Congress Smid Growth ETFCSMDETF
13F holders, Q2 2025 (June 30)28holders +10
10new positions
0sold out
$31.18avg. 13F price*
At the end of Q2 2025, 28 institutions reported holding Congress Smid Growth ETF (CSMD) in their 13F filings, up 10 from Q1 2025. 10 opened new positions and 0 sold out. The largest holders were Hantz Financial Services, Inc. ($218.4M), Glenview Trust Co ($28.1M) and Envestnet Asset Management Inc. ($16.3M).
- Company
- Congress Smid Growth ETF
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q2 2025)
- CUSIP
- 74316P645
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.3M |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 1,306,157 shares bought and 330,786 shares sold, net +975,371 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Hantz Financial Services, Inc. | 3.53% | Add +5.1% | 7,004,814 | $218.4M |
| Glenview Trust Co | 0.49% | Add +18.6% | 901,247 | $28.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +82.7% | 524,355 | $16.3M |
| Mgo One Seven LLC | 0.36% | Add +19.3% | 359,791 | $11.2M |
| CW Advisors, LLC | 0.08% | Add +10.0% | 272,040 | $8.5M |
| Morgan Stanley | 0.00% | Add +3894.2% | 250,996 | $7.8M |
| Integrated Wealth Concepts LLC | 0.03% | New | 96,254 | $3.0M |
| Gibbs Wealth Management | 0.47% | Add +8.5% | 77,840 | $2.4M |
| Congress Asset Management Co. | 0.01% | New | 67,059 | $2.1M |
| Clarendon Private LLC | 1.86% | Add +49.8% | 62,108 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.6% | 49,780 | $1.6M |
| Portside Wealth Group, LLC | 0.14% | Reduce -5.1% | 29,396 | $917K |
| Brooklyn Investment Group | 0.12% | Add +2999.8% | 29,138 | $909K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -21.9% | 25,244 | $822K |
| Townsquare Capital LLC | 0.07% | Reduce -93.3% | 22,850 | $712K |
| Norden Group LLC | 0.08% | No change | 22,349 | $697K |
| UBS Group AG | 0.00% | Add +25.4% | 13,268 | $414K |
| Stifel Financial Corp. | 0.00% | New | 11,610 | $362K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -11.5% | 9,720 | $316K |
| PFG Advisors | 0.01% | New | 8,283 | $258K |
| Financial Network Wealth Advisors LLC | 0.29% | No change | 7,665 | $239K |
| Quantinno Capital Management LP | 0.00% | New | 7,430 | $232K |
| Aptus Capital Advisors, LLC | 0.00% | New | 7,114 | $222K |
| Raymond James Financial Inc. | 0.00% | New | 2,390 | $75K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -7.0% | 1,990 | $62K |
| Osaic Holdings, Inc. | 0.00% | New | 1,917 | $60K |
| CIBC Private Wealth Group LLC | 0.00% | New | 495 | $15K |
| Comerica Bank | 0.00% | New | 214 | $7K |
"% of holder's portfolio" is CSMD's weight in each manager's 13F, not the share of Congress Smid Growth ETF the manager owns.