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
Q2 		$387K Sell
10,598
-712
-6% -$23.9K ﹤0.01% 5255
2026
Q1 		$347K Buy
+11,310
New +$374K ﹤0.01% 5085

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 $104B AUM 28.3% 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

LPL Financial's CSMD Position: Q2 2026 in Review

LPL Financial reduced its Congress SMid Growth ETF (CSMD) stake by 6.3% in Q2 2026, selling an estimated $23.9K and leaving 10,598 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #5255.

LPL Financial 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.

  • LPL Financial held 10,598 shares of Congress SMid Growth ETF worth $387K as of Q2 2026.
  • LPL Financial sold 712 Congress SMid Growth ETF shares in Q2 2026, an estimated $23.9K.
  • Congress SMid Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5255 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.