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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
QFW
5
QTR Family Wealth
Florida
$657K

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 %
Morgan Stanley
1
Morgan Stanley
New York
$52.2M 818,812 -46,415 -5%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$49.6M 776,698 -2,866 -0.4%
LPL Financial
3
LPL Financial
California
$22.1M 347,337 +50,022 +17%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.74M 152,892 -955 -0.6%
OBWG
5
Onyx Bridge Wealth Group
New York
$7.7M 120,755 -1,906 -2%
WW
6
Waterfront Wealth
Kansas
$6.43M 100,965 -2,529 -2%
AF
7
Apexium Financial
Texas
$6.11M 95,945 -1,047 -1%
Stifel Financial
8
Stifel Financial
Missouri
$6.1M 95,693 +1,415 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$6.01M 94,292 -2,076 -2%
Bank of America
10
Bank of America
North Carolina
$5.48M 86,033 -11,322 -12%
LPT
11
Legacy Private Trust
Wisconsin
$4.98M 78,104 -19,354 -20%
Wells Fargo
12
Wells Fargo
California
$4.26M 66,883 -9,350 -12%
GCP
13
Gill Capital Partners
Colorado
$3.86M 60,648 -6,283 -9%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.81M 59,782 +512 +0.9%
MA
15
Mutual Advisors
Nebraska
$3.33M 53,117 -1,584 -3%
Raymond James Financial
16
Raymond James Financial
Florida
$3.13M 49,159 -1,845 -4%
FIM
17
Freedom Investment Management
Connecticut
$2.72M 42,615 +448 +1%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.59M 40,579 -3,065 -7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.48M 38,910 -1,321 -3%
KAS
20
Kestra Advisory Services
Texas
$2.25M 35,389 -1,586 -4%
DWAM
21
Duncan Williams Asset Management
Tennessee
$2.02M 31,688 -10 -0%
Cerity Partners
22
Cerity Partners
New York
$1.89M 29,674 – –
HWA
23
HCR Wealth Advisors
California
$1.64M 25,714 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.63M 25,594 +9,298 +57%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.41M 22,172 – –
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