Congress Smid Growth ETFCSMDETF
13F holders, Q1 2026 (March 31)37holders +2
8new positions
5sold out
$30.71avg. 13F price*
At the end of Q1 2026, 37 institutions reported holding Congress Smid Growth ETF (CSMD) in their 13F filings, up 2 from Q4 2025. 8 opened new positions and 5 sold out. The largest holders were Hantz Financial Services, Inc. ($190.9M), Morgan Stanley ($48.5M) and Glenview Trust Co ($37.2M).
- Company
- Congress Smid Growth ETF
- Filed as
- PROFESIONALLY MANAGED PORTFO (Q1 2026)
- CUSIP
- 74316P645
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.9M |
| Exits | 5 | $2.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,602,963 shares bought and 1,392,588 shares sold, net +210,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Hantz Financial Services, Inc. | 2.91% | Reduce -17.0% | 6,217,860 | $190.9M |
| Morgan Stanley | 0.00% | Add +24.9% | 1,578,980 | $48.5M |
| Glenview Trust Co | 0.58% | Add +21.7% | 1,212,165 | $37.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +30.9% | 898,477 | $27.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +30.0% | 822,259 | $25.3M |
| Mgo One Seven LLC | 0.29% | Add +1.0% | 465,709 | $14.3M |
| Osaic Holdings, Inc. | 0.02% | Add +9.2% | 381,639 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +93.4% | 206,501 | $6.3M |
| HighTower Advisors, LLC | 0.01% | New | 187,221 | $5.7M |
| Beacon Bank & Trust | 1.15% | Add +74.2% | 181,903 | $5.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +15.7% | 141,706 | $4.4M |
| Brooklyn Investment Group | 0.14% | Reduce -15.8% | 141,620 | $4.3M |
| Clarendon Private LLC | 3.28% | Add +69.3% | 138,990 | $4.3M |
| Congress Asset Management Co. | 0.02% | Add +33.1% | 109,277 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +117.2% | 86,787 | $2.6M |
| Portside Wealth Group, LLC | 0.35% | Add +47.1% | 84,856 | $2.6M |
| Gibbs Wealth Management | 0.25% | Reduce -2.0% | 61,885 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +123.1% | 38,411 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | Add +9.9% | 34,828 | $1.1M |
| Diversify Wealth Management, LLC | 0.02% | Add +100.3% | 33,122 | $1.0M |
| Revisor Wealth Management LLC | 0.14% | Reduce -21.6% | 16,447 | $505K |
| Norden Group LLC | 0.05% | Reduce -27.0% | 16,183 | $497K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +126.0% | 14,863 | $456K |
| Natixis Advisors, LLC | 0.00% | Add +19.2% | 13,660 | $419K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,044 | $401K |
| LPL Financial LLC | 0.00% | New | 11,310 | $347K |
| Aptus Capital Advisors, LLC | 0.00% | Add +23.3% | 9,796 | $301K |
| Financial Network Wealth Advisors LLC | 0.22% | Reduce -6.0% | 7,079 | $217K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.0% | 6,893 | $212K |
| Raymond James Financial Inc. | 0.00% | New | 6,845 | $210K |
| Fifth Third Bancorp | 0.00% | New | 5,573 | $171K |
| Harbor Investment Advisory, LLC | 0.01% | Add +19.0% | 2,665 | $82K |
| JPMorgan Chase & Co. | 0.00% | No change | 919 | $27K |
| St Germain D J Co. Inc. | 0.00% | New | 460 | $14K |
| Royal Bank of Canada | 0.00% | New | 400 | $12K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 237 | $7K |
| UBS Group AG | 0.00% | Reduce -51.9% | 237 | $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.