne Anderson Rudnick Investment Management LLC ($32.6M) and LPL Financial LLC ($21.7M).
- Company
- Proshares Large Cap Core Plu
- CUSIP
- 74347R248
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.8M |
| Exits | 8 | $1.4M |
All 13F filers, Q1 2026 → Q2 2026: 80,555 shares bought and 118,822 shares sold, net −38,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Morgan Stanley | 0.00% | Add +1.4% | 835,854 | $71.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.10% | Add +0.4% | 382,408 | $32.6M |
| LPL Financial LLC | 0.00% | Reduce -12.7% | 254,981 | $21.7M |
| B. Riley Wealth Advisors, Inc. | 0.75% | Reduce -1.0% | 162,845 | $13.8M |
| Waterfront Wealth Inc. | 1.89% | Add +4.9% | 140,866 | $12.2M |
| Onyx Bridge Wealth Group LLC | 0.88% | Reduce -0.1% | 114,928 | $9.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.2% | 95,565 | $8.1M |
| Stifel Financial Corp. | 0.01% | Reduce -8.9% | 93,070 | $7.9M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -1.0% | 85,749 | $7.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 70,162 | $6.0M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 63,269 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 61,728 | $5.3M |
| Mutual Advisors, LLC | 0.08% | Reduce -0.0% | 52,318 | $4.5M |
| Legacy Private Trust Co. | 0.25% | Reduce -4.3% | 51,526 | $4.4M |
| HighPoint Advisor Group LLC | 0.15% | Add +0.2% | 49,131 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 48,300 | $4.1M |
| Gill Capital Partners, LLC | 0.99% | Reduce -3.1% | 43,670 | $3.7M |
| Osaic Holdings, Inc. | 0.00% | Add +16.0% | 42,374 | $3.6M |
| Manchester Financial Inc. | 0.53% | Add +10.6% | 34,819 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.5% | 34,283 | $2.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.7% | 33,144 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce -2.0% | 32,589 | $2.8M |
| Cerity Partners LLC | 0.00% | Reduce -0.3% | 29,660 | $2.5M |
| Duncan Williams Asset Management, LLC | 0.56% | Add +0.0% | 29,276 | $2.5M |
| HCR Wealth Advisors | 0.20% | No change | 25,714 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -48.0% | 21,520 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Add +14.4% | 19,744 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Add +1.1% | 19,581 | $1.7M |
| Leavell Investment Management, Inc. | 0.06% | Reduce -1.7% | 19,382 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +100.6% | 18,712 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.2% | 18,709 | $1.6M |
| Patten Group, Inc. | 0.23% | Reduce -23.5% | 17,562 | $1.5M |
| HRT Financial LP | 0.00% | New | 14,474 | $1.2M |
| Elmwood Wealth Management, Inc. | 0.30% | No change | 13,881 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.06% | No change | 13,742 | $1.2M |
| Evergreen Capital Management LLC | 0.02% | No change | 13,552 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.6% | 12,510 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -18.0% | 12,433 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Reduce -7.3% | 11,848 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -4.5% | 10,192 | $869K |
| Navis Wealth Advisors, LLC | 0.32% | Reduce -4.3% | 9,902 | $844K |
| Prosperity Financial Group, Inc. | 0.25% | Reduce -4.0% | 9,480 | $808K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.7% | 9,337 | $796K |
| QTR Family Wealth, LLC | 0.26% | Reduce -1.3% | 8,905 | $759K |
| MAI Capital Management | 0.00% | No change | 8,670 | $739K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.3% | 7,644 | $651K |
| FMR LLC | 0.00% | No change | 7,408 | $631K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.8% | 7,284 | $621K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.0% | 7,243 | $617K |
| Empower Advisory Group, LLC | 0.00% | No change | 7,027 | $599K |
| MML Investors Services, LLC | 0.00% | Add +26.0% | 6,843 | $583K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.4% | 6,737 | $574K |
| JPMorgan Chase & Co. | 0.00% | Add +91.4% | 6,683 | $565K |
| Bienville Capital Management, LLC | 0.08% | No change | 6,600 | $562K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 6,360 | $542K |
| WealthPLAN Partners, LLC | 0.10% | Add +0.0% | 6,137 | $523K |
| Soundwatch Capital LLC | 0.06% | Add +3.4% | 5,992 | $511K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,610 | $478K |
| Commonwealth Financial Services, LLC | 0.06% | No change | 5,335 | $455K |
| Mariner, LLC | 0.00% | Add +30.0% | 5,197 | $443K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 5,001 | $426K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 4,800 | $409K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,745 | $404K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 4,396 | $375K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +3.5% | 4,262 | $363K |
| Stephens Inc. | 0.00% | No change | 4,219 | $360K |
| Intrua Financial, LLC | 0.03% | Reduce -7.3% | 4,157 | $354K |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 4,145 | $353K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.3% | 4,030 | $343K |
| Cresset Asset Management, LLC | 0.00% | Add +0.3% | 3,985 | $340K |
| Werba Rubin Papier Wealth Management | 0.04% | Add +0.3% | 3,473 | $296K |
| LeClair Wealth Partners LLC | 0.15% | New | 3,426 | $292K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 3,364 | $287K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 3,330 | $284K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.3% | 3,272 | $279K |
| Wealth Effects LLC | 0.07% | No change | 3,203 | $273K |
| Harvest Investment Services, LLC | 0.04% | New | 2,943 | $251K |
| Evermay Wealth Management LLC | 0.03% | Reduce -28.9% | 2,942 | $251K |
| Fifth Third Bancorp | 0.00% | No change | 2,846 | $243K |
| Advisory Services Network, LLC | 0.00% | Reduce -4.4% | 2,753 | $235K |
| JBR Co Financial Management Inc | 0.08% | Reduce -2.2% | 2,720 | $232K |
| Sequent Planning LLC | 0.05% | New | 2,662 | $227K |
| Focus Financial Network, Inc. | 0.01% | New | 2,637 | $225K |
| RDA Financial Network | 0.05% | New | 2,550 | $217K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,462 | $213K |
| Bank of Montreal | 0.00% | No change | 2,144 | $183K |
| Private Trust Co. NA | 0.01% | Reduce -22.8% | 1,986 | $169K |
| US Bancorp \de | 0.00% | Add +146.1% | 1,745 | $149K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,635 | $139K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,100 | $94K |
| JNBA Financial Advisors | 0.01% | Reduce -0.5% | 1,011 | $86K |
| IFG Advisory, LLC | 0.00% | New | 1,010 | $86K |
| Silicon Valley Capital Partners | 0.00% | Add +0.3% | 643 | $55K |
| First Pacific Financial | 0.00% | Reduce -2.4% | 449 | $38K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 412 | $35K |
| Wellington-Altus USA Inc. | 0.03% | No change | 468 | $35K |
| WPG Advisers, LLC | 0.02% | No change | 352 | $30K |
| UBS Group AG | 0.00% | Reduce -70.5% | 265 | $23K |
| West Branch Capital LLC | 0.00% | No change | 207 | $18K |
| Global Retirement Partners, LLC | 0.00% | — | 190 | $16K |
| Toth Financial Advisory Corp. | 0.00% | No change | 180 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | New | 145 | $12K |
| 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 | $341 |
"% 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.