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CAML Institutional Ownership

Congress Large Cap Growth ETF
1W: +0.2% 1M: +3.4% 3M: +2.0% YTD: +7.6% 1Y: +6.1% 3Y: +67.8%
$41.19
+0.52 (+1.28%)
 
Weekly Expected Move ±2.1%
$39 $40 $41 $42 $43
ETF AMEX · AUM $393.6M

Institutional Ownership — CAML

17
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
382M
Total Invested
4
New Positions
4
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (19 total)

# Holder Shares Value Change Change % Holding Period Filing
1 HANTZ FINANCIAL SERVICES, INC. 8,969,745 $369M -139,257 -1.5% 11Q SEC ↗
2 Nuveen, LLC NEW 223,284 $9M — +0.0% 1Q SEC ↗
3 Brooklyn Investment Group 211,246 $9M +2,474 +1.2% 5Q SEC ↗
4 OSAIC HOLDINGS, INC. 158,629 $7M -4,398 -2.7% 5Q SEC ↗
5 CONGRESS ASSET MANAGEMENT CO 66,771 $3M -477 -0.7% 5Q SEC ↗
6 HighTower Advisors, LLC 30,337 $1M +9,110 +42.9% 3Q SEC ↗
7 HRT FINANCIAL LP NEW 26,823 $1M — +0.0% 1Q SEC ↗
8 Advyzon Investment Management, LLC 20,360 $839K +1,312 +6.9% 7Q SEC ↗
9 GOLDMAN SACHS GROUP INC 20,020 $825K — +0.0% 4Q SEC ↗
10 FLOW TRADERS U.S. LLC 10,773 $444K +572 +5.6% 2Q SEC ↗
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 8,932 $368K — +0.0% 1Q SEC ↗
12 JPMORGAN CHASE & CO 3,645 $150K -1,724 -32.1% 2Q SEC ↗
13 UBS Group AG 3,602 $148K +2,728 +312.1% 11Q SEC ↗
14 MORGAN STANLEY 1,154 $48K -118 -9.3% 8Q SEC ↗
15 Blue Trust, Inc. NEW 297 $12K — +0.0% 1Q SEC ↗
16 AE Wealth Management LLC 0 $0K -284 -100.0% 1Q SEC ↗
17 UBS AM, a distinct business unit of UB 0 $0K -364 -100.0% 1Q SEC ↗
18 JANE STREET GROUP, LLC 0 $0K -6,752 -100.0% 1Q SEC ↗
19 CITADEL ADVISORS LLC 0 $0K -18,669 -100.0% 2Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
Nuveen, LLC 223,284 $9M
HRT FINANCIAL LP 26,823 $1M
SUSQUEHANNA INTERNATIONAL GROUP, LL 8,932 $368K
Blue Trust, Inc. 297 $12K
Sold Out (4)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 18,669 $769K
JANE STREET GROUP, LLC 6,752 $278K
UBS AM, a distinct business unit of 364 $15K
AE Wealth Management LLC 284 $12K
Biggest Increases (5)
HolderAddedChange %Total Shares
HighTower Advisors, LLC +9,110 +42.9% 30,337
UBS Group AG +2,728 +312.1% 3,602
Brooklyn Investment Group +2,474 +1.2% 211,246
Advyzon Investment Management, LLC +1,312 +6.9% 20,360
FLOW TRADERS U.S. LLC +572 +5.6% 10,773
Biggest Decreases (5)
HolderReducedChange %Total Shares
HANTZ FINANCIAL SERVICES, INC. -139,257 -1.5% 8,969,745
OSAIC HOLDINGS, INC. -4,398 -2.7% 158,629
JPMORGAN CHASE & CO -1,724 -32.1% 3,645
CONGRESS ASSET MANAGEMENT CO -477 -0.7% 66,771
MORGAN STANLEY -118 -9.3% 1,154

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms