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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 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.31%
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
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$8.49M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.92M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.22M
4
OC
4
Oppenheimer & Co
New York
$645K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$365K

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 Holding Trade Value Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$1.42M – – –
MFG
27
Merit Financial Group
Georgia
$1.22M -$16.6K -235 -1%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.22M – – –
CMS
29
Capital Market Strategies
Florida
$1.22M -$232K -3,291 -16%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.18M -$628K -8,910 -35%
SAM
31
Silvercrest Asset Management
New York
$1.15M – – –
WS
32
Wedbush Securities
California
$1.13M -$138K -1,963 -11%
TFS
33
Thoroughbred Financial Services
Tennessee
$990K +$70 +1 +0%
ACA
34
Atlas Capital Advisors
Wyoming
$978K – – –
MF
35
Manchester Financial
California
$965K +$321K +4,560 +50%
ECM
36
Evergreen Capital Management
Washington
$958K – – –
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$920K -$106K -1,511 -10%
PG
38
Patten Group
Tennessee
$906K -$7.26K -103 -0.8%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$889K -$552K -7,836 -38%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$884K -$321K -4,558 -27%
NWA
41
Navis Wealth Advisors
New York
$869K -$3.1K -44 -0.4%
PFG
42
Prosperity Financial Group
California
$765K -$47.8K -679 -6%
SWM
43
SeaCrest Wealth Management
New York
$756K -$19.9K -282 -3%
QFW
44
QTR Family Wealth
Florida
$725K -$1.06K -15 -0.1%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$677K -$71.8K -1,019 -10%
PFS
46
Prospera Financial Services
Texas
$650K +$35.1K +498 +6%
OC
47
Oppenheimer & Co
New York
$645K +$379K +5,384 +143%
SPIA
48
Steward Partners Investment Advisory
New York
$617K -$20.1K -285 -3%
MCM
49
MAI Capital Management
Ohio
$611K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$540K -$564 -8 -0.1%
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