CSMD — Congress Smid Growth ETF Institutional Holders · Q3 2026
Who owns Congress Smid Growth ETF (CSMD)? 4 institutions reported holding $5.27M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($4.9M), Farther Finance Advisors, LLC ($247,251), GK Wealth Management LLC ($105,573).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $4.9M | 145,093 | Added |
| 2 | Farther Finance Advisors, LLC | $247,251 | 7,300 | Hold |
| 3 | GK Wealth Management LLC | $105,573 | 3,117 | Trimmed |
| 4 | MJT & Associates Financial Advisory Group, Inc. | $1,186 | 35 | New |
Source: SEC Form 13F filings · as of 2026-09-30