Congress Large Cap GrowthCAMLETF

13F holders, Q1 2025 (March 31)
7holders
2new positions
2sold out
1famous investor
$31.81avg. 13F price*

At the end of Q1 2025, 7 institutions reported holding Congress Large Cap Growth (CAML) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were Hantz Financial Services, Inc. ($243.0M), CW Advisors, LLC ($4.3M) and Advyzon Investment Management, LLC ($543K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Congress Large Cap Growth
Filed as
PROFESIONALLY MANAGED PORTFO (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$313K
Exits2$2.0M

All 13F filers, Q4 2024 → Q1 2025: 50,334 shares bought and 198,915 shares sold, net −148,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Hantz Financial Services, Inc. 4.27% Reduce -1.8% 7,638,540 $243.0M
CW Advisors, LLC 0.05% Add +29.8% 135,351 $4.3M
Advyzon Investment Management, LLC 0.19% Add +22.2% 17,070 $543K
Citadel Advisors 0.00% New 7,667 $244K
UBS Group AG 0.00% Add +2186.5% 6,608 $210K
Brooklyn Investment Group 0.01% New 2,177 $69K
Morgan Stanley 0.00% No change 1,817 $58K

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