ProShares Large Cap Core Plus
CSM • BATS
ProShares Large Cap Core Plus is an exchange-traded fund on BATS. As of Q3 2025, 102 institutional investors hold shares in this ETF, with total holdings valued at $258.2M. MORGAN STANLEY is the largest holder with a position valued at $62.3M.
Overview
Overview of institutional ownership in CSM as of Q3 2025
All Institutions
- Institutions
- 102
- Value Held
- $258.2M
- Shares Held
- 3.4M
- Avg Position
- $2.5M
- Median Position
- $429.2K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $781.0K
- Shares Held
- 10.2K
- Avg Position
- $390.5K
- Median Position
- $390.5K
Biggest Investors
Institutions with the largest positions in CSM as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $62.3M 0.00% of portfolio |
 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager | $30.3M 0.07% of portfolio |
L LPL Financial LLC Institution | $23.2M 0.01% of portfolio |
 National Asset Management, Inc. RIA/Wealth | $13.5M 0.65% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $9.3M 0.01% of portfolio |
O Onyx Bridge Wealth Group LLC RIA/Wealth | $8.9M 0.98% of portfolio |
W Waterfront Wealth Inc. RIA/Wealth | $8.1M 1.66% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $7.5M 0.00% of portfolio |
 Apexium Financial, LP RIA/Wealth | $7.0M 0.34% of portfolio |
 Bank of New York Mellon Corp Institution | $6.0M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CSM in Q3 2025
- Traded
- −$6.7M
- Buyers
- 36
- Sellers
- 42
- Total Bought
- +$7.5M
- Total Sold
- −$14.2M
- Avg Position
- $2.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Cetera Investment Advisers RIA/Wealth | +$1.7M +22.7K shares |
 MANCHESTER FINANCIAL INC RIA/Wealth | +$1.2M +16.3K shares |
L LPL Financial LLC Institution | +$1.0M +13.2K shares |
 Willow Creek Wealth Management Inc. RIA/Wealth | +$565.9K +7.4K shares |
R ROYAL BANK OF CANADA Institution | +$394.0K +5.1K shares |
 Kelman-Lazarov, Inc. RIA/Wealth | +$367.5K +4.8K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$364.9K +4.8K shares |
 Goss Wealth Management LLC RIA/Wealth | +$314.6K +4.1K shares |
W Waterfront Wealth Inc. RIA/Wealth | +$306.9K +4.0K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$275.7K +3.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Eqis Capital Management, Inc. RIA/Wealth | −$2.9M −41.4K shares |
−$1.9M −25.1K shares | |
National Asset Management, Inc. RIA/Wealth | −$1.7M −22.6K shares |
 CWM, LLC RIA/Wealth | −$1.2M −17.3K shares |
 SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth | −$1.2M −16.4K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$1.1M −14.0K shares |
A Advisor Group Holdings, Inc. Institution | −$831.3K −11.0K shares |
Bank of New York Mellon Corp Institution | −$393.4K −5.1K shares |
 Diversified Trust Co RIA/Wealth | −$338.3K −4.8K shares |
Apexium Financial, LP RIA/Wealth | −$301.9K −3.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CSM in Q3 2025
- New Positions
- 8
- New Value
- $1.7M
- Exited Positions
- 5
- Exited Value
- $5.7M
New Positions
| Institution | Position Value |
|---|---|
Willow Creek Wealth Management Inc. RIA/Wealth | $565.9K 7.4K shares |
Kelman-Lazarov, Inc. RIA/Wealth | $367.5K 4.8K shares |
Goss Wealth Management LLC RIA/Wealth | $314.6K 4.1K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $275.7K 3.6K shares |
G Global Wealth Strategies & Associates Institution | $160.1K 2.1K shares |
 Sontag Advisory, LLC RIA/Wealth | $15.9K 208.0 shares |
 O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager | $14.9K 194.0 shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $11.1K 145.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Eqis Capital Management, Inc. RIA/Wealth | $2.9M 41.4K shares |
CWM, LLC RIA/Wealth | $1.2M 17.3K shares |
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth | $1.2M 16.4K shares |
Diversified Trust Co RIA/Wealth | $338.3K 4.8K shares |
S S.A. Mason LLC RIA/Wealth | $43.8K 621.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in CSM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CSM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
W Waterfront Wealth Inc. RIA/Wealth | 1.66% $8.1M |
 GILL CAPITAL PARTNERS, LLC RIA/Wealth | 1.21% $3.9M |
O Onyx Bridge Wealth Group LLC RIA/Wealth | 0.98% $8.9M |
 Duncan Williams Asset Management, LLC RIA/Wealth | 0.67% $2.4M |
National Asset Management, Inc. RIA/Wealth | 0.65% $13.5M |
 Navis Wealth Advisors, LLC RIA/Wealth | 0.61% $811.6K |
MANCHESTER FINANCIAL INC RIA/Wealth | 0.46% $2.3M |
Q QTR Family Wealth, LLC RIA/Wealth | 0.37% $767.9K |
Apexium Financial, LP RIA/Wealth | 0.34% $7.0M |
 Prosperity Financial Group, Inc. RIA/Wealth | 0.29% $769.9K |
Hedge Fund Spotlight
Discover hedge funds investing in CSM
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
Position in ProShares Large Cap Core Plus
- Market Value
- $275.7K
- Shares Held
- 3.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
