Congress Smid Growth ETFCSMDETF
13F holders, Q3 2025 (September 30)29holders +1
6new positions
4sold out
$33.30avg. 13F price*
At the end of Q3 2025, 29 institutions reported holding Congress Smid Growth ETF (CSMD) in their 13F filings, up 1 from Q2 2025. 6 opened new positions and 4 sold out. The largest holders were Hantz Financial Services, Inc. ($240.5M), Glenview Trust Co ($31.2M) and Envestnet Asset Management Inc. ($18.4M).
- Company
- Congress Smid Growth ETF
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q3 2025)
- CUSIP
- 74316P645
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.7M |
| Exits | 4 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 1,031,641 shares bought and 62,357 shares sold, net +969,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Hantz Financial Services, Inc. | 3.64% | Add +3.1% | 7,221,254 | $240.5M |
| Glenview Trust Co | 0.50% | Add +4.1% | 938,148 | $31.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.5% | 553,001 | $18.4M |
| Morgan Stanley | 0.00% | Add +100.9% | 504,338 | $16.8M |
| Mgo One Seven LLC | 0.32% | Add +13.8% | 409,383 | $13.6M |
| Osaic Holdings, Inc. | 0.01% | Add +16363.1% | 315,598 | $10.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +17.0% | 112,625 | $3.8M |
| Congress Asset Management Co. | 0.02% | Add +12.1% | 75,164 | $2.5M |
| Gibbs Wealth Management | 0.52% | Reduce -11.8% | 68,690 | $2.3M |
| Clarendon Private LLC | 1.94% | Add +3.2% | 64,090 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +335.8% | 50,598 | $1.7M |
| Portside Wealth Group, LLC | 0.19% | Add +42.6% | 41,907 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -24.4% | 37,635 | $1.3M |
| Brooklyn Investment Group | 0.12% | No change | 29,138 | $909K |
| Diversify Advisory Services, LLC | 0.03% | Add +6.8% | 26,974 | $895K |
| Apollon Wealth Management, LLC | 0.02% | New | 26,627 | $887K |
| Norden Group LLC | 0.07% | Reduce -1.0% | 22,122 | $737K |
| Quantinno Capital Management LP | 0.00% | Add +26.7% | 9,411 | $313K |
| GK Wealth Management LLC | 0.23% | New | 9,367 | $312K |
| PFG Advisors | 0.01% | Add +2.7% | 8,510 | $283K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -18.3% | 7,938 | $263K |
| Financial Network Wealth Advisors LLC | 0.28% | Add +0.4% | 7,693 | $256K |
| Jones Financial Companies LLLP | 0.00% | New | 7,518 | $250K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.2% | 7,269 | $242K |
| Revisor Wealth Management LLC | 0.08% | New | 6,999 | $234K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -2.5% | 1,940 | $65K |
| Cwm, LLC | 0.00% | New | 309 | $10K |
| Comerica Bank | 0.00% | No change | 214 | $7K |
| Principal Securities, Inc. | 0.00% | New | 141 | $5K |
"% of holder's portfolio" is CSMD's weight in each manager's 13F, not the share of Congress Smid Growth ETF the manager owns.