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ProShares Large Cap Core Plus
CSM

105 hedge funds and large institutions have $273M invested in ProShares Large Cap Core Plus in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $258M → $273M (+$14.4M)

3% more funds holding

Funds holding: 102 → 105 (+3)

1.96% more ownership

Funds ownership: 53.86% → 55.82% (+2%)

36% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 36

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
23
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$6.79M
2
HAG
HighPoint Advisor Group
Illinois
+$3.83M
3
CW
CreativeOne Wealth
Kansas
+$1.17M
4
EWM
Elmwood Wealth Management
California
+$1.08M
5
PG
Patten Group
Tennessee
+$828K

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$1.24M
2
Morgan Stanley
Morgan Stanley
New York
-$1.08M
3
LPL Financial
LPL Financial
California
-$731K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$720K
5
GCP
Gill Capital Partners
Colorado
-$279K
Name Holding Trade Value Shares
Change 		Change in
Stake
Empower Advisory Group
51
Empower Advisory Group
Colorado
$560K – – –
BCM
52
Bienville Capital Management
New York
$526K – – –
JWCA
53
J.W. Cole Advisors
Florida
$497K +$468 +6 +0.1%
WP
54
WealthPLAN Partners
Nebraska
$489K +$156 +2 +0%
HF
55
HRT Financial
New York
$472K +$463K +5,936 New
SC
56
Soundwatch Capital
Connecticut
$462K +$453K +5,796 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$447K – – –
MML Investors Services
58
MML Investors Services
Massachusetts
$432K -$14.3K -183 -3%
CFS
59
Commonwealth Financial Services
West Virginia
$425K -$5.86K -75 -1%
PIA
60
Perennial Investment Advisors
California
$398K – – –
KLI
61
Kelman-Lazarov Inc
Tennessee
$382K – – –
CA
62
Clearstead Advisors
Ohio
$378K – – –
Financial Engines Advisors
63
Financial Engines Advisors
California
$350K – – –
EWM
64
Evermay Wealth Management
Virginia
$346K – – –
SI
65
Stephens Inc
Arkansas
$342K – – –
KWA
66
Kingswood Wealth Advisors
California
$336K -$15.4K -197 -4%
NA
67
NewEdge Advisors
Louisiana
$328K +$1.01K +13 +0.3%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$324K -$27.3K -350 -8%
Mariner
69
Mariner
Kansas
$319K -$42K -538 -12%
CAM
70
Cresset Asset Management
Illinois
$316K +$1.01K +13 +0.3%
GVAG
71
Great Valley Advisor Group
Delaware
$291K – – –
PSF
72
Pacific Sun Financial
California
$282K – – –
WRPWM
73
Werba Rubin Papier Wealth Management
California
$276K – – –
LWP
74
LeClair Wealth Partners
Ohio
$273K -$20.3K -260 -7%
EH
75
Equitable Holdings
New York
$269K – – –
1 2
3
4 5

CSM Hedge Fund Activity: Q4 2025 in Review

105 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q4 2025, worth a combined $273M — up 5.6% from $258M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CSM positions and 6 closed out — a net gain of 5 holders — while 23 added to existing stakes and 36 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $6.79M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $1.24M.

  • 105 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q4 2025, up from 102 in Q3 2025.
  • Funds reported $273M of ProShares Large Cap Core Plus stock for Q4 2025, up 5.6% quarter-over-quarter.
  • 11 funds opened new ProShares Large Cap Core Plus positions in Q4 2025 and 6 closed out, a net change of +5 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q4 2025 was United Capital Financial Advisors, an estimated $6.79M added.
  • The largest ProShares Large Cap Core Plus seller in Q4 2025 was Kayne Anderson Rudnick Investment Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2025.