CAML Institutional Ownership & Shareholders
CONGRESS LARGE CAP GROWTH (CAML) is currently held by 14 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $388.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hantz Financial Services, Inc. is currently the largest disclosed institutional shareholder of CAML tracked by InsiderSet, reporting ownership valued at approximately $358.84M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $347.67M, representing an estimated loss of -3.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CAML value among the investors covered in this analysis. Major shareholders include Hantz Financial Services, Inc., Nuveen, Llc, Brooklyn Investment Group, and several other long-term asset managers with concentrated positions in CONGRESS LARGE CAP GROWTH (CAML).
This page ranks the largest institutional CAML shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
14
Total Reported Value
$388.09M
Largest Holder
Hantz Financial Services, Inc.
Largest Position
$358.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 4.85% | 8,969,745 | $358,841,000 | $347,667,316 | -$11,173,684 | -3.11% | |
| Nuveen, Llc | 0.00% | 223,284 | $8,932,633 | $8,654,488 | -$278,145 | -3.11% | |
| Brooklyn Investment Group | 0.23% | 211,246 | $7,431,635 | $8,187,895 | +$756,260 | +10.18% | |
| Osaic Holdings, Inc. | 0.01% | 158,629 | $6,346,044 | $6,148,460 | -$197,584 | -3.11% | |
| Congress Asset Management Co | 0.02% | 66,796 | $2,711,504 | $2,589,013 | -$122,491 | -4.52% | |
| Hrt Financial Lp | 0.00% | 26,823 | $1,073,000 | $1,039,659 | -$33,341 | -3.11% | |
| Advyzon Investment Management, Llc | 0.06% | 20,360 | $814,516 | $789,154 | -$25,362 | -3.11% | |
| Goldman Sachs Group Inc | 0.00% | 20,020 | $800,914 | $775,975 | -$24,939 | -3.11% | |
| Flow Traders U.S. Llc | 0.02% | 10,773 | $431,000 | $417,561 | -$13,439 | -3.12% | |
| Susquehanna International Group, Llp | 0.00% | 8,932 | $357,331 | $346,204 | -$11,127 | -3.11% | |
| Ubs Group Ag | 0.00% | 3,602 | $144,101 | $139,614 | -$4,487 | -3.11% | |
| Jpmorgan Chase & Co | 0.00% | 3,645 | $143,709 | $141,280 | -$2,429 | -1.69% | |
| Morgan Stanley | 0.00% | 1,154 | $46,167 | $44,729 | -$1,438 | -3.11% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 364 | $12,806 | $14,109 | +$1,303 | +10.17% |
Frequently asked questions about CAML
Who are the largest institutional holders of CAML?
The largest institutional holders of CAML reported in the latest SEC Form 13F filings include Hantz Financial Services, Inc., Nuveen, Llc, Brooklyn Investment Group, Osaic Holdings, Inc., and Congress Asset Management Co. InsiderSet ranks institutional holders by their latest reported CAML position.
What is CAML institutional ownership?
This page tracks CAML positions reported by institutional investment managers through SEC Form 13F. CONGRESS LARGE CAP GROWTH (CAML) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CAML?
InsiderSet currently tracks 14 institutional managers reporting CAML holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CAML shareholders.
How much CAML stock do institutions own?
Institutional investment managers disclosed approximately $388.09M in CAML holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CAML institutional ownership last updated?
The latest CAML institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CAML holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CAML position after the reporting date.
Are institutions buying or selling CAML?
Institutional buying and selling can be analyzed by comparing CAML positions across consecutive 13F reporting periods. InsiderSet's CAML Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CAML ownership changes.
How has CAML institutional ownership changed over time?
InsiderSet tracks CAML institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.