Congress Large Cap GrowthCAMLETF

13F holders, Q4 2024 (December 31)
7holders
1new positions
2sold out
$33.95avg. 13F price*

At the end of Q4 2024, 7 institutions reported holding Congress Large Cap Growth (CAML) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Hantz Financial Services, Inc. ($264.1M), CW Advisors, LLC ($3.5M) and Congress Asset Management Co. ($1.5M).

Company
Congress Large Cap Growth
Filed as
PROFESIONALLY MANAGED PORTFO (Q4 2024)
CUSIP
74316P637
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 5Q1 2024Q2 2024: 6Q2 2024Q3 2024: 7Q3 2024Q4 2024: 7Q4 2024Q1 2025: 7Q1 2025Q2 2025: 11Q2 2025Q3 2025: 11Q3 2025Q4 2025: 12Q4 2025Q1 2026: 14Q1 2026Q2 2026: 14Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$3.5M
Exits2$466K

All 13F filers, Q3 2024 → Q4 2024: 940,838 shares bought and 27,380 shares sold, net +913,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Hantz Financial Services, Inc. 4.60% Add +12.0% 7,778,353 $264.1M
CW Advisors, LLC 0.05% New 104,276 $3.5M
Congress Asset Management Co. 0.01% Add +11.2% 44,489 $1.5M
Jane Street Group, LLC 0.00% Reduce -47.6% 14,613 $496K
Advyzon Investment Management, LLC 0.18% — 13,974 $474K
Morgan Stanley 0.00% No change 1,817 $62K
UBS Group AG 0.00% Add +153.5% 289 $10K

"% of holder's portfolio" is CAML's weight in each manager's 13F, not the share of Congress Large Cap Growth the manager owns.