Who owns ProShares - Large Cap Core Plus?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CSM from SEC Form 13F filings across 106 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 106 institutions disclosed 3.4M shares of ProShares - Large Cap Core Plus worth $286.2M — about 56.8% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
106
13F holders
$286.2M
value, 2026 filers
56.8%
of shares outstanding (3.4M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CSM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 835,854 | $71.2M | 0.0% | 14.1% | +1.4% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 382,408 | $32.6M | 0.1% | 6.5% | +0.4% |
| 3 | LPL Financial LLC | 254,981 | $21.7M | 0.0% | 4.3% | -12.7% |
| 4 | B. Riley Wealth Advisors, Inc. | 162,845 | $13.8M | 0.7% | 2.8% | -1.0% |
| 5 | Waterfront Wealth Inc. | 140,866 | $12.2M | 1.9% | 2.4% | +4.9% |
| 6 | Onyx Bridge Wealth Group LLC | 114,928 | $9.8M | 0.9% | 1.9% | -0.1% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 95,565 | $8.1M | 0.0% | 1.6% | -4.2% |
| 8 | STIFEL FINANCIAL CORP | 93,070 | $7.9M | 0.0% | 1.6% | -8.9% |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 85,749 | $7.3M | 0.0% | 1.5% | -1.0% |
| 10 | WELLS FARGO & COMPANY/MN | 70,162 | $6.0M | 0.0% | 1.2% | -0.1% |
| 11 | BANK OF AMERICA CORP /DE/ | 63,269 | $5.4M | 0.0% | 1.1% | -3.2% |
| 12 | Bank of New York Mellon Corp | 61,728 | $5.3M | 0.0% | 1% | -1.1% |
| 13 | Mutual Advisors, LLC | 52,318 | $4.5M | 0.1% | 0.9% | 0.0% |
| 14 | Legacy Private Trust Co. | 51,526 | $4.4M | 0.2% | 0.9% | -4.4% |
| 15 | HighPoint Advisor Group LLC | 49,131 | $4.2M | 0.1% | 0.8% | +0.2% |
| 16 | RAYMOND JAMES FINANCIAL INC | 48,300 | $4.1M | 0.0% | 0.8% | -0.2% |
| 17 | GILL CAPITAL PARTNERS, LLC | 43,670 | $3.7M | 1.0% | 0.7% | -3.1% |
| 18 | OSAIC HOLDINGS, INC. | 42,374 | $3.6M | 0.0% | 0.7% | +16.0% |
| 19 | MANCHESTER FINANCIAL INC | 34,819 | $3.0M | 0.5% | 0.6% | +10.6% |
| 20 | Kestra Advisory Services, LLC | 34,283 | $2.9M | 0.0% | 0.6% | -3.6% |
| 21 | Baird Financial Group, Inc. | 33,144 | $2.8M | 0.0% | 0.6% | -2.7% |
| 22 | Cetera Investment Advisers | 32,589 | $2.8M | 0.0% | 0.6% | -2.0% |
| 23 | Cerity Partners LLC | 29,660 | $2.5M | 0.0% | 0.5% | -0.3% |
| 24 | Duncan Williams Asset Management, LLC | 29,276 | $2.5M | 0.6% | 0.5% | 0.0% |
| 25 | HCR Wealth Advisors | 25,714 | $2.2M | 0.2% | 0.4% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.