CSMD Institutional Ownership
Congress SMID Growth ETF
1W: +1.1%
1M: +2.7%
3M: -4.0%
YTD: +7.6%
1Y: +3.6%
3Y: +42.9%
$34.60
+0.61 (+1.79%)
Weekly Expected Move ±1.9%
$33
$34
$35
$35
$36
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CSMD
44
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
486M
Total Invested
9
New Positions
15
Increased
18
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (48 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HANTZ FINANCIAL SERVICES, INC. | 6,100,013 | $211M | -117,847 | -1.9% | 11Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,704,599 | $59M | +125,619 | +8.0% | 8Q | SEC ↗ |
| 3 | Glenview Trust Co | 1,253,954 | $43M | +41,789 | +3.4% | 7Q | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 1,033,641 | $36M | +135,164 | +15.0% | 6Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 952,997 | $33M | +130,738 | +15.9% | 7Q | SEC ↗ |
| 6 | HighTower Advisors, LLC | 425,791 | $15M | +238,570 | +127.4% | 2Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 358,829 | $12M | -22,810 | -6.0% | 5Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP | 260,875 | $9M | +54,374 | +26.3% | 5Q | SEC ↗ |
| 9 | Beacon Bank & Trust | 213,409 | $7M | +31,506 | +17.3% | 3Q | SEC ↗ |
| 10 | Nuveen, LLC NEW | 156,838 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Brooklyn Investment Group | 141,620 | $5M | -26,578 | -15.8% | 5Q | SEC ↗ |
| 12 | Integrated Wealth Concepts LLC | 141,552 | $5M | -154 | -0.1% | 5Q | SEC ↗ |
| 13 | Clarendon Private LLC | 131,970 | $5M | -7,020 | -5.1% | 7Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 131,581 | $5M | +44,794 | +51.6% | 4Q | SEC ↗ |
| 15 | CONGRESS ASSET MANAGEMENT CO | 108,255 | $4M | -1,022 | -0.9% | 5Q | SEC ↗ |
| 16 | MGO ONE SEVEN LLC | 74,298 | $3M | -391,411 | -84.0% | 8Q | SEC ↗ |
| 17 | Gibbs Wealth Management | 61,885 | $2M | -1,236 | -2.0% | 8Q | SEC ↗ |
| 18 | Apollon Wealth Management, LLC | 42,376 | $1M | +7,548 | +21.7% | 4Q | SEC ↗ |
| 19 | Portside Wealth Group, LLC | 24,711 | $855K | -60,145 | -70.9% | 9Q | SEC ↗ |
| 20 | DIVERSIFY WEALTH MANAGEMENT, LLC | 23,787 | $823K | -9,335 | -28.2% | 7Q | SEC ↗ |
| 21 | Diversify Advisory Services, LLC NEW | 23,787 | $823K | — | +0.0% | 1Q | SEC ↗ |
| 22 | GK Wealth Management LLC NEW | 19,965 | $691K | — | +0.0% | 1Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,257 | $562K | +9,364 | +135.8% | 3Q | SEC ↗ |
| 24 | NORDEN GROUP LLC | 16,238 | $562K | +55 | +0.3% | 9Q | SEC ↗ |
| 25 | NATIXIS ADVISORS, LLC | 14,927 | $516K | +1,267 | +9.3% | 3Q | SEC ↗ |
| 26 | Orion Porfolio Solutions, LLC | 14,579 | $504K | -284 | -1.9% | 3Q | SEC ↗ |
| 27 | Aptus Capital Advisors, LLC | 12,309 | $426K | +2,513 | +25.7% | 5Q | SEC ↗ |
| 28 | LPL Financial LLC | 10,598 | $367K | -712 | -6.3% | 2Q | SEC ↗ |
| 29 | Farther Finance Advisors, LLC NEW | 7,300 | $253K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Revisor Wealth Management LLC | 6,706 | $232K | -9,741 | -59.2% | 4Q | SEC ↗ |
| 31 | RAYMOND JAMES FINANCIAL INC | 6,254 | $216K | -591 | -8.6% | 2Q | SEC ↗ |
| 32 | Financial Network Wealth Advisors LLC | 6,039 | $209K | -1,040 | -14.7% | 7Q | SEC ↗ |
| 33 | Quantinno Capital Management LP NEW | 5,868 | $203K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Copley Financial Group, Inc. NEW | 5,815 | $201K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Waverly Advisors, LLC NEW | 5,705 | $197K | — | +0.0% | 1Q | SEC ↗ |
| 36 | FIFTH THIRD BANCORP | 5,570 | $193K | -3 | -0.1% | 2Q | SEC ↗ |
