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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

97 hedge funds and large institutions have $244M invested in ProShares Large Cap Core Plus in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 3 closing their positions.

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
18
Reduced
33
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$22.1M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.09M
3
SAM
3
Silvercrest Asset Management
New York
$1.04M
4
GS
4
GWN Securities
Florida
$713K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.2M
2
LPT
2
Legacy Private Trust
Wisconsin
$4.98M
3
Bank of America
3
Bank of America
North Carolina
$5.48M
4
Wells Fargo
4
Wells Fargo
California
$4.26M
5
GCP
5
Gill Capital Partners
Colorado
$3.86M
Name Market Value Shares Shares
Change 		Shares
Change %
CMS
26
Capital Market Strategies
Florida
$1.31M 20,566 -152 -0.7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.3M 20,453 +1,195 +6%
LIM
28
Leavell Investment Management
Alabama
$1.28M 20,046 -400 -2%
WS
29
Wedbush Securities
California
$1.15M 18,013 +72 +0.4%
MFG
30
Merit Financial Group
Georgia
$1.12M 17,549 -117 -0.7%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.1M 17,292 – –
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.09M 17,105 +17,105 New
SAM
33
Silvercrest Asset Management
New York
$1.04M 16,375 +16,375 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$928K 14,562 +8 +0.1%
TFS
35
Thoroughbred Financial Services
Tennessee
$895K 14,049 +74 +0.5%
ACA
36
Atlas Capital Advisors
Wyoming
$884K 13,880 – –
ECM
37
Evergreen Capital Management
Washington
$866K 13,552 – –
PG
38
Patten Group
Tennessee
$826K 12,963 +4,422 +52%
NWA
39
Navis Wealth Advisors
New York
$789K 12,380 +1,120 +10%
PFG
40
Prosperity Financial Group
California
$735K 11,535 -15 -0.1%
GS
41
GWN Securities
Florida
$713K 10,569 +10,569 New
SWM
42
SeaCrest Wealth Management
New York
$701K 11,004 -666 -6%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$677K 10,627 – –
QFW
44
QTR Family Wealth
Florida
$657K 10,308 +10,308 New
MF
45
Manchester Financial
California
$582K 9,135 +5,363 +142%
SPIA
46
Steward Partners Investment Advisory
New York
$576K 9,042 +1,694 +23%
Financial Engines Advisors
47
Financial Engines Advisors
California
$560K 8,792 -201 -2%
PFS
48
Prospera Financial Services
Texas
$556K 8,720 +284 +3%
MCM
49
MAI Capital Management
Ohio
$552K 8,670 – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$489K 7,672 – –
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