CSMD

Congress Smid Growth ETF$33.82 3.92%
UnclassifiedUSCUSIP 74316P645· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
27
+4 QoQ
13F Value (tracked)
$196.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)6 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$33.82 3.92%3Y +35.0%
$21.62$25.19$28.76$32.33$35.89202320242025202622222666363
Hover for who · click for detailEnd-of-day closing prices52w $29.68 – $35.20
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The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns CSMD

This stock page is the Follow view. The Build view lets your agent query CSMD owners, fund changes, insider filings, and source links through REST or MCP.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CSMD"
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Use Arkolith to show who owns CSMD,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

27 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$48.5M
1.6M
+25%
Added · +315K sh
Q1 2026
2Glenview Trust Co
$37.2M
1.2M
+22%
Added · +216K sh
Q1 2026
3Rockefeller Capital Management L.P.
$27.6M
898K
+31%
Added · +212K sh
Q1 2026
4ENVESTNET ASSET MANAGEMENT INC
$25.3M
822K
+30%
Added · +190K sh
Q1 2026
5MGO ONE SEVEN LLC
$14.3M
466K
+1.0%
Added · +5K sh
Q1 2026
6OSAIC HOLDINGS, INC.
$11.7M
382K
+9.2%
Added · +32K sh
Q1 2026
7STIFEL FINANCIAL CORP
$6.3M
207K
+93%
Added · +100K sh
Q1 2026
8HighTower Advisors, LLC
$5.7M
187K
New
+187K sh
Q1 2026
9Integrated Wealth Concepts LLC
$4.4M
142K
+16%
Added · +19K sh
Q1 2026
10Brooklyn Investment Group
$4.3M
142K
−16%
Reduced · −27K sh
Q1 2026
11CONGRESS ASSET MANAGEMENT CO
$3.4M
109K
+33%
Added · +27K sh
Q1 2026
12JONES FINANCIAL COMPANIES LLLP
$2.6M
87K
+117%
Added · +47K sh
Q1 2026
13JANE STREET GROUP, LLC
$1.2M
38K
+123%
Added · +21K sh
Q1 2026
14Apollon Wealth Management, LLC
$1.1M
35K
+9.9%
Added · +3K sh
Q1 2026
15DIVERSIFY WEALTH MANAGEMENT, LLC
$1.0M
33K
+100%
Added · +17K sh
Q1 2026
16Orion Porfolio Solutions, LLC
$456K
15K
+126%
Added · +8K sh
Q1 2026
17GOLDMAN SACHS GROUP INC
$401K
13K
New
+13K sh
Q1 2026
18LPL Financial LLC
$347K
11K
−46%
Reduced · −10K sh
Q1 2026
19Aptus Capital Advisors, LLC
$301K
10K
+23%
Added · +2K sh
Q1 2026
20SUSQUEHANNA INTERNATIONAL GROUP, LLP
$212K
7K
−59%
Reduced · −10K sh
Q1 2026
21RAYMOND JAMES FINANCIAL INC
$210K
7K
New
+7K sh
Q1 2026
22FIFTH THIRD BANCORP
$171K
6K
New
+6K sh
Q1 2026
23JPMORGAN CHASE & CO
$27K
919
Held
Q1 2026
24ST GERMAIN D J CO INC
$14K
460
New
+460 sh
Q1 2026
25ROYAL BANK OF CANADA
$12K
400
New
+400 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
4
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

27 funds+26 since Q3 2023
01427Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $196.8M

Share classes

Class13F holdersValue held
AKREmc222 funds$2.3B
CSMDthis pageMF Closed and MF Open27 funds$196.8M
CAFXCONGRESS INTERME16 funds$140.1M
CAMLFUND11 funds$18.1M
WAGNPABRAI WAGONS ET8 funds$2.7M
74316P710COM1 funds$980K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own CSMD also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA9 funds$6.8B
APPLE INCAAPL9 funds$4.8B
ISHARES CORE S&P 500 ETFIVV9 funds$4.5B
MICROSOFT CORPMSFT9 funds$4.0B
AMAZON.COM INCAMZN9 funds$3.9B
ALPHABET INC-CL AGOOGL9 funds$3.1B
SS SPDR S&P 500 ETF TRUST-USSPY9 funds$2.9B
BROADCOM INCAVGO9 funds$2.8B
JPMORGAN CHASE & COJPM9 funds$2.4B
META PLATFORMS INC-CLASS AMETA9 funds$2.3B
TAIWAN SEMICONDUCTOR-SP ADRTSM9 funds$1.9B
ALPHABET INC-CL CGOOG9 funds$1.8B

Ranked by how many of CSMD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CSMD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.