CONGRESS SMID GROWTH ETF CSMD
$35.77
-1.0% 52w: $29.68 – $36.49
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data29.6833.0936.49
Jun 20, 2025 Jul 2, 2026
Institutional holders
37
+2 QoQ
13F value
$403.9M
-1.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CSMD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 6.2M | $190.9M | 2.9% | -17.0% |
| MORGAN STANLEY | Bank broker | 1.6M | $48.5M | 0.0% | +24.9% |
| Glenview Trust Co | Other | 1.2M | $37.2M | 0.6% | +21.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 898.5K | $27.6M | 0.0% | +30.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 822.3K | $25.3M | 0.0% | +30.0% |
| MGO ONE SEVEN LLC | Wealth advisor | 465.7K | $14.3M | 0.3% | +1.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 381.6K | $11.7M | 0.0% | +9.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 206.5K | $6.3M | 0.0% | +93.4% |
| HighTower Advisors, LLC | Diversified mechanical | 187.2K | $5.7M | 0.0% | New |
| Beacon Bank & Trust | Wealth advisor | 181.9K | $5.6M | 1.1% | +74.2% |
| Integrated Wealth Concepts LLC | Wealth advisor | 141.7K | $4.4M | 0.0% | +15.6% |
| Brooklyn Investment Group | Diversified mechanical | 141.6K | $4.3M | 0.1% | -15.8% |
| Clarendon Private LLC | Other | 139.0K | $4.3M | 3.3% | +69.3% |
| CONGRESS ASSET MANAGEMENT CO | Other | 109.3K | $3.4M | 0.0% | +33.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 86.8K | $2.6M | 0.0% | +117.2% |
| Portside Wealth Group, LLC | Other | 84.9K | $2.6M | 0.4% | +47.1% |
| Gibbs Wealth Management | Other | 61.9K | $1.9M | 0.3% | -2.0% |
| JANE STREET GROUP, LLC | Market maker | 38.4K | $1.2M | 0.0% | +123.1% |
| Apollon Wealth Management, LLC | Diversified mechanical | 34.8K | $1.1M | 0.0% | +9.9% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 33.1K | $1.0M | 0.0% | +100.3% |
| Revisor Wealth Management LLC | Other | 16.4K | $505K | 0.1% | -21.6% |
| NORDEN GROUP LLC | Other | 16.2K | $497K | 0.0% | -27.0% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 14.9K | $456K | 0.0% | +126.0% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 13.7K | $419K | 0.0% | +19.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 13.0K | $401K | 0.0% | New |
| LPL Financial LLC | Bank broker | 11.3K | $347K | 0.0% | New |
| Aptus Capital Advisors, LLC | Wealth advisor | 9.8K | $301K | 0.0% | +23.3% |
| Financial Network Wealth Advisors LLC | Wealth advisor | 7.1K | $217K | 0.2% | -6.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 6.9K | $212K | 0.0% | -59.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 6.8K | $210K | 0.0% | New |
| FIFTH THIRD BANCORP | Diversified mechanical | 5.6K | $171K | 0.0% | New |
| HARBOR INVESTMENT ADVISORY, LLC | Diversified mechanical | 2.7K | $82K | 0.0% | +19.0% |
| JPMORGAN CHASE & CO | Bank broker | 919 | $27K | 0.0% | Held |
| ST GERMAIN D J CO INC | Other | 460 | $14K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 400 | $12K | 0.0% | New |
| UBS Group AG | Bank broker | 237 | $7K | 0.0% | -51.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 237 | $7K | 0.0% | New |
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