PROSHARES LARGE CAP CORE PLU CSM
$85.31
+0.2% 52w: $67.02 – $87.09
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data67.0277.0687.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
101
-4 QoQ
13F value
$253.6M
-7.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CSM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 824.7K | $61.7M | 0.0% | +3.1% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 380.9K | $28.6M | 0.1% | +0.1% |
| LPL Financial LLC | Bank broker | 292.1K | $21.9M | 0.0% | -0.3% |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 164.5K | $12.0M | 0.8% | -6.0% |
| Waterfront Wealth Inc. | Other | 134.3K | $10.0M | 1.8% | +23.1% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 115.1K | $8.6M | 0.9% | -1.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 102.1K | $7.6M | 0.0% | -16.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 99.7K | $7.5M | 0.0% | +0.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 86.6K | $6.5M | 0.0% | -0.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 70.3K | $5.3M | 0.0% | +7.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 65.4K | $4.9M | 0.0% | -6.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 62.4K | $4.7M | 0.0% | -18.8% |
| Legacy Private Trust Co. | Wealth advisor | 53.9K | $4.0M | 0.2% | -3.4% |
| Mutual Advisors, LLC | Wealth advisor | 52.3K | $3.9M | 0.1% | Held |
| HighPoint Advisor Group LLC | Wealth advisor | 49.0K | $3.7M | 0.2% | -0.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 48.4K | $3.6M | 0.0% | +2.1% |
| GILL CAPITAL PARTNERS, LLC | Wealth advisor | 45.1K | $3.4M | 1.0% | -5.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 41.4K | $3.1M | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 36.5K | $2.7M | 0.0% | -24.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 35.5K | $2.7M | 0.0% | -0.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 34.1K | $2.5M | 0.0% | -0.4% |
| Cetera Investment Advisers | Wealth advisor | 33.3K | $2.5M | 0.0% | +1.3% |
| MANCHESTER FINANCIAL INC | Wealth advisor | 31.5K | $2.4M | 0.5% | +2.3% |
| Cerity Partners LLC | Diversified mechanical | 29.7K | $2.2M | 0.0% | -0.8% |
| Duncan Williams Asset Management, LLC | Wealth advisor | 29.3K | $2.2M | 0.6% | -7.7% |
| HCR Wealth Advisors | Other | 25.7K | $1.9M | 0.2% | Held |
| Patten Group, Inc. | Other | 23.0K | $1.7M | 0.3% | -4.6% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 19.7K | $1.5M | 0.1% | Held |
| CreativeOne Wealth, LLC | Wealth advisor | 19.4K | $1.4M | 0.0% | +29.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 19.3K | $1.4M | 0.0% | -8.1% |
| Merit Financial Group, LLC | Wealth advisor | 17.3K | $1.3M | 0.0% | -0.4% |
| ROYAL BANK OF CANADA | Bank broker | 15.2K | $1.1M | 0.0% | +20.2% |
| Elmwood Wealth Management, Inc. | Wealth advisor | 13.9K | $1.0M | 0.3% | Held |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 13.7K | $1.0M | 0.1% | -2.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 13.6K | $1.0M | 0.0% | Held |
| WEDBUSH SECURITIES INC | Diversified mechanical | 12.8K | $957K | 0.0% | +1.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 12.6K | $942K | 0.0% | -0.3% |
| SeaCrest Wealth Management, LLC | Other | 10.7K | $798K | 0.1% | Held |
| Navis Wealth Advisors, LLC | Wealth advisor | 10.3K | $774K | 0.4% | +2.4% |
| Prosperity Financial Group, Inc. | Wealth advisor | 9.9K | $739K | 0.3% | +0.2% |
| QTR Family Wealth, LLC | Other | 9.0K | $722K | 0.3% | -0.2% |
| Prospera Financial Services Inc | Diversified mechanical | 9.4K | $704K | 0.0% | +2.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 9.3K | $698K | 0.0% | +202.4% |
| MAI Capital Management | Wealth advisor | 8.7K | $649K | 0.0% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 8.1K | $604K | 0.0% | -32.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 8.1K | $604K | 0.0% | -3.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 7.7K | $575K | 0.0% | +0.1% |
| FMR LLC | Long only active | 7.4K | $554K | 0.0% | -1.2% |
| OPPENHEIMER & CO INC | Diversified mechanical | 7.3K | $547K | 0.0% | -1.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 7.1K | $531K | 0.0% | -46.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.