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Congress Smid Growth ETF (CSMD)

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
Shares6,062,449 from 6,100,013
Change-37,564 (-1%)
Value$205.3K (-$222.4M)
Filed 2026-11-09
Glenview Trust Co
INCREASED
Shares1,405,551 from 1,253,954
Change+151,597 (+12%)
Value$47.6M (+$1.8M)
Filed 2026-10-28
HighTower Advisors, LLC
INCREASED
Shares439,398 from 425,791
Change+13,607 (+3%)
Value$14.9M (-$654.7K)
Filed 2026-11-10
Beacon Bank & Trust
INCREASED
Shares237,901 from 213,409
Change+24,492 (+11%)
Value$8.1M (+$270.4K)
Filed 2026-10-27
Nuveen, LLC
INCREASED
Shares160,189 from 156,838
Change+3,351 (+2%)
Value$5.4M (-$281.4K)
Filed 2026-11-10
Congress Asset Management Co
INCREASED
Shares145,093 from 108,255
Change+36,838 (+34%)
Value$4.9M (+$964.1K)
Filed 2026-10-06
MGO One Seven LLC
DECREASED
Shares61,044 from 74,298
Change-13,254 (-18%)
Value$2.1M (-$643.6K)
Filed 2026-10-28
Gibbs Wealth Management
DECREASED
Shares47,591 from 48,498
Change-907 (-2%)
Value$1.6M (-$157.8K)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares46,721 from 42,376
Change+4,345 (+10%)
Value$1.6M (+$36.1K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares24,324 from 23,787
Change+537 (+2%)
Value$827.0K (+$17.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares24,324 from 23,787
Change+537 (+2%)
Value$827.0K (+$17.5K)
Filed 2026-10-20
Norden Group LLC
DECREASED
Shares16,050 from 16,238
Change-188 (-1%)
Value$543.6K (-$48.9K)
Filed 2026-10-20
Portside Wealth Group, LLC
DECREASED
Shares12,690 from 24,711
Change-12,021 (-49%)
Value$429.8K (-$471.9K)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares10,957 from 10,598
Change+359 (+3%)
Value$371.1K (-$15.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$247.3K (-$19.1K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares5,516 from 5,570
Change-54 (-1%)
Value$186.8K (-$16.4K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
DECREASED
Shares4,127 from 6,039
Change-1,912 (-32%)
Value$139.8K (-$80.6K)
Filed 2026-10-28
GK Wealth Management LLC
DECREASED
Shares3,117 from 19,965
Change-16,848 (-84%)
Value$105.6K (-$623.0K)
Filed 2026-10-09
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,665 from 2,665
Change0 (0%)
Value$90.2K (-$7.0K)
Filed 2026-10-13
Quent Capital, LLC
NEW
Shares513
Change+513
Value$16.6K
Filed 2026-11-09
MJT & Associates Financial Advisory Group, Inc.
NEW
Shares35
Change+35
Value$1.2K
Filed 2026-10-07
Revisor Wealth Management LLC
CLOSED
Shares0 from 6,706
Change-6,706 (-100%)
Value$0 (-$244.7K)
Filed 2026-10-20
Blue Trust, Inc.
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 1,704,599
Change-1,704,599 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,033,641
Change-1,033,641 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 952,997
Change-952,997 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 358,829
Change-358,829 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 260,875
Change-260,875 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 141,552
Change-141,552 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 131,970
Change-131,970 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 131,581
Change-131,581 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,257
Change-16,257 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,927
Change-14,927 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,579
Change-14,579 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,309
Change-12,309 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,868
Change-5,868 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 5,815
Change-5,815 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,705
Change-5,705 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 460
Change-460 (-100%)
Value—
UBS Group AG
N/A
Shares— from 214
Change-214 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Status
Hantz Financial Services, Inc.
