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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in CONGRESS SMID GROWTH ETF

OSAIC HOLDINGS, INC. holds 358,829 shares of CSMD (CONGRESS SMID GROWTH ETF), worth $13.1M as of 2026-Q2. The position was decreased (-6.0% shares). CSMD represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$13.1M

Current Shares

358,829

Total Value Change

+$12.9M

Total Shares Change

+353,958

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
358,829
-6.0%
$13.1M0.0%$36.49
0
2026-Q1
Increased
381,639
+9.2%
$11.7M0.0%$33.15
30
2025-Q4
Increased
349,441
+10.7%
$11M0.0%$32.00
31
2025-Q3
Increased
315,598
+164x
$10.5M0.0%$33.18
45
2025-Q2
New
1,917
-
$59,7710.0%$31.18
29
2025-Q1
Exited
0
-100.0%
$00.0%$27.66
0
2024-Q4
Decreased
4,351
-10.7%
$130,1820.0%$29.92
0
2024-Q3
Unchanged
4,871
0.0%
$145,6910.0%$29.72
0

Other major holders of CSMD: MORGAN STANLEY, Rockefeller Capital Management L.P., ENVESTNET ASSET MANAGEMENT INC

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