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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 %
EH
76
Equitable Holdings
New York
$223K 3,500 – –
FFN
77
Focus Financial Network
Minnesota
$222K 3,490 -35 -1%
WRPWM
78
Werba Rubin Papier Wealth Management
California
$221K 3,464 – –
CSC
79
Caldwell Sutter Capital
California
$212K 3,330 – –
WE
80
Wealth Effects
Massachusetts
$204K 3,203 – –
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$137K 2,144 – –
JFA
82
JNBA Financial Advisors
Minnesota
$66.9K 1,050 – –
HWA
83
HHM Wealth Advisors
Tennessee
$63.7K 1,000 -170 -15%
HFS
84
Hopwood Financial Services
Virginia
$51K 800 – –
SVCP
85
Silicon Valley Capital Partners
California
$40.1K 632 – –
SAM
86
S.A. Mason
Michigan
$39.4K 619 +61 +11%
RCA
87
Runnymede Capital Advisors
Ohio
$33.1K 520 – –
FPF
88
First Pacific Financial
Washington
$29K 456 – –
WA
89
WPG Advisers
Maryland
$22.4K 352 +352 New
WBC
90
West Branch Capital
Massachusetts
$13.1K 206 – –
TFA
91
Toth Financial Advisory
Virginia
$11.5K 180 – –
PS
92
Principal Securities
Iowa
$9.29K 140 – –
HIA
93
Harbor Investment Advisory
Maryland
$7.9K 124 – –
SIM
94
Synergy Investment Management
Florida
$5.86K 92 +92 New
NFSG
95
Newbridge Financial Services Group
Florida
$2.17K 34 – –
Russell Investments Group
96
Russell Investments Group
United Kingdom
$2.17K 34 – –
DFA
97
DHJJ Financial Advisors
Illinois
$255 4 – –
JCFM
98
JBR Co Financial Management
Oklahoma
– – -4,245 Closed
AWS
99
Atria Wealth Solutions
New York
– – -3,515 Closed
LDB
100
Lee, Danner & Bass
Tennessee
– – -800 Closed
1 2 3
4
5