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Get Institutions for : 
Proshares Large Cap Core P (CSM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 84    0
Total shares held : 
4,048,633  
% of shares held : 
7.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
-218,476  
% of shares held change : 
  -0.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 6,235
 0.15%
 
Increased Positions :
19
 99,310
 2.45%
 
Unchanged Positions :
25
 226,477
 5.59%
 
Decreased Positions :
37
-292,251
-7.22%
 
Closed Positions :
3
-31,770
-0.78%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 1719 - 2024-03-31 855,708 $51,973,000 -4,911
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 140 - 2024-03-31 797,858 $48,416,000 -8,839
   LPL FINANCIAL CORP 1418 - 2024-03-31 144,763 $8,792,000 -29,220
   Apexium Financial LP 25 - 2024-03-31 127,338 $7,734,000 -5,552
   BANK OF AMERICA CORP /DE/ 2680 - 2024-03-31 123,439 $7,497,000 -1,970
   BANK OF NEW YORK MELLON CORP 2130 - 2024-03-31 120,613 $7,326,000 -14,790
   Onyx Bridge Wealth Group LLC 18 - 2024-03-31 124,086 $7,244,000 -1,654
   WELLS FARGO & CO/MN 1779 - 2024-03-31 113,316 $6,882,000 -181,637
   Waterfront Wealth Inc. 9 - 2024-03-31 106,261 $6,147,000 -2,475
   LEGACY PRIVATE TRUST CO. 55 - 2024-03-31 100,614 $6,111,000 -1,182
   STIFEL FINANCIAL CORP 1057 - 2024-03-31 95,762 $5,816,000 -511
   GILL CAPITAL PARTNERS LLC 21 - 2024-03-31 70,260 $4,053,000 -7,373
   Mutual Advisors LLC 185 - 2024-03-31 53,532 $3,251,000 -10,603
   Advisor Group Holdings Inc. 1367 - 2024-03-31 51,584 $3,133,000 -3,496
   Baird Financial Group Inc. 869 - 2024-03-31 43,028 $2,613,000 -871
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1684 - 2024-03-31 29,694 $1,804,000 -146
   ROYAL BANK OF CANADA 2728 - 2024-03-31 23,581 $1,433,000 -4,122
   Capital Market Strategies LLC 22 - 2024-03-31 20,886 $1,269,000 -1,725
   LEAVELL T & ASSOCIATES INC 229 - 2024-03-31 20,846 $1,266,000 -4,400
   WEDBUSH MORGAN SECURITIES INC 343 - 2024-03-31 18,454 $1,121,000 -1,130
   THOROUGHBRED FINANCIAL SERVICES LLC 208 - 2024-03-31 15,074 $915,000 -240
   RAYMOND JAMES & ASSOCIATES 2778 - 2024-03-31 12,091 $734,000 -1,000
   Merit Financial Group LLC 480 - 2024-03-31 12,455 $729,000 -262
   Prosperity Financial Group Inc. 57 - 2024-03-31 11,911 $723,000 -115
   SeaCrest Wealth Management LLC 276 - 2024-03-31 9,714 $590,000 -4,068
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1254 - 2024-03-31 7,888 $479,000 -204
   Feltz Wealth PLAN Inc. 208 - 2024-03-31 7,839 $476,000 -2
   FINANCIAL NETWORK 2035 - 2024-03-31 6,905 $419,000 -1,314
   Perennial Investment Advisors LLC 254 - 2024-03-31 5,053 $307,000 -365
   RDA Financial Network 200 - 2024-03-31 4,236 $257,000 -20
   Cresset Asset Management LLC 1640 - 2024-03-31 4,204 $255,000 -172
   MML INVESTORS SERVICES LLC 2268 - 2024-03-31 3,807 $231,000 -217
   Wealthcare Advisory Partners LLC 745 - 2024-03-31 3,591 $218,000 -99
   Providence Capital Advisors LLC 140 - 2024-03-31 1,248 $76,000 -556
   Asset Dedication LLC 434 - 2024-03-31 901 $54,000 -181
   West Branch Capital LLC 265 - 2024-03-31 204 $12,000 -119

  36 Records found
  1    
  Page 1 of 1
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