CSMD — Congress SMid Growth ETF
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2023-08-22.
Performance
Technicals
Largest institutional holders
| manager | value | shares |
|---|---|---|
| MORGAN STANLEY | 48.5M | 1.6M |
| Glenview Trust Co | 37.2M | 1.2M |
| Rockefeller Capital Management L.P. | 27.6M | 898.5K |
| ENVESTNET ASSET MANAGEMENT INC | 25.3M | 822.3K |
| MGO ONE SEVEN LLC | 14.3M | 465.7K |
| OSAIC HOLDINGS, INC. | 11.7M | 381.6K |
| STIFEL FINANCIAL CORP | 6.3M | 206.5K |
| HighTower Advisors, LLC | 5.7M | 187.2K |
| Beacon Bank & Trust | 5.6M | 181.9K |
| Integrated Wealth Concepts LLC | 4.4M | 141.7K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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