Who Owns CONGRESS SMID GROWTH ETF (CSMD)? -- Institutional Holders (2026-06-30)

44 institutions reported holding $486.2M of CONGRESS SMID GROWTH ETF (CSMD) in SEC 13F filings for 2026-06-30. Largest institutional holders: HANTZ FINANCIAL SERVICES, INC. ($222.6M), MORGAN STANLEY ($62.2M), Glenview Trust Co ($45.8M), Rockefeller Capital Management L.P. ($37.7M), ENVESTNET ASSET MANAGEMENT INC ($34.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	HANTZ FINANCIAL SERVICES, INC.	$222.6M	6.1M	Trimmed
2	MORGAN STANLEY	$62.2M	1.7M	Added
3	Glenview Trust Co	$45.8M	1.3M	Added
4	Rockefeller Capital Management L.P.	$37.7M	1.0M	Added
5	ENVESTNET ASSET MANAGEMENT INC	$34.8M	952,997	Added
6	HighTower Advisors, LLC	$15.5M	425,791	Added
7	OSAIC HOLDINGS, INC.	$13.1M	358,829	Trimmed
8	STIFEL FINANCIAL CORP	$9.5M	260,875	Added
9	Beacon Bank & Trust	$7.8M	213,409	Added
10	Nuveen, LLC	$5.7M	156,838	New
11	Integrated Wealth Concepts LLC	$5.2M	141,552	Trimmed
12	Clarendon Private LLC	$4.8M	131,970	Trimmed
13	JONES FINANCIAL COMPANIES LLLP	$4.7M	131,581	Added
14	CONGRESS ASSET MANAGEMENT CO	$4.0M	108,255	Trimmed
15	MGO ONE SEVEN LLC	$2.7M	74,298	Trimmed
16	Apollon Wealth Management, LLC	$1.5M	42,376	Added
17	Portside Wealth Group, LLC	$901,704	24,711	Trimmed
18	Diversify Advisory Services, LLC	$809,542	23,787	New
19	DIVERSIFY WEALTH MANAGEMENT, LLC	$809,542	23,787	Trimmed
20	GK Wealth Management LLC	$728,524	19,965	New
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$593,218	16,257	Added
22	NORDEN GROUP LLC	$592,524	16,238	Added
23	NATIXIS ADVISORS, LLC	$544,000	14,927	Added
24	Orion Porfolio Solutions, LLC	$531,988	14,579	Trimmed
25	Aptus Capital Advisors, LLC	$449,155	12,309	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30