Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CONGRESS SMID GR
-
Total 13F shares
-
12,946,829
-
Share change
-
+2,382,228
-
Total reported value
-
$409,973,783
-
Price per share
-
$31.62
-
Number of holders
-
36
-
Value change
-
+$75,649,850
-
Number of buys
-
32
-
Number of sells
-
7
Institutional Holders of PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) as of Q4 2025
As of 31 Dec 2025,
PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,946,829 shares.
The largest 10 holders included
HANTZ FINANCIAL SERVICES, INC., MORGAN STANLEY, Glenview Trust Co, Rockefeller Capital Management L.P., ENVESTNET ASSET MANAGEMENT INC, MGO ONE SEVEN LLC, OSAIC HOLDINGS, INC., Brooklyn Investment Group, Integrated Wealth Concepts LLC, and STIFEL FINANCIAL CORP.
This page lists
36
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.