Congress Intermediate BondCAFXETF
13F holders, Q2 2025 (June 30)22holders +1
3new positions
2sold out
1famous investor
$24.94avg. 13F price*
At the end of Q2 2025, 22 institutions reported holding Congress Intermediate Bond (CAFX) in their 13F filings, up 1 from Q1 2025. 3 opened new positions and 2 sold out. The largest holders were CW Advisors, LLC ($67.7M), Envestnet Asset Management Inc. ($66.8M) and Envestnet Portfolio Solutions, Inc. ($15.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Congress Intermediate Bond
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q2 2025)
- CUSIP
- 74316P587
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.3M |
| Exits | 2 | $445K |
All 13F filers, Q1 2025 → Q2 2025: 933,231 shares bought and 170,036 shares sold, net +763,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| CW Advisors, LLC | 0.66% | Add +9.1% | 2,715,409 | $67.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.0% | 2,678,630 | $66.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +23.0% | 637,206 | $15.9M |
| Principal Securities, Inc. | 0.16% | Add +412.2% | 334,366 | $8.3M |
| MML Investors Services, LLC | 0.02% | Reduce -2.5% | 303,256 | $7.6M |
| Hilltop Holdings Inc. | 0.32% | Add +7.4% | 203,189 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +7.5% | 168,284 | $4.2M |
| OneDigital Investment Advisors LLC | 0.03% | Add +6.2% | 96,977 | $2.4M |
| Citadel Advisors | 0.00% | Add +448.8% | 59,908 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +20.0% | 56,305 | $1.4M |
| Essex Bank | 0.30% | Add +3.7% | 49,949 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | New | 46,030 | $1.1M |
| Kestra Investment Management, LLC | 0.03% | Add +6.7% | 42,148 | $1.1M |
| Snowden Capital Advisors LLC | 0.02% | New | 27,799 | $693K |
| Flow Traders U.S. LLC | 0.02% | Reduce -8.7% | 24,759 | $617K |
| PFG Advisors | 0.03% | No change | 21,980 | $548K |
| LPL Financial LLC | 0.00% | New | 20,286 | $506K |
| Jane Street Group, LLC | 0.00% | Reduce -72.6% | 16,680 | $416K |
| Semus Wealth Partners LLC | 0.19% | Add +1.9% | 11,861 | $296K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +7.6% | 10,470 | $261K |
| US Bancorp \de | 0.00% | Reduce -39.7% | 3,114 | $78K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -98.7% | 1,234 | $31K |
"% of holder's portfolio" is CAFX's weight in each manager's 13F, not the share of Congress Intermediate Bond the manager owns.