We are live on ! Find out more
CSM icon

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
CSC
76
Caldwell Sutter Capital
California
$265K – – –
WE
77
Wealth Effects
Massachusetts
$255K – – –
ASN
78
Advisory Services Network
Georgia
$248K -$100K -1,282 -29%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$246K -$131K -1,681 -35%
SWP
80
Stratos Wealth Partners
Ohio
$243K +$238K +3,049 New
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$234K – – –
First Trust Advisors
82
First Trust Advisors
Illinois
$231K +$156 +2 +0.1%
Comerica Bank
83
Comerica Bank
Texas
$227K -$112K -1,432 -33%
JCFM
84
JBR Co Financial Management
Oklahoma
$222K -$5.08K -65 -2%
FFN
85
Focus Financial Network
Minnesota
$218K -$52.8K -676 -20%
SP
86
Sequent Planning
Nebraska
$212K +$208K +2,662 New
RFN
87
RDA Financial Network
Iowa
$206K -$23.7K -303 -10%
PTC
88
Private Trust Company
Ohio
$198K -$16.1K -206 -8%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$171K – – –
GWSA
90
Global Wealth Strategies & Associates
Colorado
$167K – – –
HWA
91
HHM Wealth Advisors
Tennessee
$130K – – –
JFA
92
JNBA Financial Advisors
Minnesota
$83.7K – – –
SVCP
93
Silicon Valley Capital Partners
California
$50.9K +$156 +2 +0.3%
FPF
94
First Pacific Financial
Washington
$36.5K +$78 +1 +0.2%
JP Morgan Chase
95
JP Morgan Chase
New York
$29.4K – – –
WA
96
WPG Advisers
Maryland
$28K – – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$24.7K +$24.2K +310 New
WBC
98
West Branch Capital
Massachusetts
$16.5K – – –
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$15.5K – – –
GRP
100
Global Retirement Partners
California
$15.1K – – –
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.