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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 %
Empower Advisory Group
51
Empower Advisory Group
Colorado
$495K 7,027 – –
BCM
52
Bienville Capital Management
New York
$466K 6,600 – –
JWCA
53
J.W. Cole Advisors
Florida
$456K 6,472 +255 +4%
WP
54
WealthPLAN Partners
Nebraska
$432K 6,129 +1 +0%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$395K 5,610 – –
MML Investors Services
56
MML Investors Services
Massachusetts
$394K 5,587 -269 -5%
CFS
57
Commonwealth Financial Services
West Virginia
$381K 5,410 -376 -6%
First Trust Advisors
58
First Trust Advisors
Illinois
$365K 5,177 +5,177 New
Comerica Bank
59
Comerica Bank
Texas
$360K 5,106 – –
PIA
60
Perennial Investment Advisors
California
$356K 5,053 – –
DT
61
Diversified Trust
Tennessee
$338K 4,800 – –
CA
62
Clearstead Advisors
Ohio
$334K 4,745 – –
Mariner
63
Mariner
Kansas
$320K 4,535 +5 +0.1%
ASN
64
Advisory Services Network
Georgia
$316K 4,391 -360 -8%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$313K 4,445 -30 -0.7%
Financial Engines Advisors
66
Financial Engines Advisors
California
$310K 4,396 -4,396 -50%
EWM
67
Evermay Wealth Management
Virginia
$307K 4,342 – –
SI
68
Stephens Inc
Arkansas
$303K 4,297 – –
GVAG
69
Great Valley Advisor Group
Delaware
$287K 4,067 – –
CAM
70
Cresset Asset Management
Illinois
$278K 3,929 +10 +0.3%
RFN
71
RDA Financial Network
Iowa
$275K 3,901 -69 -2%
LWP
72
LeClair Wealth Partners
Ohio
$260K 3,686 – –
PSF
73
Pacific Sun Financial
California
$249K 3,540 – –
FFN
74
Focus Financial Network
Minnesota
$247K 3,489 -1 -0%
WRPWM
75
Werba Rubin Papier Wealth Management
California
$244K 3,464 – –
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3
4 5