PROSHARES LARGE CAP CORE PLU (CSM) Institutional Shareholders
PROSHARES LARGE CAP CORE PLU (CSM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $284.99M in CSM holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of CSM tracked by InsiderSet, reporting ownership valued at approximately $71.23M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $73.13M, representing an estimated gain of +2.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed CSM value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Kayne Anderson Rudnick Investment Management Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in PROSHARES LARGE CAP CORE PLU (CSM).
This page ranks the largest institutional CSM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
102
Total Reported Value
$284.99M
Largest Holder
Morgan Stanley
Largest Position
$71.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 835,854 | $71,227,637 | $73,128,365 | +$1,900,728 | +2.67% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.10% | 382,408 | $32,571,121 | $33,456,646 | +$885,525 | +2.72% | |
| Lpl Financial Llc | 0.00% | 254,981 | $21,728,298 | $22,308,135 | +$579,837 | +2.67% | |
| B. Riley Wealth Advisors, Inc. | 0.46% | 238,847 | $15,219,358 | $20,896,581 | +$5,677,223 | +37.30% | |
| Waterfront Wealth Inc. | 1.89% | 140,866 | $12,191,277 | $12,324,282 | +$133,005 | +1.09% | |
| Onyx Bridge Wealth Group Llc | 0.88% | 114,928 | $9,793,590 | $10,054,982 | +$261,392 | +2.67% | |
| Envestnet Asset Management Inc | 0.00% | 95,565 | $8,143,562 | $8,360,925 | +$217,363 | +2.67% | |
| Stifel Financial Corp | 0.01% | 93,070 | $7,930,961 | $8,142,638 | +$211,677 | +2.67% | |
| United Capital Financial Advisors, Llc | 0.04% | 85,749 | $7,303,590 | $7,502,129 | +$198,539 | +2.72% | |
| Wells Fargo & Company/Mn | 0.00% | 70,162 | $5,978,890 | $6,138,431 | +$159,541 | +2.67% | |
| Bank Of America Corp | 0.00% | 63,269 | $5,391,468 | $5,535,367 | +$143,899 | +2.67% | |
| Bank Of New York Mellon Corp | 0.00% | 61,728 | $5,260,160 | $5,400,546 | +$140,386 | +2.67% | |
| Mutual Advisors, Llc | 0.08% | 52,318 | $4,458,294 | $4,577,270 | +$118,976 | +2.67% | |
| Legacy Private Trust Co. | 0.25% | 51,526 | $4,390,803 | $4,507,979 | +$117,176 | +2.67% | |
| Highpoint Advisor Group Llc | 0.15% | 49,131 | $4,186,732 | $4,298,442 | +$111,710 | +2.67% | |
| Raymond James Financial Inc | 0.00% | 48,300 | $4,115,887 | $4,225,738 | +$109,851 | +2.67% | |
| Gill Capital Partners, Llc | 0.99% | 43,670 | $3,721,352 | $3,820,662 | +$99,310 | +2.67% | |
| Osaic Holdings, Inc. | 0.00% | 42,374 | $3,611,708 | $3,707,276 | +$95,568 | +2.65% | |
| Manchester Financial Inc | 0.53% | 34,819 | $2,967,112 | $3,046,293 | +$79,181 | +2.67% | |
| Kestra Advisory Services, Llc | 0.01% | 34,283 | $2,921,428 | $2,999,399 | +$77,971 | +2.67% | |
| Baird Financial Group, Inc. | 0.00% | 33,144 | $2,824,376 | $2,899,749 | +$75,373 | +2.67% | |
| Cetera Investment Advisers | 0.00% | 32,589 | $2,777,040 | $2,851,192 | +$74,152 | +2.67% | |
