Congress Intermediate BondCAFXETF
13F holders, Q3 2025 (September 30)26holders +4
6new positions
1sold out
1famous investor
$25.02avg. 13F price*
At the end of Q3 2025, 26 institutions reported holding Congress Intermediate Bond (CAFX) in their 13F filings, up 4 from Q2 2025. 6 opened new positions and 1 sold out. The largest holders were Osaic Holdings, Inc. ($69.7M), Envestnet Asset Management Inc. ($67.0M) and Envestnet Portfolio Solutions, Inc. ($17.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Congress Intermediate Bond
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q3 2025)
- CUSIP
- 74316P587
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $73.2M |
| Exits | 1 | $296K |
All 13F filers, Q2 2025 → Q3 2025: 3,125,465 shares bought and 98,297 shares sold, net +3,027,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Osaic Holdings, Inc. | 0.10% | New | 2,785,792 | $69.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.0% | 2,679,024 | $67.0M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +9.9% | 700,498 | $17.5M |
| Principal Securities, Inc. | 0.14% | Add +0.5% | 336,044 | $8.4M |
| MML Investors Services, LLC | 0.02% | Reduce -2.1% | 296,722 | $7.4M |
| Hilltop Holdings Inc. | 0.24% | Reduce -11.0% | 180,837 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +2.3% | 172,104 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 109,757 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +92.8% | 88,762 | $2.2M |
| Flow Traders U.S. LLC | 0.08% | Add +222.1% | 79,757 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -29.9% | 67,998 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.3% | 56,112 | $1.4M |
| Essex Bank | 0.29% | Add +1.8% | 50,865 | $1.3M |
| Kestra Investment Management, LLC | 0.03% | Add +0.3% | 42,259 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -31.5% | 41,016 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +83.4% | 30,586 | $765K |
| PFG Advisors | 0.02% | Add +0.6% | 22,119 | $553K |
| LPL Financial LLC | 0.00% | Add +2.6% | 20,816 | $521K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -33.3% | 18,556 | $464K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +1298.1% | 17,252 | $432K |
| Park Avenue Securities LLC | 0.00% | New | 16,797 | $420K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -2.3% | 10,227 | $256K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,493 | $238K |
| JPMorgan Chase & Co. | 0.00% | New | 4,497 | $113K |
| US Bancorp \de | 0.00% | No change | 3,114 | $78K |
| UBS Group AG | 0.00% | New | 595 | $15K |
"% of holder's portfolio" is CAFX's weight in each manager's 13F, not the share of Congress Intermediate Bond the manager owns.