We are live on ! Find out more
CSM icon

ProShares Large Cap Core Plus
CSM

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.6M -$4.48M -181,110 -8%
Wells Fargo
2
Wells Fargo
California
$16.1M +$1.94M +78,338 +14%
LPL Financial
3
LPL Financial
California
$15.8M +$5.73M +231,594 +55%
CAAS
4
Capital Asset Advisory Services
Michigan
$14.2M +$14.2M +574,422 New
Bank of America
5
Bank of America
North Carolina
$13.9M +$2.62M +105,720 +23%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$10.8M +$5.59M +226,114 +105%
FIM
7
Freedom Investment Management
Connecticut
$9.92M +$7.22M +291,968 +266%
Comerica Bank
8
Comerica Bank
Texas
$9.18M +$1.02M +41,134 +12%
AAM
9
Aston Asset Management
Illinois
$7.34M -$3.71M -150,000 -34%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.1M +$822K +33,248 +13%
UBS Group
11
UBS Group
Switzerland
$7.04M -$2.17M -87,764 -24%
CS
12
Comerica Securities
Michigan
$5.68M +$1.59M +64,256 +39%
BCI
13
Brinker Capital Investments
Pennsylvania
$4.56M – – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.37M -$151K -6,098 -3%
CWA
15
Cypress Wealth Advisors
California
$3.08M -$232K -9,372 -7%
LIM
16
Leavell Investment Management
Alabama
$3.02M -$161K -6,500 -5%
MFS
17
MSI Financial Services
Massachusetts
$2.84M -$12K -486 -0.4%
IA
18
IFP Advisors
Florida
$2.42M +$2.43M +98,156 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.23M +$224K +9,050 +11%
WS
20
Wedbush Securities
California
$2.14M -$104K -4,200 -5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.72M -$85.3K -3,448 -5%
ST
22
Spinnaker Trust
Maine
$1.67M -$7.87K -318 -0.5%
Goldman Sachs
23
Goldman Sachs
New York
$1.54M – – –
LPT
24
Legacy Private Trust
Wisconsin
$1.48M -$148K -6,000 -9%
HighTower Advisors
25
HighTower Advisors
Illinois
$951K -$13.1K -528 -1%
1
2 3