Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / LARGE CAP CRE
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Number of holders
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94
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Total shares
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4.07M
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Shares change
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-141K
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Total reported value, excl. options
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$269M
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Value change
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-$9.28M
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Number of buys
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29
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Number of sells
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-31
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Price
-
$66.14
Significant Holders of PROSHARES TR - LARGE CAP CRE (CSM) as of Q4 2024
98 filings reported holding CSM - PROSHARES TR - LARGE CAP CRE as of Q4 2024.
PROSHARES TR - LARGE CAP CRE (CSM) has 94 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.07M shares
.
Largest 10 shareholders include MORGAN STANLEY (865K shares), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (780K shares), LPL Financial LLC (297K shares), B. Riley Wealth Advisors, Inc. (251K shares), ENVESTNET ASSET MANAGEMENT INC (154K shares), Onyx Bridge Wealth Group LLC (123K shares), Waterfront Wealth Inc. (103K shares), Legacy Private Trust Co. (97.5K shares), BANK OF AMERICA CORP /DE/ (97.4K shares), and Apexium Financial, LP (97K shares).
This table shows the top 94 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.