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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

CAFX

CAFX — Institutional Holders Breakdown

Congress Intermediate Bond

-$51.1M

Net Activity

Institutions Holding

22

Popularity Rank

#7990

Avg Weight

0.04%

Total Value

$147.5M

Ownership Trend

22 institutions currently hold CAFX, with 7 net buyers and 22 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

22

Net Buying Institutions

7

Key Holders

Key Holders

Top 5 by Value

Envestnet Asset Management INC

Osaic Holdings, INC.

Envestnet Portfolio Solutions, Inc.

Mml Investors Services, LLC

Principal Securities, INC.

Top 5 by Conviction

B. Riley Wealth Advisors, Inc.

Envestnet Portfolio Solutions, Inc.

Principal Securities, INC.

Transamerica Financial Advisors, LLC

View all 22 holding institutions

Quarterly Activity

Recent Activity

+$32.2M

Total Buy Value

$171.9M

Total Sell Value

New buy2

Trim15

Add5

Sold out7

7

Net Buyers

22

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CONGRESS INTERMEDIATE BOND (CAFX)?

Major stakeholders currently include Envestnet Asset Management INC ($64.0M), Osaic Holdings, INC. ($23.7M), Envestnet Portfolio Solutions, Inc. ($20.7M). Based on the latest 13F filings, there are a total of 22 tracked investment funds and institutions maintaining positions in CAFX.

What is the overall institutional sentiment toward CAFX recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $51.1M, driven by 7 managers accumulating shares while 22 reduced their exposure.

Which institutions have been selling or reducing their CAFX positions?

In the latest period, 15 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $171.9M.

Are there any notable investors adding CAFX to their portfolios?

Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 5 existing holders added to their shares. The total reported buy value for the quarter amounted to $32.2M.

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