CSM Institutional Ownership
ProShares - Large Cap Core Plus
1W: -0.2%
1M: -0.9%
3M: +1.7%
YTD: +9.6%
1Y: +13.9%
3Y: +84.5%
5Y: +77.4%
$87.50
+0.57 (+0.66%)
Weekly Expected Move ±1.5%
$85
$86
$88
$89
$90
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
Weather
Institutional Ownership — CSM
114
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
286M
Total Invested
12
New Positions
22
Increased
51
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (116 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 835,854 | 73M | +11,156 | +1.4% | 60Q | SEC ↗ |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 382,408 | 33M | +1,490 | +0.4% | 44Q | SEC ↗ |
| 3 | LPL Financial LLC | 254,981 | 22M | -37,119 | -12.7% | 54Q | SEC ↗ |
| 4 | B. Riley Wealth Advisors, Inc. | 162,845 | 14M | -1,692 | -1.0% | 47Q | SEC ↗ |
| 5 | Waterfront Wealth Inc. | 140,866 | 12M | +6,589 | +4.9% | 23Q | SEC ↗ |
| 6 | Onyx Bridge Wealth Group LLC | 114,928 | 10M | -133 | -0.1% | 13Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 95,565 | 8M | -4,138 | -4.2% | 57Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP | 93,070 | 8M | -9,079 | -8.9% | 34Q | SEC ↗ |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 85,749 | 8M | -891 | -1.0% | 3Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 70,162 | 6M | -88 | -0.1% | 68Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 63,269 | 6M | -2,104 | -3.2% | 15Q | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 61,728 | 5M | -675 | -1.1% | 38Q | SEC ↗ |
| 13 | Mutual Advisors, LLC | 52,318 | 5M | -20 | -0.0% | 35Q | SEC ↗ |
| 14 | Legacy Private Trust Co. | 51,526 | 5M | -2,344 | -4.4% | 37Q | SEC ↗ |
| 15 | HighPoint Advisor Group LLC | 49,131 | 4M | +118 | +0.2% | 3Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 48,300 | 4M | -108 | -0.2% | 7Q | SEC ↗ |
| 17 | GILL CAPITAL PARTNERS, LLC | 43,670 | 4M | -1,387 | -3.1% | 26Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 42,374 | 4M | +5,838 | +16.0% | 26Q | SEC ↗ |
| 19 | MANCHESTER FINANCIAL INC | 34,819 | 3M | +3,331 | +10.6% | 7Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 34,283 | 3M | -1,262 | -3.6% | 24Q | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 33,144 | 3M | -920 | -2.7% | 33Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 32,589 | 3M | -670 | -2.0% | 15Q | SEC ↗ |
| 23 | Cerity Partners LLC | 29,660 | 3M | -81 | -0.3% | 12Q | SEC ↗ |
| 24 | Duncan Williams Asset Management, LLC | 29,276 | 3M | +10 | +0.0% | 8Q | SEC ↗ |
| 25 | HCR Wealth Advisors | 25,714 | 2M | — | +0.0% | 9Q | SEC ↗ |
| 26 | MERCER GLOBAL ADVISORS INC /ADV | 21,520 | 2M | -19,894 | -48.0% | 7Q | SEC ↗ |
| 27 | Merit Financial Group, LLC | 19,744 | 2M | +2,485 | +14.4% | 35Q | SEC ↗ |
| 28 | CreativeOne Wealth, LLC | 19,581 | 2M | +213 | +1.1% | 3Q | SEC ↗ |
| 29 | LEAVELL INVESTMENT MANAGEMENT, INC. | 19,382 | 2M | -332 | -1.7% | 65Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,712 | 2M | +9,385 | +100.6% | 4Q | SEC ↗ |
| 31 | Cambridge Investment Research Advisors | 18,709 | 2M | -620 | -3.2% | 50Q | SEC ↗ |
| 32 | Patten Group, Inc. | 17,562 | 2M | -5,391 | -23.5% | 21Q | SEC ↗ |
| 33 | HRT FINANCIAL LP NEW | 14,474 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Elmwood Wealth Management, Inc. | 13,881 | 1M | — | +0.0% | 3Q | SEC ↗ |
| 35 | THOROUGHBRED FINANCIAL SERVICES, LLC | 13,742 | 1M | — | +0.0% | 31Q | SEC ↗ |
| 36 | EVERGREEN CAPITAL MANAGEMENT LLC | 13,552 | 1M | — | +0.0% | 36Q | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 12,510 | 1M | -79 | -0.6% | 6Q | SEC ↗ |
| 38 | ROYAL BANK OF CANADA | 12,433 | 1M | -2,724 | -18.0% | 67Q | SEC ↗ |
| 39 | WEDBUSH SECURITIES INC | 11,848 | 1M | -938 | -7.3% | 63Q | SEC ↗ |
| 40 | SeaCrest Wealth Management, LLC | 10,192 | 892K | -475 | -4.5% | 35Q | SEC ↗ |
| 41 | Navis Wealth Advisors, LLC | 9,902 | 866K | -440 | -4.3% | 14Q | SEC ↗ |
| 42 | Prosperity Financial Group, Inc. | 9,480 | 830K | -400 | -4.0% | 15Q | SEC ↗ |
