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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 1790 - 2023-12-31 860,619 $47,136,000 6,646
   BANK OF AMERICA CORP /DE/ 2674 - 2023-12-31 125,409 $6,869,000 6,365
   STIFEL FINANCIAL CORP 1072 - 2023-12-31 96,273 $5,273,000 12,854
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 753 - 2024-03-31 80,669 $4,900,000 6,493
   AE Wealth Management LLC 639 - 2023-12-31 77,588 $4,355,000 11,008
   Baird Financial Group Inc. 884 - 2023-12-31 43,899 $2,404,000 668
   ROYAL BANK OF CANADA 2760 - 2023-12-31 27,703 $1,517,000 6,582
   COMMONWEALTH EQUITY SERVICES LLC. 2032 - 2024-03-31 22,035 $1,338,000 128
   Lakeview Capital Partners LLC 190 - 2024-03-31 11,373 $691,000 159
   FINANCIAL NETWORK 1961 - 2023-12-31 8,219 $450,000 358
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1243 - 2023-12-31 8,092 $443,000 3,086
   Patten Group Inc. 208 - 2024-03-31 5,292 $321,000 43
   J.W. COLE ADVISORS INC. 667 - 2024-03-31 5,244 $319,000 3
   OPPENHEIMER & CO INC 1232 - 2024-03-31 4,352 $264,000 4,352
   Equitable Holdings Inc. 1029 - 2023-12-31 4,023 $220,000 4,023
   JNBA FINANCIAL ADVISORS 267 - 2024-03-31 1,050 $64,000 2
   Silicon Valley Capital Partners 133 - 2024-03-31 627 $38,000 2
  17 Records found
  1    
  Page 1 of 1
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