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Congress Large Cap Growth (CAML)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Hantz Financial Services, Inc.
DECREASED
Shares8,925,623 from 8,969,745
Change-44,122 (0%)
Value$362.3K (-$358.5M)
Filed 2026-11-09
Nuveen, LLC
DECREASED
Shares222,336 from 223,284
Change-948 (0%)
Value$9.0M (+$106.9K)
Filed 2026-11-10
Congress Asset Management Co
INCREASED
Shares66,796 from 66,771
Change+25 (+0%)
Value$2.7M (+$40.3K)
Filed 2026-10-06
HighTower Advisors, LLC
INCREASED
Shares33,438 from 30,337
Change+3,101 (+10%)
Value$1.4M (+$143.7K)
Filed 2026-11-10
Blue Trust, Inc.
CLOSED
Shares0 from 297
Change-297 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-15
Osaic Holdings, Inc.
N/A
Shares— from 158,629
Change-158,629 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 26,823
Change-26,823 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 20,360
Change-20,360 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,020
Change-20,020 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 10,773
Change-10,773 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,932
Change-8,932 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,602
Change-3,602 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Status
Hantz Financial Services, Inc.
DECREASED8,925,6238,969,745-44,1220%$358.8M$362.3K-$358.5M2026-11-09
Nuveen, LLC
DECREASED222,336223,284-9480%$8.9M$9.0M+$106.9K2026-11-10
Congress Asset Management Co
INCREASED66,79666,771+25+0%$2.7M$2.7M+$40.3K2026-10-06
HighTower Advisors, LLC
INCREASED33,43830,337+3,101+10%$1.2M$1.4M+$143.7K2026-11-10
Blue Trust, Inc.
CLOSED0297-297-100%$11.9K$0-$11.9K2026-10-15
Osaic Holdings, Inc.
N/A—158,629-158,629-100%$6.3M———
HRT Financial LP
N/A—26,823-26,823-100%$1.1M———
Advyzon Investment Management, LLC
N/A—20,360-20,360-100%$814.5K———
Goldman Sachs Group Inc
N/A—20,020-20,020-100%$800.9K———
Flow Traders U.S. LLC
N/A—10,773-10,773-100%$431.0K———
Susquehanna International Group, LLP
N/A—8,932-8,932-100%$357.3K———
JPMorgan Chase & Co
N/A—3,645-3,645-100%$143.7K———
UBS Group AG
N/A—3,602-3,602-100%$144.1K———
Morgan Stanley
N/A—1,154-1,154-100%$46.2K———
Showing 14 of 14 institutions