Congress Intermediate BondCAFXETF
13F holders, Q2 2026 (June 30)25holders +3
7new positions
4sold out
1famous investor
$24.63avg. 13F price*
At the end of Q2 2026, 25 institutions reported holding Congress Intermediate Bond (CAFX) in their 13F filings, up 3 from Q1 2026. 7 opened new positions and 4 sold out. The largest holders were Envestnet Asset Management Inc. ($64.0M), Osaic Holdings, Inc. ($25.5M) and Envestnet Portfolio Solutions, Inc. ($20.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Congress Intermediate Bond
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q2 2026)
- CUSIP
- 74316P587
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $7.0M |
| Exits | 4 | $2.2M |
All 13F filers, Q1 2026 → Q2 2026: 421,005 shares bought and 486,848 shares sold, net −65,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Envestnet Asset Management Inc. | 0.02% | Add +0.7% | 2,600,028 | $64.0M |
| Osaic Holdings, Inc. | 0.03% | Add +8.3% | 1,036,749 | $25.5M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Reduce -0.6% | 829,071 | $20.4M |
| MML Investors Services, LLC | 0.02% | Add +4.0% | 366,562 | $9.0M |
| LPL Financial LLC | 0.00% | New | 140,898 | $3.5M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -0.7% | 127,758 | $3.2M |
| Principal Securities, Inc. | 0.03% | Reduce -66.9% | 104,213 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.3% | 104,038 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -7.8% | 92,192 | $2.3M |
| Janney Montgomery Scott LLC | 0.00% | New | 86,126 | $2.1M |
| Transamerica Financial Advisors, LLC | 0.10% | Add +2.8% | 48,943 | $1.2M |
| Kestra Investment Management, LLC | 0.02% | Add +3.9% | 48,472 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -69.7% | 47,119 | $1.2M |
| Essex Bank | 0.24% | No change | 45,945 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -63.6% | 36,849 | $908K |
| Goldman Sachs Group Inc. | 0.00% | Add +62.5% | 31,885 | $785K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.3% | 24,486 | $603K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.5% | 24,136 | $594K |
| Park Avenue Securities LLC | 0.00% | Add +1.0% | 16,135 | $397K |
| Farther Finance Advisors, LLC | 0.00% | New | 14,226 | $350K |
| Susquehanna International Group, LLP | 0.00% | New | 12,580 | $310K |
| Moneco Advisors, LLC | 0.02% | New | 11,959 | $295K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 10,638 | $262K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.9% | 10,405 | $256K |
| JPMorgan Chase & Co. | 0.00% | New | 8,479 | $209K |
"% of holder's portfolio" is CAFX's weight in each manager's 13F, not the share of Congress Intermediate Bond the manager owns.