CONGRESS SMID GROWTH ETF (CSMD) Institutional Ownership and Insiders Activity
CONGRESS SMID GROWTH ETF (CSMD) is widely held by institutional investors, with 43 firms reporting positions valued at approximately $476.89M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Hantz Financial Services, Inc. is the largest disclosed holder, reporting approximately $222.59M in CSMD holdings in its latest filing.
Institutional Holders
43
Total Reported Value
$476.89M
Largest Holder
Hantz Financial Services, Inc.
Largest Position
$222.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
10
Funds Exiting Positions
6
Top Institutional Owners
View allInvestorReported Balance
- Hantz Financial Services, Inc.$222.59M
- Morgan Stanley$62.20M
- Glenview Trust Co$45.76M
- Rockefeller Capital Management L.P.$37.72M
- Envestnet Asset Management Inc$34.77M