Congress Intermediate BondCAFXETF
13F holders, Q1 2025 (March 31)21holders +2
5new positions
3sold out
1famous investor
$24.79avg. 13F price*
At the end of Q1 2025, 21 institutions reported holding Congress Intermediate Bond (CAFX) in their 13F filings, up 2 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($63.2M), CW Advisors, LLC ($61.7M) and Envestnet Portfolio Solutions, Inc. ($12.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Congress Intermediate Bond
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q1 2025)
- CUSIP
- 74316P587
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.6M |
| Exits | 3 | $75K |
All 13F filers, Q4 2024 → Q1 2025: 545,169 shares bought and 36,611 shares sold, net +508,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Envestnet Asset Management Inc. | 0.02% | Add +2.2% | 2,550,138 | $63.2M |
| CW Advisors, LLC | 0.74% | Add +11.3% | 2,488,122 | $61.7M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +17.2% | 518,027 | $12.8M |
| MML Investors Services, LLC | 0.03% | Add +4.1% | 311,090 | $7.7M |
| Hilltop Holdings Inc. | 0.30% | Reduce -6.2% | 189,246 | $4.7M |
| Truist Financial Corp. | 0.01% | Add +15.0% | 156,566 | $3.9M |
| Transamerica Financial Advisors, LLC | 0.24% | Reduce -4.5% | 96,867 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Add +6.1% | 91,362 | $2.3M |
| Principal Securities, Inc. | 0.04% | No change | 65,281 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +44.2% | 60,902 | $1.5M |
| Essex Bank | 0.29% | New | 48,153 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.9% | 46,913 | $1.2M |
| Kestra Investment Management, LLC | 0.02% | Add +7.9% | 39,492 | $979K |
| Flow Traders U.S. LLC | 0.03% | New | 27,114 | $672K |
| PFG Advisors | 0.03% | Reduce -18.6% | 21,980 | $545K |
| Compound Planning, Inc. | 0.01% | New | 12,704 | $315K |
| Semus Wealth Partners LLC | 0.20% | Reduce -27.4% | 11,640 | $289K |
| Citadel Advisors | 0.00% | Reduce -26.7% | 10,916 | $271K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 9,730 | $241K |
| Bank of America Corp. | 0.00% | New | 5,239 | $130K |
| US Bancorp \de | 0.00% | Add +7.3% | 5,163 | $128K |
"% of holder's portfolio" is CAFX's weight in each manager's 13F, not the share of Congress Intermediate Bond the manager owns.