Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PROSHARES TR (CSM)

98 + Investors. Track Smart Money conviction in CSM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
9Q ▲
Buyers last Q
42%

Smart Money Signals — CSM

Based on 98 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added CSM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
98 hedge funds hold CSM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 42% buying

30 buying42 selling
Last quarter: 42 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 7 → 10 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 14% new
67 out of 98 hedge funds have held CSM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

12 → 6 → 7 → 10 → 8 new funds/Q
New funds entering each quarter: 6 → 7 → 10 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 10% 1-2yr ■ 18% new
Of 98 current holders: 70 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
12 of 98 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CSM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CSM

How many hedge funds hold CSM — quarterly history vs. share price
Quarterly hedge fund ownership of CSM vs. share price

Market Analysis: CSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: CSM
2026 Q1 Stats Unlock in 10 days 98 + Investors

Track Smart Money conviction in CSM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 98 97 1.03%
13F Shares 3M 3M 0.02%
Total Value $268M $257M 4.32%
New Positions 8 10 -2
Increased Positions 22 26 -4
Closed Positions 7 7 -
Reduced Positions 35 34 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CSM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

98 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSM. Verified SEC 13F-HR filings.

Top 25 institutional holders of CSM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Waterfront Wealth Inc. 1.84% 134,277 $10.0M
2 GILL CAPITAL PARTNERS, LLC 0.97% 45,057 $3.4M
3 Onyx Bridge Wealth Group LLC 0.93% 115,061 $8.6M
4 B. Riley Wealth Advisors, Inc. 0.76% 164,537 $12.0M
5 Duncan Williams Asset Management, LLC 0.61% 29,266 $2.2M
6 MANCHESTER FINANCIAL INC 0.45% 31,488 $2.4M
7 QTR Family Wealth, LLC 0.30% 9,022 $722K
8 Patten Group, Inc. 0.30% 22,953 $1.7M
9 Elmwood Wealth Management, Inc. 0.29% 13,881 $1.0M
10 Legacy Private Trust Co. 0.25% 53,870 $4.0M
11 HCR Wealth Advisors 0.20% 25,714 $1.9M
12 PACIFIC SUN FINANCIAL CORP 0.13% 3,590 $269K
13 CALDWELL SUTTER CAPITAL, INC. 0.10% 3,330 $249K
14 JBR Co Financial Management Inc 0.09% 2,780 $222K
15 WealthPLAN Partners, LLC 0.09% 6,136 $459K
16 SeaCrest Wealth Management, LLC 0.09% 10,667 $798K
17 WEALTH EFFECTS LLC 0.08% 3,203 $240K
18 Palisades Hudson Asset Management, L.P. 0.08% 2,883 —
19 Mutual Advisors, LLC 0.08% 52,338 $3.9M
20 Commonwealth Financial Services, LLC 0.06% 5,335 $399K
21 Soundwatch Capital LLC 0.05% 5,796 $434K
22 Kelman-Lazarov, Inc. 0.05% 4,800 $359K
23 Global Wealth Strategies & Associates 0.04% 2,090 $156K
24 Intrua Financial, LLC 0.03% 4,487 $336K
25 WEDBUSH SECURITIES INC 0.03% 12,786 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PROSHARES TR (CSM)

What does the Smart Money Trend signal show for CSM?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added CSM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CSM?

More sellers than buyers — 42% buying: Last quarter: 42 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CSM holders?

Elite ownership — 43% AUM from top-100 funds: 12 of 98 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CSM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CSM?

68% of holders stayed for 2+ years: 67 out of 98 hedge funds have held CSM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.