CSMD

Congress Smid Growth ETF

-$5.9M

Net Activity

Institutions Holding

37

Popularity Rank

#6745

Avg Weight

0.26%

Total Value

$403.9M

Ownership Trend

37 institutions currently hold CSMD, with 28 net buyers and 14 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

14

Net Buying Institutions

28

Key Holders

Key Holders

Top 5 by Value

HF
Hantz Financial Services, INC.
$191.0M
MS
Morgan Stanley
$48.5M
GT
Glenview Trust Co
$37.2M
RC
Rockefeller Capital Management L.P.
$27.6M
EA
Envestnet Asset Management INC
$25.3M

Top 5 by Conviction

CP
Clarendon Private LLC
3.28%
HF
Hantz Financial Services, INC.
2.91%
BB
Beacon Bank & Trust
1.15%
GT
Glenview Trust Co
0.58%
PW
Portside Wealth Group, LLC
0.35%
View all 37 holding institutions

Quarterly Activity

Recent Activity

+$205.2M

Total Buy Value

$248.9M

Total Sell Value

New buy8
Trim8
Add20
Sold out6

28

Net Buyers

14

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 SMID GROWTH ETF (CSMD)?
Major stakeholders currently include Hantz Financial Services, INC. ($191.0M), Morgan Stanley ($48.5M), Glenview Trust Co ($37.2M). Based on the latest 13F filings, there are a total of 37 tracked investment funds and institutions maintaining positions in CSMD.
What is the overall institutional sentiment toward CSMD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $5.9M, driven by 28 managers accumulating shares while 14 reduced their exposure.
Which institutions have been selling or reducing their CSMD positions?
In the latest period, 8 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $248.9M.
Are there any notable investors adding CSMD to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 20 existing holders added to their shares. The total reported buy value for the quarter amounted to $205.2M.

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