Who Owns CSM?
ProShares - Large Cap Core Plus — Institutional Ownership & 13F Holdings
$82.05
+0.36 (+0.44%)
Market Cap
$484.7M
Shares Outstanding
5,575,190
Institutional Holders
97
Total Inst. Value
$687.7M
% of Float Held
—
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
21
Closed Positions
6
Increased
15
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $488.9M | 7,672 |
| 2 | MORGAN STANLEY | $52.2M | 818,812 |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $49.6M | 776,698 |
| 4 | Onyx Bridge Wealth Group LLC | $7.7M | 120,755 |
| 5 | Waterfront Wealth Inc.New | $6.4M | 100,965 |
| 6 | Apexium Financial, LP | $6.1M | 95,945 |
| 7 | STIFEL FINANCIAL CORP | $6.1M | 95,693 |
| 8 | Bank of New York Mellon Corp | $6.0M | 94,292 |
| 9 | BANK OF AMERICA CORP /DE/ | $5.5M | 86,033 |
| 10 | Legacy Private Trust Co. | $5.0M | 78,104 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Waterfront Wealth Inc.New | +101K | $6.4M |
| STIFEL FINANCIAL CORP | +1K | $6.1M |
| GILL CAPITAL PARTNERS, LLCNew | +61K | $3.9M |
| OSAIC HOLDINGS, INC. | +217 | $3.8M |
| Duncan Williams Asset Management, LLCNew | +32K | $2.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -46K | $52.2M |
| Legacy Private Trust Co. | -19K | $5.0M |
| BANK OF AMERICA CORP /DE/ | -11K | $5.5M |
| WELLS FARGO & COMPANY/MN | -9K | $4.3M |
| Baird Financial Group, Inc. | -3K | $2.6M |
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Frequently Asked Questions
How many institutional investors hold CSM?
As of Q1 2025, 97 institutional investors report holding CSM (ProShares - Large Cap Core Plus) in their 13F filings.
Which hedge fund owns the most CSM?
The largest institutional holder of CSM is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $488.9M in shares.
Are institutions buying or selling CSM?
This quarter, 21 institutions opened new positions in CSM and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.