Congress SMid Growth ETF (CSMD) Institutional Ownership $33.31 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Congress SMid Growth ETF (NYSEARCA:CSMD)Number ofInstitutional Buyers(last 12 months)3TotalInstitutional Inflows(last 12 months)$3.45MNumber ofInstitutional Sellers(last 12 months)0 Get CSMD Insider Trade Alerts Want to know when executives and insiders are buying or selling Congress SMid Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data CSMD Institutional Buying and Selling by Quarter Congress SMid Growth ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails4/24/2026 Harbor Investment Advisory LLC2,665$82K0.0%+19.0%0.020% 2/13/2026 Integrated 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% 11/17/2025 Integrated 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. Related Companies GRNJ Institutional Ownership SMIZ Institutional Ownership NBSM Institutional Ownership MSSM Institutional Ownership SMCO Institutional Ownership RSMC Institutional Ownership FSCS Institutional Ownership FSGS Institutional Ownership SAEF Institutional Ownership MEMS Institutional Ownership This page (NYSEARCA:CSMD) was last updated on 5/25/2026 by MarketBeat.com Staff. From Our PartnersSpaceX eyes a 1.75 trillion valuation - here's what to knowElon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...Brownstone Research | Sponsored$30 stock to buy before Starlink goes public (WATCH NOW!)In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...Paradigm Press | SponsoredYour book attachedBill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...Profits Run | SponsoredMy feud with Zohran MamdaniEmmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...Stansberry Research | SponsoredSpaceX IPO hides a much bigger storyThe SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...Weiss Ratings | SponsoredSpaceX will mint billionaires. You won't be one of them.By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...Behind the Markets | SponsoredSatellite Images Spot Potential $10 Trillion Discovery'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...Altimetry | SponsoredHey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...Banyan Hill Publishing | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Congress SMid Growth ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Congress SMid Growth ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
