PROSHARES TR (CSM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
100
Reporting holders
$284.3M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $71.2M | 835,854 | 0.00% | 35q | +1.4%+$950.7K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $32.6M | 382,408 | 0.10% | 31q | HELD |
| LPL Financial LLC | $21.7M | 254,981 | 0.00% | 31q | -12.7%-$3.2M |
| B. Riley Wealth Advisors, Inc. | $13.8M | 162,845 | 0.74% | 30q | -1.0%-$143.0K |
| Waterfront Wealth Inc. | $12.2M | 140,866 | 1.89% | 23q | +4.9%+$570.2K |
| Onyx Bridge Wealth Group LLC | $9.8M | 114,928 | 0.88% | 13q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $8.1M | 95,565 | 0.00% | 31q | -4.2%-$352.6K |
| STIFEL FINANCIAL CORP | $7.9M | 93,070 | 0.01% | 31q | -8.9%-$773.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.3M | 85,749 | 0.04% | 3q | -1.0%-$75.9K |
| WELLS FARGO & COMPANY/MN | $6.0M | 70,162 | 0.00% | 31q | -50.1%-$6.0M |
| BANK OF AMERICA CORP /DE/ | $5.4M | 63,269 | 0.00% | 31q | -3.2%-$179.3K |
| Bank of New York Mellon Corp | $5.3M | 61,728 | 0.00% | 31q | -1.1%-$57.5K |
| Mutual Advisors, LLC | $4.5M | 52,318 | 0.08% | 31q | HELD |
| Legacy Private Trust Co. | $4.4M | 51,526 | 0.24% | 31q | -4.4%-$199.7K |
| HighPoint Advisor Group LLC | $4.2M | 49,131 | 0.15% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 48,300 | 0.00% | 7q | HELD |
| GILL CAPITAL PARTNERS, LLC | $3.7M | 43,670 | 0.99% | 27q | -3.1%-$118.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.7M | 43,040 | 0.00% | 7q | +3.9%+$138.6K |
| OSAIC HOLDINGS, INC. | $3.6M | 42,374 | 0.00% | 26q | +16.0%+$497.6K |
| Merit Financial Group, LLC | $3.4M | 39,487 | 0.01% | 31q | +128.8%+$1.9M |
| MANCHESTER FINANCIAL INC | $3.0M | 34,819 | 0.53% | 7q | +10.6%+$283.9K |
| Kestra Advisory Services, LLC | $2.9M | 34,283 | 0.01% | 24q | -3.6%-$107.5K |
| Baird Financial Group, Inc. | $2.8M | 33,144 | 0.00% | 31q | -2.7%-$78.4K |
| Cetera Investment Advisers | $2.8M | 32,589 | 0.00% | 15q | -2.0%-$57.1K |
| Cerity Partners LLC | $2.5M | 29,660 | 0.00% | 12q | HELD |
| Duncan Williams Asset Management, LLC | $2.5M | 29,276 | 0.56% | 8q | HELD |
| HCR Wealth Advisors | $2.2M | 25,714 | 0.20% | 9q | HELD |
| CreativeOne Wealth, LLC | $1.7M | 19,581 | 0.04% | 3q | +1.1%+$18.2K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $1.7M | 19,382 | 0.06% | 31q | -1.7%-$28.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 18,712 | 0.00% | 4q | +100.6%+$799.7K |
| Patten Group, Inc. | $1.5M | 17,562 | 0.23% | 21q | -23.5%-$459.4K |
| Elmwood Wealth Management, Inc. | $1.2M | 13,881 | 0.30% | 3q | HELD |
| EVERGREEN CAPITAL MANAGEMENT LLC | $1.2M | 13,552 | 0.02% | 31q | HELD |
| Rockefeller Capital Management L.P. | $1.1M | 12,510 | 0.00% | 6q | -0.6%-$6.7K |
| ROYAL BANK OF CANADA | $1.1M | 12,433 | 0.00% | 31q | -18.0%-$232.0K |
| SeaCrest Wealth Management, LLC | $868.5K | 10,192 | 0.10% | 31q | -4.5%-$40.5K |
| Navis Wealth Advisors, LLC | $843.8K | 9,902 | 0.32% | 14q | -4.3%-$37.5K |
| Prosperity Financial Group, Inc. | $807.9K | 9,480 | 0.25% | 15q | -4.0%-$34.1K |
| Prospera Financial Services Inc | $796.2K | 9,337 | 0.01% | 7q | -0.7%-$5.6K |