DECREASED6,062,4496,100,013-37,564-1%$222.6M$205.3K-$222.4M2026-11-09
Glenview Trust Co
INCREASED1,405,5511,253,954+151,597+12%$45.8M$47.6M+$1.8M2026-10-28
HighTower Advisors, LLC
INCREASED439,398425,791+13,607+3%$15.5M$14.9M-$654.7K2026-11-10
Beacon Bank & Trust
INCREASED237,901213,409+24,492+11%$7.8M$8.1M+$270.4K2026-10-27
Nuveen, LLC
INCREASED160,189156,838+3,351+2%$5.7M$5.4M-$281.4K2026-11-10
Congress Asset Management Co
INCREASED145,093108,255+36,838+34%$4.0M$4.9M+$964.1K2026-10-06
MGO One Seven LLC
DECREASED61,04474,298-13,254-18%$2.7M$2.1M-$643.6K2026-10-28
Gibbs Wealth Management
DECREASED47,59148,498-907-2%$1.8M$1.6M-$157.8K2026-10-22
Apollon Wealth Management, LLC
INCREASED46,72142,376+4,345+10%$1.5M$1.6M+$36.1K2026-10-23
Diversify Advisory Services, LLC
INCREASED24,32423,787+537+2%$809.5K$827.0K+$17.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED24,32423,787+537+2%$809.5K$827.0K+$17.5K2026-10-20
Norden Group LLC
DECREASED16,05016,238-188-1%$592.5K$543.6K-$48.9K2026-10-20
Portside Wealth Group, LLC
DECREASED12,69024,711-12,021-49%$901.7K$429.8K-$471.9K2026-10-20
LPL Financial LLC
INCREASED10,95710,598+359+3%$386.7K$371.1K-$15.6K2026-11-06
Farther Finance Advisors, LLC
UNCHANGED7,3007,30000%$266.4K$247.3K-$19.1K2026-10-08
Fifth Third Bancorp
DECREASED5,5165,570-54-1%$203.2K$186.8K-$16.4K2026-11-05
Financial Network Wealth Advisors LLC
DECREASED4,1276,039-1,912-32%$220.4K$139.8K-$80.6K2026-10-28
GK Wealth Management LLC
DECREASED3,11719,965-16,848-84%$728.5K$105.6K-$623.0K2026-10-09
Harbor Investment Advisory, LLC
UNCHANGED2,6652,66500%$97.2K$90.2K-$7.0K2026-10-13
Quent Capital, LLC
NEW513—+513——$16.6K—2026-11-09
MJT & Associates Financial Advisory Group, Inc.
NEW35—+35——$1.2K—2026-10-07
Revisor Wealth Management LLC
CLOSED06,706-6,706-100%$244.7K$0-$244.7K2026-10-20
Blue Trust, Inc.
CLOSED0102-102-100%$3.7K$0-$3.7K2026-10-15
Morgan Stanley
N/A—1,704,599-1,704,599-100%$62.2M———
Rockefeller Capital Management L.P.
N/A—1,033,641-1,033,641-100%$37.7M———
Envestnet Asset Management Inc
N/A—952,997-952,997-100%$34.8M———
Osaic Holdings, Inc.
N/A—358,829-358,829-100%$13.1M———
Stifel Financial Corp
N/A—260,875-260,875-100%$9.5M———
Integrated Wealth Concepts LLC
N/A—141,552-141,552-100%$5.2M———
Clarendon Private LLC
N/A—131,970-131,970-100%$4.8M———
Jones Financial Companies Lllp
N/A—131,581-131,581-100%$4.7M———
Susquehanna International Group, LLP
N/A—16,257-16,257-100%$593.2K———
Natixis Advisors, LLC
N/A—14,927-14,927-100%$544.0K———
Orion Porfolio Solutions, LLC
N/A—14,579-14,579-100%$532.0K———
Aptus Capital Advisors, LLC
N/A—12,309-12,309-100%$449.2K———
Raymond James Financial Inc
N/A—6,254-6,254-100%$228.2K———
Quantinno Capital Management LP
N/A—5,868-5,868-100%$214.1K———
Copley Financial Group, Inc.
N/A—5,815-5,815-100%$212.2K———
Waverly Advisors, LLC
N/A—5,705-5,705-100%$208.2K———
Royal Bank of Canada
N/A—5,160-5,160-100%$188.0K———
JPMorgan Chase & Co
N/A—3,535-3,535-100%$126.5K———
ST Germain D J Co Inc
N/A—460-460-100%$16.8K———
UBS Group AG
N/A—214-214-100%$7.8K———
Steward Partners Investment Advisory, LLC
N/A—167-167-100%$6.1K———
Showing 44 of 44 institutions