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Proshares Large Cap Core PLU (CSM)

CUSIP: 74347R248 | NYSE | 314 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

B. Riley Wealth Advisors, Inc.182,748
0.6% of portfolio›$15.9M
Waterfront Wealth Inc.147,172
2.1% of portfolio›$12.9M
Onyx Bridge Wealth Group LLC114,469
0.9% of portfolio›$9.9M
Legacy Private Trust Co.50,801
0.2% of portfolio›$4.4M
Gill Capital Partners, LLC38,114
0.9% of portfolio›$3.3M
Manchester Financial Inc36,492
0.6% of portfolio›$3.2M
Kestra Advisory Services, LLC35,351
0.0% of portfolio›$3.1M
HCR Wealth Advisors25,714
0.2% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.18,569
0.0% of portfolio›$1.6K
Elmwood Wealth Management, Inc.13,881
0.3% of portfolio›$1.2M
Evergreen Capital Management LLC13,326
0.0% of portfolio›$1.2M
Wedbush Securities Inc11,849
0.0% of portfolio›$1.0K
Prospera Financial Services Inc11,405
0.0% of portfolio›$986.2K
Patten Group, Inc.11,209
0.1% of portfolio›$972.7K
SeaCrest Wealth Management, LLC9,977
0.1% of portfolio›$865.8K
Partners Wealth Management, LLC9,947
0.1% of portfolio›$863.2K
Prosperity Financial Group, Inc.9,480
0.2% of portfolio›$822.7K
QTR Family Wealth, LLC8,617
0.3% of portfolio›$747.8K
Commonwealth Equity Services, LLC6,693
0.0% of portfolio›$580.9K
WealthPLAN Partners, LLC6,139
0.1% of portfolio›$532.7K
Soundwatch Capital LLC5,992
0.1% of portfolio›$524.4K
Willow Creek Wealth Management Inc.5,513
0.0% of portfolio›$478.5K
Oppenheimer & Co Inc4,489
0.0% of portfolio›$389.6K
Commonwealth Financial Services, LLC4,461
0.1% of portfolio›$387.1K
Kingswood Wealth Advisors, LLC4,262
0.0% of portfolio›$369.9K
Intrua Financial, LLC4,157
0.0% of portfolio›$360.7K
Wealthcare Advisory Partners LLC4,030
0.0% of portfolio›$349.7K
MGO One Seven LLC3,703
0.0% of portfolio›$321.3K
Wealth Effects LLC3,203
0.1% of portfolio›$278.0K
Evermay Wealth Management LLC2,942
0.0% of portfolio›$255.3K
JBR Co Financial Management Inc2,720
0.1% of portfolio›$231.7K
Focus Financial Network, Inc.2,641
0.0% of portfolio›$229.1K
RDA Financial Network2,549
0.0% of portfolio›$221.2K
Wealth Enhancement Advisory Services, LLC2,493
0.0% of portfolio›$219.1K
Private Trust Co NA1,918
0.0% of portfolio›$166.4K
Sage Mountain Advisors LLC1,100
0.0% of portfolio›$95.5K
Jnba Financial Advisors1,011
0.0% of portfolio›$87.7K
First Pacific Financial428
0.0% of portfolio›$37.1K
WPG Advisers, LLC352
0.0% of portfolio›$30.5K
West Branch Capital LLC207
0.0% of portfolio›$18.0K
Toth Financial Advisory Corp180
0.0% of portfolio›$15.6K
AlphaCore Capital LLC104
0.0% of portfolio›$9.0K
Nfsg Corp34
0.0% of portfolio›$3.0K
Dhjj Financial Advisors, Ltd.4
0.0% of portfolio›$348
StyleTurnoverLocationFiled
B. Riley Wealth Advisors, Inc.
182,748$15.9M0.6%GrowthLowMemphis, TN2026-10-13
Waterfront Wealth Inc.
147,172$12.9M2.1%ValueLowOverland Park, KS2026-11-03
Onyx Bridge Wealth Group LLC
114,469$9.9M0.9%ETFMediumTarrytown, NY2026-10-16
Legacy Private Trust Co.
