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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
   AJ WEALTH STRATEGIES LLC 104 - 2023-06-30 30,382 $1,550,000 0
   Regis Acquisition Inc. 25 - 2023-12-31 19,560 $1,071,000 0
   CWM LLC 822 - 2024-03-31 17,292 $1,050,000 0
   ATLAS CAPITAL ADVISORS LLC 149 - 2024-03-31 13,480 $819,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 331 - 2023-12-31 13,552 $742,000 0
   MCCORMACK ADVISORS INTERNATIONAL 695 - 2024-03-31 8,670 $527,000 0
   Navis Wealth Advisors LLC 39 - 2024-03-31 8,546 $519,000 0
   Empower Advisory Group LLC 332 - 2024-03-31 7,027 $427,000 0
   Bienville Capital Management LLC 68 - 2023-12-31 6,600 $361,000 0
   Cetera Investment Advisers 1743 - 2023-12-31 5,835 $320,000 0
   JBR Co Financial Management Inc 77 - 2024-03-31 4,400 $267,000 0
   SOUNDMARK WEALTH MANAGEMENT LLC 57 - 2024-03-31 4,396 $267,000 0
   Global Retirement Partners LLC 711 - 2024-03-31 4,096 $249,000 0
   Cresset Asset Management LLC 1576 - 2023-12-31 4,376 $240,000 0
   AYRSHIRE ASSOCIATES INC 169 - 2023-12-31 4,382 $240,000 0
   PACIFIC SUN FINANCIAL CORP 164 - 2024-03-31 3,900 $237,000 0
   CALDWELL SUTTER CAPITAL INC. 191 - 2024-03-31 3,330 $202,000 0
   Steward Partners Investment Advisory LLC 1502 - 2023-12-31 2,696 $148,000 0
   WETZEL INVESTMENT ADVISORS INC. 151 - 2024-03-31 2,330 $134,000 0
   BANK OF MONTREAL /CAN/ 2795 - 2023-12-31 2,144 $118,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 298 - 2023-06-30 1,462 $75,000 0
   HHM Wealth Advisors LLC 260 - 2023-12-31 1,170 $64,000 0
   TOTH FINANCIAL ADVISORY CORP 348 - 2024-03-31 490 $30,000 0
   First Pacific Financial 203 - 2024-03-31 456 $28,000 0
   Sargent Bickham Lagudis LLC 639 - 2022-12-31 346 $16,000 0
   Qube Research & Technologies Ltd 3107 - 2023-12-31 285 $16,000 0
   Newbridge Financial Services Group Inc. 1017 - 2024-03-31 34 $2,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 501 - 2023-12-31 1 $1,000 0
   PROEQUITIES INC. 2380 - 2024-03-31 0 $0 0
   DHJJ Financial Advisors Ltd. 809 - 2024-03-31 4 $0 0

  30 Records found
  1    
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