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CSMD — CONGRESS SMID GROWTH ETF

Reported value held$63.06M
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)3
Institutional value$62.34M · 1.71M sh
New / Add / Cut / Exit1 / 1 / 1 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +7.3% (+116.09K sh)
Institutional value change Up +27.5%

As of Q2 2026, 3 SEC-registered investment managers reported holding CSMD (CONGRESS SMID GROWTH ETF) in their latest 13F filings, with a combined reported value of $62.34M across 1.71M shares. That is +7.3% by share count (+116.09K shares) versus the previous quarter, while reported value moved +27.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.70M $62.20M 0.00% Add
JPMorgan Chase & Co history 3.54K $126.52K 0.00% New
UBS Group AG history 214 $7.81K 0.00% Reduce

Q1 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.58M $48.49M 0.00% Add
Goldman Sachs Group history 13.04K $400.58K 0.00% New
UBS Group AG history 237 $7.28K 0.00% Reduce

Q4 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.26M $39.96M 0.00% Add
Citadel Advisors history 10.12K $320.15K 0.00% New
JPMorgan Chase & Co history 919 $29.06K 0.00% New
UBS Group AG history 493 $15.59K 0.00% New

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 504.34K $16.80M 0.00% Add

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 251.00K $7.83M 0.00% Add
UBS Group AG history 13.27K $413.70K 0.00% Add

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 10.58K $292.75K 0.00% New
Morgan Stanley history 6.28K $173.81K 0.00% Add

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 5 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
Morgan Stanley 1.70M 1.58M 1.26M 504.34K 251.00K 6.28K 1.99K 1.99K — —
JPMorgan Chase & Co 3.54K — 919 — — — — — — —
UBS Group AG 214 237 493 — 13.27K 10.58K — 109 850 741
Citadel Advisors — — 10.12K — — — — — — —
Goldman Sachs Group — 13.04K — — — — 7.66K — — —

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