Back to Rockefeller Capital Management L.P. Rockefeller Capital Management L.P.

CSMDCSMD
6 quarters

Position history for Rockefeller Capital Management L.P.Rockefeller Capital Management L.P.'s holdings in CONGRESS SMID GROWTH ETF

Rockefeller Capital Management L.P. holds 1M shares of CSMD (CONGRESS SMID GROWTH ETF), worth $37.7M as of 2026-Q2. The position was increased (+15.0% shares). CSMD represents 0.1% of Rockefeller Capital Management L.P.'s portfolio.

Current Value

$37.7M

Current Shares

1M

Total Value Change

+$36.3M

Total Shares Change

+983,556

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1M
+15.0%
$37.7M0.1%$36.49
33
2026-Q1
Increased
898,477
+30.9%
$27.6M0.0%$33.15
36
2025-Q4
Increased
686,314
+1723.6%
$21.7M0.0%$32.00
46
2025-Q3
Decreased
37,635
-62.2%
$1.3M0.0%$33.18
0
2025-Q2
Increased
99,560
+98.8%
$3.1M0.0%$31.18
42
2025-Q1
New
50,085
-
$1.4M0.0%$27.66
35

Other major holders of CSMD: MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC

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