| QTR Family Wealth, LLC | $758.8K | 8,905 | 0.26% | 6q | -1.3%-$10.0K |
| MAI Capital Management | $738.8K | 8,670 | 0.00% | 23q | HELD |
| Steward Partners Investment Advisory, LLC | $651.4K | 7,644 | 0.00% | 29q | -5.3%-$36.3K |
| FMR LLC | $631.3K | 7,408 | 0.00% | 29q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $620.7K | 7,284 | 0.00% | 31q | -9.8%-$67.1K |
| OPPENHEIMER & CO INC | $617.2K | 7,243 | 0.01% | 10q | -1.0%-$6.2K |
| Empower Advisory Group, LLC | $598.8K | 7,027 | 0.00% | 13q | HELD |
| MML INVESTORS SERVICES, LLC | $583.1K | 6,843 | 0.00% | 7q | +26.0%+$120.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $574.1K | 6,737 | 0.00% | 28q | -12.4%-$81.3K |
| JPMORGAN CHASE & CO | $564.8K | 6,683 | 0.00% | 5q | +91.4%+$269.8K |
| Bienville Capital Management, LLC | $562.4K | 6,600 | 0.08% | 31q | HELD |
| J.W. COLE ADVISORS, INC. | $542.0K | 6,360 | 0.01% | 19q | HELD |
| WealthPLAN Partners, LLC | $523.0K | 6,137 | 0.10% | 25q | HELD |
| Soundwatch Capital LLC | $510.6K | 5,992 | 0.06% | 3q | +3.4%+$16.7K |
| PNC Financial Services Group, Inc. | $478.1K | 5,610 | 0.00% | 6q | HELD |
| Commonwealth Financial Services, LLC | $454.6K | 5,335 | 0.06% | 12q | HELD |
| Mariner, LLC | $442.9K | 5,197 | 0.00% | 8q | +30.0%+$102.3K |
| Perennial Investment Advisors, LLC | $426.2K | 5,001 | 0.03% | 19q | HELD |
| Kelman-Lazarov, Inc. | $409.0K | 4,800 | 0.05% | 4q | HELD |
| Clearstead Advisors, LLC | $404.3K | 4,745 | 0.00% | 13q | HELD |
| Financial Engines Advisors L.L.C. | $374.6K | 4,396 | 0.00% | 9q | HELD |
| KINGSWOOD WEALTH ADVISORS, LLC | $363.2K | 4,262 | 0.01% | 5q | +3.5%+$12.3K |
| STEPHENS INC /AR/ | $359.6K | 4,219 | 0.00% | 10q | HELD |
| Intrua Financial, LLC | $354.2K | 4,157 | 0.03% | 3q | -7.4%-$28.1K |
| NewEdge Advisors, LLC | $353.2K | 4,145 | 0.00% | 4q | HELD |
| Wealthcare Advisory Partners LLC | $343.4K | 4,030 | 0.01% | 14q | HELD |
| Cresset Asset Management, LLC | $339.6K | 3,985 | 0.00% | 15q | HELD |
| Werba Rubin Papier Wealth Management | $296.0K | 3,473 | 0.04% | 10q | HELD |
| LeClair Wealth Partners LLC | $291.9K | 3,426 | 0.15% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $286.7K | 3,364 | 0.00% | 10q | HELD |
| CALDWELL SUTTER CAPITAL, INC. | $283.8K | 3,330 | 0.11% | 13q | HELD |
| Equitable Holdings, Inc. | $278.8K | 3,272 | 0.00% | 11q | -3.3%-$9.4K |
| WEALTH EFFECTS LLC | $272.9K | 3,203 | 0.07% | 4q | HELD |
| Harvest Investment Services, LLC | $250.8K | 2,943 | 0.04% | new | NEW |
| EVERMAY WEALTH MANAGEMENT LLC | $250.7K | 2,942 | 0.03% | 23q | -28.9%-$102.1K |
| FIFTH THIRD BANCORP | $242.5K | 2,846 | 0.00% | 3q | HELD |
| Advisory Services Network, LLC | $234.6K | 2,753 | 0.00% | 9q | -4.4%-$10.9K |
| JBR Co Financial Management Inc | $231.8K | 2,720 | 0.08% | 5q | -2.2%-$5.1K |
| Sequent Planning LLC | $226.8K | 2,662 | 0.05% | new | NEW |
| Focus Financial Network, Inc. | $224.7K | 2,637 | 0.01% | new | NEW |
| RDA Financial Network | $217.3K | 2,550 | 0.05% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $213.1K | 2,462 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $182.7K | 2,144 | 0.00% | 21q | HELD |
