Who Owns CSMD?
Congress SMID Growth ETF — Institutional Ownership & 13F Holdings
$32.37
+0.74 (+2.34%)
Market Cap
$474.8M
Shares Outstanding
15,448,041
Institutional Holders
17
Total Inst. Value
$233.5M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
5
Closed Positions
7
Increased
5
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | HANTZ FINANCIAL SERVICES, INC.New | $184.4M | 6,665,482 |
| 2 | Glenview Trust Co | $19.2M | 642,212 |
| 3 | TOWNSQUARE CAPITAL LLC | $9.5M | 343,251 |
| 4 | MGO ONE SEVEN LLC | $8.3M | 301,675 |
| 5 | CW Advisors, LLC | $6.8M | 247,317 |
| 6 | Rockefeller Capital Management L.P.New | $1.4M | 50,085 |
| 7 | Clarendon Private LLCNew | $1.1M | 41,475 |
| 8 | Portside Wealth Group, LLC | $978K | 32,696 |
| 9 | NORDEN GROUP LLC | $618K | 22,349 |
| 10 | DIVERSIFY WEALTH MANAGEMENT, LLC | $306K | 10,985 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HANTZ FINANCIAL SERVICES, INC.New | +6.7M | $184.4M |
| MGO ONE SEVEN LLC | +9K | $8.3M |
| CW Advisors, LLC | +45K | $6.8M |
| Rockefeller Capital Management L.P.New | +50K | $1.4M |
| Clarendon Private LLCNew | +41K | $1.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Portside Wealth Group, LLC | -23K | $978K |
| Diversify Advisory Services, LLC | -2K | $901 |
| NORDEN GROUP LLC | -2K | $618K |
| HARBOR INVESTMENT ADVISORY, LLC | -750 | $59K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -453 | $306K |
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Frequently Asked Questions
How many institutional investors hold CSMD?
As of Q1 2025, 17 institutional investors report holding CSMD (Congress SMID Growth ETF) in their 13F filings.
Which hedge fund owns the most CSMD?
The largest institutional holder of CSMD is HANTZ FINANCIAL SERVICES, INC. with $184.4M in shares.
Are institutions buying or selling CSMD?
This quarter, 5 institutions opened new positions in CSMD and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.