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Congress SMid Growth ETF
CSMD

Overview Fund Activity

27 hedge funds and large institutions have $308M invested in Congress SMid Growth ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 0 closing their positions.

Holders
27
Holders Change
+10
Holders Change %
+58.82%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
9
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
1
Hantz Financial Services
Michigan
$218M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.83M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.3M
4
GT
4
Glenview Trust
Kentucky
$28.1M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$3M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$712K
2
DAS
2
Diversify Advisory Services
Utah
$822K
3
PWG
3
Portside Wealth Group
Utah
$917K
4
DWM
4
Diversify Wealth Management
Utah
$316K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1.55M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$218M 7,004,814 +339,332 +5%
GT
2
Glenview Trust
Kentucky
$28.1M 901,247 +141,474 +19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.3M 524,355 +237,404 +83%
MOS
4
MGO One Seven
Ohio
$11.2M 359,791 +58,116 +19%
CWM
5
Congress Wealth Management
Massachusetts
$8.48M 272,040 +24,723 +10%
Morgan Stanley
6
Morgan Stanley
New York
$7.83M 250,996 +244,712 +3,894%
IWC
7
Integrated Wealth Concepts
Massachusetts
$3M 96,254 +96,254 New
GWM
8
Gibbs Wealth Management
Georgia
$2.43M 77,840 +77,840 New
CAM
9
Congress Asset Management
Massachusetts
$2.09M 67,059 +67,059 New
CP
10
Clarendon Private
Massachusetts
$1.94M 62,108 +20,633 +50%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.55M 49,780 -305 -0.6%
PWG
12
Portside Wealth Group
Utah
$917K 29,396 -1,567 -5%
BIG
13
Brooklyn Investment Group
New York
$909K 29,138 +28,198 +3,000%
DAS
14
Diversify Advisory Services
Utah
$822K 25,244 -7,098 -22%
TC
15
TownSquare Capital
Utah
$712K 22,850 -320,401 -93%
NG
16
Norden Group
Utah
$697K 22,349 – –
UBS Group
17
UBS Group
Switzerland
$414K 13,268 +2,684 +25%
Stifel Financial
18
Stifel Financial
Missouri
$362K 11,610 +11,610 New
DWM
19
Diversify Wealth Management
Utah
$316K 9,720 -1,265 -12%
PA
20
PFG Advisors
Arizona
$258K 8,283 +8,283 New
FNWA
21
Financial Network Wealth Advisors
Utah
$239K 7,665 – –
QCM
22
Quantinno Capital Management
New York
$232K 7,430 +7,430 New
ACA
23
Aptus Capital Advisors
Alabama
$222K 7,114 +7,114 New
Raymond James Financial
24
Raymond James Financial
Florida
$74.5K 2,390 +2,390 New
HIA
25
Harbor Investment Advisory
Maryland
$62K 1,990 -150 -7%
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