Congress Smid Growth ETF
$34.01+1%
+$17.8M
Net Activity
+1.76% total shares
Institutions Holding
41
Popularity Rank
#6673
Avg Weight
0.23%
Total Value
$488.1M
41 institutions currently hold CSMD, with 26 net buyers and 17 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
17
Net Buying Institutions
26
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 29/100).
CSMD ranks #6673 out of 37503 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.
Morgan Stanley has added to its CSMD position for two straight quarters, increasing it by $22.2M to reach $62.2M today.
Mgo One Seven LLC has trimmed its CSMD position for two straight quarters, cutting it by $11.9M while still holding $2.7M.
CSMD is up 1% today, and institutions have been net buyers of $17.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$41.5M
Total Buy Value
$24.3M
Total Sell Value
26
Net Buyers
17
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 2026-06-30 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
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,231
Total reported value
$346.4B
Held by 4231 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 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