Who owns CSM?
ProShares Large Cap Core Plus · ProShares
104 institutions reported holding CSM, worth $287.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CSM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $71.2M | 835,854 | +11,156 shares |
| Kayne Anderson Rudnick Investment Management LLC | Los Angeles, CA | $32.6M | 382,408 | +1,490 shares |
| LPL Financial LLC | Fort Mill, SC | $21.7M | 254,981 | −37,119 shares |
| B. Riley Wealth Advisors, Inc. | Memphis, TN | $13.8M | 162,845 | −1,692 shares |
| Waterfront Wealth Inc. | Overland Park, KS | $12.2M | 140,866 | +6,589 shares |
| Onyx Bridge Wealth Group LLC | Tarrytown, NY | $9.8M | 114,928 | −133 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $8.1M | 95,565 | −4,138 shares |
| Stifel Financial Corp. | St. Louis, MO | $7.9M | 93,070 | −9,079 shares |
| United Capital Financial Advisors, LLC | Irving, TX | $7.3M | 85,749 | −891 shares |
| Wells Fargo & Company | San Francisco, CA | $6.0M | 70,162 | −88 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CSM?
104 institutional managers reported holding CSM in Form 13F filings for June 30, 2026, worth $287.4M in total. The largest reported position was held by Morgan Stanley, at $71.2M.
Did institutions buy or sell CSM last quarter?
Reported 13F value rose 13.5% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CSM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.