Congress Smid Growth ETF
$33.23-2.3%
+$17.8M
Net Activity
+1.76% total shares
Institutions Holding
41
Popularity Rank
#6679
Avg Weight
0.23%
Total Value
$488.1M
41 institutions currently hold CSMD, with 27 net buyers and 18 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
18
Net Buying Institutions
27
Top 5 by Value
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Across its top 20 institutional holders, CSMD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 25/100).
CSMD ranks #6679 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
41 institutions disclose a position in CSMD, but none treat it as a major bet — even Clarendon Private LLC, its most concentrated holder, allocates just 3.1% of its own portfolio to it.
Congress Asset Management Co has added to its CSMD position for two straight quarters, increasing it by $1.6M to reach $4.9M today.
CSMD is down 2.3% today, but institutions show net buying of $17.8M this quarter — a divergence between today's price move and the underlying institutional flow.
+$46.3M
Total Buy Value
$24.3M
Total Sell Value
27
Net Buyers
18
Net Sellers
CSMD
Q2 2026
Top 5 Institutional Movers
+$31.6M
+$13.7M
-$11.6M
+$9.8M
CSMD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
74316P645
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,273
Total reported value
$320.7B
Held by 4273 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,255
Total reported value
$346.5B
Held by 4255 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,146
Total reported value
$257.5B
Held by 4146 institutions — one of the most-tracked stocks on AlphaSMO
Access CSMD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/CSMDCLI
npx alphasmo stocks get CSMD