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Congress Intermediate Bond (CAFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
B. Riley Wealth Advisors, Inc.
INCREASED
Shares128,469 from 127,758
Change+711 (+1%)
Value$3.1M (-$84.5K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares109,782 from 104,038
Change+5,744 (+6%)
Value$2.6M (+$60.9K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares81,816 from 24,486
Change+57,330 (+234%)
Value$2.0M (+$1.4M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares62,128 from 140,898
Change-78,770 (-56%)
Value$1.5M (-$2.0M)
Filed 2026-11-06
Kestra Investment Management, LLC
INCREASED
Shares59,060 from 48,472
Change+10,588 (+22%)
Value$1.4M (+$217.4K)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares46,683 from 47,119
Change-436 (-1%)
Value$1.1M (-$45.0K)
Filed 2026-10-30
Essex Bank
DECREASED
Shares41,857 from 45,945
Change-4,088 (-9%)
Value$1,000.0K (-$131.2K)
Filed 2026-10-16
Park Avenue Securities LLC
DECREASED
Shares15,539 from 16,135
Change-596 (-4%)
Value$371 (-$396.6K)
Filed 2026-10-26
Farther Finance Advisors, LLC
UNCHANGED
Shares14,226 from 14,226
Change0 (0%)
Value$339.9K (-$10.4K)
Filed 2026-10-08
Moneco Advisors, LLC
UNCHANGED
Shares11,959 from 11,959
Change0 (0%)
Value$285.8K (-$8.8K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,283 from 10,405
Change-122 (-1%)
Value$246 (-$255.8K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares9,800 from 10,638
Change-838 (-8%)
Value$234.2K (-$27.8K)
Filed 2026-11-05
Envestnet Asset Management Inc
N/A
Shares— from 2,600,028
Change-2,600,028 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,036,749
Change-1,036,749 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 829,071
Change-829,071 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 366,562
Change-366,562 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 104,213
Change-104,213 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 92,192
Change-92,192 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 86,126
Change-86,126 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 48,943
Change-48,943 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 36,849
Change-36,849 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 31,885
Change-31,885 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 24,136
Change-24,136 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,580
Change-12,580 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 193
Change-193 (-100%)
Value—
Status
B. Riley Wealth Advisors, Inc.
INCREASED128,469127,758+711+1%$3.2M$3.1M-$84.5K2026-10-13
Commonwealth Equity Services, LLC
INCREASED109,782104,038+5,744+6%$2.6M$2.6M+$60.9K2026-11-02
Kestra Advisory Services, LLC
INCREASED81,81624,486+57,330+234%$603.1K$2.0M+$1.4M2026-11-02
LPL Financial LLC
DECREASED62,128140,898-78,770-56%$3.5M$1.5M-$2.0M2026-11-06
Kestra Investment Management, LLC
INCREASED59,06048,472+10,588+22%$1.2M$1.4M+$217.4K2026-11-04
Truist Financial Corp
DECREASED46,68347,119-436-1%$1.2M$1.1M-$45.0K2026-10-30
Essex Bank
DECREASED41,85745,945-4,088-9%$1.1M$1,000.0K-$131.2K2026-10-16
Park Avenue Securities LLC
DECREASED15,53916,135-596-4%$397.0K$371-$396.6K2026-10-26
Farther Finance Advisors, LLC
UNCHANGED14,22614,22600%$350.4K$339.9K-$10.4K2026-10-08
Moneco Advisors, LLC
UNCHANGED11,95911,95900%$294.6K$285.8K-$8.8K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED10,28310,405-122-1%$256.0K$246-$255.8K2026-11-02
J.W. Cole Advisors, Inc.
DECREASED9,80010,638-838-8%$262.0K$234.2K-$27.8K2026-11-05
Envestnet Asset Management Inc
N/A—2,600,028-2,600,028-100%$64.0M———
Osaic Holdings, Inc.
N/A—1,036,749-1,036,749-100%$25.5M———
Envestnet Portfolio Solutions, Inc.
N/A—829,071-829,071-100%$20.4M———
MML Investors Services, LLC
N/A—366,562-366,562-100%$9.0M———
Principal Securities, Inc.
N/A—104,213-104,213-100%$2.6M———
Citadel Advisors LLC
N/A—92,192-92,192-100%$2.3M———
Janney Montgomery Scott LLC
N/A—86,126-86,126-100%$2.1M———
Transamerica Financial Advisors, LLC
N/A—48,943-48,943-100%$1.2M———
Jane Street Group, LLC
N/A—36,849-36,849-100%$907.6K———
Goldman Sachs Group Inc
N/A—31,885-31,885-100%$785.3K———
Snowden Capital Advisors LLC
N/A—24,136-24,136-100%$594.5K———
Susquehanna International Group, LLP
N/A—12,580-12,580-100%$309.8K———
JPMorgan Chase & Co
N/A—8,479-8,479-100%$209.3K———
BFC Planning, Inc.
N/A—193-193-100%$4.8K———
Showing 26 of 26 institutions