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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 %
Empower Advisory Group
51
Empower Advisory Group
Colorado
$448K 7,027 – –
BCM
52
Bienville Capital Management
New York
$422K 6,600 – –
JWCA
53
J.W. Cole Advisors
Florida
$396K 6,217 +959 +18%
WP
54
WealthPLAN Partners
Nebraska
$390K 6,128 – –
MML Investors Services
55
MML Investors Services
Massachusetts
$373K 5,856 -316 -5%
CFS
56
Commonwealth Financial Services
West Virginia
$369K 5,786 -25 -0.4%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$357K 5,610 +5,610 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$339K 5,323 +5,323 New
Comerica Bank
59
Comerica Bank
Texas
$325K 5,106 – –
PIA
60
Perennial Investment Advisors
California
$322K 5,053 – –
DT
61
Diversified Trust
Tennessee
$306K 4,800 – –
ASN
62
Advisory Services Network
Georgia
$303K 4,751 – –
PTC
63
Private Trust Company
Ohio
$303K 4,750 +2,213 +87%
CA
64
Clearstead Advisors
Ohio
$302K 4,745 – –
Mariner
65
Mariner
Kansas
$289K 4,530 – –
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$285K 4,475 -45 -1%
EWM
67
Evermay Wealth Management
Virginia
$277K 4,342 -40 -0.9%
SI
68
Stephens Inc
Arkansas
$274K 4,297 -111 -3%
GVAG
69
Great Valley Advisor Group
Delaware
$259K 4,067 – –
RFN
70
RDA Financial Network
Iowa
$253K 3,970 -12 -0.3%
CAM
71
Cresset Asset Management
Illinois
$250K 3,919 -299 -7%
OC
72
Oppenheimer & Co
New York
$240K 3,766 -30 -0.8%
LWP
73
LeClair Wealth Partners
Ohio
$235K 3,686 – –
UBS Group
74
UBS Group
Switzerland
$234K 3,670 +3,373 +1,136%
PSF
75
Pacific Sun Financial
California
$226K 3,540 – –
1 2
3
4 5