13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
CSM

ProShares Large Cap Core Plus

109 institutions still hold ProShares Large Cap Core Plus as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74347r248·109 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.6%
vs prior quarter
13F value held
$211M
60.0% inst. owned
of float
Holders
109
-98 QoQ
filers reporting
Activity
+78 / −30
+955 added · −914 reduced
this quarter
Concentration
29.29%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

109 institutions reported CSM in Q1 2026. MORGAN STANLEY leads at 29.3% of the visible book. -98 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$62M825K0.00%Q1 202602
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
CIK 0001021223
$29M381K0.08%Q1 202603
LPL Financial LLC
CIK 0001403438
$22M292K0.01%Q1 202604
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$12M165K0.76%Q1 202605
Waterfront Wealth Inc.
CIK 0001775210
$10M134K1.84%Q1 202606
Onyx Bridge Wealth Group LLC
CIK 0001819476
$9M115K0.93%Q1 202607
STIFEL FINANCIAL CORP
CIK 0000720672
$8M102K0.01%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M100K0.00%Q1 202609
Apexium Financial, LP
CIK 0001765285
$7M91K0.34%Q3 202510
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$7M87K0.04%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M70K0.00%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M65K0.00%Q1 202613
Bank of New York Mellon Corp
CIK 0001390777
$5M62K0.00%Q1 202614
Legacy Private Trust Co.
CIK 0001352547
$4M54K0.25%Q1 202615
Mutual Advisors, LLC
CIK 0001694080
$4M52K0.08%Q1 202616
HighPoint Advisor Group LLC
CIK 0001616034
$4M49K0.15%Q1 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M48K0.00%Q1 202618
GILL CAPITAL PARTNERS, LLC
CIK 0000729563
$3M45K0.97%Q1 202619
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$3M41K0.00%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M37K0.00%Q1 2026
Page 1 of 6
89 more holders available. Log in →