CONGRESS SMID GROWTH ETF (CSMD) Top Institutional Shareholders
CONGRESS SMID GROWTH ETF (CSMD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $212.66M in CSMD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of CSMD tracked by InsiderSet, reporting ownership valued at approximately $48.49M in its March 31, 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 $55.27M, representing an estimated gain of +13.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed CSMD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Glenview Trust Co, Rockefeller Capital Management L.P., 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
36
Total Reported Value
$212.66M
Largest Holder
Morgan Stanley
Largest Position
$48.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,578,980 | $48,490,494 | $55,272,984 | +$6,782,490 | +13.99% | |
| Glenview Trust Co | 0.58% | 1,212,165 | $37,225,586 | $42,432,442 | +$5,206,856 | +13.99% | |
| Rockefeller Capital Management L.P. | 0.05% | 898,477 | $27,592,232 | $31,451,637 | +$3,859,405 | +13.99% | |
| Envestnet Asset Management Inc | 0.01% | 822,259 | $25,251,577 | $28,783,587 | +$3,532,010 | +13.99% | |
| Mgo One Seven Llc | 0.29% | 465,709 | $14,301,945 | $16,302,376 | +$2,000,431 | +13.99% | |
| Osaic Holdings, Inc. | 0.02% | 381,639 | $11,720,125 | $13,359,464 | +$1,639,339 | +13.99% | |
| Stifel Financial Corp | 0.01% | 206,501 | $6,341,645 | $7,228,671 | +$887,026 | +13.99% | |
| Hightower Advisors, Llc | 0.01% | 187,221 | $5,749,557 | $6,553,765 | +$804,208 | +13.99% | |
| Beacon Bank & Trust | 1.15% | 181,903 | $5,586,241 | $6,367,605 | +$781,364 | +13.99% | |
| Integrated Wealth Concepts Llc | 0.03% | 141,706 | $4,351,795 | $4,960,489 | +$608,694 | +13.99% | |
| Brooklyn Investment Group | 0.14% | 141,620 | $4,349,151 | $4,957,479 | +$608,328 | +13.99% | |
| Clarendon Private Llc | 3.28% | 138,990 | $4,268,386 | $4,865,414 | +$597,028 | +13.99% | |
| Congress Asset Management Co | 0.02% | 109,277 | $3,355,897 | $3,825,296 | +$469,399 | +13.99% | |
| Jones Financial Companies Lllp | 0.00% | 86,787 | $2,642,672 | $3,038,022 | +$395,350 | +14.96% | |
| Portside Wealth Group, Llc | 0.35% | 84,856 | $2,605,928 | $2,970,427 | +$364,499 | +13.99% | |
| Gibbs Wealth Management | 0.25% | 61,885 | $1,900,488 | $2,166,315 | +$265,827 | +13.99% | |
| Jane Street Group, Llc | 0.00% | 38,411 | $1,179,602 | $1,344,596 | +$164,994 | +13.99% | |
| Apollon Wealth Management, Llc | 0.02% | 34,828 | $1,069,568 | $1,219,172 | +$149,604 | +13.99% | |
| Diversify Wealth Management, Llc | 0.02% | 33,122 | $1,047,650 | $1,159,452 | +$111,802 | +10.67% | |
| Revisor Wealth Management Llc | 0.14% | 16,447 | $505,088 | $575,735 | +$70,647 | +13.99% | |
| Norden Group Llc | 0.05% | 16,183 | $496,980 | $566,494 | +$69,514 | +13.99% | |
| Orion Porfolio Solutions, Llc | 0.00% | 14,863 | $456,442 | $520,287 | +$63,845 | +13.99% | |
| Goldman Sachs Group Inc | 0.00% | 13,044 | $400,581 | $456,612 | +$56,031 | +13.99% | |
| Lpl Financial Llc | 0.00% | 11,310 | $347,330 | $395,912 | +$48,582 | +13.99% | |
| Aptus Capital Advisors, Llc | 0.00% | 9,796 | $300,835 | $342,914 | +$42,079 | +13.99% | |
| Financial Network Wealth Advisors Llc | 0.22% | 7,079 | $217,396 | $247,804 | +$30,408 | +13.99% | |
| Susquehanna International Group, Llp | 0.00% | 6,893 | $211,684 | $241,293 | +$29,609 | +13.99% | |
| Raymond James Financial Inc | 0.00% | 6,845 | $210,210 | $239,613 | +$29,403 | +13.99% | |
| Hantz Financial Services, Inc. | 2.91% | 6,217,860 | $190,950 | $217,659,298 | +$217,468,348 | +113887.59% | |
| Fifth Third Bancorp | 0.00% | 5,573 | $171,147 | $195,086 | +$23,939 | +13.99% | |
| Harbor Investment Advisory, Llc | 0.01% | 2,665 | $81,827 | $93,290 | +$11,463 | +14.01% | |
| St Germain D J Co Inc | 0.00% | 460 | $14,127 | $16,103 | +$1,976 | +13.98% | |
| Royal Bank Of Canada | 0.00% | 400 | $12,000 | $14,002 | +$2,002 | +16.68% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 237 | $7,278 | $8,296 | +$1,018 | +13.99% | |
| Ubs Group Ag | 0.00% | 237 | $7,278 | $8,296 | +$1,018 | +13.99% | |
| Natixis Advisors, Llc | 0.00% | 13,660 | $419 | $478,175 | +$477,756 | +114022.94% |
Frequently asked questions about CSMD
Who owns the most CSMD stock?
The largest holders of CSMD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CONGRESS SMID GROWTH ETF (CSMD).
Is CSMD widely held by superinvestors?
Many widely followed stocks like CSMD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CSMD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.