MML Investors Services
CSM icon

MML Investors Services’s ProShares Large Cap Core Plus CSM Stock Holding History

MML Investors Services’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 		$583K Buy
6,843
+1,413
+26% +$118K ﹤0.01% 2366
2026
Q1 		$406K Buy
5,430
+11
+0.2% +$863 ﹤0.01% 2357
2025
Q4 		$432K Sell
5,419
-183
-3% -$14.3K ﹤0.01% 2362
2025
Q3 		$429K Buy
5,602
+15
+0.3% +$1.1K ﹤0.01% 2275
2025
Q2 		$394K Sell
5,587
-269
-5% -$17.5K ﹤0.01% 2248
2025
Q1 		$373K Sell
5,856
-316
-5% -$21.1K ﹤0.01% 2184
2024
Q4 		$408K Buy
+6,172
New +$413K ﹤0.01% 2051
2024
Q3 		– Sell
-3,745
Closed -$232K – 2585
2024
Q2 		$232K Sell
3,745
-62
-2% -$3.71K ﹤0.01% 2260
2024
Q1 		$231K Sell
3,807
-217
-5% -$12.5K ﹤0.01% 2279
2023
Q4 		$220K Sell
4,024
-539
-12% -$27.4K ﹤0.01% 2255
2023
Q3 		$223K Sell
4,563
-407
-8% -$20.8K ﹤0.01% 2094
2023
Q2 		$254K Buy
+4,970
New +$240K ﹤0.01% 2034
2023
Q1 		– Sell
-5,300
Closed -$238K – 2119
2022
Q4 		$238K Buy
5,300
+47
+0.9% +$2.14K ﹤0.01% 1926
2022
Q3 		$222K Sell
5,253
-566
-10% -$26.6K ﹤0.01% 1873
2022
Q2 		$260K Buy
5,819
+147
+3% +$7.22K ﹤0.01% 1755
2022
Q1 		$305K Sell
5,672
-78
-1% -$4.13K ﹤0.01% 1714
2021
Q4 		$320K Sell
5,750
-72
-1% -$3.85K ﹤0.01% 1665
2021
Q3 		$292K Sell
5,822
-54
-0.9% -$2.76K ﹤0.01% 1662
2021
Q2 		$292K Sell
5,876
-38
-0.6% -$1.83K ﹤0.01% 1632
2021
Q1 		$270K Sell
5,914
-322
-5% -$14.2K ﹤0.01% 1569
2020
Q4 		$263K Sell
6,236
-12
-0.2% -$480 ﹤0.01% 1456
2020
Q3 		$238K Sell
6,248
-406
-6% -$15.3K ﹤0.01% 1400
2020
Q2 		$236K Sell
6,654
-3,022
-31% -$102K ﹤0.01% 1339
2020
Q1 		$286K Sell
9,676
-7,998
-45% -$288K ﹤0.01% 1114
2019
Q4 		$682K Sell
17,674
-8,768
-33% -$323K 0.01% 878
2019
Q3 		$938K Sell
26,442
-23,424
-47% -$827K 0.02% 695
2019
Q2 		$1.76M Sell
49,866
-9,148
-16% -$318K 0.03% 537
2019
Q1 		$2.02M Sell
59,014
-70,004
-54% -$2.32M 0.03% 458
2018
Q4 		$3.91M Buy
129,018
+16,384
+15% +$543K 0.07% 279
2018
Q3 		$4.07M Sell
112,634
-1,160
-1% -$41K 0.07% 270
2018
Q2 		$3.84M Buy
113,794
+7,204
+7% +$243K 0.08% 234
2018
Q1 		$3.54M Buy
106,590
+9,812
+10% +$335K 0.08% 237
2017
Q4 		$3.23M Sell
96,778
-176
-0.2% -$5.7K 0.06% 248
2017
Q3 		$3.03M Buy
96,954
+2,368
+3% +$72.4K 0.06% 254
2017
Q2 		$2.84M Buy
+94,586
New +$2.81M 0.05% 257

Other funds holding CSM

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services's CSM Position: Q2 2026 in Review

MML Investors Services increased its ProShares Large Cap Core Plus (CSM) stake by 26% in Q2 2026, buying an estimated $118K and bringing the position to 6,843 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

MML Investors Services first reported a position in CSM in Q2 2017 and has held it in 35 quarters since. The position peaked at $4.07M in Q3 2018. 55 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

  • MML Investors Services held 6,843 shares of ProShares Large Cap Core Plus worth $583K as of Q2 2026.
  • MML Investors Services bought 1,413 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $118K.
  • ProShares Large Cap Core Plus made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2366 holding.
  • MML Investors Services first reported a position in ProShares Large Cap Core Plus in Q2 2017 and has held it in 35 quarters since.
  • MML Investors Services's ProShares Large Cap Core Plus position peaked at $4.07M in Q3 2018.
  • 55 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.