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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 %
LIM
26
Leavell Investment Management
Alabama
$1.42M 20,046 – –
MFG
27
Merit Financial Group
Georgia
$1.22M 17,314 -235 -1%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.22M 17,292 – –
CMS
29
Capital Market Strategies
Florida
$1.22M 17,275 -3,291 -16%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.18M 16,684 -8,910 -35%
SAM
31
Silvercrest Asset Management
New York
$1.15M 16,375 – –
WS
32
Wedbush Securities
California
$1.13M 16,050 -1,963 -11%
TFS
33
Thoroughbred Financial Services
Tennessee
$990K 14,050 +1 +0%
ACA
34
Atlas Capital Advisors
Wyoming
$978K 13,880 – –
MF
35
Manchester Financial
California
$965K 13,695 +4,560 +50%
ECM
36
Evergreen Capital Management
Washington
$958K 13,552 – –
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$920K 13,051 -1,511 -10%
PG
38
Patten Group
Tennessee
$906K 12,860 -103 -0.8%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$889K 12,617 -7,836 -38%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$884K 12,547 -4,558 -27%
NWA
41
Navis Wealth Advisors
New York
$869K 12,336 -44 -0.4%
PFG
42
Prosperity Financial Group
California
$765K 10,856 -679 -6%
SWM
43
SeaCrest Wealth Management
New York
$756K 10,722 -282 -3%
QFW
44
QTR Family Wealth
Florida
$725K 10,293 -15 -0.1%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$677K 9,608 -1,019 -10%
PFS
46
Prospera Financial Services
Texas
$650K 9,218 +498 +6%
OC
47
Oppenheimer & Co
New York
$645K 9,150 +5,384 +143%
SPIA
48
Steward Partners Investment Advisory
New York
$617K 8,757 -285 -3%
MCM
49
MAI Capital Management
Ohio
$611K 8,670 – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$540K 7,664 -8 -0.1%
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