Congress Smid Growth ETFCSMDETF
13F holders, Q2 2026 (June 30)41holders +4
9new positions
3sold out
$36.47avg. 13F price*
At the end of Q2 2026, 41 institutions reported holding Congress Smid Growth ETF (CSMD) in their 13F filings, up 4 from Q1 2026. 9 opened new positions and 3 sold out. The largest holders were Hantz Financial Services, Inc. ($222.6M), Morgan Stanley ($62.2M) and Glenview Trust Co ($45.8M).
- Company
- Congress Smid Growth ETF
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q2 2026)
- CUSIP
- 74316P645
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $8.2M |
| Exits | 3 | $1.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,056,224 shares bought and 673,830 shares sold, net +382,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Hantz Financial Services, Inc. | 3.01% | Reduce -1.9% | 6,100,013 | $222.6M |
| Morgan Stanley | 0.00% | Add +8.0% | 1,704,599 | $62.2M |
| Glenview Trust Co | 0.63% | Add +3.5% | 1,253,954 | $45.8M |
| Rockefeller Capital Management L.P. | 0.06% | Add +15.0% | 1,033,641 | $37.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.9% | 952,997 | $34.8M |
| HighTower Advisors, LLC | 0.01% | Add +127.4% | 425,791 | $15.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -6.0% | 358,829 | $13.1M |
| Stifel Financial Corp. | 0.01% | Add +26.3% | 260,875 | $9.5M |
| Beacon Bank & Trust | 1.48% | Add +17.3% | 213,409 | $7.8M |
| Nuveen, LLC | 0.00% | New | 156,838 | $5.7M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -0.1% | 141,552 | $5.2M |
| Clarendon Private LLC | 3.09% | Reduce -5.0% | 131,970 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +51.6% | 131,581 | $4.7M |
| Congress Asset Management Co. | 0.02% | Reduce -0.9% | 108,255 | $4.0M |
| Mgo One Seven LLC | 0.04% | Reduce -84.0% | 74,298 | $2.7M |
| Apollon Wealth Management, LLC | 0.02% | Add +21.7% | 42,376 | $1.5M |
| Portside Wealth Group, LLC | 0.11% | Reduce -70.9% | 24,711 | $902K |
| Diversify Advisory Services, LLC | 0.01% | New | 23,787 | $810K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -28.2% | 23,787 | $810K |
| GK Wealth Management LLC | 0.44% | New | 19,965 | $729K |
| Susquehanna International Group, LLP | 0.00% | Add +135.8% | 16,257 | $593K |
| Norden Group LLC | 0.05% | Add +0.3% | 16,238 | $593K |
| Natixis Advisors, LLC | 0.00% | Add +9.3% | 14,927 | $544K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -1.9% | 14,579 | $532K |
| Aptus Capital Advisors, LLC | 0.00% | Add +25.6% | 12,309 | $449K |
| LPL Financial LLC | 0.00% | Reduce -6.3% | 10,598 | $387K |
| Farther Finance Advisors, LLC | 0.00% | New | 7,300 | $266K |
| Revisor Wealth Management LLC | 0.06% | Reduce -59.2% | 6,706 | $245K |
| Raymond James Financial Inc. | 0.00% | Reduce -8.6% | 6,254 | $228K |
| Financial Network Wealth Advisors LLC | 0.22% | Reduce -14.7% | 6,039 | $220K |
| Quantinno Capital Management LP | 0.00% | New | 5,868 | $214K |
| Copley Financial Group, Inc. | 0.13% | New | 5,815 | $212K |
| Waverly Advisors, LLC | 0.00% | New | 5,705 | $208K |
| Fifth Third Bancorp | 0.00% | Reduce -0.1% | 5,570 | $203K |
| Royal Bank of Canada | 0.00% | Add +1190.0% | 5,160 | $188K |
| JPMorgan Chase & Co. | 0.00% | Add +284.7% | 3,535 | $127K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,665 | $97K |
| St Germain D J Co. Inc. | 0.00% | No change | 460 | $17K |
| UBS Group AG | 0.00% | Reduce -9.7% | 214 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 167 | $6K |
| Blue Trust, Inc. | 0.00% | New | 102 | $4K |
"% of holder's portfolio" is CSMD's weight in each manager's 13F, not the share of Congress Smid Growth ETF the manager owns.