PROSHARES LARGE CAP CORE PLU (CSM) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $249.36M 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 $61.70M in its March 31, 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 $70.04M, representing an estimated gain of +13.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
100
Total Reported Value
$249.36M
Largest Holder
Morgan Stanley
Largest Position
$61.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
109
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% | 824,698 | $61,703,953 | $70,041,601 | +$8,337,648 | +13.51% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.08% | 380,918 | $28,590,498 | $32,351,366 | +$3,760,868 | +13.15% | |
| Lpl Financial Llc | 0.01% | 292,100 | $21,854,954 | $24,808,053 | +$2,953,099 | +13.51% | |
| B. Riley Wealth Advisors, Inc. | 0.78% | 164,537 | $12,015,647 | $13,974,127 | +$1,958,480 | +16.30% | |
| Waterfront Wealth Inc. | 1.84% | 134,277 | $10,046,638 | $11,404,146 | +$1,357,508 | +13.51% | |
| Onyx Bridge Wealth Group Llc | 0.93% | 115,061 | $8,608,837 | $9,772,131 | +$1,163,294 | +13.51% | |
| Stifel Financial Corp | 0.01% | 102,149 | $7,642,737 | $8,675,515 | +$1,032,778 | +13.51% | |
| Envestnet Asset Management Inc | 0.00% | 99,703 | $7,459,784 | $8,467,776 | +$1,007,992 | +13.51% | |
| United Capital Financial Advisors, Llc | 0.04% | 86,640 | $6,502,889 | $7,358,335 | +$855,446 | +13.15% | |
| Wells Fargo & Company/Mn | 0.00% | 70,250 | $5,256,114 | $5,966,333 | +$710,219 | +13.51% | |
| Bank Of America Corp | 0.00% | 65,373 | $4,891,208 | $5,552,129 | +$660,921 | +13.51% | |
| Bank Of New York Mellon Corp | 0.00% | 62,403 | $4,669,018 | $5,299,887 | +$630,869 | +13.51% | |
| Legacy Private Trust Co. | 0.25% | 53,870 | $4,030,553 | $4,575,179 | +$544,626 | +13.51% | |
| Mutual Advisors, Llc | 0.08% | 52,338 | $3,915,929 | $4,445,066 | +$529,137 | +13.51% | |
| Highpoint Advisor Group Llc | 0.15% | 49,013 | $3,667,131 | $4,162,674 | +$495,543 | +13.51% | |
| Raymond James Financial Inc | 0.00% | 48,408 | $3,621,920 | $4,111,291 | +$489,371 | +13.51% | |
| Gill Capital Partners, Llc | 0.97% | 45,057 | $3,371,165 | $3,826,691 | +$455,526 | +13.51% | |
| Mercer Global Advisors Inc | 0.00% | 41,414 | $3,098,595 | $3,517,291 | +$418,696 | +13.51% | |
| Osaic Holdings, Inc. | 0.00% | 36,536 | $2,733,948 | $3,103,002 | +$369,054 | +13.50% | |
| Kestra Advisory Services, Llc | 0.01% | 35,545 | $2,659,460 | $3,018,837 | +$359,377 | +13.51% | |
| Baird Financial Group, Inc. | 0.00% | 34,064 | $2,548,668 | $2,893,056 | +$344,388 | +13.51% | |
| Cetera Investment Advisers | 0.00% | 33,259 | $2,488,436 | $2,824,687 | +$336,251 | +13.51% | |
| Manchester Financial Inc | 0.45% | 31,488 | $2,355,933 | $2,674,276 | +$318,343 | +13.51% | |
| Cerity Partners Llc | 0.00% | 29,741 | $2,225,187 | $2,525,903 | +$300,716 | +13.51% | |
| Duncan Williams Asset Management, Llc | 0.61% | 29,266 | $2,189,650 | $2,485,561 | +$295,911 | +13.51% | |
| Hcr Wealth Advisors | 0.20% | 25,714 | $1,923,921 | $2,183,890 | +$259,969 | +13.51% | |
| Patten Group, Inc. | 0.30% | 22,953 | $1,717,343 | $1,949,398 | +$232,055 | +13.51% | |
| Leavell Investment Management, Inc. | 0.06% | 19,714 | $1,475,001 | $1,674,310 | +$199,309 | +13.51% | |
| Creativeone Wealth, Llc | 0.03% | 19,368 | $1,449,105 | $1,644,924 | +$195,819 | +13.51% | |
| Merit Financial Group, Llc | 0.01% | 17,259 | $1,291,317 | $1,465,807 | +$174,490 | +13.51% | |
| Royal Bank Of Canada | 0.00% | 15,157 | $1,134,000 | $1,287,284 | +$153,284 | +13.52% | |
| Elmwood Wealth Management, Inc. | 0.29% | 13,881 | $1,038,569 | $1,178,913 | +$140,344 | +13.51% | |
| Evergreen Capital Management Llc | 0.02% | 13,552 | $1,013,961 | $1,150,971 | +$137,010 | +13.51% | |
| Rockefeller Capital Management L.P. | 0.00% | 12,589 | $941,955 | $1,069,184 | +$127,229 | +13.51% | |
| Seacrest Wealth Management, Llc | 0.09% | 10,667 | $798,105 | $905,948 | +$107,843 | +13.51% | |
| Navis Wealth Advisors, Llc | 0.39% | 10,342 | $773,788 | $878,346 | +$104,558 | +13.51% | |
| Prosperity Financial Group, Inc. | 0.27% | 9,880 | $739,222 | $839,108 | +$99,886 | +13.51% | |
| Qtr Family Wealth, Llc | 0.30% | 9,022 | $722,421 | $766,238 | +$43,817 | +6.07% | |
| Prospera Financial Services Inc | 0.01% | 9,403 | $704,044 | $798,597 | +$94,553 | +13.43% | |
| Susquehanna International Group, Llp | 0.00% | 9,327 | $697,846 | $792,142 | +$94,296 | +13.51% | |
| Mai Capital Management | 0.00% | 8,670 | $648,690 | $736,343 | +$87,653 | +13.51% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,072 | $603,916 | $685,555 | +$81,639 | +13.52% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 8,070 | $603,771 | $685,385 | +$81,614 | +13.52% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 7,691 | $575,406 | $653,197 | +$77,791 | +13.52% | |
| Fmr Llc | 0.00% | 7,408 | $554,288 | $629,161 | +$74,873 | +13.51% | |
| Oppenheimer & Co Inc | 0.01% | 7,316 | $547,383 | $621,348 | +$73,965 | +13.51% | |
| Two Sigma Investments, Lp | 0.00% | 7,100 | $531,222 | $603,003 | +$71,781 | +13.51% | |
| Empower Advisory Group, Llc | 0.00% | 7,027 | $525,760 | $596,803 | +$71,043 | +13.51% | |
| Bienville Capital Management, Llc | 0.09% | 6,600 | $493,812 | $560,538 | +$66,726 | +13.51% | |
| J.W. Cole Advisors, Inc. | 0.02% | 6,355 | $475,482 | $539,730 | +$64,248 | +13.51% |
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.