Congress Smid Growth ETFCSMDETF
13F holders, Q1 2025 (March 31)18holders −3
3new positions
6sold out
$27.66avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Congress Smid Growth ETF (CSMD) in their 13F filings, down 3 from Q4 2024. 3 opened new positions and 6 sold out. The largest holders were Hantz Financial Services, Inc. ($184.4M), Glenview Trust Co ($21.0M) and Townsquare Capital LLC ($9.5M).
- Company
- Congress Smid Growth ETF
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q1 2025)
- CUSIP
- 74316P645
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.7M |
| Exits | 6 | $3.6M |
All 13F filers, Q4 2024 → Q1 2025: 947,125 shares bought and 128,737 shares sold, net +818,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Hantz Financial Services, Inc. | 3.24% | Add +7.1% | 6,665,482 | $184.4M |
| Glenview Trust Co | 0.41% | Add +18.3% | 759,773 | $21.0M |
| Townsquare Capital LLC | 0.10% | Reduce -0.1% | 343,251 | $9.5M |
| Mgo One Seven LLC | 0.32% | Add +3.2% | 301,675 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1219.7% | 286,951 | $7.9M |
| CW Advisors, LLC | 0.08% | Add +22.4% | 247,317 | $6.8M |
| Gibbs Wealth Management | 0.48% | Add +0.4% | 71,725 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | New | 50,085 | $1.4M |
| Clarendon Private LLC | 1.21% | Reduce -3.1% | 41,475 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -5.0% | 32,342 | $901K |
| Portside Wealth Group, LLC | 0.14% | Reduce -5.3% | 30,963 | $856K |
| Norden Group LLC | 0.07% | Reduce -6.9% | 22,349 | $618K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -4.0% | 10,985 | $306K |
| UBS Group AG | 0.00% | New | 10,584 | $293K |
| Financial Network Wealth Advisors LLC | 0.28% | Add +10.4% | 7,665 | $212K |
| Morgan Stanley | 0.00% | Add +215.3% | 6,284 | $174K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -25.9% | 2,140 | $59K |
| Brooklyn Investment Group | 0.01% | New | 940 | $26K |
"% of holder's portfolio" is CSMD's weight in each manager's 13F, not the share of Congress Smid Growth ETF the manager owns.