Congress Smid Growth ETFCSMDETF
13F holders, Q4 2025 (December 31)35holders +6
9new positions
3sold out
1famous investor
$31.65avg. 13F price*
At the end of Q4 2025, 35 institutions reported holding Congress Smid Growth ETF (CSMD) in their 13F filings, up 6 from Q3 2025. 9 opened new positions and 3 sold out. The largest holders were Hantz Financial Services, Inc. ($236.8M), Morgan Stanley ($40.0M) and Glenview Trust Co ($31.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Congress Smid Growth ETF
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q4 2025)
- CUSIP
- 74316P645
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.3M |
| Exits | 3 | $298K |
All 13F filers, Q3 2025 → Q4 2025: 2,397,875 shares bought and 15,987 shares sold, net +2,381,888 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Hantz Financial Services, Inc. | 3.49% | Add +3.7% | 7,489,237 | $236.8M |
| Morgan Stanley | 0.00% | Add +150.6% | 1,263,909 | $40.0M |
| Glenview Trust Co | 0.49% | Add +6.2% | 996,148 | $31.5M |
| Rockefeller Capital Management L.P. | 0.04% | Add +1723.6% | 686,314 | $21.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.4% | 632,721 | $20.0M |
| Mgo One Seven LLC | 0.30% | Add +12.6% | 460,897 | $14.6M |
| Osaic Holdings, Inc. | 0.02% | Add +10.7% | 349,441 | $11.0M |
| Brooklyn Investment Group | 0.25% | Add +477.3% | 168,198 | $5.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +8.8% | 122,535 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +111.0% | 106,775 | $3.4M |
| Beacon Bank & Trust | 0.67% | New | 104,448 | $3.3M |
| Clarendon Private LLC | 2.20% | Add +28.1% | 82,107 | $2.6M |
| Congress Asset Management Co. | 0.02% | Add +9.2% | 82,107 | $2.6M |
| Gibbs Wealth Management | 0.51% | Reduce -8.1% | 63,121 | $2.1M |
| Portside Wealth Group, LLC | 0.25% | Add +37.6% | 57,679 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +431.6% | 39,964 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Add +19.0% | 31,696 | $1.0M |
| Diversify Advisory Services, LLC | 0.03% | Reduce -4.4% | 25,784 | $889K |
| GK Wealth Management LLC | 0.62% | Add +185.7% | 26,762 | $846K |
| Revisor Wealth Management LLC | 0.19% | Add +199.7% | 20,973 | $706K |
| Norden Group LLC | 0.07% | Add +0.2% | 22,167 | $701K |
| Diversify Wealth Management, LLC | 0.03% | Add +108.3% | 16,536 | $557K |
| Jane Street Group, LLC | 0.00% | New | 17,220 | $544K |
| Susquehanna International Group, LLP | 0.00% | New | 16,827 | $532K |
| Natixis Advisors, LLC | 0.00% | New | 11,461 | $362K |
| Citadel Advisors | 0.00% | New | 10,125 | $320K |
| Quantinno Capital Management LP | 0.00% | Reduce -1.1% | 9,309 | $294K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.3% | 7,945 | $251K |
| Financial Network Wealth Advisors LLC | 0.25% | Reduce -2.2% | 7,527 | $238K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 6,578 | $208K |
| Comerica Bank | 0.00% | Add +2730.4% | 6,057 | $192K |
| Harbor Investment Advisory, LLC | 0.01% | Add +15.5% | 2,240 | $71K |
| JPMorgan Chase & Co. | 0.00% | New | 919 | $29K |
| UBS Group AG | 0.00% | New | 493 | $16K |
| AE Wealth Management LLC | 0.00% | New | 269 | $9K |
"% of holder's portfolio" is CSMD's weight in each manager's 13F, not the share of Congress Smid Growth ETF the manager owns.