13F Insight
DOSSIER · 13F Holders · Q1 2026
CSM

PROSHARES TR

108 institutions still hold PROSHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74347R248·108 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$214M
visible holders
Holders
108
filers reporting
Concentration
28.81%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

108 institutions reported CSM in Q1 2026. MORGAN STANLEY leads at 28.8% of the visible book.

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
$14M163K0.74%Q2 202605
Waterfront Wealth Inc.
CIK 0001775210
$10M134K1.84%Q1 202606
Onyx Bridge Wealth Group LLC
CIK 0001819476
$10M115K0.88%Q2 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
$4M52K0.24%Q2 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
MANCHESTER FINANCIAL INC
CIK 0000866590
$3M35K0.53%Q2 2026
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