Congress Intermediate BondCAFXETF
13F holders, Q4 2025 (December 31)27holders +1
3new positions
2sold out
1famous investor
$25.02avg. 13F price*
At the end of Q4 2025, 27 institutions reported holding Congress Intermediate Bond (CAFX) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were Osaic Holdings, Inc. ($71.2M), Envestnet Asset Management Inc. ($65.8M) and Envestnet Portfolio Solutions, Inc. ($20.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Congress Intermediate Bond
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q4 2025)
- CUSIP
- 74316P587
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $752K |
| Exits | 2 | $1.8M |
All 13F filers, Q3 2025 → Q4 2025: 420,272 shares bought and 323,411 shares sold, net +96,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Osaic Holdings, Inc. | 0.10% | Add +2.1% | 2,844,961 | $71.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.8% | 2,630,253 | $65.8M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +15.2% | 806,805 | $20.2M |
| MML Investors Services, LLC | 0.02% | Add +23.7% | 367,118 | $9.2M |
| Principal Securities, Inc. | 0.13% | Add +0.4% | 337,487 | $8.4M |
| Truist Financial Corp. | 0.01% | Add +13.3% | 195,058 | $4.9M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Add +33.4% | 118,360 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.8% | 85,889 | $2.1M |
| Flow Traders U.S. LLC | 0.06% | Reduce -15.0% | 67,758 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +113.1% | 65,190 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.4% | 57,451 | $1.4M |
| Transamerica Financial Advisors, LLC | 0.11% | Add +211.4% | 53,719 | $1.3M |
| Citadel Advisors | 0.00% | Add +27.1% | 52,135 | $1.3M |
| Essex Bank | 0.28% | No change | 50,865 | $1.3M |
| Kestra Investment Management, LLC | 0.03% | Add +19.6% | 50,546 | $1.3M |
| Snowden Capital Advisors LLC | 0.02% | Add +38.5% | 25,709 | $643K |
| Cetera Investment Advisers | 0.00% | New | 25,411 | $636K |
| PFG Advisors | 0.03% | Add +1.1% | 22,352 | $559K |
| LPL Financial LLC | 0.00% | Add +0.2% | 20,853 | $522K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.9% | 16,640 | $416K |
| Hilltop Holdings Inc. | 0.02% | Reduce -91.7% | 15,084 | $377K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +4.9% | 10,728 | $268K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.7% | 9,938 | $249K |
| US Bancorp \de | 0.00% | Add +4.9% | 3,266 | $82K |
| Royal Bank of Canada | 0.00% | New | 3,207 | $80K |
| Allworth Financial LP | 0.00% | New | 1,450 | $36K |
| UBS Group AG | 0.00% | Reduce -61.9% | 227 | $6K |
"% of holder's portfolio" is CAFX's weight in each manager's 13F, not the share of Congress Intermediate Bond the manager owns.