PROSHARES TRUST - CSM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 835,854 | 71,227 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 382,408 | 32,571 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 254,981 | 21,728 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 162,845 | 13,763 | 0.74% | 0.74% | 4 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Waterfront Wealth Inc. | History | No change | 140,866 | 12,191 | 1.89% | 1.89% | 5 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 114,928 | 9,793 | 0.88% | 0.88% | 6 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 95,565 | 8,143 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 93,070 | 7,930 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 85,749 | 7,303 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 70,162 | 5,978 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 63,269 | 5,391 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 61,728 | 5,260 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | No change | 52,318 | 4,458 | 0.08% | 0.08% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Private Trust Co. | History | Reduced | 50,801 | 4,408 | 0.24% | 0.24% | 14 | -725 | -1.41% | Q3 2026 | Oct 06, 2026 |
| HighPoint Advisor Group LLC | History | No change | 49,131 | 4,186 | 0.15% | 0.15% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 48,300 | 4,115 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 43,670 | 3,721 | 0.99% | 0.99% | 17 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 42,374 | 3,611 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 34,819 | 2,967 | 0.53% | 0.53% | 19 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | No change | 34,283 | 2,921 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 33,144 | 2,824 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 32,589 | 2,777 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 29,660 | 2,527 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 29,276 | 2,494 | 0.56% | 0.56% | 24 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HCR Wealth Advisors | History | No change | 25,714 | 2,191 | 0.2% | 0.2% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 21,520 | 1,833 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Merit Financial Group, LLC | History | No change | 19,744 | 1,682 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CreativeOne Wealth, LLC | History | No change | 19,581 | 1,668 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 19,382 | 1,651 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 18,709 | 1,594 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 18,712 | 1,594 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patten Group, Inc. | History | No change | 17,562 | 1,496 | 0.23% | 0.23% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | No change | 14,474 | 1,233 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 13,881 | 1,182 | 0.3% | 0.3% | 34 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 13,742 | 1,171 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 13,552 | 1,154 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 12,510 | 1,066 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,433 | 1,059 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 11,848 | 1,010 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 10,192 | 868 | 0.1% | 0.1% | 40 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 9,902 | 843 | 0.32% | 0.32% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 9,480 | 807 | 0.25% | 0.25% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 9,337 | 796 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| QTR Family Wealth, LLC | History | No change | 8,905 | 758 | 0.26% | 0.26% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | No change | 8,670 | 738 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,644 | 651 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 7,408 | 631 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 7,284 | 620 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,243 | 617 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Empower Advisory Group, LLC | History | No change | 7,027 | 598 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,843 | 583 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,737 | 574 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,683 | 564 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bienville Capital Management, LLC | History | No change | 6,600 | 562 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,360 | 541 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthPLAN Partners, LLC | History | No change | 6,137 | 522 | 0.1% | 0.1% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Soundwatch Capital LLC | History | No change | 5,992 | 510 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,610 | 478 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 5,335 | 454 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 5,197 | 442 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 5,001 | 426 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 4,800 | 409 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,745 | 404 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 4,396 | 374 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 4,262 | 363 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,219 | 359 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Intrua Financial, LLC | History | No change | 4,157 | 354 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,145 | 353 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 4,030 | 343 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,985 | 339 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 3,473 | 295 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LeClair Wealth Partners LLC | History | No change | 3,426 | 291 | 0.15% | 0.15% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 3,364 | 286 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,330 | 283 | 0.11% | 0.11% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,272 | 278 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WEALTH EFFECTS LLC | History | No change | 3,203 | 272 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,942 | 250 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Harvest Investment Services, LLC | History | No change | 2,943 | 250 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,846 | 242 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 2,753 | 234 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JBR Co Financial Management Inc | History | No change | 2,720 | 231 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sequent Planning LLC | History | No change | 2,662 | 226 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 2,637 | 224 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RDA Financial Network | History | No change | 2,550 | 217 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,462 | 213 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,144 | 182 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,986 | 169 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 1,745 | 148 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,635 | 139 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,100 | 93 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JNBA Financial Advisors | History | No change | 1,011 | 86 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 1,010 | 86 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silicon Valley Capital Partners | History | No change | 643 | 54 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| First Pacific Financial | History | No change | 449 | 38 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 468 | 35 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 412 | 35 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 352 | 29 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 265 | 22 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Branch Capital LLC | History | No change | 207 | 17 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 190 | 16 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 180 | 15 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 145 | 12 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 76 | 6 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NFSG Corp | History | No change | 34 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |