Congress Smid Growth ETFCSMDETF
13F holders, Q1 2024 (March 31)5holders
$30.11avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Congress Smid Growth ETF (CSMD) in their 13F filings. The largest holders were Hantz Financial Services, Inc. ($106.0M), Congress Asset Management Co. ($1.5M) and UBS Group AG ($22K).
- Company
- Congress Smid Growth ETF
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q1 2024)
- CUSIP
- 74316P645
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $36K |
| Exits | 0 | $0 |
Ownership 5 holders
| Hantz Financial Services, Inc. | 2.07% | Add +80.5% | 3,522,215 | $106.0M |
| Congress Asset Management Co. | 0.01% | No change | 49,560 | $1.5M |
| UBS Group AG | 0.00% | New | 741 | $22K |
| Osaic Holdings, Inc. | 0.00% | New | 467 | $14K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 39 | $1K |
"% of holder's portfolio" is CSMD's weight in each manager's 13F, not the share of Congress Smid Growth ETF the manager owns.