PROSHARES LARGE CAP CORE PLU (CSM) Institutional Ownership Changes & 13F Activity

PROSHARES LARGE CAP CORE PLU (CSM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Hrt Financial Lp, Morgan Stanley, Susquehanna International Group, Llp, and Stifel Financial Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Gill Capital Partners, LlcSell-1,387-3.1%43,670$3.72MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-19,894-48.0%21,520$1.83MQ2 2026Aug 19, 2026
United Capital Financial Advisors, LlcSell-891-1.0%85,749$7.30MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-110-3.3%3,272$278.82KQ2 2026Aug 17, 2026
Hrt Financial LpBuy+14,47414,474$1.23MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+9,385+100.6%18,712$1.59MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+5,838+16.0%42,374$3.61MQ2 2026Aug 14, 2026
Harvest Investment Services, LlcBuy+2,9432,943$250.79KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-2,724-18.0%12,433$1.06MQ2 2026Aug 14, 2026
Sequent Planning LlcBuy+2,6622,662$226.84KQ2 2026Aug 14, 2026
Bank Of America CorpSell-2,104-3.2%63,269$5.39MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,0101,010$86.07KQ2 2026Aug 14, 2026
Navis Wealth Advisors, LlcSell-440-4.3%9,902$843.80KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+145145$12.36KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-108-0.2%48,300$4.12MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-88-0.1%70,162$5.98MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-81-0.3%29,660$2.53MQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-20-0.0%52,318$4.46MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+10+0.3%3,985$339.61KQ2 2026Aug 14, 2026
Morgan StanleyBuy+11,156+1.4%835,854$71.23MQ2 2026Aug 13, 2026
Kayne Anderson Rudnick Investment Management LlcBuy+1,490+0.4%382,408$32.57MQ2 2026Aug 13, 2026
Mariner, LlcBuy+1,200+30.0%5,197$442.90KQ2 2026Aug 13, 2026
Ubs Group AgSell-632-70.5%265$22.58KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-426-5.3%7,644$651.37KQ2 2026Aug 13, 2026
Silver Grove Financial Group, Inc.Buy+412412$35.11KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+213+1.1%19,581$1.67MQ2 2026Aug 13, 2026
Soundwatch Capital LlcBuy+196+3.4%5,992$510.61KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-79-0.6%12,510$1.07MQ2 2026Aug 13, 2026
Stifel Financial CorpSell-9,079-8.9%93,070$7.93MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+6,6836,683$564.85KQ2 2026Aug 12, 2026
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Frequently asked questions about CSM activity

  • Which institutional owners are buying CSM?

    Institutional owners buying CSM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CSM activity?

    "Buy" means an investor increased their reported position in CSM compared to the prior reporting period. This reflects growing exposure to PROSHARES LARGE CAP CORE PLU (CSM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CSM increasing?

    Institutional interest in CSM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.