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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

98 hedge funds and large institutions have $246M invested in ProShares Large Cap Core Plus in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
17
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$14M
2
Stifel Financial
2
Stifel Financial
Missouri
$8.49M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.92M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.22M
5
OC
5
Oppenheimer & Co
New York
$645K

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$28M
2
LPL Financial
2
LPL Financial
California
$20.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.04M
4
LPT
4
Legacy Private Trust
Wisconsin
$4.16M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$5.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.2M 811,143 -7,669 -0.9%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$28M 397,971 -378,727 -49%
LPL Financial
3
LPL Financial
California
$20.4M 289,302 -58,035 -17%
BRWA
4
B. Riley Wealth Advisors
Florida
$14M 198,963 +198,963 New
Stifel Financial
5
Stifel Financial
Missouri
$8.49M 120,487 +24,794 +26%
OBWG
6
Onyx Bridge Wealth Group
New York
$8.2M 116,278 -4,477 -4%
WW
7
Waterfront Wealth
Kansas
$7.13M 101,183 +218 +0.2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.04M 99,856 -53,036 -35%
AF
9
Apexium Financial
Texas
$6.72M 95,065 -880 -0.9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.87M 83,298 -10,994 -12%
Bank of America
11
Bank of America
North Carolina
$5.81M 82,502 -3,531 -4%
Wells Fargo
12
Wells Fargo
California
$4.59M 65,075 -1,808 -3%
LPT
13
Legacy Private Trust
Wisconsin
$4.16M 59,095 -19,009 -24%
GCP
14
Gill Capital Partners
Colorado
$3.83M 54,366 -6,282 -10%
MA
15
Mutual Advisors
Nebraska
$3.79M 52,415 -702 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.78M 56,362 -3,420 -6%
Raymond James Financial
17
Raymond James Financial
Florida
$3.36M 47,619 -1,540 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.22M 45,730 +6,820 +18%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.92M 41,492 +19,320 +87%
FIM
20
Freedom Investment Management
Connecticut
$2.92M 41,436 -1,179 -3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.58M 36,662 -3,917 -10%
KAS
22
Kestra Advisory Services
Texas
$2.5M 35,427 +38 +0.1%
DWAM
23
Duncan Williams Asset Management
Tennessee
$2.23M 31,688 – –
Cerity Partners
24
Cerity Partners
New York
$2.11M 29,970 +296 +1%
HWA
25
HCR Wealth Advisors
California
$1.81M 25,714 – –
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