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Congress SMid Growth ETF
CSMD
CSMD
34.01
USD
+0.33
0.98%
At close
Updated
Sep 3, 4:00 PM EDT
Pre-market
After hours
1 day
0.98%
5 days
-3.02%
1 month
-1.39%
3 months
-2.86%
6 months
2.59%
Year to date
5.75%
1 year
5.26%
5 years
35.82%
10 years
35.82%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
HFS
1
Hantz Financial Services
Southfield,
Michigan
| $106M | +$43.6M | +1,570,558 | +80% |
|
| 2 |
CAM
2
Congress Asset Management
Boston,
Massachusetts
| $1.49M | – | – | – |
|
| 3 |
3
UBS Group
Zurich,
Switzerland
| $22.3K | +$20.6K | +741 | New |
|
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
| $14.1K | +$13K | +467 | New |
|
| 5 |
FFA
5
Frazier Financial Advisors
Columbus,
Ohio
| $1.18K | – | – | – |
|