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
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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Rockefeller Capital Management's CSMD Position: Q1 2026 in Review

Rockefeller Capital Management increased its Congress SMid Growth ETF (CSMD) stake by 31% in Q1 2026, buying an estimated $7.01M and bringing the position to 898,477 shares worth $27.6M. The position accounts for 0.05% of the portfolio, ranked #356.

Rockefeller Capital Management first reported a position in CSMD in Q1 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • Rockefeller Capital Management held 898,477 shares of Congress SMid Growth ETF worth $27.6M as of Q1 2026.
  • Rockefeller Capital Management bought 212,163 Congress SMid Growth ETF shares in Q1 2026, an estimated $7.01M.
  • Congress SMid Growth ETF made up 0.05% of Rockefeller Capital Management's portfolio in Q1 2026, its #356 holding.
  • Rockefeller Capital Management first reported a position in Congress SMid Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.