Congress SMid Growth ETF (CSMD) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for CSMD. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Hantz Financial Services | 6,100,013 | $223M | DECREASED |
| Morgan Stanley | 1,704,599 | $62M | INCREASED |
| Glenview Trust | 1,253,954 | $46M | INCREASED |
| Rockefeller Capital Management | 1,033,641 | $38M | INCREASED |
| Envestnet Asset Management | 952,997 | $35M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Congress SMid Growth ETF on SentiSense.