Congress Large Cap Grow-InstCMLIX
13F holders, Q2 2025 (June 30)2holders +1
1new positions
0sold out
$49.41avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Congress Large Cap Grow-Inst (CMLIX) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Congress Asset Management Co. ($29.3M) and Jackson Wealth Management, LLC ($714K).
- Company
- Congress Large Cap Grow-Inst
- Filed as
- PROFESSIONALLY MANAGED PORTF CNGR LGC INSTL (Q2 2025)
- CUSIP
- 74316J789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $29.3M |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 593,361 shares bought, net +593,361 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Congress Asset Management Co. | 0.20% | New | 593,361 | $29.3M |
| Jackson Wealth Management, LLC | 0.08% | No change | 14,442 | $714K |
"% of holder's portfolio" is CMLIX's weight in each manager's 13F, not the share of Congress Large Cap Grow-Inst the manager owns.