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Disclosery

CSM PROSHARES TR

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LARGE CAP CRE (fund)

102 managers (102 13F filers) reported a position in CSM shares at 2026-03-31, 3,390,921 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
102
13F filers
102
New
6
Added
26
Reduced
35
Sold out
8
Shares held by filers
3,390,921

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY824,698$61.7M<0.01%+24,96713F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…380,918$28.6M0.08%+51813F-HRTimeline
LPL Financial LLC292,100$21.9M0.01%-1,01713F-HRTimeline
B. Riley Wealth Advisors, Inc.164,537$12M0.78%-10,58613F-HRTimeline
Waterfront Wealth Inc.134,277$10M1.84%+25,17213F-HRTimeline
Onyx Bridge Wealth Group LLC115,061$8.61M0.93%-1,29613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,149$7.64M0.01%-19,40813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC99,703$7.46M<0.01%+77513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…86,640$6.5M0.04%-30613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN70,250$5.26M<0.01%+4,82513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,373$4.89M<0.01%-4,37313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp62,403$4.67M<0.01%-14,41213F-HRTimelineGroup
Legacy Private Trust Co.53,870$4.03M0.25%-1,88013F-HRTimeline
Mutual Advisors, LLC52,338$3.92M0.08%013F-HRTimeline
HighPoint Advisor Group LLC49,013$3.67M0.15%-6313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,408$3.62M<0.01%+1,00913F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC45,057$3.37M0.97%-2,60713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV41,414$3.1M<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,536$2.73M<0.01%-11,87913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,545$2.66M0.01%-2013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.34,064$2.55M<0.01%-13713F-HRTimelineGroup
Cetera Investment Advisers33,259$2.49M<0.01%+43113F-HRTimeline
MANCHESTER FINANCIAL INC31,488$2.36M0.45%+71413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,741$2.23M<0.01%-23113F-HRTimelineGroup
Duncan Williams Asset Management, LLC29,266$2.19M0.61%-2,44613F-HRTimeline
HCR Wealth Advisors25,714$1.92M0.2%013F-HRTimeline
Patten Group, Inc.22,953$1.72M0.3%-1,11313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.19,714$1.48M0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,368$1.45M0.03%+4,36013F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,329$1.45M<0.01%-1,69313F-HRTimeline
Merit Financial Group, LLC17,259$1.29M0.01%-6913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,157$1.13M<0.01%+2,54813F-HRTimelineGroup
Elmwood Wealth Management, Inc.13,881$1.04M0.29%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,742$1.03M0.06%-30913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,552$1.01M0.02%013F-HRTimeline
WEDBUSH SECURITIES INC12,786$957K0.03%+22313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,589$942K<0.01%-3713F-HRTimelineGroup
SeaCrest Wealth Management, LLC10,667$798K0.09%013F-HRTimeline
Navis Wealth Advisors, LLC10,342$774K0.39%+24013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…9,880$739K0.27%+2013F-HRTimelineGroup
QTR Family Wealth, LLC9,022$722K0.3%-1813F-HRTimeline
Prospera Financial Services Inc9,403$704K0.01%+24013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,327$698K<0.01%+6,24313F-HRTimelineGroup
MAI Capital Management8,670$649K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,072$604K<0.01%-3,85413F-HRTimeline
Steward Partners Investment Advisory, L…8,070$604K<0.01%-32013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,691$575K<0.01%+713F-HRTimelineGroup
FMR LLCin group FMR LLC7,408$554K<0.01%-9213F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,316$547K0.01%-9913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,100$531K<0.01%-6,10013F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,027$526K<0.01%013F-HRTimelineGroup
Bienville Capital Management, LLC6,600$494K0.09%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,355$475K0.02%-13413F-HRTimeline
WealthPLAN Partners, LLC6,136$459K0.09%+213F-HRTimeline
Soundwatch Capital LLC5,796$434K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,610$420K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,430$406K<0.01%+1113F-HRTimeline
Commonwealth Financial Services, LLC5,335$399K0.06%013F-HRTimeline
Perennial Investment Advisors, LLC5,001$374K0.03%013F-HRTimeline
Kelman-Lazarov, Inc.4,800$359K0.05%013F-HRTimeline
Clearstead Advisors, LLC4,745$355K<0.01%013F-HRTimeline
Intrua Financial, LLC4,487$336K0.04%-3,52813F-HRTimeline
Financial Engines Advisors L.L.C.4,396$329K<0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,219$316K<0.01%-7813F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC4,140$310K0.03%-20213F-HRTimeline
NewEdge Advisors, LLC4,134$309K<0.01%+1213F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC4,118$308K0.01%-9413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,044$303K0.01%-2813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,997$299K<0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC3,975$297K<0.01%+1213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,382$269K<0.01%013F-HRTimelineGroup
Pacific Sun Financial Corp3,590$269K0.13%+5013F-HRTimeline
Werba Rubin Papier Wealth Management3,464$259K0.04%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,491$255K<0.01%+3,12213F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,364$252K<0.01%-29413F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.3,330$249K0.1%013F-HRTimeline
WEALTH EFFECTS LLC3,203$240K0.08%013F-HRTimeline
JBR Co Financial Management Inc2,780$222K0.09%013F-HRTimeline
Palisades Hudson Asset Management, L.P.2,883$216K0.08%new13F-HRTimeline
Advisory Services Network, LLC2,881$216K<0.01%-23613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,846$213K<0.01%+2,53613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,784$208K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA2,574$193K0.02%+8913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,144$160K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates2,090$156K0.04%013F-HRTimeline
HHM Wealth Advisors, LLC1,635$122K0.01%013F-HRTimeline
Sage Mountain Advisors LLC1,100$82.3K0.01%new13F-HRTimeline
JNBA Financial Advisors1,016$76K0.01%-3413F-HRTimeline
UBS Group AGin group UBS Group AG897$67.1K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\709$53K<0.01%new13F-HRTimelineGroup
Silicon Valley Capital Partners641$48K<0.01%+213F-HRTimeline
Abound Wealth Management597$44.6K0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.468$39.9K0.02%013F-HRTimeline
First Pacific Financial460$34.4K<0.01%+213F-HRTimeline
WPG Advisers, LLC352$26.3K0.02%013F-HRTimeline
West Branch Capital LLC207$15.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC194$14.5K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP180$13.5K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC80$5.99K<0.01%013F-HRTimeline
Allworth Financial LP76$5.69K<0.01%013F-HRTimeline
NFSG Corp34$2.54K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4$300<0.01%013F-HRTimeline