CSMD — CONGRESS SMID GROWTH ETF
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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 504.34K | $16.80M | 0.00% | Add |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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)
- JPMorgan Chase & Co 3.54K sh · $126.52K
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 13.04K sh · $400.58K
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 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 | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details