LPL Financial
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LPL Financial’s Congress SMid Growth ETF CSMD Stock Holding History

LPL Financial’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 		$347K Buy
+11,310
New +$374K ﹤0.01% 5085

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

LPL Financial's CSMD Position: Q1 2026 in Review

LPL Financial opened a new position in Congress SMid Growth ETF (CSMD) in Q1 2026: 11,310 shares worth $347K. The stake represents ﹤0.01% of the portfolio and ranks #5085 among its holdings.

37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • LPL Financial held 11,310 shares of Congress SMid Growth ETF worth $347K as of Q1 2026.
  • Congress SMid Growth ETF was a new LPL Financial position in Q1 2026.
  • Congress SMid Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5085 holding.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.