Congress Smid Growth ETFCSMDETF
13F holders, Q3 2024 (September 30)16holders
4new positions
4sold out
$29.91avg. 13F price*
At the end of Q3 2024, 16 institutions reported holding Congress Smid Growth ETF (CSMD) in their 13F filings, unchanged from Q2 2024. 4 opened new positions and 4 sold out. The largest holders were Hantz Financial Services, Inc. ($166.6M), Townsquare Capital LLC ($11.1M) and Gibbs Wealth Management ($3.4M).
- Company
- Congress Smid Growth ETF
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q3 2024)
- CUSIP
- 74316P645
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.9M |
| Exits | 4 | $1.6M |
All 13F filers, Q2 2024 → Q3 2024: 1,012,454 shares bought and 58,523 shares sold, net +953,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Hantz Financial Services, Inc. | 2.96% | Add +17.2% | 5,570,090 | $166.6M |
| Townsquare Capital LLC | 0.13% | Add +17.6% | 370,469 | $11.1M |
| Gibbs Wealth Management | 1.09% | Reduce -0.6% | 112,727 | $3.4M |
| Mgo One Seven LLC | 0.10% | New | 73,970 | $2.2M |
| Portside Wealth Group, LLC | 0.29% | Add +25.7% | 57,264 | $1.7M |
| Diversify Advisory Services, LLC | 0.08% | Add +1.5% | 49,979 | $1.5M |
| Congress Asset Management Co. | 0.01% | No change | 40,260 | $1.2M |
| Norden Group LLC | 0.10% | Add +216.8% | 29,408 | $880K |
| Susquehanna International Group, LLP | 0.00% | New | 20,000 | $598K |
| CW Advisors, LLC | 0.01% | Add +41.2% | 19,344 | $579K |
| Old Mission Capital LLC | 0.01% | Add +38.2% | 16,627 | $497K |
| Osaic Holdings, Inc. | 0.00% | No change | 4,871 | $146K |
| Morgan Stanley | 0.00% | New | 1,993 | $60K |
| Harbor Investment Advisory, LLC | 0.00% | New | 1,362 | $41K |
| UBS Group AG | 0.00% | Reduce -87.2% | 109 | $3K |
| 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.