JY
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Jeff Yass’s ProShares Large Cap Core Plus CSM Stock Holding History

Jeff Yass’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
18,712
+9,385
+101% +$781K ﹤0.01% 7015
2026
Q1 		$698K Buy
9,327
+6,243
+202% +$490K ﹤0.01% 8817
2025
Q4 		$246K Sell
3,084
-1,681
-35% -$131K ﹤0.01% 10415
2025
Q3 		$365K Buy
+4,765
New +$349K ﹤0.01% 9672
2025
Q2 		– Sell
-5,323
Closed -$339K – 12788
2025
Q1 		$339K Buy
+5,323
New +$355K ﹤0.01% 9786
2024
Q4 		– Sell
-6,904
Closed -$451K – 12332
2024
Q3 		$451K Sell
6,904
-13,898
-67% -$872K ﹤0.01% 8706
2024
Q2 		$1.29M Buy
+20,802
New +$1.24M ﹤0.01% 5993
2023
Q4 		– Sell
-21,681
Closed -$1.06M – 12472
2023
Q3 		$1.06M Sell
21,681
-19,344
-47% -$989K ﹤0.01% 6513
2023
Q2 		$2.09M Buy
41,025
+27,297
+199% +$1.32M ﹤0.01% 5060
2023
Q1 		$654K Buy
13,728
+7,827
+133% +$369K ﹤0.01% 7902
2022
Q4 		$265K Sell
5,901
-30,338
-84% -$1.38M ﹤0.01% 9406
2022
Q3 		$1.53M Sell
36,239
-22,466
-38% -$1.06M ﹤0.01% 5544
2022
Q2 		$2.62M Buy
58,705
+29,155
+99% +$1.43M ﹤0.01% 4335
2022
Q1 		$1.59M Buy
29,550
+964
+3% +$51K ﹤0.01% 5992
2021
Q4 		$1.59M Buy
28,586
+5,366
+23% +$287K ﹤0.01% 6064
2021
Q3 		$1.16M Sell
23,220
-4,658
-17% -$238K ﹤0.01% 7172
2021
Q2 		$1.38M Sell
27,878
-9,950
-26% -$480K ﹤0.01% 6865
2021
Q1 		$1.73M Sell
37,828
-7,134
-16% -$314K ﹤0.01% 6276
2020
Q4 		$1.9M Buy
44,962
+36,788
+450% +$1.47M ﹤0.01% 5212
2020
Q3 		$312K Sell
8,174
-35,130
-81% -$1.33M ﹤0.01% 8618
2020
Q2 		$1.54M Sell
43,304
-13,676
-24% -$460K ﹤0.01% 4977
2020
Q1 		$1.69M Buy
56,980
+39,250
+221% +$1.41M ﹤0.01% 4284
2019
Q4 		$684K Sell
17,730
-12,574
-41% -$463K ﹤0.01% 6304
2019
Q3 		$1.07M Buy
30,304
+24,074
+386% +$850K ﹤0.01% 5538
2019
Q2 		$219K Buy
+6,230
New +$217K ﹤0.01% 8951
2019
Q1 		– Sell
-172,164
Closed -$5.22M – 8946
2018
Q4 		$5.22M Buy
172,164
+138,276
+408% +$4.58M ﹤0.01% 2243
2018
Q3 		$1.22M Buy
33,888
+4,026
+13% +$142K ﹤0.01% 4840
2018
Q2 		$1.01M Buy
29,862
+16,670
+126% +$563K ﹤0.01% 5345
2018
Q1 		$439K Buy
+13,192
New +$450K ﹤0.01% 6898
2017
Q4 		– Sell
-21,364
Closed -$668K – 9318
2017
Q3 		$668K Buy
21,364
+5,364
+34% +$164K ﹤0.01% 6009
2017
Q2 		$481K Buy
+16,000
New +$475K ﹤0.01% 6714
2017
Q1 		– Sell
-19,848
Closed -$548K – 9054
2016
Q4 		$548K Buy
+19,848
New +$534K ﹤0.01% 6791
2016
Q3 		– Sell
-100,024
Closed -$2.56M – 8465
2016
Q2 		$2.56M Buy
100,024
+67,820
+211% +$1.72M ﹤0.01% 3160
2016
Q1 		$814K Buy
32,204
+4,018
+14% +$95.3K ﹤0.01% 5505
2015
Q4 		$696K Sell
28,186
-105,402
-79% -$2.61M ﹤0.01% 6156
2015
Q3 		$3.08M Buy
133,588
+52,134
+64% +$1.28M ﹤0.01% 3453
2015
Q2 		$2.02M Sell
81,454
-106,210
-57% -$2.7M ﹤0.01% 4692
2015
Q1 		$4.71M Buy
+187,664
New +$4.73M ﹤0.01% 2822
2014
Q1 		– Sell
-64,392
Closed -$1.42M – 8942
2013
Q4 		$1.42M Sell
64,392
-74,740
-54% -$1.57M ﹤0.01% 4877
2013
Q3 		$2.76M Buy
+139,132
New +$2.76M ﹤0.01% 3605

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jeff Yass's CSM Position: Q2 2026 in Review

Jeff Yass increased its ProShares Large Cap Core Plus (CSM) stake by 101% in Q2 2026, buying an estimated $781K and bringing the position to 18,712 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #7015.

Jeff Yass first reported a position in CSM in Q3 2013 and has held it in 40 quarters since. The position peaked at $5.22M in Q4 2018. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Jeff Yass held 18,712 shares of ProShares Large Cap Core Plus worth $1.59M as of Q2 2026.
  • Jeff Yass bought 9,385 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $781K.
  • ProShares Large Cap Core Plus made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7015 holding.
  • Jeff Yass first reported a position in ProShares Large Cap Core Plus in Q3 2013 and has held it in 40 quarters since.
  • Jeff Yass's ProShares Large Cap Core Plus position peaked at $5.22M in Q4 2018.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.