CONGRESS INTERMEDIATE BOND CAFX
$24.65
+0.2% 52w: $23.78 – $24.83
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data23.7824.3124.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
22
-5 QoQ
13F value
$147.5M
-25.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CAFX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.6M | $64.0M | 0.0% | -1.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 957.0K | $23.7M | 0.0% | -66.4% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 834.1K | $20.7M | 0.1% | +3.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 352.6K | $8.7M | 0.0% | -4.0% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 314.7K | $7.8M | 0.1% | -6.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 155.4K | $3.9M | 0.0% | -20.3% |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 128.6K | $3.2M | 0.2% | +8.7% |
| JANE STREET GROUP, LLC | Market maker | 101.1K | $2.5M | 0.0% | +55.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 100.0K | $2.5M | 0.0% | +91.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 96.0K | $2.4M | 0.0% | New |
| FLOW TRADERS U.S. LLC | Market maker | 48.5K | $1.2M | 0.0% | -28.4% |
| Transamerica Financial Advisors, LLC | Wealth advisor | 47.6K | $1.2M | 0.1% | -11.3% |
| Kestra Investment Management, LLC | Wealth advisor | 46.6K | $1.2M | 0.0% | -7.7% |
| Essex Bank | Other | 45.9K | $1.1M | 0.3% | -9.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 25.3K | $628K | 0.0% | -55.9% |
| Snowden Capital Advisors LLC | Diversified mechanical | 24.7K | $614K | 0.0% | -3.8% |
| PFG Advisors | Wealth advisor | 22.6K | $560K | 0.0% | +0.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 19.6K | $487K | 0.0% | -77.1% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 17.4K | $432K | 0.0% | New |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 16.0K | $396K | 0.0% | -4.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 9.9K | $246K | 0.0% | -0.2% |
| UBS Group AG | Bank broker | 176 | $4K | 0.0% | -22.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.