CSM institutional holders

ProShares Large Cap Core Plus · 108 reporting institutions · $288.6M reported value

Funds that can replace CSM · CSM return decomposition

Institutional holdings

Institutions reporting CSM, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$71.2M23,1852026-06-30
Kayne Anderson Rudnick Investment Management LLC$32.6M362026-06-30
Lpl Financial LLC$21.7M23,4582026-06-30
B. Riley Wealth Advisors, Inc.$13.8M1702026-06-30
Sunesis Advisors, LLC$12.2M102026-06-30
Onyx Bridge Wealth Group LLC$9.8M222026-06-30
Envestnet Pmc$8.1M602026-06-30
Stifel Financial Corp$7.9M02026-06-30
United Capital Financial Advisors, LLC$7.3M1662026-06-30
Apexium Financial, LP$7M02025-09-30
Wells Fargo & Company/mn$6M02026-06-30
Bank of America Corp /de$5.4M02026-06-30
Bank of New York Mellon Corp$5.3M02026-06-30
Mutual Advisors, LLC$4.5M1532026-06-30
Legacy Private Trust Co.$4.4M02026-06-30
Highpoint Advisor Group LLC$4.2M1142026-06-30
Raymond James Financial Inc$4.1M02026-06-30
Gill Capital Partners$3.7M102026-06-30
Osaic Holdings, Inc.$3.6M02026-06-30
Manchester Financial Inc$3M112026-06-30
Kestra Advisory Services, LLC$2.9M1,4792026-06-30
Baird Financial Group, Inc.$2.8M02026-06-30
Cetera Investment Advisers$2.8M10,3702026-06-30
Cerity Partners LLC$2.5M7772026-06-30
Duncan Williams Asset Management, LLC$2.5M152026-06-30
Hcr Wealth Advisors$2.2M102026-06-30
Mercer Global Advisors Inc /adv$1.8M02026-06-30
Merit Financial Group, LLC$1.7M2952026-06-30
Creativeone Wealth, LLC$1.7M2212026-06-30
Leavell Investment Management, Inc.$1.7M252026-06-30
Susquehanna International Group, LLP$1.6M02026-06-30
Patten Group, Inc.$1.5M72026-06-30
Elmwood Wealth Management, Inc.$1.2M42026-06-30
Evergreen Capital Management LLC$1.2M282026-06-30
Rockefeller Capital Management LP$1.1M3462026-06-30
Royal Bank of Canada$1.1M02026-06-30
Seacrest Wealth Management, LLC$868.5K352026-06-30
Navis Wealth Advisors LLC$843.8K72026-06-30
Prosperity Financial Group, Inc.$807.9K02026-06-30
Prospera Financial Services, Inc.$796.2K2702026-06-30
Qtr Family Wealth, LLC$758.8K62026-06-30
Mai Capital Management$738.8K3082026-06-30
Steward Partners Investment Advisory, LLC$651.4K4812026-06-30
Fmr LLC$631.3K02026-06-30
Commonwealth Equity Services, LLC$620.7K2,8632026-06-30
Oppenheimer & Co. Inc.$617.2K1,1662026-06-30
Empower Advisory Group, LLC$598.8K1,9802026-06-30
MML Investors Services, LLC$583.1K5,1202026-06-30
Northwestern Mutual Wealth Management Co$574.1K02026-06-30
Willow Creek Wealth Management Inc.$565.9K102025-09-30
Jpmorgan Chase & Co$564.8K02026-06-30
Bienville Capital Management, LLC$562.4K62026-06-30
J.W. Cole Advisors, Inc.$542K4992026-06-30
Wealthplan Partners, LLC$523K262026-06-30
Soundwatch Capital, LLC$510.6K22026-06-30
PNC Financial Services Group, Inc.$478.1K02026-06-30
Commonwealth Financial Services, LLC$454.6K152026-06-30
Mariner, LLC$442.9K02026-06-30
Perennial Investment Advisors, LLC$426.2K492026-06-30
Kelman-Lazarov, Inc.$409K132026-06-30
Clearstead; Clearstead Advisory Solutions$404.3K642026-06-30
Edelman Financial Engines$374.6K7222026-06-30
Kingswood Wealth Advisors, LLC$363.2K1232026-06-30
Stephens Inc /ar$359.6K2432026-06-30
Intrua Financial, LLC$354.2K362026-06-30
Newedge Advisors$353.2K6012026-06-30
Wealthcare Advisory Partners LLC$343.4K1702026-06-30
Cresset Asset Management, LLC$339.6K2122026-06-30
Werba Rubin Papier Wealth Management, LLC$296K72026-06-30
Leclair Wealth Partners LLC$291.9K42026-06-30
Great Valley Advisor Group, LLC$286.7K2052026-06-30
Caldwell Sutter Capital, Inc.$283.8K82026-06-30
Equitable Holdings, Inc.$278.8K02026-06-30
Wealth Effects$272.9K72026-06-30
Harvest Investment Services, LLC$250.8K272026-06-30
Evermay Wealth Management LLC$250.7K232026-06-30
Fifth Third Bancorp$242.5K02026-06-30
Advisory Services Network$234.6K2532026-06-30
Fmi$231.8K42026-06-30
Sequent Planning LLC$226.8K1002026-06-30
Comerica Bank$226.8K02025-12-31
Focus Financial$224.7K1212026-06-30
Rda Financial Network$217.3K162026-06-30
Wealth Enhancement Advisory Services, LLC$213.1K1,0262026-06-30
Bank of Montreal /can$182.7K02026-06-30
Private Trust Co NA$169.2K02026-06-30
US Bancorp$148.7K02026-06-30
Hhm Wealth Advisors, LLC$139.3K122026-06-30
Integrated Wealth Concepts LLC$123.6K4802026-06-30
Sage Mountain Advisors LLC$93.7K212026-06-30
Jnba Financial Advisors$86.2K302026-06-30
Ifg Advisory, LLC$86.1K1102026-06-30
Silicon Valley Capital Partners$48K52026-03-31
First Pacific Financial, Inc.$38.3K192026-06-30
Silver Grove Financial Group, Inc.$35.1K172026-06-30
Wpg Advisers, LLC$30K42026-06-30
UBS Group AG$22.6K02026-06-30
West Branch Capital LLC$17.7K42026-06-30
Global Retirement Partners LLC$16.2K4912026-06-30
Toth Financial Advisory Corp$15.3K102026-06-30
Ameritas Advisory Services, LLC$12.4K5502026-06-30
Allworth Financial, LP$6.5K3172026-06-30
Nfsg Corp$2.9K752026-06-30
Cambridge Investment Research Advisors, Inc.$1.4K3,9402026-03-31
Hrt Financial LP$1.2K02026-06-30
Thoroughbred Financial Services, LLC$1.2K342026-06-30
Wedbush Securities Inc$1K2202026-06-30
Dhjj Financial Advisors, Ltd.$34172026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30