Kayne Anderson Rudnick Investment Management
CSM icon

Kayne Anderson Rudnick Investment Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$32.6M Buy
382,408
+1,490
+0.4% +$124K 0.1% 152
2026
Q1 		$28.6M Buy
380,918
+518
+0.1% +$40.6K 0.08% 156
2025
Q4 		$30.3M Sell
380,400
-15,871
-4% -$1.24M 0.08% 166
2025
Q3 		$30.3M Sell
396,271
-1,700
-0.4% -$125K 0.07% 173
2025
Q2 		$28M Sell
397,971
-378,727
-49% -$24.7M 0.07% 172
2025
Q1 		$49.6M Sell
776,698
-2,866
-0.4% -$191K 0.12% 136
2024
Q4 		$51.6M Sell
779,564
-921
-0.1% -$61.7K 0.12% 138
2024
Q3 		$51M Sell
780,485
-204
-0% -$12.8K 0.11% 138
2024
Q2 		$48.4M Sell
780,689
-17,169
-2% -$1.03M 0.12% 141
2024
Q1 		$48.4M Sell
797,858
-8,839
-1% -$507K 0.11% 140
2023
Q4 		$44.2M Sell
806,697
-2,572
-0.3% -$131K 0.11% 139
2023
Q3 		$39.5M Sell
809,269
-9,488
-1% -$485K 0.11% 142
2023
Q2 		$41.7M Sell
818,757
-14,613
-2% -$706K 0.12% 143
2023
Q1 		$39.8M Sell
833,370
-1,923
-0.2% -$90.8K 0.12% 139
2022
Q4 		$37.6M Sell
835,293
-1,605
-0.2% -$73.2K 0.12% 141
2022
Q3 		$35.3M Sell
836,898
-1,313
-0.2% -$61.7K 0.12% 140
2022
Q2 		$37.5M Buy
838,211
+1,550
+0.2% +$76.1K 0.12% 144
2022
Q1 		$44.9M Buy
836,661
+361
+0% +$19.1K 0.12% 144
2021
Q4 		$46.5M Buy
836,300
+744
+0.1% +$39.8K 0.11% 154
2021
Q3 		$41.9M Sell
835,556
-20,414
-2% -$1.04M 0.1% 156
2021
Q2 		$42.5M Sell
855,970
-14,642
-2% -$706K 0.1% 155
2021
Q1 		$39.7M Sell
870,612
-6,150
-0.7% -$271K 0.11% 159
2020
Q4 		$37M Sell
876,762
-11,498
-1% -$460K 0.11% 153
2020
Q3 		$33.8M Sell
888,260
-203,066
-19% -$7.67M 0.12% 146
2020
Q2 		$38.7M Sell
1,091,326
-533,008
-33% -$17.9M 0.16% 122
2020
Q1 		$48.2M Sell
1,624,334
-145,738
-8% -$5.25M 0.28% 87
2019
Q4 		$68.3M Sell
1,770,072
-183,598
-9% -$6.76M 0.33% 84
2019
Q3 		$69.3M Sell
1,953,670
-12,782
-0.7% -$451K 0.36% 75
2019
Q2 		$69.3M Sell
1,966,452
-152,476
-7% -$5.31M 0.37% 69
2019
Q1 		$72.5M Sell
2,118,928
-20,028
-0.9% -$664K 0.41% 68
2018
Q4 		$64.9M Buy
2,138,956
+104,442
+5% +$3.46M 0.45% 62
2018
Q3 		$73.5M Sell
2,034,514
-17,818
-0.9% -$630K 0.43% 62
2018
Q2 		$69.3M Buy
2,052,332
+84,488
+4% +$2.86M 0.44% 61
2018
Q1 		$65.3M Buy
1,967,844
+24,010
+1% +$819K 0.49% 57
2017
Q4 		$64.9M Buy
1,943,834
+37,806
+2% +$1.22M 0.53% 55
2017
Q3 		$59.6M Sell
1,906,028
-15,794
-0.8% -$483K 0.54% 54
2017
Q2 		$57.8M Sell
1,921,822
-90,590
-5% -$2.69M 0.58% 54
2017
Q1 		$58.8M Buy
2,012,412
+667,178
+50% +$19.1M 0.64% 43
2016
Q4 		$37.2M Buy
1,345,234
+23,404
+2% +$629K 0.44% 65
2016
Q3 		$34.9M Buy
1,321,830
+231,816
+21% +$6.13M 0.44% 68
2016
Q2 		$27.9M Buy
1,090,014
+338,348
+45% +$8.56M 0.42% 64
2016
Q1 		$17.8M Buy
751,666
+310,026
+70% +$7.35M 0.29% 95
2015
Q4 		$10.8M Buy
441,640
+226,114
+105% +$5.59M 0.18% 134
2015
Q3 		$4.97M Buy
+215,526
New +$5.28M 0.08% 166

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's CSM Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its ProShares Large Cap Core Plus (CSM) stake by 0.39% in Q2 2026, buying an estimated $124K and bringing the position to 382,408 shares worth $32.6M. The position accounts for 0.1% of the portfolio, ranked #152.

Kayne Anderson Rudnick Investment Management first reported a position in CSM in Q3 2015 and has held it in 44 quarters since. The position peaked at $73.5M in Q3 2018. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 382,408 shares of ProShares Large Cap Core Plus worth $32.6M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 1,490 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $124K.
  • ProShares Large Cap Core Plus made up 0.1% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #152 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in ProShares Large Cap Core Plus in Q3 2015 and has held it in 44 quarters since.
  • Kayne Anderson Rudnick Investment Management's ProShares Large Cap Core Plus position peaked at $73.5M in Q3 2018.
  • 104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.