50,801$4.4M0.2%ETFLowNeenah, WI2026-10-06
Gill Capital Partners, LLC
38,114$3.3M0.9%ETFLowDenver, CO2026-10-13
Manchester Financial Inc
36,492$3.2M0.6%ETFMediumWestlake Village, CA2026-10-15
Kestra Advisory Services, LLC
35,351$3.1M0.0%CoreLowAustin, TX2026-11-02
HCR Wealth Advisors
25,714$2.2M0.2%GrowthLowLos Angeles, CA2026-10-15
Cambridge Investment Research Advisors, Inc.
18,569$1.6K0.0%ETFLowFairfield, IA2026-11-02
Elmwood Wealth Management, Inc.
13,881$1.2M0.3%ETFLowBerkeley, CA2026-10-14
Evergreen Capital Management LLC
13,326$1.2M0.0%GARPMediumBellevue, WA2026-10-23
Wedbush Securities Inc
11,849$1.0K0.0%CoreLowPasadena, CA2026-10-22
Prospera Financial Services Inc
11,405$986.2K0.0%CoreMediumDallas, TX2026-11-04
Patten Group, Inc.
11,209$972.7K0.1%CoreLowChattanooga, TN2026-10-26
SeaCrest Wealth Management, LLC
9,977$865.8K0.1%GrowthLowPurchase, NY2026-10-21
Partners Wealth Management, LLC
9,947$863.2K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Prosperity Financial Group, Inc.
9,480$822.7K0.2%GrowthMediumSan Ramon, CA2026-10-29
QTR Family Wealth, LLC
8,617$747.8K0.3%GrowthMediumLake Mary, FL2026-11-02
Commonwealth Equity Services, LLC
6,693$580.9K0.0%ETFLowWaltham, MA2026-11-02
WealthPLAN Partners, LLC
6,139$532.7K0.1%CoreMediumOmaha, NE2026-10-15
Soundwatch Capital LLC
5,992$524.4K0.1%ETFVery LowDallas, TX2026-11-04
Willow Creek Wealth Management Inc.
5,513$478.5K0.0%ETFVery LowSebastopol, CA2026-10-26
Oppenheimer & Co Inc
4,489$389.6K0.0%CoreLowNew York, NY2026-10-26
Commonwealth Financial Services, LLC
4,461$387.1K0.1%ETFMediumVienna, WV2026-10-20
Kingswood Wealth Advisors, LLC
4,262$369.9K0.0%GrowthLowSan Diego, CA2026-10-23
Intrua Financial, LLC
4,157$360.7K0.0%ETFMediumHouston, TX2026-10-28
Wealthcare Advisory Partners LLC
4,030$349.7K0.0%ETFLowWest Chester, PA2026-10-21
MGO One Seven LLC
3,703$321.3K0.0%GrowthLowBeachwood, OH2026-10-28
Wealth Effects LLC
3,203$278.0K0.1%GrowthLowBoston, MA2026-10-23
Evermay Wealth Management LLC
2,942$255.3K0.0%ETFLowArlington, VA2026-11-05
JBR Co Financial Management Inc
2,720$231.7K0.1%GrowthLowArdmore, OK2026-10-13
Focus Financial Network, Inc.
2,641$229.1K0.0%ETFLowMinneapolis, MN2026-10-14
RDA Financial Network
2,549$221.2K0.0%GrowthMediumAkron, IA2026-10-15
Wealth Enhancement Advisory Services, LLC
2,493$219.1K0.0%CoreLowPlymouth, MN2026-10-13
Private Trust Co NA
1,918$166.4K0.0%CoreLowCleveland, OH2026-10-20
Sage Mountain Advisors LLC
1,100$95.5K0.0%ETFLowAtlanta, GA2026-11-02
Jnba Financial Advisors
1,011$87.7K0.0%ETFMediumBloomington, MN2026-11-03
First Pacific Financial
428$37.1K0.0%ETFLowVancouver, WA2026-10-14
WPG Advisers, LLC
352$30.5K0.0%CoreLowBaltimore, MD2026-10-27
West Branch Capital LLC
207$18.0K0.0%GrowthVery LowAmherst, MA2026-10-20
Toth Financial Advisory Corp
180$15.6K0.0%CoreLowLeesburg, VA2026-10-08
AlphaCore Capital LLC
104$9.0K0.0%ETFLowLa Jolla, CA2026-11-04
Nfsg Corp
34$3.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Dhjj Financial Advisors, Ltd.
4$3480.0%ETFVery LowNaperville, IL2026-10-23