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Congress SMid Growth ETF
CSMD

Overview Fund Activity

28 hedge funds and large institutions have $308M invested in Congress SMid Growth ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+11
Holders Change %
+64.71%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
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 Holding Trade Value Shares
Change 		Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$218M +$10.6M +339,332 +5%
GT
2
Glenview Trust
Kentucky
$28.1M +$4.41M +141,474 +19%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.3M +$7.4M +237,404 +83%
MOS
4
MGO One Seven
Ohio
$11.2M +$1.81M +58,116 +19%
CWM
5
Congress Wealth Management
Massachusetts
$8.48M +$771K +24,723 +10%
Morgan Stanley
6
Morgan Stanley
New York
$7.83M +$7.63M +244,712 +3,894%
IWC
7
Integrated Wealth Concepts
Massachusetts
$3M +$3M +96,254 New
GWM
8
Gibbs Wealth Management
Georgia
$2.43M +$2.43M +77,840 New
CAM
9
Congress Asset Management
Massachusetts
$2.09M +$2.09M +67,059 New
CP
10
Clarendon Private
Massachusetts
$1.94M +$643K +20,633 +50%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.55M -$9.51K -305 -0.6%
PWG
12
Portside Wealth Group
Utah
$917K -$48.9K -1,567 -5%
BIG
13
Brooklyn Investment Group
New York
$909K +$879K +28,198 +3,000%
DAS
14
Diversify Advisory Services
Utah
$822K -$231K -7,098 -22%
TC
15
TownSquare Capital
Utah
$712K -$9.99M -320,401 -93%
NG
16
Norden Group
Utah
$697K – – –
UBS Group
17
UBS Group
Switzerland
$414K +$83.7K +2,684 +25%
Stifel Financial
18
Stifel Financial
Missouri
$362K +$362K +11,610 New
DWM
19
Diversify Wealth Management
Utah
$316K -$41.2K -1,265 -12%
PA
20
PFG Advisors
Arizona
$258K +$258K +8,283 New
FNWA
21
Financial Network Wealth Advisors
Utah
$239K – – –
QCM
22
Quantinno Capital Management
New York
$232K +$232K +7,430 New
ACA
23
Aptus Capital Advisors
Alabama
$222K +$222K +7,114 New
Raymond James Financial
24
Raymond James Financial
Florida
$74.5K +$74.5K +2,390 New
HIA
25
Harbor Investment Advisory
Maryland
$62K -$4.68K -150 -7%
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