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
$47.1M +$338K +6,646 +0.8%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$44.2M -$131K -2,572 -0.3%
Wells Fargo
3
Wells Fargo
California
$16.2M +$1.91M +37,458 +15%
BRWA
4
B. Riley Wealth Advisors
Florida
$15M -$6.39M -125,522 -31%
LPL Financial
5
LPL Financial
California
$9.53M -$82.1K -1,613 -0.9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.79M -$1.53M -30,079 -17%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$7.42M -$1.03M -20,204 -13%
AF
8
Apexium Financial
Texas
$7.28M -$1.88M -36,988 -22%
OBWG
9
Onyx Bridge Wealth Group
New York
$6.89M -$49.7K -977 -0.8%
Bank of America
10
Bank of America
North Carolina
$6.87M +$324K +6,365 +5%
WW
11
Waterfront Wealth
Kansas
$5.96M -$407 -8 -0%
LPT
12
Legacy Private Trust
Wisconsin
$5.58M – – –
Stifel Financial
13
Stifel Financial
Missouri
$5.27M +$654K +12,854 +15%
AWM
14
AE Wealth Management
Kansas
$4.36M +$560K +11,008 +17%
GCP
15
Gill Capital Partners
Colorado
$4.25M -$338K -6,650 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.06M -$4.89K -96 -0.1%
MA
17
Mutual Advisors
Nebraska
$3.51M -$4.53M -88,977 -58%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.02M -$1.68M -32,986 -37%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.4M +$34K +668 +2%
FIM
20
Freedom Investment Management
Connecticut
$1.91M -$375K -7,361 -17%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.63M +$144K +2,830 +10%
Cerity Partners
22
Cerity Partners
New York
$1.61M -$49.3K -968 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.52M +$335K +6,582 +31%
LIM
24
Leavell Investment Management
Alabama
$1.38M – – –
CMS
25
Capital Market Strategies
Florida
$1.24M -$13.6K -267 -1%
1
2 3 4