Congress Intermediate BondCAFXETF
13F holders, Q1 2026 (March 31)22holders −5
2new positions
7sold out
1famous investor
$24.80avg. 13F price*
At the end of Q1 2026, 22 institutions reported holding Congress Intermediate Bond (CAFX) in their 13F filings, down 5 from Q4 2025. 2 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($64.0M), Osaic Holdings, Inc. ($23.7M) and Envestnet Portfolio Solutions, Inc. ($20.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Congress Intermediate Bond
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q1 2026)
- CUSIP
- 74316P587
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.8M |
| Exits | 7 | $2.0M |
All 13F filers, Q4 2025 → Q1 2026: 234,979 shares bought and 2,227,704 shares sold, net −1,992,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.8% | 2,581,752 | $64.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -66.4% | 957,005 | $23.7M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +3.4% | 834,102 | $20.7M |
| MML Investors Services, LLC | 0.02% | Reduce -4.0% | 352,556 | $8.7M |
| Principal Securities, Inc. | 0.11% | Reduce -6.7% | 314,744 | $7.8M |
| Truist Financial Corp. | 0.01% | Reduce -20.3% | 155,417 | $3.9M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +8.7% | 128,609 | $3.2M |
| Jane Street Group, LLC | 0.00% | Add +55.1% | 101,139 | $2.5M |
| Citadel Advisors | 0.00% | Add +91.8% | 99,988 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | New | 96,020 | $2.4M |
| Flow Traders U.S. LLC | 0.04% | Reduce -28.4% | 48,484 | $1.2M |
| Transamerica Financial Advisors, LLC | 0.10% | Reduce -11.3% | 47,634 | $1.2M |
| Kestra Investment Management, LLC | 0.02% | Reduce -7.7% | 46,638 | $1.2M |
| Essex Bank | 0.25% | Reduce -9.7% | 45,945 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -56.0% | 25,308 | $628K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.8% | 24,742 | $614K |
| PFG Advisors | 0.03% | Add +0.9% | 22,563 | $560K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -77.2% | 19,627 | $487K |
| Johnson Investment Counsel Inc. | 0.00% | New | 17,400 | $432K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.0% | 15,969 | $396K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 9,917 | $246K |
| UBS Group AG | 0.00% | Reduce -22.5% | 176 | $4K |
"% of holder's portfolio" is CAFX's weight in each manager's 13F, not the share of Congress Intermediate Bond the manager owns.