Rockefeller Capital Management
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Rockefeller Capital Management’s Congress SMid Growth ETF CSMD Stock Holding History

Rockefeller Capital Management’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 		$37.7M Buy
1,033,641
+135,164
+15% +$4.54M 0.06% 308
2026
Q1 		$27.6M Buy
898,477
+212,163
+31% +$7.01M 0.05% 356
2025
Q4 		$21.7M Buy
686,314
+648,679
+1,724% +$21.1M 0.04% 422
2025
Q3 		$1.25M Sell
37,635
-12,145
-24% -$393K ﹤0.01% 1326
2025
Q2 		$1.55M Sell
49,780
-305
-0.6% -$8.88K ﹤0.01% 1190
2025
Q1 		$1.39M Buy
+50,085
New +$1.49M ﹤0.01% 1168

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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Rockefeller Capital Management's CSMD Position: Q2 2026 in Review

Rockefeller Capital Management increased its Congress SMid Growth ETF (CSMD) stake by 15% in Q2 2026, buying an estimated $4.54M and bringing the position to 1,033,641 shares worth $37.7M. The position accounts for 0.06% of the portfolio, ranked #308.

Rockefeller Capital Management first reported a position in CSMD in Q1 2025 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Rockefeller Capital Management held 1,033,641 shares of Congress SMid Growth ETF worth $37.7M as of Q2 2026.
  • Rockefeller Capital Management bought 135,164 Congress SMid Growth ETF shares in Q2 2026, an estimated $4.54M.
  • Congress SMid Growth ETF made up 0.06% of Rockefeller Capital Management's portfolio in Q2 2026, its #308 holding.
  • Rockefeller Capital Management first reported a position in Congress SMid Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.