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Disclosery

CSM PROSHARES TR

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LARGE CAP CRE (fund)

99 managers (99 13F filers) reported a position in CSM shares at 2025-03-31, 4,070,544 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
99
13F filers
99
New
7
Added
18
Reduced
34
Sold out
3
Shares held by filers
4,070,544

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY818,812$52.2M<0.01%-46,41513F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…776,698$49.6M0.12%-2,86613F-HRTimeline
LPL Financial LLC347,337$22.1M0.01%+50,02213F-HRTimeline
B. Riley Wealth Advisors, Inc.238,847$15.2M0.46%-12,48513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC152,892$9.74M<0.01%-95513F-HRTimelineGroup
Onyx Bridge Wealth Group LLC120,755$7.7M1.1%-1,90613F-HRTimeline
Waterfront Wealth Inc.100,965$6.43M1.57%-2,52913F-HRTimeline
Apexium Financial, LP95,945$6.11M0.36%-1,04713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP95,693$6.1M0.01%+1,41513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp94,292$6.01M<0.01%-2,07613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/86,033$5.48M<0.01%-11,32213F-HRTimelineGroup
Legacy Private Trust Co.78,104$4.98M0.34%-19,35413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN66,883$4.26M<0.01%-9,35013F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC60,648$3.86M1.34%-6,28313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,782$3.81M0.01%+51213F-HRTimelineGroup
Mutual Advisors, LLC53,117$3.33M0.1%-1,58413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,159$3.13M<0.01%-1,84513F-HRTimelineGroup
Freedom Investment Management, Inc.42,615$2.72M0.23%+44813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.40,579$2.59M<0.01%-3,06513F-HRTimelineGroup
Cambridge Investment Research Advisors,…38,910$2.48M0.01%-1,32113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,389$2.25M0.01%-1,58613F-HRTimelineGroup
Duncan Williams Asset Management, LLC31,688$2.02M0.73%-1013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,674$1.89M<0.01%013F-HRTimelineGroup
HCR Wealth Advisors25,714$1.64M0.21%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,594$1.63M<0.01%+9,29813F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV22,172$1.41M<0.01%013F-HRTimeline
Capital Market Strategies LLC20,566$1.31M0.87%-15213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,453$1.3M<0.01%+1,19513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.20,046$1.28M0.06%-40013F-HRTimeline
WEDBUSH SECURITIES INC18,013$1.15M0.04%+7213F-HRTimeline
Merit Financial Group, LLC17,549$1.12M0.02%-11713F-HRTimeline
CWM, LLCin group CWM, LLC17,292$1.1M<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,105$1.09M<0.01%new13F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC16,375$1.04M0.01%new13F-HRTimeline
Cetera Investment Advisers14,562$928K<0.01%+813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,049$895K0.06%+7413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.13,880$884K0.11%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,552$866K0.03%013F-HRTimeline
Patten Group, Inc.12,963$826K0.19%+4,42213F-HRTimeline
Navis Wealth Advisors, LLC12,380$789K0.77%+1,12013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…11,535$735K0.37%-1513F-HRTimelineGroup
GWN SECURITIES INC.10,569$713K0.04%new13F-HRTimeline
SeaCrest Wealth Management, LLC11,004$701K0.08%-66613F-HRTimeline
FMR LLCin group FMR LLC10,627$677K<0.01%013F-HRTimelineGroup
QTR Family Wealth, LLC10,308$657K0.5%13F-HRTimeline
MANCHESTER FINANCIAL INC9,135$582K0.13%+5,36313F-HRTimeline
Steward Partners Investment Advisory, L…9,042$576K0.01%+1,69413F-HRTimeline
Financial Engines Advisors L.L.C.8,792$560K<0.01%-20113F-HRTimeline
Prospera Financial Services Inc8,720$556K0.01%+28413F-HRTimeline
MAI Capital Management8,670$552K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,672$489K<0.01%013F-HRTimelineGroup
Empower Advisory Group, LLC7,027$448K<0.01%013F-HRTimeline
Bienville Capital Management, LLC6,600$422K0.1%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,217$396K0.01%+95913F-HRTimeline
WealthPLAN Partners, LLC6,128$390K0.06%013F-HRTimeline
MML INVESTORS SERVICES, LLC5,856$373K<0.01%-31613F-HRTimeline
Commonwealth Financial Services, LLC5,786$369K0.08%-2513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,610$357K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,323$339K<0.01%new13F-HRTimelineGroup
COMERICA BANK5,106$325K<0.01%013F-HRTimeline
Perennial Investment Advisors, LLC5,053$322K0.04%013F-HRTimeline
DIVERSIFIED TRUST CO4,800$306K0.01%013F-HRTimeline
Advisory Services Network, LLC4,751$303K0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,750$303K0.03%+2,21313F-HRTimeline
Clearstead Advisors, LLC4,745$302K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,530$289K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,475$285K0.01%-4513F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC4,342$277K0.04%-4013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,297$274K<0.01%-11113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,067$259K0.01%013F-HRTimelineGroup
RDA Financial Network3,970$253K0.08%-1213F-HRTimeline
Cresset Asset Management, LLC3,919$250K<0.01%-29913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,766$240K<0.01%-3013F-HRTimelineGroup
LeClair Wealth Partners LLC3,686$235K0.17%013F-HRTimeline
UBS Group AGin group UBS Group AG3,670$234K<0.01%+3,37313F-HRTimelineGroup
Pacific Sun Financial Corp3,540$226K0.13%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,500$223K<0.01%013F-HRTimelineGroup
Focus Financial Network, Inc.3,490$222K0.01%-3513F-HRTimeline
Werba Rubin Papier Wealth Management3,464$221K0.05%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,330$212K0.1%013F-HRTimeline
WEALTH EFFECTS LLC3,203$204K0.09%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,144$137K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors1,050$66.9K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,000$63.7K0.01%-17013F-HRTimeline
Hopwood Financial Services, Inc.800$51K0.04%013F-HRTimeline
Silicon Valley Capital Partners632$40.1K0.01%013F-HRTimeline
S.A. Mason LLC619$39.4K0.02%+6113F-HRTimeline
Runnymede Capital Advisors, Inc.520$33.1K0.03%013F-HRTimeline
First Pacific Financial456$29K0.01%013F-HRTimeline
WPG Advisers, LLC352$22.4K0.02%new13F-HRTimeline
West Branch Capital LLC206$13.1K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP180$11.5K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC140$9.29K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC124$7.9K<0.01%013F-HRTimeline
Synergy Investment Management, LLC92$5.86K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…34$2.17K<0.01%013F-HRTimelineGroup
NFSG Corp34$2.17K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4$255<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.