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ProShares Large Cap Core Plus

101 hedge funds and large institutions have $254M invested in ProShares Large Cap Core Plus in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 55.82%55.49% (-0.33%)

4% less funds holding

Funds holding: 105101 (-4)

7% less capital invested

Capital invested by funds: $273M → $254M (-$19M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

26% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 35

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
26
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$61.7M +$1.96M +24,967 +3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$28.6M +$40.6K +518 +0.1%
LPL Financial
3
LPL Financial
California
$21.9M -$79.8K -1,017 -0.3%
BRWA
4
B. Riley Wealth Advisors
Florida
$12M -$831K -10,586 -6%
WW
5
Waterfront Wealth
Kansas
$10M +$1.97M +25,172 +23%
OBWG
6
Onyx Bridge Wealth Group
New York
$8.61M -$102K -1,296 -1%
Stifel Financial
7
Stifel Financial
Missouri
$7.64M -$1.52M -19,408 -16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.46M +$60.8K +775 +0.8%
UCFA
9
United Capital Financial Advisors
Texas
$6.5M -$24K -306 -0.4%
Wells Fargo
10
Wells Fargo
California
$5.26M +$379K +4,825 +7%
Bank of America
11
Bank of America
North Carolina
$4.89M -$343K -4,373 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.67M -$1.13M -14,412 -19%
LPT
13
Legacy Private Trust
Wisconsin
$4.03M -$148K -1,880 -3%
MA
14
Mutual Advisors
Nebraska
$3.92M
HAG
15
HighPoint Advisor Group
Illinois
$3.67M -$4.94K -63 -0.1%
Raymond James Financial
16
Raymond James Financial
Florida
$3.62M +$79.2K +1,009 +2%
GCP
17
Gill Capital Partners
Colorado
$3.37M -$205K -2,607 -5%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$3.1M
Osaic Holdings
19
Osaic Holdings
Arizona
$2.73M -$932K -11,879 -25%
KAS
20
Kestra Advisory Services
Texas
$2.66M -$1.57K -20 -0.1%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.55M -$10.7K -137 -0.4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.49M +$33.8K +431 +1%
MF
23
Manchester Financial
California
$2.36M +$56K +714 +2%
Cerity Partners
24
Cerity Partners
New York
$2.23M -$18.1K -231 -0.8%
DWAM
25
Duncan Williams Asset Management
Tennessee
$2.19M -$192K -2,446 -8%