§ EQUITY
USDCSM
PROSHARES LARGE CAP CORE PLU
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
35 increased/new, 41 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 825K | 0.0% | −48% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 381K | 0.1% | +0% |
| LPL Financial LLC | 292K | 0.0% | −0% |
| B. Riley Wealth Advisors, Inc. | 165K | 0.8% | −6% |
| Waterfront Wealth Inc. | 134K | 1.8% | +23% |
| Onyx Bridge Wealth Group LLC | 115K | 0.9% | −1% |
◇ AC INTELLIGENCE
Top institutional owners for CSM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER56.9% · 86 holders
DEALER / BANK31.5% · 12 holders
QUALITY / COMPOUNDER11.5% · 2 holders
INCOME / DEFENSIVE0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CSM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CSM yet.