| 37 | ROYAL BANK OF CANADA | 5,160 | $179K | +4,760 | +1190.0% | 2Q | SEC ↗ |
| 38 | JPMORGAN CHASE & CO | 3,535 | $122K | +2,616 | +284.7% | 3Q | SEC ↗ |
| 39 | HARBOR INVESTMENT ADVISORY, LLC | 2,665 | $92K | — | +0.0% | 8Q | SEC ↗ |
| 40 | ST GERMAIN D J CO INC | 460 | $16K | — | +0.0% | 2Q | SEC ↗ |
| 41 | UBS Group AG | 214 | $7K | -23 | -9.7% | 3Q | SEC ↗ |
| 42 | Steward Partners Investment Advisory, NEW | 167 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Blue Trust, Inc. NEW | 102 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 44 | UBS AM, a distinct business unit of UB | 0 | $0K | -237 | -100.0% | 1Q | SEC ↗ |
| 45 | JANE STREET GROUP, LLC | 0 | $0K | -38,411 | -100.0% | 2Q | SEC ↗ |
| 46 | CITADEL ADVISORS LLC | 0 | $0K | -10,125 | -100.0% | 1Q | SEC ↗ |
| 47 | AE Wealth Management LLC | 0 | $0K | -269 | -100.0% | 1Q | SEC ↗ |
| 48 | GOLDMAN SACHS GROUP INC | 0 | $0K | -13,044 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Nuveen, LLC | 156,838 | $5M |
| Diversify Advisory Services, LLC | 23,787 | $823K |
| GK Wealth Management LLC | 19,965 | $691K |
| Farther Finance Advisors, LLC | 7,300 | $253K |
| Quantinno Capital Management LP | 5,868 | $203K |
| Copley Financial Group, Inc. | 5,815 | $201K |
| Waverly Advisors, LLC | 5,705 | $197K |
| Steward Partners Investment Advisor | 167 | $6K |
| Blue Trust, Inc. | 102 | $4K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 38,411 | $1M |
| GOLDMAN SACHS GROUP INC | 13,044 | $451K |
| CITADEL ADVISORS LLC | 10,125 | $350K |
| AE Wealth Management LLC | 269 | $9K |
| UBS AM, a distinct business unit of | 237 | $8K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | +238,570 | +127.4% | 425,791 |
| Rockefeller Capital Management L.P. | +135,164 | +15.0% | 1,033,641 |
| ENVESTNET ASSET MANAGEMENT INC | +130,738 | +15.9% | 952,997 |
| MORGAN STANLEY | +125,619 | +8.0% | 1,704,599 |
| STIFEL FINANCIAL CORP | +54,374 | +26.3% | 260,875 |
| JONES FINANCIAL COMPANIES LLLP | +44,794 | +51.6% | 131,581 |
| Glenview Trust Co | +41,789 | +3.4% | 1,253,954 |
| Beacon Bank & Trust | +31,506 | +17.3% | 213,409 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +9,364 | +135.8% | 16,257 |
| Apollon Wealth Management, LLC | +7,548 | +21.7% | 42,376 |
| ROYAL BANK OF CANADA | +4,760 | +1190.0% | 5,160 |
| JPMORGAN CHASE & CO | +2,616 | +284.7% | 3,535 |
| Aptus Capital Advisors, LLC | +2,513 | +25.7% | 12,309 |
| NATIXIS ADVISORS, LLC | +1,267 | +9.3% | 14,927 |
| NORDEN GROUP LLC | +55 | +0.3% | 16,238 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MGO ONE SEVEN LLC | -391,411 | -84.0% | 74,298 |
| HANTZ FINANCIAL SERVICES, INC. | -117,847 | -1.9% | 6,100,013 |
| Portside Wealth Group, LLC | -60,145 | -70.9% | 24,711 |
| Brooklyn Investment Group | -26,578 | -15.8% | 141,620 |
| OSAIC HOLDINGS, INC. | -22,810 | -6.0% | 358,829 |
| Revisor Wealth Management LLC | -9,741 | -59.2% | 6,706 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -9,335 | -28.2% | 23,787 |
| Clarendon Private LLC | -7,020 | -5.1% | 131,970 |
| Gibbs Wealth Management | -1,236 | -2.0% | 61,885 |
| Financial Network Wealth Advisors L | -1,040 | -14.7% | 6,039 |
| CONGRESS ASSET MANAGEMENT CO | -1,022 | -0.9% | 108,255 |
| LPL Financial LLC | -712 | -6.3% | 10,598 |
| RAYMOND JAMES FINANCIAL INC | -591 | -8.6% | 6,254 |
| Orion Porfolio Solutions, LLC | -284 | -1.9% | 14,579 |
| Integrated Wealth Concepts LLC | -154 | -0.1% | 141,552 |
| UBS Group AG | -23 | -9.7% | 214 |
| FIFTH THIRD BANCORP | -3 | -0.1% | 5,570 |