Citadel Advisors
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Citadel Advisors’s Congress SMid Growth ETF CSMD Stock Holding History

Citadel Advisors’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 		– Sell
-10,125
Closed -$320K – 13150
2025
Q4 		$320K Buy
+10,125
New +$330K ﹤0.01% 9989

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

Citadel Advisors's CSMD Position: Q1 2026 in Review

Citadel Advisors sold out of Congress SMid Growth ETF (CSMD) in Q1 2026, closing a stake of 10,125 shares — an estimated $320K sold.

Citadel Advisors first reported a position in CSMD in Q4 2025 and held it in 1 quarter. The position peaked at $320K in Q4 2025. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • Citadel Advisors reported no remaining Congress SMid Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 10,125 Congress SMid Growth ETF shares in Q1 2026, an estimated $320K.
  • Citadel Advisors first reported a position in Congress SMid Growth ETF in Q4 2025 and held it in 1 quarter.
  • Citadel Advisors's Congress SMid Growth ETF position peaked at $320K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.