| PRIVATE TRUST CO NA | $169.2K | 1,986 | 0.01% | 8q | -22.8%-$50.1K |
| US BANCORP \DE\ | $148.7K | 1,745 | 0.00% | 2q | +146.1%+$88.3K |
| HHM Wealth Advisors, LLC | $139.3K | 1,635 | 0.01% | 27q | HELD |
| Integrated Wealth Concepts LLC | $123.6K | 1,450 | 0.00% | new | NEW |
| Sage Mountain Advisors LLC | $93.7K | 1,100 | 0.01% | 2q | HELD |
| JNBA Financial Advisors | $86.2K | 1,011 | 0.01% | 31q | HELD |
| IFG Advisory, LLC | $86.1K | 1,010 | 0.00% | new | NEW |
| First Pacific Financial | $38.3K | 449 | 0.00% | 13q | -2.4% |
| Silver Grove Financial Group, Inc. | $35.1K | 412 | 0.02% | new | NEW |
| WPG Advisers, LLC | $30.0K | 352 | 0.02% | 6q | HELD |
| UBS Group AG | $22.6K | 265 | 0.00% | 2q | -70.5%-$53.9K |
| West Branch Capital LLC | $17.7K | 207 | 0.00% | 21q | HELD |
| Global Retirement Partners, LLC | $16.2K | 190 | 0.00% | 4q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $15.3K | 180 | 0.00% | 31q | HELD |
| Ameritas Advisory Services, LLC | $12.4K | 145 | 0.00% | new | NEW |
| Allworth Financial LP | $6.5K | 76 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.2K | 37,418 | 0.00% | 31q | +93.6%+$1.5K |
| NFSG Corp | $2.9K | 34 | 0.00% | 18q | HELD |
Showing the largest 100 of 104 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 100 | $284.3M | 3,335,673 | 10 | 14 | 34 | 0.0% |
| Q1 2026 | 96 | $254.9M | 3,407,829 | 5 | 16 | 25 | 0.0% |
| Q4 2025 | 101 | $268.3M | 3,368,000 | 10 | 10 | 32 | 0.0% |
| Q3 2025 | 98 | $253.6M | 3,312,056 | 10 | 11 | 32 | 0.0% |
| Q2 2025 | 93 | $240.7M | 3,414,145 | 7 | 11 | 32 | 0.0% |
| Q1 2025 | 91 | $236.9M | 3,717,124 | 7 | 14 | 26 | 0.0% |
| Q4 2024 | 88 | $261.6M | 3,955,067 | 7 | 16 | 18 | 0.0% |
| Q3 2024 | 83 | $267.3M | 4,088,092 | 5 | 14 | 26 | 0.0% |
| Q2 2024 | 79 | $236.0M | 3,804,693 | 5 | 9 | 29 | 0.0% |
| Q1 2024 | 77 | $339.2M | 5,677,850 | 9 | 10 | 27 | 0.0% |
| Q4 2023 | 76 | $274.3M | 5,006,049 | 5 | 12 | 31 | 0.0% |
| Q3 2023 | 72 | $218.7M | 4,482,330 | 5 | 10 | 30 | 0.0% |
| Q2 2023 | 73 | $231.1M | 4,526,707 | 8 | 12 | 32 | 0.0% |
| Q1 2023 | 69 | $257.9M | 5,409,516 | 3 | 11 | 30 | 0.0% |
| Q4 2022 | 69 | $246.0M | 5,465,873 | 10 | 11 | 18 | 0.0% |
| Q3 2022 | 75 | $243.2M | 5,746,155 | 1 | 15 | 27 | 0.0% |
| Q2 2022 | 85 | $240.3M | 5,362,054 | 5 | 17 | 22 | 0.0% |
| Q1 2022 | 93 | $296.6M | 5,517,019 | 10 | 79 | 3 | 0.0% |
| Q4 2021 | 87 | $289.7M | 2,670,818 | 6 | 20 | 21 | 0.0% |
| Q3 2021 | 83 | $265.1M | 2,645,062 | 7 | 17 | 30 | 0.0% |
| Q2 2021 | 83 | $270.7M | 2,727,757 | 9 | 13 | 30 | 0.0% |
| Q1 2021 | 81 | $255.0M | 2,792,259 | 7 | 20 | 31 | 0.0% |
| Q4 2020 | 80 | $243.4M | 2,882,940 | 5 | 12 | 33 | 0.0% |
| Q3 2020 | 73 | $234.0M | 3,065,954 | 3 | 16 | 38 | 0.0% |
| Q2 2020 | 80 | $238.7M | 3,266,234 | 8 | 10 | 47 | 0.0% |
| Q1 2020 | 83 | $351.5M | 5,955,885 | 7 | 13 | 41 | 0.0% |
| Q4 2019 | 98 | $581.0M | 7,523,404 | 9 | 19 | 34 | 0.0% |
| Q3 2019 | 89 | $541.1M | 7,641,892 | 6 | 20 | 33 | 0.0% |
| Q2 2019 | 85 | $551.9M | 7,832,244 | 9 | 23 | 27 | 0.0% |
| Q1 2019 | 90 | $544.1M | 7,950,917 | 8 | 25 | 33 | 0.0% |
| Q4 2018 | 86 | $489.7M | 8,048,618 | 1 | 2 | 4 | 0.0% |