Who Owns Congress SMID Growth ETF (CSMD)?Hedge Fund & Institutional Holders
Institutional Holders
43
as of Q4 2025
Total Institutional Value
$3.100000021e+158T
% of Float Held
—
QoQ Change in Holders
+7 / -2
Price History
CSMD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Rockefeller Capital Management L.P. | Increased | +648K | +$19.7B |
| Beacon Bank & Trust | New Position | +104K | +$3.3B |
| Gibbs Wealth Management | New Position | +63K | +$2.1B |
| Portside Wealth Group, LLC | New Position | +58K | +$1.8B |
| Brooklyn Investment Group | Increased | +49K | +$1.0B |
| JONES FINANCIAL COMPANIES LLLP | New Position | +40K | +$1.0B |
| Revisor Wealth Management LLC | Increased | +14K | +$472.4M |
| STIFEL FINANCIAL CORP | Increased | +56K | +$314.6M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Increased | +9K | +$292.7M |
| HANTZ FINANCIAL SERVICES, INC. | New Position | +7.5M | +$236.0M |
| COMERICA BANK | Increased | +6K | +$182.9M |
| CONGRESS ASSET MANAGEMENT CO | Increased | +7K | +$92.3M |
| MORGAN STANLEY | Increased | +760K | +$22.2M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +633K | +$20.0M |
| UBS Group AG | New Position | +493 | +$15.0M |
CSMD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Quantinno Capital Management LP | Decreased | -102 | -$313.5M |
| PFG Advisors | Closed Position | -9K | -$283.5M |
| Diversify Advisory Services, LLC | Decreased | -1K | -$6K |
| PRINCIPAL SECURITIES, INC. | Closed Position | -141 | -$4K |
Top Institutional Holders(Q4 2025)
CSMD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 36 | $82.3B | +19 |
| Q3 2025 | 17 | $57.0B | -6 |
| Q2 2025 | 23 | $68.2B | +6 |
| Q1 2025 | 17 | $50.3B | -2 |
| Q4 2024 | 19 | $1.1T | +5 |
| Q3 2024 | 14 | $2.6T | +1 |
| Q2 2024 | 13 | $2.5T | +9 |
| Q1 2024 | 4 | $1.5B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 43 institutional investors hold CSMD (Congress SMID Growth ETF). The largest holder is Glenview Trust Co with $31.0B in shares. This quarter, 7 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own CSMD?
As of Q4 2025, 43 institutional investors report holding CSMD (Congress SMID Growth ETF) in their 13F filings.
Who is the largest institutional holder of CSMD?
The largest institutional holder of CSMD is Glenview Trust Co with $31.0B in shares.
Is institutional ownership of CSMD increasing or decreasing?
This quarter, 7 institutions opened new positions in CSMD and 2 closed their positions.