CONGRESS SMID GROWTH ETF (CSMD) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $476.89M in CSMD holdings during the latest filing period.
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 $204.17M, representing an estimated loss of -8.27% 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
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
49
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 | $204,173,535 | -$18,415,465 | -8.27% | |
| Morgan Stanley | 0.00% | 1,704,599 | $62,200,849 | $57,054,633 | -$5,146,216 | -8.27% | |
| Glenview Trust Co | 0.63% | 1,253,954 | $45,756,781 | $41,971,094 | -$3,785,687 | -8.27% | |
| Rockefeller Capital Management L.P. | 0.06% | 1,033,641 | $37,717,564 | $34,596,998 | -$3,120,566 | -8.27% | |
| Envestnet Asset Management Inc | 0.01% | 952,997 | $34,774,865 | $31,897,763 | -$2,877,102 | -8.27% | |
| Osaic Holdings, Inc. | 0.02% | 358,829 | $13,093,668 | $12,010,365 | -$1,083,303 | -8.27% | |
| Stifel Financial Corp | 0.01% | 260,875 | $9,519,332 | $8,731,747 | -$787,585 | -8.27% | |
| Beacon Bank & Trust | 1.48% | 213,409 | $7,787,294 | $7,143,013 | -$644,281 | -8.27% | |
| Nuveen, Llc | 0.00% | 156,838 | $5,723,019 | $5,249,525 | -$473,494 | -8.27% | |
| Integrated Wealth Concepts Llc | 0.03% | 141,552 | $5,165,249 | $4,737,887 | -$427,362 | -8.27% | |
| Clarendon Private Llc | 3.09% | 131,970 | $4,815,589 | $4,417,168 | -$398,421 | -8.27% | |
| Jones Financial Companies Lllp | 0.00% | 131,581 | $4,688,258 | $4,404,148 | -$284,110 | -6.06% | |
| Brooklyn Investment Group | 0.14% | 141,620 | $4,349,151 | $4,740,163 | +$391,012 | +8.99% | |
| Congress Asset Management Co | 0.02% | 108,255 | $3,950,225 | $3,623,403 | -$326,822 | -8.27% | |
| Mgo One Seven Llc | 0.04% | 74,298 | $2,711,134 | $2,486,828 | -$224,306 | -8.27% | |
| Gibbs Wealth Management | 0.25% | 61,885 | $1,900,488 | $2,071,353 | +$170,865 | +8.99% | |
| Apollon Wealth Management, Llc | 0.02% | 42,376 | $1,546,300 | $1,418,367 | -$127,933 | -8.27% | |
| Portside Wealth Group, Llc | 0.11% | 24,711 | $901,704 | $827,102 | -$74,602 | -8.27% | |
| Diversify Advisory Services, Llc | 0.01% | 23,787 | $809,542 | $796,175 | -$13,367 | -1.65% | |
| Diversify Wealth Management, Llc | 0.01% | 23,787 | $809,542 | $796,175 | -$13,367 | -1.65% | |
| Gk Wealth Management Llc | 0.44% | 19,965 | $728,524 | $668,249 | -$60,275 | -8.27% | |
| Susquehanna International Group, Llp | 0.00% | 16,257 | $593,218 | $544,138 | -$49,080 | -8.27% | |
| Norden Group Llc | 0.05% | 16,238 | $592,524 | $543,502 | -$49,022 | -8.27% | |
| Natixis Advisors, Llc | 0.00% | 14,927 | $544,000 | $499,622 | -$44,378 | -8.16% | |
| Orion Porfolio Solutions, Llc | 0.00% | 14,579 | $531,988 | $487,974 | -$44,014 | -8.27% | |
| Aptus Capital Advisors, Llc | 0.00% | 12,309 | $449,155 | $411,995 | -$37,160 | -8.27% | |
| Lpl Financial Llc | 0.00% | 10,598 | $386,721 | $354,726 | -$31,995 | -8.27% | |
| Farther Finance Advisors, Llc | 0.00% | 7,300 | $266,377 | $244,338 | -$22,039 | -8.27% | |
| Revisor Wealth Management Llc | 0.06% | 6,706 | $244,702 | $224,457 | -$20,245 | -8.27% | |
| Raymond James Financial Inc | 0.00% | 6,254 | $228,208 | $209,328 | -$18,880 | -8.27% | |
| Financial Network Wealth Advisors Llc | 0.22% | 6,039 | $220,363 | $202,131 | -$18,232 | -8.27% | |
| Quantinno Capital Management Lp | 0.00% | 5,868 | $214,123 | $196,408 | -$17,715 | -8.27% | |
| Copley Financial Group, Inc. | 0.13% | 5,815 | $212,189 | $194,634 | -$17,555 | -8.27% | |
| Waverly Advisors, Llc | 0.00% | 5,705 | $208,175 | $190,952 | -$17,223 | -8.27% | |
| Fifth Third Bancorp | 0.00% | 5,570 | $203,249 | $186,433 | -$16,816 | -8.27% | |
| Royal Bank Of Canada | 0.00% | 5,160 | $188,000 | $172,710 | -$15,290 | -8.13% | |
| Jpmorgan Chase & Co | 0.00% | 3,535 | $126,518 | $118,320 | -$8,198 | -6.48% | |
| Harbor Investment Advisory, Llc | 0.01% | 2,665 | $97,228 | $89,200 | -$8,028 | -8.26% | |
| St Germain D J Co Inc | 0.00% | 460 | $16,785 | $15,397 | -$1,388 | -8.27% | |
| Ubs Group Ag | 0.00% | 214 | $7,809 | $7,163 | -$646 | -8.28% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 237 | $7,278 | $7,933 | +$655 | +8.99% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 167 | $6,094 | $5,590 | -$504 | -8.28% | |
| Blue Trust, Inc. | 0.00% | 102 | $3,722 | $3,414 | -$308 | -8.27% |
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.