Congress Smid Growth ETFCSMDETF
13F holders, Q4 2024 (December 31)21holders +5
6new positions
2sold out
$29.92avg. 13F price*
At the end of Q4 2024, 21 institutions reported holding Congress Smid Growth ETF (CSMD) in their 13F filings, up 5 from Q3 2024. 6 opened new positions and 2 sold out. The largest holders were Hantz Financial Services, Inc. ($186.2M), Glenview Trust Co ($19.2M) and Townsquare Capital LLC ($10.3M).
- Company
- Congress Smid Growth ETF
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q4 2024)
- CUSIP
- 74316P645
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $21.7M |
| Exits | 2 | $4K |
All 13F filers, Q3 2024 → Q4 2024: 1,793,813 shares bought and 131,523 shares sold, net +1,662,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Hantz Financial Services, Inc. | 3.24% | Add +11.7% | 6,222,627 | $186.2M |
| Glenview Trust Co | 0.36% | New | 642,212 | $19.2M |
| Townsquare Capital LLC | 0.12% | Reduce -7.2% | 343,665 | $10.3M |
| Mgo One Seven LLC | 0.34% | Add +295.2% | 292,339 | $8.7M |
| CW Advisors, LLC | 0.08% | Add +944.4% | 202,031 | $6.0M |
| Gibbs Wealth Management | 0.58% | Reduce -36.6% | 71,468 | $2.1M |
| Congress Asset Management Co. | 0.01% | Add +37.1% | 55,205 | $1.7M |
| Clarendon Private LLC | 1.34% | — | 42,796 | $1.3M |
| Fullcircle Wealth LLC | 0.42% | New | 33,752 | $1.0M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -31.9% | 34,061 | $1.0M |
| Portside Wealth Group, LLC | 0.16% | Reduce -42.9% | 32,696 | $978K |
| Norden Group LLC | 0.08% | Reduce -18.4% | 23,996 | $718K |
| Envestnet Asset Management Inc. | 0.00% | New | 21,744 | $651K |
| Diversify Wealth Management, LLC | 0.03% | New | 11,438 | $343K |
| Old Mission Capital LLC | 0.01% | Reduce -33.6% | 11,033 | $330K |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.5% | 8,700 | $260K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,659 | $229K |
| Financial Network Wealth Advisors LLC | 0.39% | New | 6,942 | $208K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.7% | 4,351 | $130K |
| Harbor Investment Advisory, LLC | 0.01% | Add +112.2% | 2,890 | $86K |
| Morgan Stanley | 0.00% | No change | 1,993 | $60K |
"% of holder's portfolio" is CSMD's weight in each manager's 13F, not the share of Congress Smid Growth ETF the manager owns.