Congress SMid Growth ETF (CSMD)
ETF ยท NYSE Arca
Congress SMid Growth ETF (CSMD) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 21, 2023.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- August 21, 2023
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 40 institutions reported holding CSMD, with 13.0 million shares worth $472.6 million in aggregate. The largest reported holder was Hantz Financial Services, with 6.1 million shares worth $222.6 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Hantz Financial Services | 6,100,013 | $223M | Reduced 1.9% |
| Morgan Stanley | 1,704,599 | $62M | Added 7.96% |
| Glenview Trust | 1,253,954 | $46M | Added 3.45% |
| Rockefeller Capital Management | 1,033,641 | $38M | Added 15.04% |
| Envestnet Asset Management | 952,997 | $35M | Added 15.9% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is CSMD?
Congress SMid Growth ETF (CSMD) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 21, 2023.
Who are the largest institutional holders of CSMD?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CSMD were Hantz Financial Services, Morgan Stanley and Glenview Trust.
How many institutions own CSMD?
40 institutions reported a position in CSMD for the quarter ended June 30, 2026, worth $472.6 million in total.
Did institutions buy or sell CSMD last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for CSMD.
Every reported institutional holder, plus insider and congressional trades in CSMD, on SentiSense.