Congress Smid Growth ETF (CSMD)

CUSIP: 74316P645 | NYSE | 61 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Glenview Trust Co1,405,551

0.6% of portfolio$47.6M

Beacon Bank & Trust237,901

1.6% of portfolio$8.1M

Congress Asset Management Co145,093

0.0% of portfolio$4.9M

MGO One Seven LLC61,044

0.0% of portfolio$2.1M

Gibbs Wealth Management47,591

0.2% of portfolio$1.6M

Apollon Wealth Management, LLC46,721

0.0% of portfolio$1.6M

Diversify Advisory Services, LLC24,324

0.0% of portfolio$827.0K

Diversify Wealth Management, LLC24,324

0.0% of portfolio$827.0K

Norden Group LLC16,050

0.0% of portfolio$543.6K

Portside Wealth Group, LLC12,690

0.0% of portfolio$429.8K

LPL Financial LLC10,957

0.0% of portfolio$371.1K

Farther Finance Advisors, LLC7,300

0.0% of portfolio$247.3K

Fifth Third Bancorp5,516

0.0% of portfolio$186.8K

Financial Network Wealth Advisors LLC4,127

0.1% of portfolio$139.8K

GK Wealth Management LLC3,117

0.1% of portfolio$105.6K

Harbor Investment Advisory, LLC2,665

0.0% of portfolio$90.2K

MJT & Associates Financial Advisory Group, Inc.35

0.0% of portfolio$1.2K

				Style	Turnover	Location	Filed
Glenview Trust Co	1,405,551	$47.6M	0.6%	Growth	Very Low	Louisville, KY	2026-10-28
Beacon Bank & Trust	237,901	$8.1M	1.6%	Core	Medium	Boston, MA	2026-10-27
Congress Asset Management Co	145,093	$4.9M	0.0%	Growth	Medium	Boston, MA	2026-10-06
MGO One Seven LLC	61,044	$2.1M	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Gibbs Wealth Management	47,591	$1.6M	0.2%	Core	Low	Alpharetta, GA	2026-10-22
Apollon Wealth Management, LLC	46,721	$1.6M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Diversify Advisory Services, LLC	24,324	$827.0K	0.0%	Growth	Low	Sandy, UT	2026-10-20
Diversify Wealth Management, LLC	24,324	$827.0K	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Norden Group LLC	16,050	$543.6K	0.0%	Growth	Medium	Provo, UT	2026-10-20
Portside Wealth Group, LLC	12,690	$429.8K	0.0%	Core	Medium	Provo, UT	2026-10-20
LPL Financial LLC	10,957	$371.1K	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Farther Finance Advisors, LLC	7,300	$247.3K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Fifth Third Bancorp	5,516	$186.8K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Financial Network Wealth Advisors LLC	4,127	$139.8K	0.1%	ETF	Low	Murray, UT	2026-10-28
GK Wealth Management LLC	3,117	$105.6K	0.1%	GARP	Very High	Reno, NV	2026-10-09
Harbor Investment Advisory, LLC	2,665	$90.2K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
MJT & Associates Financial Advisory Group, Inc.	35	$1.2K	0.0%	ETF	Low	Montevideo, MN	2026-10-07