C
Congress SMid Growth
CSMD • ARCA
Congress SMid Growth is an exchange-traded fund on ARCA. As of Q3 2025, 29 institutional investors hold shares in this ETF, with total holdings valued at $351.8M. HANTZ FINANCIAL SERVICES, INC. is the largest holder with a position valued at $240.5M.
Overview
Overview of institutional ownership in CSMD as of Q3 2025
All Institutions
- Institutions
- 29
- Value Held
- $351.8M
- Shares Held
- 10.6M
- Avg Position
- $12.1M
- Median Position
- $894.7K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $313.5K
- Shares Held
- 9.4K
- Avg Position
- $313.5K
- Median Position
- $313.5K
Biggest Investors
Institutions with the largest positions in CSMD as of Q3 2025
| Institution | Position Value |
|---|---|
 HANTZ FINANCIAL SERVICES, INC. RIA/Wealth | $240.5M 3.93% of portfolio |
G Glenview Trust Co Institution | $31.2M 0.50% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $18.4M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $16.8M 0.00% of portfolio |
 We Are One Seven, LLC RIA/Wealth | $13.6M 0.32% of portfolio |
A Advisor Group Holdings, Inc. Institution | $10.5M 0.01% of portfolio |
 Integrated Wealth Concepts LLC RIA/Wealth | $3.8M 0.03% of portfolio |
 CONGRESS ASSET MANAGEMENT CO /MA Long Only Manager | $2.5M 0.02% of portfolio |
 Gibbs Wealth Management RIA/Wealth | $2.3M 0.52% of portfolio |
 Clarendon Private LLC RIA/Wealth | $2.1M 1.94% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CSMD in Q3 2025
- Traded
- +$32.4M
- Buyers
- 22
- Sellers
- 9
- Total Bought
- +$34.4M
- Total Sold
- −$2.0M
- Avg Position
- $10.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$10.4M +313.7K shares |
MORGAN STANLEY RIA/Wealth | +$8.4M +253.3K shares |
HANTZ FINANCIAL SERVICES, INC. RIA/Wealth | +$7.2M +216.4K shares |
We Are One Seven, LLC RIA/Wealth | +$1.7M +49.6K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$1.3M +39.0K shares |
G Glenview Trust Co Institution | +$1.2M +36.9K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$954.2K +28.6K shares |
 Apollon Wealth Management, LLC RIA/Wealth | +$886.9K +26.6K shares |
Integrated Wealth Concepts LLC RIA/Wealth | +$545.3K +16.4K shares |
P Portside Wealth Group, LLC RIA/Wealth | +$416.7K +12.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 TOWNSQUARE CAPITAL LLC RIA/Wealth | −$712.5K −22.9K shares |
 UBS Group AG Institution | −$413.7K −13.3K shares |
 Rockefeller Capital Management L.P. Long Only Manager | −$404.5K −12.1K shares |
Gibbs Wealth Management RIA/Wealth | −$304.8K −9.2K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$74.5K −2.4K shares |
 DIVERSIFY WEALTH MANAGEMENT, LLC RIA/Wealth | −$59.1K −1.8K shares |
A Atlantic Trust Group, LLC Institution | −$15.4K −495.0 shares |
N NORDEN GROUP LLC Institution | −$7.6K −227.0 shares |
 HARBOR INVESTMENT ADVISORY, LLC RIA/Wealth | −$1.7K −50.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CSMD in Q3 2025
- New Positions
- 6
- New Value
- $1.7M
- Exited Positions
- 4
- Exited Value
- $1.2M
New Positions
| Institution | Position Value |
|---|---|
Apollon Wealth Management, LLC RIA/Wealth | $886.9K 26.6K shares |
G GK Wealth Management LLC Institution | $312.0K 9.4K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $250.1K 7.5K shares |
 Revisor Wealth Management LLC RIA/Wealth | $233.6K 7.0K shares |
 CWM, LLC RIA/Wealth | $10.3K 309.0 shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $4.7K 141.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TOWNSQUARE CAPITAL LLC RIA/Wealth | $712.5K 22.9K shares |
UBS Group AG Institution | $413.7K 13.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $74.5K 2.4K shares |
A Atlantic Trust Group, LLC Institution | $15.4K 495.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in CSMD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CSMD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
HANTZ FINANCIAL SERVICES, INC. RIA/Wealth | 3.93% $240.5M |
Clarendon Private LLC RIA/Wealth | 1.94% $2.1M |
Gibbs Wealth Management RIA/Wealth | 0.52% $2.3M |
G Glenview Trust Co Institution | 0.50% $31.2M |
We Are One Seven, LLC RIA/Wealth | 0.32% $13.6M |
 Financial Network Wealth Advisors LLC RIA/Wealth | 0.28% $256.3K |
G GK Wealth Management LLC Institution | 0.23% $312.0K |
P Portside Wealth Group, LLC RIA/Wealth | 0.19% $1.4M |
S Skopos Labs, Inc. RIA/Wealth | 0.10% $908.5K |
Revisor Wealth Management LLC RIA/Wealth | 0.08% $233.6K |
Hedge Fund Spotlight
Discover hedge funds investing in CSMD
Quantinno Capital Management LP
Hedge Fund • Market Neutral
Portfolio ManagerHoon Nmn Kim
- Portfolio Value
- $36.6B
- Positions
- 2,911
- Last Reported
- Q3 2025
Sector Allocation
C
Position in Congress SMid Growth
- Market Value
- $313.5K
- Shares Held
- 9.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
