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Congress SMid Growth ETF (CSMD) Institutional Ownership

$33.84 +1.30 (+4.00%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Congress SMid Growth ETF (NYSEARCA:CSMD)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$3.45M
Number of
Institutional Sellers
(last 12 months)
0
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CSMD Institutional Buying and Selling by Quarter

Congress SMid Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2026 Harbor Investment Advisory LLC2,665$82K0.0%+19.0%0.020%
2/13/2026Integrated Wealth Concepts LLC122,535$3.88M0.0%+8.8%0.910%
1/9/2026 Congress Asset Management Co.82,107$2.60M0.0%+9.2%0.631%
11/17/2025Integrated Wealth Concepts LLC112,625$3.75M0.0%+17.0%0.965%
10/10/2025 Congress Asset Management Co.75,164$2.50M0.0%+12.1%0.671%
7/16/2025 Congress Asset Management Co.67,059$2.09M0.0%N/A0.643%
4/9/2025Harbor Investment Advisory LLC2,140$59K0.0%-26.0%0.023%
2/12/2025OLD Mission Capital LLC11,033$330K0.0%-33.6%0.263%
1/30/2025Congress Asset Management Co.55,205$1.65M0.0%+37.1%1.314%
1/16/2025Harbor Investment Advisory LLC2,890$86K0.0%+112.2%0.069%


CSMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSMD shares?

During the previous two years, the following institutional investors and hedge funds held shares of Congress SMid Growth ETF shares: Integrated Wealth Concepts LLC ($3.88M), Congress Asset Management Co. ($2.60M), and OLD Mission Capital LLC ($330K), Harbor Investment Advisory LLC ($82K).Learn more on Congress SMid Growth ETF's institutional investors.

Which institutional investors have been buying Congress SMid Growth ETF's stock?

The following institutional investors have purchased Congress SMid Growth ETF's stock in the last 24 months: Congress Asset Management Co. ($97.05K), Integrated Wealth Concepts LLC ($26.28K), and Harbor Investment Advisory LLC ($1.95K).

How much institutional buying is happening at Congress SMid Growth ETF?

Institutional investors have bought a total of 108,813 shares in the last 24 months. This purchase volume represents approximately $3.45M in transactions.


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This page (NYSEARCA:CSMD) was last updated on 5/5/2026 by MarketBeat.com Staff.
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