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ProShares Large Cap Core Plus
CSM

101 hedge funds and large institutions have $254M invested in ProShares Large Cap Core Plus in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 55.82% → 55.49% (-0.33%)

4% less funds holding

Funds holding: 105 → 101 (-4)

7% less capital invested

Capital invested by funds: $273M → $254M (-$19M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

26% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 35

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
26
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WW
Waterfront Wealth
Kansas
+$1.97M
2
Morgan Stanley
Morgan Stanley
New York
+$1.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$490K
4
Wells Fargo
Wells Fargo
California
+$379K
5
CW
CreativeOne Wealth
Kansas
+$342K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$1.52M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.13M
3
Osaic Holdings
Osaic Holdings
Arizona
-$932K
4
BRWA
B. Riley Wealth Advisors
Florida
-$831K
5
Two Sigma Investments
Two Sigma Investments
New York
-$479K
Name Holding Trade Value Shares
Change 		Change in
Stake
Empower Advisory Group
51
Empower Advisory Group
Colorado
$526K – – –
BCM
52
Bienville Capital Management
New York
$494K – – –
JWCA
53
J.W. Cole Advisors
Florida
$475K -$10.5K -134 -2%
WP
54
WealthPLAN Partners
Nebraska
$459K +$157 +2 +0%
SC
55
Soundwatch Capital
Connecticut
$434K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$420K – – –
MML Investors Services
57
MML Investors Services
Massachusetts
$406K +$863 +11 +0.2%
CFS
58
Commonwealth Financial Services
West Virginia
$399K – – –
PIA
59
Perennial Investment Advisors
California
$374K – – –
KLI
60
Kelman-Lazarov Inc
Tennessee
$359K – – –
CA
61
Clearstead Advisors
Ohio
$355K – – –
IF
62
Intrua Financial
Texas
$336K -$277K -3,528 -44%
Financial Engines Advisors
63
Financial Engines Advisors
California
$329K – – –
SI
64
Stephens Inc
Arkansas
$316K -$6.12K -78 -2%
EWM
65
Evermay Wealth Management
Virginia
$310K -$15.8K -202 -5%
NA
66
NewEdge Advisors
Louisiana
$309K +$942 +12 +0.3%
KWA
67
Kingswood Wealth Advisors
California
$308K -$7.38K -94 -2%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$303K -$2.2K -28 -0.7%
Mariner
69
Mariner
Kansas
$299K – – –
CAM
70
Cresset Asset Management
Illinois
$297K +$942 +12 +0.3%
EH
71
Equitable Holdings
New York
$269K – – –
PSF
72
Pacific Sun Financial
California
$269K +$3.92K +50 +1%
WRPWM
73
Werba Rubin Papier Wealth Management
California
$259K – – –
JP Morgan Chase
74
JP Morgan Chase
New York
$255K +$245K +3,122 +846%
GVAG
75
Great Valley Advisor Group
Delaware
$252K -$23.1K -294 -8%
1 2
3
4 5

CSM Hedge Fund Activity: Q1 2026 in Review

101 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2026, worth a combined $254M — down 7% from $273M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CSM and 6 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 26 added.

The largest buyer was Waterfront Wealth, adding an estimated $1.97M. The largest seller was Stifel Financial, cutting an estimated $1.52M.

  • 101 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2026, down from 105 in Q4 2025.
  • Funds reported $254M of ProShares Large Cap Core Plus stock for Q1 2026, down 7% quarter-over-quarter.
  • 6 funds opened new ProShares Large Cap Core Plus positions in Q1 2026 and 8 closed out, a net change of -2 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q1 2026 was Waterfront Wealth, an estimated $1.97M added.
  • The largest ProShares Large Cap Core Plus seller in Q1 2026 was Stifel Financial, an estimated $1.52M sold.

Based on aggregated 13F filings for Q1 2026.