Skip to content
Disclosery

CSM PROSHARES TR

Follow

LARGE CAP CRE (fund)

102 managers (102 13F filers) reported a position in CSM shares at 2025-09-30, 3,371,368 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
102
13F filers
102
New
10
Added
26
Reduced
37
Sold out
5
Shares held by filers
3,371,368

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY813,588$62.3M<0.01%+2,44513F-HR/ATimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…396,271$30.3M0.07%-1,70013F-HRTimeline
LPL Financial LLC302,486$23.2M0.01%+13,18413F-HRTimeline
B. Riley Wealth Advisors, Inc.176,412$13.5M0.65%-22,55113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP120,806$9.25M0.01%+31913F-HRTimelineGroup
Onyx Bridge Wealth Group LLC116,877$8.95M0.97%+59913F-HRTimeline
Waterfront Wealth Inc.105,182$8.07M1.65%+3,99913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC97,846$7.49M<0.01%-2,01013F-HRTimelineGroup
Apexium Financial, LP91,122$6.98M0.34%-3,94313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp78,160$5.98M<0.01%-5,13813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/68,532$5.25M<0.01%-13,97013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63,693$4.88M<0.01%-1,38213F-HRTimelineGroup
Legacy Private Trust Co.55,774$4.27M0.26%-3,32113F-HRTimeline
Mutual Advisors, LLC52,338$4.04M0.09%-7713F-HRTimeline
GILL CAPITAL PARTNERS, LLC51,240$3.92M1.2%-3,12613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,855$3.69M0.01%-11,01313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,610$3.65M<0.01%-913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV41,478$3.18M0.01%-1413F-HRTimeline
Cetera Investment Advisers35,727$2.74M<0.01%+22,67613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,604$2.73M0.01%+17713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,218$2.7M<0.01%-1,44413F-HRTimelineGroup
Duncan Williams Asset Management, LLC31,162$2.39M0.67%-52613F-HRTimeline
MANCHESTER FINANCIAL INC30,006$2.3M0.46%+16,31113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,970$2.29M<0.01%013F-HRTimelineGroup
HCR Wealth Advisors25,714$1.98M0.2%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,829$1.67M<0.01%+5,14513F-HRTimelineGroup
Cambridge Investment Research Advisors,…20,609$1.58M<0.01%-25,12113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.19,714$1.51M0.06%-33213F-HRTimeline
Merit Financial Group, LLC17,318$1.33M0.01%+413F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,051$1.07M0.07%+113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,552$1.04M0.02%013F-HRTimeline
Patten Group, Inc.13,467$1.03M0.2%+60713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,596$965K<0.01%+4913F-HRTimelineGroup
WEDBUSH SECURITIES INC12,561$962K0.03%-3,48913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,460$954K<0.01%-15713F-HRTimeline
SeaCrest Wealth Management, LLC10,767$834K0.09%+4513F-HRTimeline
Navis Wealth Advisors, LLC10,599$812K0.61%-1,73713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…10,055$770K0.28%-80113F-HRTimelineGroup
QTR Family Wealth, LLC10,029$768K0.36%-26413F-HRTimeline
Prospera Financial Services Inc9,077$696K0.01%-14113F-HRTimeline
MAI Capital Management8,670$664K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…8,488$650K<0.01%-26913F-HRTimeline
FMR LLCin group FMR LLC8,002$613K<0.01%-1,60613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,821$599K0.01%-1,32913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,677$588K<0.01%+1313F-HRTimelineGroup
Willow Creek Wealth Management Inc.7,389$566K0.05%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,027$538K<0.01%013F-HRTimelineGroup
Bienville Capital Management, LLC6,600$505K0.1%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,483$496K0.01%+1113F-HRTimeline
WealthPLAN Partners, LLC6,132$470K0.07%+313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,610$430K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,602$429K<0.01%+1513F-HRTimeline
Commonwealth Financial Services, LLC5,410$414K0.07%013F-HRTimeline
Perennial Investment Advisors, LLC5,001$383K0.03%-5213F-HRTimeline
Kelman-Lazarov, Inc.4,800$368K0.05%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,765$365K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC4,745$363K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,535$347K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,422$339K0.01%-2313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC4,409$338K0.02%+1,25013F-HRTimeline
Advisory Services Network, LLC4,399$337K<0.01%+813F-HRTimeline
Financial Engines Advisors L.L.C.4,396$337K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,342$332K0.04%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,297$329K<0.01%013F-HRTimelineGroup
COMERICA BANK4,278$328K<0.01%-82813F-HRTimeline
NewEdge Advisors, LLC4,109$315K<0.01%new13F-HRTimeline
Cresset Asset Management, LLC3,950$302K<0.01%+2113F-HR/ATimeline
LeClair Wealth Partners LLC3,686$282K0.18%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,658$280K0.01%-40913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,600$276K<0.01%new13F-HRTimelineGroup
Pacific Sun Financial Corp3,540$271K0.13%013F-HRTimeline
Werba Rubin Papier Wealth Management3,464$265K0.04%013F-HRTimeline
Focus Financial Network, Inc.3,413$261K0.01%-7613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,382$259K<0.01%-7813F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.3,330$255K0.11%013F-HRTimeline
WEALTH EFFECTS LLC3,203$245K0.08%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,896$223K<0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,896$222K<0.01%-2,28113F-HRTimelineGroup
RDA Financial Network2,889$221K0.05%-1,01213F-HRTimeline
JBR Co Financial Management Inc2,845$218K0.09%013F-HRTimeline
PRIVATE TRUST CO NA2,691$206K0.02%-5513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,144$164K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates2,090$160K0.04%new13F-HRTimeline
HHM Wealth Advisors, LLC1,635$125K0.01%-1,21313F-HRTimeline
UBS Group AGin group UBS Group AG1,062$81.3K<0.01%+95713F-HRTimelineGroup
JNBA Financial Advisors1,050$80.4K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.800$61.3K0.04%013F-HRTimeline
Silicon Valley Capital Partners637$48.8K<0.01%+313F-HRTimeline
First Pacific Financial457$35K<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO369$28.3K<0.01%013F-HR/ATimelineGroup
WPG Advisers, LLC352$27K0.02%013F-HRTimeline
Wealthspire Advisors, LLC208$15.9K<0.01%new13F-HRTimeline
West Branch Capital LLC207$15.9K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC194$14.9K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC190$14.5K<0.01%013F-HRTimeline
ORG Partners LLC181$13.9K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP180$13.8K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…145$11.1K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC142$10.8K<0.01%+113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC80$6.13K<0.01%-4413F-HRTimeline
NFSG Corp34$2.6K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4$307<0.01%013F-HRTimeline