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Disclosery

CSM PROSHARES TR

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LARGE CAP CRE (fund)

104 managers (104 13F filers) reported a position in CSM shares at 2026-06-30, 3,353,183 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
104
13F filers
104
New
11
Added
21
Reduced
43
Sold out
8
Shares held by filers
3,353,183

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY835,854$71.2M<0.01%+11,15613F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…382,408$32.6M0.1%+1,49013F-HRTimeline
LPL Financial LLC254,981$21.7M<0.01%-37,11913F-HRTimeline
B. Riley Wealth Advisors, Inc.162,845$13.8M0.75%-1,69213F-HRTimeline
Waterfront Wealth Inc.140,866$12.2M1.89%+6,58913F-HRTimeline
Onyx Bridge Wealth Group LLC114,928$9.79M0.88%-13313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC95,565$8.14M<0.01%-4,13813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP93,070$7.93M0.01%-9,07913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…85,749$7.3M0.04%-89113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN70,162$5.98M<0.01%-8813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/63,269$5.39M<0.01%-2,10413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp61,728$5.26M<0.01%-67513F-HRTimelineGroup
Mutual Advisors, LLC52,318$4.46M0.08%-2013F-HRTimeline
Legacy Private Trust Co.51,526$4.39M0.25%-2,34413F-HRTimeline
HighPoint Advisor Group LLC49,131$4.19M0.15%+11813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,300$4.12M<0.01%-10813F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC43,670$3.72M0.99%-1,38713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,374$3.61M<0.01%+5,83813F-HRTimelineGroup
MANCHESTER FINANCIAL INC34,819$2.97M0.53%+3,33113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,283$2.92M0.01%-1,26213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.33,144$2.82M<0.01%-92013F-HRTimelineGroup
Cetera Investment Advisers32,589$2.78M<0.01%-67013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,660$2.53M<0.01%-8113F-HRTimelineGroup
Duncan Williams Asset Management, LLC29,276$2.49M0.56%+1013F-HRTimeline
HCR Wealth Advisors25,714$2.19M0.2%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV21,520$1.83M<0.01%-19,89413F-HR/ATimeline
Merit Financial Group, LLC19,744$1.68M0.01%+2,48513F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,581$1.67M0.04%+21313F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.19,382$1.65M0.06%-33213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,712$1.59M<0.01%+9,38513F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,709$1.59M<0.01%-62013F-HR/ATimeline
Patten Group, Inc.17,562$1.5M0.23%-5,39113F-HRTimeline
HRT FINANCIAL LP14,474$1.23M<0.01%new13F-HRTimeline
Elmwood Wealth Management, Inc.13,881$1.18M0.3%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,742$1.17M0.06%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,552$1.15M0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,510$1.07M<0.01%-7913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,433$1.06M<0.01%-2,72413F-HRTimelineGroup
WEDBUSH SECURITIES INC11,848$1.01M0.03%-93813F-HRTimeline
SeaCrest Wealth Management, LLC10,192$869K0.1%-47513F-HRTimeline
Navis Wealth Advisors, LLC9,902$844K0.32%-44013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…9,480$808K0.25%-40013F-HRTimelineGroup
Prospera Financial Services Inc9,337$796K0.01%-6613F-HRTimeline
QTR Family Wealth, LLC8,905$759K0.26%-11713F-HRTimeline
MAI Capital Management8,670$739K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…7,644$651K<0.01%-42613F-HRTimeline
FMR LLCin group FMR LLC7,408$631K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,284$621K<0.01%-78813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,243$617K0.01%-7313F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,027$599K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC6,843$583K<0.01%+1,41313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,737$574K<0.01%-95413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,683$565K<0.01%+3,19213F-HRTimelineGroup
Bienville Capital Management, LLC6,600$562K0.08%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,360$542K0.01%+513F-HRTimeline
WealthPLAN Partners, LLC6,137$523K0.1%+113F-HRTimeline
Soundwatch Capital LLC5,992$511K0.06%+19613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,610$478K<0.01%013F-HRTimelineGroup
Commonwealth Financial Services, LLC5,335$455K0.06%013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,197$443K<0.01%+1,20013F-HRTimelineGroup
Perennial Investment Advisors, LLC5,001$426K0.03%013F-HRTimeline
Kelman-Lazarov, Inc.4,800$409K0.05%013F-HRTimeline
Clearstead Advisors, LLC4,745$404K<0.01%013F-HRTimeline
Financial Engines Advisors L.L.C.4,396$375K<0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,262$363K0.01%+14413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,219$360K<0.01%013F-HRTimelineGroup
Intrua Financial, LLC4,157$354K0.03%-33013F-HRTimeline
NewEdge Advisors, LLC4,145$353K<0.01%+1113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,030$343K0.01%-1413F-HRTimelineGroup
Cresset Asset Management, LLC3,985$340K<0.01%+1013F-HRTimeline
Werba Rubin Papier Wealth Management3,473$296K0.04%+913F-HRTimeline
LeClair Wealth Partners LLC3,426$292K0.15%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.3,364$287K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,330$284K0.11%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,272$279K<0.01%-11013F-HRTimelineGroup
WEALTH EFFECTS LLC3,203$273K0.07%013F-HRTimeline
Harvest Investment Services, LLC2,943$251K0.04%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,942$251K0.03%-1,19813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,846$243K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC2,753$235K<0.01%-12813F-HRTimeline
JBR Co Financial Management Inc2,720$232K0.08%-6013F-HRTimeline
Sequent Planning LLC2,662$227K0.05%new13F-HRTimeline
Focus Financial Network, Inc.2,637$225K0.01%new13F-HRTimeline
RDA Financial Network2,550$217K0.05%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,462$213K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,144$183K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,986$169K0.01%-58813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,745$149K<0.01%+1,03613F-HRTimelineGroup
HHM Wealth Advisors, LLC1,635$139K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC1,450$124K<0.01%new13F-HRTimeline
Sage Mountain Advisors LLC1,100$93.7K0.01%013F-HRTimeline
JNBA Financial Advisors1,011$86.2K0.01%-513F-HRTimeline
IFG Advisory, LLC1,010$86.1K<0.01%new13F-HRTimeline
First Pacific Financial449$38.3K<0.01%-1113F-HRTimeline
Silver Grove Financial Group, Inc.412$35.1K0.02%new13F-HRTimeline
WPG Advisers, LLC352$30K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG265$22.6K<0.01%-63213F-HRTimelineGroup
West Branch Capital LLC207$17.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC190$16.2K<0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP180$15.3K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…145$12.4K<0.01%new13F-HRTimelineGroup
Allworth Financial LP76$6.48K<0.01%013F-HRTimeline
NFSG Corp34$2.9K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4$341<0.01%013F-HRTimeline