Who owns Congress SMID Growth ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CSMD from SEC Form 13F filings across 42 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 42 institutions disclosed 13.4M shares of Congress SMID Growth ETF worth $487.9M — about 92.1% of shares outstanding; the largest disclosed holder is HANTZ FINANCIAL SERVICES, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
42
13F holders
$487.9M
value, 2026 filers
92.1%
of shares outstanding (13.4M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CSMD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HANTZ FINANCIAL SERVICES, INC. | 6.1M | $222.6M | 3.0% | 42% | -1.9% |
| 2 | MORGAN STANLEY | 1.7M | $62.2M | 0.0% | 11.7% | +8.0% |
| 3 | Glenview Trust Co | 1.3M | $45.8M | 0.6% | 8.6% | +3.4% |
| 4 | Rockefeller Capital Management L.P. | 1.0M | $37.7M | 0.1% | 7.1% | +15.0% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 952,997 | $34.8M | 0.0% | 6.6% | +15.9% |
| 6 | HighTower Advisors, LLC | 425,791 | $15.5M | 0.0% | 2.9% | +127.4% |
| 7 | OSAIC HOLDINGS, INC. | 358,829 | $13.1M | 0.0% | 2.5% | -6.0% |
| 8 | STIFEL FINANCIAL CORP | 260,875 | $9.5M | 0.0% | 1.8% | +26.3% |
| 9 | Beacon Bank & Trust | 213,409 | $7.8M | 1.5% | 1.5% | +17.3% |
| 10 | Nuveen, LLCNEW | 156,838 | $5.7M | 0.0% | 1.1% | new |
| 11 | Integrated Wealth Concepts LLC | 141,552 | $5.2M | 0.0% | 1% | -0.1% |
| 12 | Clarendon Private LLC | 131,970 | $4.8M | 3.1% | 0.9% | -5.1% |
| 13 | JONES FINANCIAL COMPANIES LLLP | 131,581 | $4.7M | 0.0% | 0.9% | +51.6% |
| 14 | CONGRESS ASSET MANAGEMENT CO | 108,255 | $4.0M | 0.0% | 0.7% | -0.9% |
| 15 | MGO ONE SEVEN LLC | 74,298 | $2.7M | 0.0% | 0.5% | -84.0% |
| 16 | Gibbs Wealth Management | 48,498 | $1.8M | 0.2% | 0.3% | -21.6% |
| 17 | Apollon Wealth Management, LLC | 42,376 | $1.5M | 0.0% | 0.3% | +21.7% |
| 18 | Portside Wealth Group, LLC | 24,711 | $901,704 | 0.1% | 0.2% | -70.9% |
| 19 | Diversify Advisory Services, LLCNEW | 23,787 | $809,542 | 0.0% | 0.2% | new |
| 20 | DIVERSIFY WEALTH MANAGEMENT, LLC | 23,787 | $809,542 | 0.0% | 0.2% | -28.2% |
| 21 | GK Wealth Management LLCNEW | 19,965 | $728,524 | 0.4% | 0.1% | new |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,257 | $593,218 | 0.0% | 0.1% | +135.8% |
| 23 | NORDEN GROUP LLC | 16,238 | $592,524 | 0.0% | 0.1% | +0.3% |
| 24 | NATIXIS ADVISORS, LLC | 14,927 | $544,000 | 0.0% | 0.1% | +9.3% |
| 25 | Orion Porfolio Solutions, LLC | 14,579 | $531,988 | 0.0% | 0.1% | -1.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.