Congress Smid Growth ETFCSMDETF
13F holders, Q2 2024 (June 30)16holders +11
10new positions
0sold out
$28.66avg. 13F price*
At the end of Q2 2024, 16 institutions reported holding Congress Smid Growth ETF (CSMD) in their 13F filings, up 11 from Q1 2024. 10 opened new positions and 0 sold out. The largest holders were Hantz Financial Services, Inc. ($136.2M), Townsquare Capital LLC ($9.0M) and Gibbs Wealth Management ($3.3M).
- Company
- Congress Smid Growth ETF
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q2 2024)
- CUSIP
- 74316P645
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $17.4M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 1,843,684 shares bought and 9,300 shares sold, net +1,834,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Hantz Financial Services, Inc. | 2.62% | Add +35.0% | 4,753,165 | $136.2M |
| Townsquare Capital LLC | 0.12% | New | 315,085 | $9.0M |
| Gibbs Wealth Management | 1.32% | New | 113,418 | $3.3M |
| Diversify Advisory Services, LLC | 0.08% | New | 49,230 | $1.4M |
| Portside Wealth Group, LLC | 0.25% | New | 45,556 | $1.3M |
| Congress Asset Management Co. | 0.01% | Reduce -18.8% | 40,260 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 25,939 | $743K |
| Financial Network Wealth Advisors LLC | 0.49% | New | 23,047 | $660K |
| CW Advisors, LLC | 0.01% | New | 13,703 | $393K |
| Old Mission Capital LLC | 0.01% | New | 12,031 | $345K |
| Norden Group LLC | 0.05% | New | 9,282 | $266K |
| Diversify Wealth Management, LLC | 0.02% | — | 7,175 | $200K |
| Osaic Holdings, Inc. | 0.00% | Add +943.0% | 4,871 | $140K |
| Farther Finance Advisors, LLC | 0.00% | New | 930 | $26K |
| UBS Group AG | 0.00% | Add +14.7% | 850 | $24K |
| 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.