Congress Intermediate BondCAFXETF
13F holders, Q4 2024 (December 31)19holders +15
14new positions
0sold out
1famous investor
$24.44avg. 13F price*
At the end of Q4 2024, 19 institutions reported holding Congress Intermediate Bond (CAFX) in their 13F filings, up 15 from Q3 2024. 14 opened new positions and 0 sold out. The largest holders were Envestnet Asset Management Inc. ($61.0M), CW Advisors, LLC ($54.6M) and Envestnet Portfolio Solutions, Inc. ($10.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Congress Intermediate Bond
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q4 2024)
- CUSIP
- 74316P587
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $94.4M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 4,202,610 shares bought and 100,721 shares sold, net +4,101,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Envestnet Asset Management Inc. | 0.02% | New | 2,496,097 | $61.0M |
| CW Advisors, LLC | 0.75% | Add +17.3% | 2,235,748 | $54.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | New | 441,943 | $10.8M |
| MML Investors Services, LLC | 0.03% | New | 298,926 | $7.3M |
| Hilltop Holdings Inc. | 0.31% | New | 201,848 | $4.9M |
| Truist Financial Corp. | 0.01% | New | 136,194 | $3.3M |
| Transamerica Financial Advisors, LLC | 0.25% | Reduce -2.9% | 101,478 | $2.5M |
| OneDigital Investment Advisors LLC | 0.02% | New | 86,084 | $2.1M |
| Principal Securities, Inc. | 0.04% | New | 65,281 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | New | 49,832 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +35.0% | 42,226 | $1.0M |
| Kestra Investment Management, LLC | 0.04% | New | 36,602 | $895K |
| PFG Advisors | 0.04% | New | 27,020 | $660K |
| Semus Wealth Partners LLC | 0.26% | New | 16,031 | $392K |
| Citadel Advisors | 0.00% | Reduce -86.8% | 14,897 | $364K |
| US Bancorp \de | 0.00% | New | 4,813 | $118K |
| UBS Group AG | 0.00% | New | 1,832 | $45K |
| Minot DeBlois Advisors LLC | 0.03% | — | 1,192 | $29K |
| Morgan Stanley | 0.00% | New | 43 | $1K |
"% of holder's portfolio" is CAFX's weight in each manager's 13F, not the share of Congress Intermediate Bond the manager owns.