CSM institutional holders

PROSHARES LARGE CAP CORE PLUS · 13F, 2026Q2

Managers holding104
Shares held3,371,892
Reported value$287.4m
Quarter flows12 new, 22 added, 42 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY835,854$71.2m0.0%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC382,408$32.6m0.1%
LPL Financial LLC254,981$21.7m0.0%
B. Riley Wealth Advisors, Inc.162,845$13.8m0.7%
Waterfront Wealth Inc.140,866$12.2m1.9%
Onyx Bridge Wealth Group LLC114,928$9.8m0.9%
ENVESTNET ASSET MANAGEMENT INC95,565$8.1m0.0%
STIFEL FINANCIAL CORP93,070$7.9m0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC85,749$7.3m0.0%
WELLS FARGO & COMPANY/MN70,162$6.0m0.0%
BANK OF AMERICA CORP /DE/63,269$5.4m0.0%
Bank of New York Mellon Corp61,728$5.3m0.0%
Mutual Advisors, LLC52,318$4.5m0.1%
Legacy Private Trust Co.51,526$4.4m0.2%
HighPoint Advisor Group LLC49,131$4.2m0.1%
RAYMOND JAMES FINANCIAL INC48,300$4.1m0.0%
GILL CAPITAL PARTNERS, LLC43,670$3.7m1.0%
OSAIC HOLDINGS, INC.42,374$3.6m0.0%
Cambridge Investment Research Advisors, Inc.37,418$3.2m0.0%
MANCHESTER FINANCIAL INC34,819$3.0m0.5%
Kestra Advisory Services, LLC34,283$2.9m0.0%
Baird Financial Group, Inc.33,144$2.8m0.0%
Cetera Investment Advisers32,589$2.8m0.0%
Cerity Partners LLC29,660$2.5m0.0%
Duncan Williams Asset Management, LLC29,276$2.5m0.6%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CSM"). CSM price history · All 13F data

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