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Disclosery

CSM PROSHARES TR

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LARGE CAP CRE (fund)

106 managers (106 13F filers) reported a position in CSM shares at 2025-12-31, 3,422,040 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
106
13F filers
106
New
11
Added
23
Reduced
36
Sold out
6
Shares held by filers
3,422,040

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY799,731$63.7M<0.01%-13,85713F-HR/ATimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…380,400$30.3M0.08%-15,87113F-HRTimeline
LPL Financial LLC293,117$23.4M0.01%-9,36913F-HRTimeline
B. Riley Wealth Advisors, Inc.175,123$14M0.66%-1,28913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP121,557$9.69M0.01%+75113F-HRTimelineGroup
Onyx Bridge Wealth Group LLC116,357$9.27M0.99%-52013F-HRTimeline
Waterfront Wealth Inc.109,105$8.74M1.66%+3,92313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC98,928$7.88M<0.01%+1,08213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…86,946$6.92M0.04%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp76,815$6.12M<0.01%-1,34513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/69,746$5.56M<0.01%+1,21413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,425$5.21M<0.01%+1,73213F-HRTimelineGroup
Legacy Private Trust Co.55,750$4.44M0.26%-2413F-HRTimeline
Mutual Advisors, LLC52,338$4.17M0.09%013F-HRTimeline
HighPoint Advisor Group LLC49,076$3.91M0.09%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,415$3.86M0.01%-44013F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC47,664$3.8M1.15%-3,57613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,399$3.78M<0.01%-21113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV41,414$3.3M0.01%-6413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,565$2.83M0.01%-3913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.34,201$2.73M<0.01%-1,01713F-HRTimelineGroup
Cetera Investment Advisers32,828$2.62M<0.01%-2,89913F-HRTimeline
Duncan Williams Asset Management, LLC31,712$2.51M0.62%+55013F-HRTimeline
MANCHESTER FINANCIAL INC30,774$2.45M0.46%+76813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,972$2.39M<0.01%+213F-HRTimelineGroup
HCR Wealth Advisors25,714$2.05M0.2%013F-HRTimeline
Patten Group, Inc.24,066$1.92M0.35%+10,59913F-HRTimeline
Cambridge Investment Research Advisors,…21,022$1.68M<0.01%+41313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.19,714$1.57M0.07%013F-HRTimeline
Merit Financial Group, LLC17,328$1.38M0.01%+1013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,008$1.2M0.03%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC14,051$1.12M0.07%013F-HRTimeline
Elmwood Wealth Management, Inc.13,881$1.11M0.35%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,552$1.08M0.02%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP13,200$1.05M<0.01%+9,60013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,626$1.01M<0.01%+3013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,609$1M<0.01%-9,22013F-HRTimelineGroup
WEDBUSH SECURITIES INC12,563$1M0.03%+213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,926$950K<0.01%-53413F-HRTimeline
SeaCrest Wealth Management, LLC10,667$855K0.09%-10013F-HRTimeline
Navis Wealth Advisors, LLC10,102$805K0.34%-49713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…9,860$786K0.28%-19513F-HRTimelineGroup
Prospera Financial Services Inc9,163$731K0.01%+8613F-HRTimeline
QTR Family Wealth, LLC9,040$722K0.32%-98913F-HRTimeline
MAI Capital Management8,670$691K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…8,390$669K<0.01%-9813F-HRTimeline
Intrua Financial, LLC8,015$639K0.07%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,684$612K<0.01%+713F-HR/ATimelineGroup
FMR LLCin group FMR LLC7,500$598K<0.01%-50213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,415$591K0.01%-40613F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,027$560K<0.01%013F-HRTimelineGroup
Bienville Capital Management, LLC6,600$526K0.08%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,489$497K0.01%+613F-HRTimeline
WealthPLAN Partners, LLC6,134$489K0.07%+213F-HRTimeline
HRT FINANCIAL LP5,936$472K<0.01%new13F-HRTimeline
Soundwatch Capital LLC5,796$462K0.07%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,610$447K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,419$432K<0.01%-18313F-HRTimeline
Commonwealth Financial Services, LLC5,335$425K0.07%-7513F-HRTimeline
Perennial Investment Advisors, LLC5,001$398K0.03%013F-HRTimeline
Kelman-Lazarov, Inc.4,800$382K0.05%013F-HRTimeline
Clearstead Advisors, LLC4,745$378K<0.01%013F-HRTimeline
Financial Engines Advisors L.L.C.4,396$350K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,342$346K0.04%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,297$342K<0.01%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC4,212$336K0.02%-19713F-HRTimeline
NewEdge Advisors, LLC4,122$328K<0.01%+1313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,072$324K0.01%-35013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,997$319K<0.01%-53813F-HRTimelineGroup
Cresset Asset Management, LLC3,963$316K<0.01%+1313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,658$291K0.01%013F-HRTimelineGroup
Pacific Sun Financial Corp3,540$282K0.14%013F-HRTimeline
Werba Rubin Papier Wealth Management3,464$276K0.07%013F-HRTimeline
LeClair Wealth Partners LLC3,426$273K0.16%-26013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,382$269K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.3,330$265K0.11%013F-HRTimeline
WEALTH EFFECTS LLC3,203$255K0.08%013F-HRTimeline
Advisory Services Network, LLC3,117$248K<0.01%-1,28213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,084$246K<0.01%-1,68113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,049$243K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,896$234K<0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,898$231K<0.01%+213F-HRTimelineGroup
COMERICA BANK2,846$227K<0.01%-1,43213F-HRTimeline
JBR Co Financial Management Inc2,780$222K0.09%-6513F-HRTimeline
Focus Financial Network, Inc.2,737$218K0.01%-67613F-HRTimeline
Sequent Planning LLC2,662$212K0.05%new13F-HRTimeline
RDA Financial Network2,586$206K0.05%-30313F-HRTimeline
PRIVATE TRUST CO NA2,485$198K0.02%-20613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,144$171K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates2,090$167K0.04%013F-HRTimeline
HHM Wealth Advisors, LLC1,635$130K0.02%013F-HRTimeline
JNBA Financial Advisors1,050$83.7K0.01%013F-HRTimeline
Silicon Valley Capital Partners639$50.9K<0.01%+213F-HRTimeline
WELLINGTON-ALTUS USA INC.468$37.3K0.03%13F-HRTimeline
First Pacific Financial458$36.5K<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO369$29.4K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC352$28K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…310$24.7K<0.01%new13F-HRTimelineGroup
West Branch Capital LLC207$16.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC194$15.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC190$15.1K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP180$14.3K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC80$6.37K<0.01%013F-HRTimeline
Allworth Financial LP76$6.06K<0.01%new13F-HRTimeline
NFSG Corp34$2.71K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4$319<0.01%013F-HRTimeline