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

HighTower 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
Q2 		$15.5M Buy
425,791
+238,570
+127% +$8.02M 0.01% 744
2026
Q1 		$5.75M Buy
+187,221
New +$6.18M 0.01% 1128

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

HighTower Advisors's CSMD Position: Q2 2026 in Review

HighTower Advisors increased its Congress SMid Growth ETF (CSMD) stake by 127% in Q2 2026, buying an estimated $8.02M and bringing the position to 425,791 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #744.

HighTower Advisors first reported a position in CSMD in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • HighTower Advisors held 425,791 shares of Congress SMid Growth ETF worth $15.5M as of Q2 2026.
  • HighTower Advisors bought 238,570 Congress SMid Growth ETF shares in Q2 2026, an estimated $8.02M.
  • Congress SMid Growth ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #744 holding.
  • HighTower Advisors first reported a position in Congress SMid Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.