Public ownership evidence

ProShares Large Cap Core Plus (CSM) Ownership Disclosures

Read CSM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

ProShares Large Cap Core Plus: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
238,847
Value (USD)
$15,219,358
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CSM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CSM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29238,847$15,219,358None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2143,670$3,721,352None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2021,520$1,833,833None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1885,749$7,303,590None
Equitable Holdings, Inc.2026-06-302026-08-183,272$278,824None
Sequent Planning LLC2026-06-302026-08-152,662$226,843None
Mutual Advisors, LLC2026-06-302026-08-1552,318$4,458,294None
Navis Wealth Advisors, LLC2026-06-302026-08-159,902$843,802None
Perennial Investment Advisors, LLC2026-06-302026-08-155,001$426,162None
Ameritas Advisory Services, LLC2026-06-302026-08-15145$12,356None
NFSG Corp2026-06-302026-08-1534$2,897None
IFG Advisory, LLC2026-06-302026-08-151,010$86,067None
OSAIC HOLDINGS, INC.2026-06-302026-08-15325$27,695None
OSAIC HOLDINGS, INC.2026-06-302026-08-1542,049$3,584,013None
HRT FINANCIAL LP2026-06-302026-08-1514,474$1,233,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1518,712$1,594,549None
Financial Engines Advisors L.L.C.2026-06-302026-08-154,396$374,606None
Harvest Investment Services, LLC2026-06-302026-08-152,943$250,789None
MAI Capital Management2026-06-302026-08-158,670$738,817None
Cerity Partners LLC2026-06-302026-08-1529,660$2,527,462None
Cresset Asset Management, LLC2026-06-302026-08-153,985$339,608None
ROYAL BANK OF CANADA2026-06-302026-08-1549$4,000None
ROYAL BANK OF CANADA2026-06-302026-08-1510,191$868,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,193$187,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1526,769$2,281,128None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1521,531$1,834,759None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1510,470$892,204None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1559,692$5,086,686None
BANK OF AMERICA CORP /DE/2026-06-302026-08-155,850$498,508None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1542,327$3,606,895None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1515,092$1,286,065None
Silver Grove Financial Group, Inc.2026-06-302026-08-14412$35,109None
CreativeOne Wealth, LLC2026-06-302026-08-1419,580$1,668,516None
CreativeOne Wealth, LLC2026-06-302026-08-141$76None
Rockefeller Capital Management L.P.2026-06-302026-08-1412,510$1,066,126None
Steward Partners Investment Advisory, LLC2026-06-302026-08-147,644$651,373None
UBS Group AG2026-06-302026-08-14265$22,582None
Mariner, LLC2026-06-302026-08-145,197$442,898None
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2026-06-302026-08-14382,408$32,571,121None
Soundwatch Capital LLC2026-06-302026-08-145,992$510,610None
Bienville Capital Management, LLC2026-06-302026-08-146,600$562,421None
MORGAN STANLEY2026-06-302026-08-1452$4,473None
MORGAN STANLEY2026-06-302026-08-14835,802$71,223,164None
FMR LLC2026-06-302026-08-147,408$631,299None
Integrated Wealth Concepts LLC2026-06-302026-08-131,450$123,566None
Cetera Investment Advisers2026-06-302026-08-1332,589$2,777,040None
Baird Financial Group, Inc.2026-06-302026-08-1333,144$2,824,376None
Advisory Services Network, LLC2026-06-302026-08-132,753$234,609None
Empower Advisory Group, LLC2026-06-302026-08-137,027$598,808None
NewEdge Advisors, LLC2026-06-302026-08-134,145$353,210None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗GILL CAPITAL PARTNERS, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗Sequent Planning LLC ↗Mutual Advisors, LLC ↗Navis Wealth Advisors, LLC ↗Perennial Investment Advisors, LLC ↗Ameritas Advisory Services, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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