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Brinker Capital Investments’s Congress SMid Growth ETF CSMD Stock Holding History

Brinker Capital Investments’s Portfolio CSMD Stock Details CSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$456K Buy
14,863
+8,285
+126% +$274K ﹤0.01% 1502
2025
Q4 		$208K Buy
+6,578
New +$214K ﹤0.01% 2007

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Brinker Capital Investments's CSMD Position: Q1 2026 in Review

Brinker Capital Investments increased its Congress SMid Growth ETF (CSMD) stake by 126% in Q1 2026, buying an estimated $274K and bringing the position to 14,863 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Brinker Capital Investments first reported a position in CSMD in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • Brinker Capital Investments held 14,863 shares of Congress SMid Growth ETF worth $456K as of Q1 2026.
  • Brinker Capital Investments bought 8,285 Congress SMid Growth ETF shares in Q1 2026, an estimated $274K.
  • Congress SMid Growth ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1502 holding.
  • Brinker Capital Investments first reported a position in Congress SMid Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.