IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Congress Intermediate Bond (CAFX)

CUSIP: 74316P587 | NYSE | 43 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

B. Riley Wealth Advisors, Inc.128,469
0.1% of portfolio›$3.1M
Commonwealth Equity Services, LLC109,782
0.0% of portfolio›$2.6M
Kestra Advisory Services, LLC81,816
0.0% of portfolio›$2.0M
LPL Financial LLC62,128
0.0% of portfolio›$1.5M
Kestra Investment Management, LLC59,060
0.0% of portfolio›$1.4M
Truist Financial Corp46,683
0.0% of portfolio›$1.1M
Essex Bank41,857
0.2% of portfolio›$1,000.0K
Park Avenue Securities LLC15,539
0.0% of portfolio›$371
Farther Finance Advisors, LLC14,226
0.0% of portfolio›$339.9K
Moneco Advisors, LLC11,959
0.0% of portfolio›$285.8K
Cambridge Investment Research Advisors, Inc.10,283
0.0% of portfolio›$246
J.W. Cole Advisors, Inc.9,800
0.0% of portfolio›$234.2K
StyleTurnoverLocationFiled
B. Riley Wealth Advisors, Inc.
128,469$3.1M0.1%GrowthLowMemphis, TN2026-10-13
Commonwealth Equity Services, LLC
109,782$2.6M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
81,816$2.0M0.0%CoreLowAustin, TX2026-11-02
LPL Financial LLC
62,128$1.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Kestra Investment Management, LLC
59,060$1.4M0.0%ETFMediumAustin, TX2026-11-04
Truist Financial Corp
46,683$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Essex Bank
41,857$1,000.0K0.2%CoreLowEssex, CT2026-10-16
Park Avenue Securities LLC
15,539$3710.0%ETFMediumNew York, NY2026-10-26
Farther Finance Advisors, LLC
14,226$339.9K0.0%IndexLowSan Francisco, CA2026-10-08
Moneco Advisors, LLC
11,959$285.8K0.0%ETFLowFairfield, CT2026-11-05
Cambridge Investment Research Advisors, Inc.
10,283$2460.0%ETFLowFairfield, IA2026-11-02
J.W. Cole Advisors, Inc.
9,800$234.2K0.0%IndexLowTampa, FL2026-11-05