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icono de CSM

ProShares Large Cap Core Plus
CSM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 61.7 M -USD 2.06 M -71,864 -3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
USD 58.8 M +USD 19.1 M +667,178 +50%
Wells Fargo
3
Wells Fargo
California
USD 15 M +USD 767 k +26,766 +5%
Capital Asset Advisory Services
4
Capital Asset Advisory Services
Michigan
USD 14.9 M +USD 262 k +9,140 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 14.3 M +USD 227 k +7,912 +2%
LPL Financial
6
LPL Financial
California
USD 13.8 M -USD 68.4 k -2,388 -0.5%
Bank of America
7
Bank of America
North Carolina
USD 12.6 M +USD 1.25 M +43,480 +11%
Sargent Bickham Lagudis
8
Sargent Bickham Lagudis
Colorado
USD 10.7 M -USD 1.68 M -58,534 -14%
Freedom Investment Management
9
Freedom Investment Management
Connecticut
USD 8.85 M -USD 86.1 k -3,004 -1%
UBS Group
10
UBS Group
Switzerland
USD 6.91 M +USD 241 k +8,412 +4%
AMG Funds
11
AMG Funds
Connecticut
USD 6.41 M -USD 1.55 M -54,000 -20%
Comerica Securities
12
Comerica Securities
Michigan
USD 5.98 M +USD 269 k +9,392 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
USD 5.83 M +USD 121 k +4,208 +2%
Brinker Capital Investments
14
Brinker Capital Investments
Pennsylvania
USD 5.42 M +USD 508 k +17,738 +11%
Cypress Wealth Advisors
15
Cypress Wealth Advisors
California
USD 4.38 M -USD 521 k -18,176 -11%
Jane Street
16
Jane Street
New York
USD 3.9 M +USD 1.86 M +65,054 +95%
Level Four Advisory Services
17
Level Four Advisory Services
Texas
USD 3.56 M +USD 234 k +8,176 +7%
Comerica Bank
18
Comerica Bank
Texas
USD 3.2 M -USD 734 k -25,612 -19%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 2.12 M -USD 1.16 M -40,468 -36%
Spinnaker Trust
20
Spinnaker Trust
Maine
USD 1.98 M – – –
IFP Advisors
21
IFP Advisors
Florida
USD 1.73 M -USD 287 -10 -0%
Leavell Investment Management
22
Leavell Investment Management
Alabama
USD 1.49 M -USD 97.4 k -3,400 -6%
AJ Wealth Strategies
23
AJ Wealth Strategies
New York
USD 1.42 M +USD 41 k +1,432 +3%
Rothschild Investment LLC
24
Rothschild Investment LLC
Illinois
USD 1.04 M – – –
Ameriprise
25
Ameriprise
Minnesota
USD 994 k +USD 63.5 k +2,216 +7%
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