CONGRESS LARGE CAP GROWTH CAML

US
$39.86
-0.5%
52w: $34.04 – $40.74

Latest 13F among current holders filed 1 month ago (May 15, 2026)

Price — last 12 months

research preview data
34.0437.3940.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
14
+2 QoQ
13F value
$339.6M
-0.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$133.7M
Q1 2024
$190.9M
Q2 2024
$232.3M
Q3 2024
$270.2M
Q4 2024
$248.4M
Q1 2025
$303.3M
Q2 2025
$328.9M
Q3 2025
$341.3M
Q4 2025
$339.6M
Q1 2026

Number of holders

6
Q1 2024
7
Q2 2024
8
Q3 2024
8
Q4 2024
8
Q1 2025
12
Q2 2025
11
Q3 2025
12
Q4 2025
14
Q1 2026

Who owns CAML?

Q1 2026 filings
FundTypeSharesValue% of fundChange
HANTZ FINANCIAL SERVICES, INC. Wealth advisor9.1M$320.5M4.9%+8.2%
Brooklyn Investment Group Diversified mechanical211.2K$7.4M0.2%+1.2%
OSAIC HOLDINGS, INC. Wealth advisor163.0K$5.7M0.0%-0.6%
CONGRESS ASSET MANAGEMENT CO Other67.2K$2.4M0.0%+3.0%
HighTower Advisors, LLC Diversified mechanical21.2K$747K0.0%+22.4%
GOLDMAN SACHS GROUP INC Bank broker20.0K$704K0.0%Held
Advyzon Investment Management, LLC Wealth advisor19.0K$670K0.1%+7.2%
CITADEL ADVISORS LLC Multistrat pod18.7K$657K0.0%+216.2%
FLOW TRADERS U.S. LLC Market maker10.2K$359K0.0%New
JANE STREET GROUP, LLC Market maker6.8K$238K0.0%New
JPMORGAN CHASE & CO Bank broker5.4K$183K0.0%New
MORGAN STANLEY Bank broker1.3K$45K0.0%Held
UBS Group AG Bank broker874$31K0.0%-28.7%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker364$13K0.0%New

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.