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Jeff Yass’s Congress SMid Growth ETF CSMD Stock Holding History

Jeff Yass’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 		$593K Buy
16,257
+9,364
+136% +$315K ﹤0.01% 9507
2026
Q1 		$212K Sell
6,893
-9,934
-59% -$328K ﹤0.01% 11580
2025
Q4 		$532K Buy
+16,827
New +$548K ﹤0.01% 8637
2025
Q1 		– Sell
-8,700
Closed -$260K – 12603
2024
Q4 		$260K Sell
8,700
-11,300
-57% -$345K ﹤0.01% 10134
2024
Q3 		$598K Buy
+20,000
New +$582K ﹤0.01% 8036

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Jeff Yass's CSMD Position: Q2 2026 in Review

Jeff Yass increased its Congress SMid Growth ETF (CSMD) stake by 136% in Q2 2026, buying an estimated $315K and bringing the position to 16,257 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #9507.

Jeff Yass first reported a position in CSMD in Q3 2024 and has held it in 5 quarters since. The position peaked at $598K in Q3 2024. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Jeff Yass held 16,257 shares of Congress SMid Growth ETF worth $593K as of Q2 2026.
  • Jeff Yass bought 9,364 Congress SMid Growth ETF shares in Q2 2026, an estimated $315K.
  • Congress SMid Growth ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9507 holding.
  • Jeff Yass first reported a position in Congress SMid Growth ETF in Q3 2024 and has held it in 5 quarters since.
  • Jeff Yass's Congress SMid Growth ETF position peaked at $598K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.