Osaic Holdings
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Osaic Holdings’s Congress SMid Growth ETF CSMD Stock Holding History

Osaic Holdings’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 		$13.1M Sell
358,829
-22,810
-6% -$766K 0.02% 865
2026
Q1 		$11.7M Buy
381,639
+32,198
+9% +$1.06M 0.02% 812
2025
Q4 		$11M Buy
349,441
+33,843
+11% +$1.1M 0.02% 871
2025
Q3 		$10.5M Buy
315,598
+313,681
+16,363% +$10.1M 0.01% 976
2025
Q2 		$59.8K Buy
+1,917
New +$55.8K ﹤0.01% 4919
2025
Q1 		– Sell
-4,351
Closed -$130K – 7496
2024
Q4 		$130K Sell
4,351
-520
-11% -$15.9K ﹤0.01% 3985
2024
Q3 		$146K Hold
4,871
– – ﹤0.01% 3919
2024
Q2 		$140K Buy
4,871
+4,404
+943% +$126K ﹤0.01% 3869
2024
Q1 		$14.1K Buy
+467
New +$13K ﹤0.01% 5557

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
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

Osaic Holdings's CSMD Position: Q2 2026 in Review

Osaic Holdings reduced its Congress SMid Growth ETF (CSMD) stake by 6% in Q2 2026, selling an estimated $766K and leaving 358,829 shares worth $13.1M. The position accounts for 0.02% of the portfolio, ranked #865.

Osaic Holdings first reported a position in CSMD in Q1 2024 and has held it in 9 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Osaic Holdings held 358,829 shares of Congress SMid Growth ETF worth $13.1M as of Q2 2026.
  • Osaic Holdings sold 22,810 Congress SMid Growth ETF shares in Q2 2026, an estimated $766K.
  • Congress SMid Growth ETF made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #865 holding.
  • Osaic Holdings first reported a position in Congress SMid Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.