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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 %
EH
76
Equitable Holdings
New York
$244K 3,460 -40 -1%
CSC
77
Caldwell Sutter Capital
California
$235K 3,330 – –
KWA
78
Kingswood Wealth Advisors
California
$223K 3,159 +3,159 New
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$206K 2,896 +2,896 New
HWA
80
HHM Wealth Advisors
Tennessee
$201K 2,848 +1,848 +185%
JCFM
81
JBR Co Financial Management
Oklahoma
$200K 2,845 +2,845 New
PTC
82
Private Trust Company
Ohio
$194K 2,746 -2,004 -42%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$151K 2,144 – –
JFA
84
JNBA Financial Advisors
Minnesota
$74K 1,050 – –
HFS
85
Hopwood Financial Services
Virginia
$56.4K 800 – –
SAM
86
S.A. Mason
Michigan
$43.8K 621 +2 +0.3%
FPF
87
First Pacific Financial
Washington
$32.1K 456 – –
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$26K 369 +369 New
WA
89
WPG Advisers
Maryland
$24.8K 352 – –
WBC
90
West Branch Capital
Massachusetts
$14.5K 206 – –
GRP
91
Global Retirement Partners
California
$13.4K 190 +190 New
OP
92
ORG Partners
Indiana
$12.8K 181 +181 New
TFA
93
Toth Financial Advisory
Virginia
$12.7K 180 – –
PS
94
Principal Securities
Iowa
$9.93K 141 +1 +0.7%
HIA
95
Harbor Investment Advisory
Maryland
$8.74K 124 – –
UBS Group
96
UBS Group
Switzerland
$7.4K 105 -3,565 -97%
NFSG
97
Newbridge Financial Services Group
Florida
$2.4K 34 – –
DFA
98
DHJJ Financial Advisors
Illinois
$282 4 – –
GS
99
GWN Securities
Florida
– – -10,569 Closed
WE
100
Wealth Effects
Massachusetts
– – -3,203 Closed
1 2 3
4
5