| 43 | Prospera Financial Services Inc | 9,337 | 817K | -66 | -0.7% | 7Q | SEC ↗ |
| 44 | QTR Family Wealth, LLC | 8,905 | 779K | -117 | -1.3% | 6Q | SEC ↗ |
| 45 | MAI Capital Management | 8,670 | 759K | — | +0.0% | 7Q | SEC ↗ |
| 46 | Steward Partners Investment Advisory, | 7,644 | 669K | -426 | -5.3% | 29Q | SEC ↗ |
| 47 | FMR LLC | 7,408 | 648K | — | +0.0% | 29Q | SEC ↗ |
| 48 | COMMONWEALTH EQUITY SERVICES, LLC | 7,284 | 637K | -788 | -9.8% | 35Q | SEC ↗ |
| 49 | OPPENHEIMER & CO INC | 7,243 | 634K | -73 | -1.0% | 10Q | SEC ↗ |
| 50 | Empower Advisory Group, LLC | 7,027 | 615K | — | +0.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 14,474 | 1M |
| LeClair Wealth Partners LLC | 3,426 | 300K |
| Harvest Investment Services, LLC | 2,943 | 258K |
| Sequent Planning LLC | 2,662 | 233K |
| Focus Financial Network, Inc. | 2,637 | 231K |
| RDA Financial Network | 2,550 | 223K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 2,462 | 215K |
| Integrated Wealth Concepts LLC | 1,450 | 127K |
| IFG Advisory, LLC | 1,010 | 88K |
| Silver Grove Financial Group, Inc. | 412 | 36K |
| Global Retirement Partners, LLC | 190 | 17K |
| Ameritas Advisory Services, LLC | 145 | 13K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 7,100 | 621K |
| Pacific Sun Financial Corp | 3,590 | 314K |
| Stratos Wealth Partners, LTD. | 3,049 | 267K |
| FIRST TRUST ADVISORS LP | 2,898 | 254K |
| Palisades Hudson Asset Management, | 2,883 | 252K |
| JANE STREET GROUP, LLC | 2,784 | 244K |
| Global Wealth Strategies & Associat | 2,090 | 183K |
| Abound Wealth Management | 597 | 52K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 194 | 17K |
| HARBOR INVESTMENT ADVISORY, LLC | 80 | 7K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +11,156 | +1.4% | 835,854 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +9,385 | +100.6% | 18,712 |
| Waterfront Wealth Inc. | +6,589 | +4.9% | 140,866 |
| OSAIC HOLDINGS, INC. | +5,838 | +16.0% | 42,374 |
| MANCHESTER FINANCIAL INC | +3,331 | +10.6% | 34,819 |
| JPMORGAN CHASE & CO | +3,192 | +91.4% | 6,683 |
| Merit Financial Group, LLC | +2,485 | +14.4% | 19,744 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | +1,490 | +0.4% | 382,408 |
| MML INVESTORS SERVICES, LLC | +1,413 | +26.0% | 6,843 |
| Mariner, LLC | +1,200 | +30.0% | 5,197 |
| US BANCORP \DE | +1,036 | +146.1% | 1,745 |
| CreativeOne Wealth, LLC | +213 | +1.1% | 19,581 |
| Soundwatch Capital LLC | +196 | +3.4% | 5,992 |
| KINGSWOOD WEALTH ADVISORS, LLC | +144 | +3.5% | 4,262 |
| HighPoint Advisor Group LLC | +118 | +0.2% | 49,131 |
| NewEdge Advisors, LLC | +11 | +0.3% | 4,145 |
| Cresset Asset Management, LLC | +10 | +0.3% | 3,985 |
| Duncan Williams Asset Management, L | +10 | +0.0% | 29,276 |
| Werba Rubin Papier Wealth Managemen | +9 | +0.3% | 3,473 |
| J.W. COLE ADVISORS, INC. | +5 | +0.1% | 6,360 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -37,119 | -12.7% | 254,981 |
| MERCER GLOBAL ADVISORS INC /ADV | -19,894 | -48.0% | 21,520 |
| STIFEL FINANCIAL CORP | -9,079 | -8.9% | 93,070 |
| Patten Group, Inc. | -5,391 | -23.5% | 17,562 |
| ENVESTNET ASSET MANAGEMENT INC | -4,138 | -4.2% | 95,565 |
| ROYAL BANK OF CANADA | -2,724 | -18.0% | 12,433 |
| Legacy Private Trust Co. | -2,344 | -4.4% | 51,526 |
| BANK OF AMERICA CORP /DE | -2,104 | -3.2% | 63,269 |
| B. Riley Wealth Advisors, Inc. | -1,692 | -1.0% | 162,845 |
| GILL CAPITAL PARTNERS, LLC | -1,387 | -3.1% | 43,670 |
| Kestra Advisory Services, LLC | -1,262 | -3.6% | 34,283 |
| EVERMAY WEALTH MANAGEMENT LLC | -1,198 | -28.9% | 2,942 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -954 | -12.4% | 6,737 |
| WEDBUSH SECURITIES INC | -938 | -7.3% | 11,848 |
| Baird Financial Group, Inc. | -920 | -2.7% | 33,144 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -891 | -1.0% | 85,749 |
| COMMONWEALTH EQUITY SERVICES, LLC | -788 | -9.8% | 7,284 |
| Bank of New York Mellon Corp | -675 | -1.1% | 61,728 |
| Cetera Investment Advisers | -670 | -2.0% | 32,589 |
| UBS Group AG | -632 | -70.5% | 265 |