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Disclosery

CSM PROSHARES TR

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LARGE CAP CRE (fund)

100 managers (100 13F filers) reported a position in CSM shares at 2025-06-30, 3,496,240 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
100
13F filers
100
New
6
Added
19
Reduced
41
Sold out
6
Shares held by filers
3,496,240

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY811,143$57.2M<0.01%-7,66913F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…397,971$28M0.07%-378,72713F-HRTimeline
LPL Financial LLC289,302$20.4M0.01%-58,03513F-HRTimeline
B. Riley Wealth Advisors, Inc.198,963$14M0.68%-39,88413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP120,487$8.49M0.01%+24,79413F-HRTimelineGroup
Onyx Bridge Wealth Group LLC116,278$8.2M1.08%-4,47713F-HRTimeline
Waterfront Wealth Inc.101,183$7.13M1.6%+21813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC99,856$7.04M<0.01%-53,03613F-HRTimelineGroup
Apexium Financial, LP95,065$6.72M0.36%-88013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp83,298$5.87M<0.01%-10,99413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/82,502$5.81M<0.01%-3,53113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,075$4.59M<0.01%-1,80813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,868$4.22M0.01%+8613F-HR/ATimelineGroup
Legacy Private Trust Co.59,095$4.16M0.27%-19,00913F-HRTimeline
GILL CAPITAL PARTNERS, LLC54,366$3.83M1.23%-6,28213F-HRTimeline
Mutual Advisors, LLC52,415$3.79M0.09%-70213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,619$3.36M<0.01%-1,54013F-HRTimelineGroup
Cambridge Investment Research Advisors,…45,730$3.22M0.01%+6,82013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV41,492$2.92M0.01%+19,32013F-HRTimeline
Freedom Investment Management, Inc.41,436$2.92M0.23%-1,17913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,662$2.58M<0.01%-3,91713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,427$2.5M0.01%+3813F-HRTimelineGroup
Duncan Williams Asset Management, LLC31,688$2.23M0.7%013F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC29,970$2.11M<0.01%+29613F-HRTimelineGroup
HCR Wealth Advisors25,714$1.81M0.21%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.20,046$1.42M0.06%013F-HRTimeline
Merit Financial Group, LLC17,314$1.22M0.01%-23513F-HRTimeline
CWM, LLCin group CWM, LLC17,292$1.22M<0.01%013F-HRTimelineGroup
Capital Market Strategies LLC17,275$1.22M0.85%-3,29113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,684$1.18M<0.01%-8,91013F-HR/ATimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC16,375$1.15M0.01%013F-HRTimeline
WEDBUSH SECURITIES INC16,050$1.13M0.04%-1,96313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,050$990K0.07%+113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.13,880$978K0.12%013F-HRTimeline
MANCHESTER FINANCIAL INC13,695$965K0.2%+4,56013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,552$958K0.03%013F-HRTimeline
Cetera Investment Advisers13,051$920K<0.01%-1,51113F-HRTimeline
Patten Group, Inc.12,860$906K0.19%-10313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,617$889K<0.01%-7,83613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,547$884K<0.01%-4,55813F-HR/ATimelineGroup
Navis Wealth Advisors, LLC12,336$869K0.73%-4413F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…10,856$765K0.33%-67913F-HRTimelineGroup
SeaCrest Wealth Management, LLC10,722$756K0.08%-28213F-HRTimeline
QTR Family Wealth, LLC10,293$725K0.45%-1513F-HRTimeline
FMR LLCin group FMR LLC9,608$677K<0.01%-1,01913F-HRTimelineGroup
Prospera Financial Services Inc9,218$650K0.01%+49813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,150$645K0.01%+5,38413F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,757$617K<0.01%-28513F-HRTimeline
MAI Capital Management8,670$611K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,664$540K<0.01%-813F-HRTimelineGroup
Empower Advisory Group, LLC7,027$495K<0.01%013F-HRTimeline
Bienville Capital Management, LLC6,600$466K0.09%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,472$456K0.01%+25513F-HRTimeline
WealthPLAN Partners, LLC6,129$432K0.07%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,610$395K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,587$394K<0.01%-26913F-HRTimeline
Commonwealth Financial Services, LLC5,410$381K0.07%-37613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,177$365K<0.01%new13F-HRTimelineGroup
COMERICA BANK5,106$360K<0.01%013F-HRTimeline
Perennial Investment Advisors, LLC5,053$356K0.03%013F-HRTimeline
DIVERSIFIED TRUST CO4,800$338K0.01%013F-HRTimeline
Clearstead Advisors, LLC4,745$334K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,535$320K<0.01%+513F-HRTimelineGroup
Advisory Services Network, LLC4,391$316K0.01%-36013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,445$313K0.01%-3013F-HRTimelineGroup
Financial Engines Advisors L.L.C.4,396$310K<0.01%-4,39613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,342$307K0.04%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,297$303K<0.01%013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,067$287K0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC3,929$278K<0.01%+1013F-HR/ATimeline
RDA Financial Network3,901$275K0.07%-6913F-HRTimeline
LeClair Wealth Partners LLC3,686$260K0.18%013F-HRTimeline
Pacific Sun Financial Corp3,540$249K0.13%013F-HRTimeline
Focus Financial Network, Inc.3,489$247K0.01%-113F-HRTimeline
Werba Rubin Papier Wealth Management3,464$244K0.05%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,460$244K<0.01%-4013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.3,330$235K0.11%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,159$223K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,896$206K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC2,848$201K0.02%+1,84813F-HRTimeline
JBR Co Financial Management Inc2,845$200K0.1%new13F-HRTimeline
PRIVATE TRUST CO NA2,746$194K0.02%-2,00413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,144$151K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors1,050$74K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.800$56.4K0.04%013F-HRTimeline
Silicon Valley Capital Partners634$44.7K<0.01%+213F-HRTimeline
S.A. Mason LLC621$43.8K0.02%+213F-HRTimeline
First Pacific Financial456$32.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO369$26K<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC352$24.8K0.02%013F-HRTimeline
West Branch Capital LLC206$14.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC190$13.4K<0.01%13F-HRTimeline
ORG Partners LLC181$12.8K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP180$12.7K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC141$9.93K<0.01%+113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC124$8.74K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG105$7.4K<0.01%-3,56513F-HRTimelineGroup
NFSG Corp34$2.4K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4$282<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.