CSMD Institutional Ownership & Shareholders
CONGRESS SMID GROWTH ETF (CSMD) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $477.61M 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 CSMD tracked by InsiderSet, reporting ownership valued at approximately $222.59M 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 $207.58M, representing an estimated loss of -6.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed CSMD value among the investors covered in this analysis. Major shareholders include Hantz Financial Services, Inc., Morgan Stanley, Glenview Trust Co, and several other long-term asset managers with concentrated positions in CONGRESS SMID GROWTH ETF (CSMD).
This page ranks the largest institutional CSMD 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
42
Total Reported Value
$477.61M
Largest Holder
Hantz Financial Services, Inc.
Largest Position
$222.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
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. | 3.01% | 6,100,013 | $222,589,000 | $207,583,442 | -$15,005,558 | -6.74% | |
| Morgan Stanley | 0.00% | 1,704,599 | $62,200,849 | $58,007,504 | -$4,193,345 | -6.74% | |
| Glenview Trust Co | 0.64% | 1,405,551 | $47,606,011 | $47,830,901 | +$224,890 | +0.47% | |
| Rockefeller Capital Management L.P. | 0.06% | 1,033,641 | $37,717,564 | $35,174,803 | -$2,542,761 | -6.74% | |
| Envestnet Asset Management Inc | 0.01% | 952,997 | $34,774,865 | $32,430,488 | -$2,344,377 | -6.74% | |
| Osaic Holdings, Inc. | 0.02% | 358,829 | $13,093,668 | $12,210,951 | -$882,717 | -6.74% | |
| Stifel Financial Corp | 0.01% | 260,875 | $9,519,332 | $8,877,576 | -$641,756 | -6.74% | |
| Beacon Bank & Trust | 1.56% | 237,901 | $8,057,706 | $8,095,771 | +$38,065 | +0.47% | |
| Nuveen, Llc | 0.00% | 156,838 | $5,723,019 | $5,337,197 | -$385,822 | -6.74% | |
| Integrated Wealth Concepts Llc | 0.03% | 141,552 | $5,165,249 | $4,817,015 | -$348,234 | -6.74% | |
| Congress Asset Management Co | 0.03% | 145,093 | $4,914,300 | $4,937,515 | +$23,215 | +0.47% | |
| Clarendon Private Llc | 3.09% | 131,970 | $4,815,589 | $4,490,939 | -$324,650 | -6.74% | |
| Jones Financial Companies Lllp | 0.00% | 131,581 | $4,688,258 | $4,477,701 | -$210,557 | -4.49% | |
| Brooklyn Investment Group | 0.14% | 141,620 | $4,349,151 | $4,819,329 | +$470,178 | +10.81% | |
| Mgo One Seven Llc | 0.03% | 61,044 | $2,067,560 | $2,077,327 | +$9,767 | +0.47% | |
| Gibbs Wealth Management | 0.17% | 47,591 | $1,611,909 | $1,619,522 | +$7,613 | +0.47% | |
| Apollon Wealth Management, Llc | 0.02% | 46,721 | $1,582,440 | $1,589,916 | +$7,476 | +0.47% | |
| Diversify Advisory Services, Llc | 0.01% | 24,324 | $827,017 | $827,746 | +$729 | +0.09% | |
| Diversify Wealth Management, Llc | 0.01% | 24,324 | $827,017 | $827,746 | +$729 | +0.09% | |
| Susquehanna International Group, Llp | 0.00% | 16,257 | $593,218 | $553,226 | -$39,992 | -6.74% | |
| Natixis Advisors, Llc | 0.00% | 14,927 | $544,000 | $507,966 | -$36,034 | -6.62% | |
| Norden Group Llc | 0.04% | 16,050 | $543,614 | $546,182 | +$2,568 | +0.47% | |
| Orion Porfolio Solutions, Llc | 0.00% | 14,579 | $531,988 | $496,123 | -$35,865 | -6.74% | |
| Aptus Capital Advisors, Llc | 0.00% | 12,309 | $449,155 | $418,875 | -$30,280 | -6.74% | |
| Portside Wealth Group, Llc | 0.05% | 12,690 | $429,810 | $431,841 | +$2,031 | +0.47% | |
| Lpl Financial Llc | 0.00% | 10,598 | $386,721 | $360,650 | -$26,071 | -6.74% | |
| Farther Finance Advisors, Llc | 0.00% | 7,300 | $247,251 | $248,419 | +$1,168 | +0.47% | |
| Raymond James Financial Inc | 0.00% | 6,254 | $228,208 | $212,824 | -$15,384 | -6.74% | |
| Quantinno Capital Management Lp | 0.00% | 5,868 | $214,123 | $199,688 | -$14,435 | -6.74% | |
| Copley Financial Group, Inc. | 0.13% | 5,815 | $212,189 | $197,884 | -$14,305 | -6.74% | |
| Waverly Advisors, Llc | 0.00% | 5,705 | $208,175 | $194,141 | -$14,034 | -6.74% | |
| Fifth Third Bancorp | 0.00% | 5,570 | $203,249 | $189,547 | -$13,702 | -6.74% | |
| Royal Bank Of Canada | 0.00% | 5,160 | $188,000 | $175,595 | -$12,405 | -6.60% | |
| Financial Network Wealth Advisors Llc | 0.14% | 4,127 | $139,781 | $140,442 | +$661 | +0.47% | |
| Jpmorgan Chase & Co | 0.00% | 3,535 | $126,518 | $120,296 | -$6,222 | -4.92% | |
| Gk Wealth Management Llc | 0.06% | 3,117 | $105,573 | $106,072 | +$499 | +0.47% | |
| Harbor Investment Advisory, Llc | 0.01% | 2,665 | $90,247 | $90,690 | +$443 | +0.49% | |
| St Germain D J Co Inc | 0.00% | 460 | $16,785 | $15,654 | -$1,131 | -6.74% | |
| Ubs Group Ag | 0.00% | 214 | $7,809 | $7,282 | -$527 | -6.74% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 237 | $7,278 | $8,065 | +$787 | +10.81% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 167 | $6,094 | $5,683 | -$411 | -6.74% | |
| Mjt & Associates Financial Advisory Group, Inc. | 0.00% | 35 | $1,186 | $1,191 | +$5 | +0.43% |
Frequently asked questions about CSMD
Who are the largest institutional holders of CSMD?
The largest institutional holders of CSMD reported in the latest SEC Form 13F filings include Hantz Financial Services, Inc., Morgan Stanley, Glenview Trust Co, Rockefeller Capital Management L.P., and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported CSMD position.
What is CSMD institutional ownership?
This page tracks CSMD positions reported by institutional investment managers through SEC Form 13F. CONGRESS SMID GROWTH ETF (CSMD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CSMD?
InsiderSet currently tracks 42 institutional managers reporting CSMD 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 CSMD shareholders.
How much CSMD stock do institutions own?
Institutional investment managers disclosed approximately $477.61M in CSMD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CSMD institutional ownership last updated?
The latest CSMD 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 CSMD 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 CSMD position after the reporting date.
Are institutions buying or selling CSMD?
Institutional buying and selling can be analyzed by comparing CSMD positions across consecutive 13F reporting periods. InsiderSet's CSMD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CSMD ownership changes.
How has CSMD institutional ownership changed over time?
InsiderSet tracks CSMD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.