| Cerity Partners Llc | 0.00% | 29,660 | $2,527,462 | $2,594,936 | +$67,474 | +2.67% | |
| Duncan Williams Asset Management, Llc | 0.56% | 29,276 | $2,494,733 | $2,561,340 | +$66,607 | +2.67% | |
| Hcr Wealth Advisors | 0.20% | 25,714 | $2,191,226 | $2,249,702 | +$58,476 | +2.67% | |
| Mercer Global Advisors Inc | 0.00% | 21,520 | $1,833,833 | $1,882,772 | +$48,939 | +2.67% | |
| Merit Financial Group, Llc | 0.01% | 19,744 | $1,682,423 | $1,727,391 | +$44,968 | +2.67% | |
| Creativeone Wealth, Llc | 0.04% | 19,581 | $1,668,592 | $1,713,130 | +$44,538 | +2.67% | |
| Leavell Investment Management, Inc. | 0.06% | 19,382 | $1,651,643 | $1,695,720 | +$44,077 | +2.67% | |
| Susquehanna International Group, Llp | 0.00% | 18,712 | $1,594,549 | $1,637,102 | +$42,553 | +2.67% | |
| Patten Group, Inc. | 0.23% | 17,562 | $1,496,551 | $1,536,489 | +$39,938 | +2.67% | |
| Hrt Financial Lp | 0.00% | 14,474 | $1,233,000 | $1,266,322 | +$33,322 | +2.70% | |
| Elmwood Wealth Management, Inc. | 0.30% | 13,881 | $1,182,865 | $1,214,440 | +$31,575 | +2.67% | |
| Thoroughbred Financial Services, Llc | 0.06% | 13,742 | $1,171,000 | $1,202,279 | +$31,279 | +2.67% | |
| Evergreen Capital Management Llc | 0.02% | 13,552 | $1,154,838 | $1,185,656 | +$30,818 | +2.67% | |
| Rockefeller Capital Management L.P. | 0.00% | 12,510 | $1,066,126 | $1,094,492 | +$28,366 | +2.66% | |
| Royal Bank Of Canada | 0.00% | 12,433 | $1,059,000 | $1,087,756 | +$28,756 | +2.72% | |
| Wedbush Securities Inc | 0.03% | 11,848 | $1,010,000 | $1,036,574 | +$26,574 | +2.63% | |
| Seacrest Wealth Management, Llc | 0.10% | 10,192 | $868,514 | $891,692 | +$23,178 | +2.67% | |
| Navis Wealth Advisors, Llc | 0.32% | 9,902 | $843,802 | $866,320 | +$22,518 | +2.67% | |
| Prosperity Financial Group, Inc. | 0.25% | 9,480 | $807,851 | $829,400 | +$21,549 | +2.67% | |
| Prospera Financial Services Inc | 0.01% | 9,337 | $796,232 | $816,889 | +$20,657 | +2.59% | |
| Qtr Family Wealth, Llc | 0.26% | 8,905 | $758,826 | $779,093 | +$20,267 | +2.67% | |
| Mai Capital Management | 0.00% | 8,670 | $738,817 | $758,533 | +$19,716 | +2.67% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 7,644 | $651,373 | $668,769 | +$17,396 | +2.67% | |
| Fmr Llc | 0.00% | 7,408 | $631,299 | $648,121 | +$16,822 | +2.66% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,284 | $620,698 | $637,273 | +$16,575 | +2.67% | |
| Oppenheimer & Co Inc | 0.01% | 7,243 | $617,214 | $633,686 | +$16,472 | +2.67% | |
| Empower Advisory Group, Llc | 0.00% | 7,027 | $598,808 | $614,788 | +$15,980 | +2.67% | |
| Mml Investors Services, Llc | 0.00% | 6,843 | $583,130 | $598,690 | +$15,560 | +2.67% |
Frequently asked questions about CSM
Who owns the most CSM stock?
The largest holders of CSM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PROSHARES LARGE CAP CORE PLU (CSM).
Is CSM widely held by superinvestors?
Many widely followed stocks like CSM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CSM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.