Congress SMID Growth ETF (CSMD) is held by 21 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling CSMD?

In Q1 2026, 18 institutions opened or increased positions in Congress SMID Growth ETF while 6 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on CSMD?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Congress SMID Growth ETF.

How many hedge funds hold CSMD?

21 institutional investors report holding Congress SMID Growth ETF (CSMD) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into CSMD?

As of Q1 2026, tracked institutions in Congress SMID Growth ETF show 18 buyers versus 6 sellers — net inflows.

Congress SMID Growth ETF

CSMD·74316P645·US·ETF·Unknown - Unknown

Holders

Avg rating(7 Elite)

$138.8M

Total Value

75% (25)

Fund Consensus

18 buying - 6 selling

No verdict yet — fewer than 2 funds hold CSMD.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1.6M(+24.9%)	$48.5M	0.0%	+9.12%	36
Rockefeller Capital Management L.P.	Increased	898,477(+31.1%)	$27.6M	0.0%	+9.75%	36
ENVESTNET ASSET MANAGEMENT INC	Increased	822,259(+30.0%)	$25.3M	0.0%	+15.04%	36
OSAIC HOLDINGS, INC.	Increased	381,639(+9.2%)	$11.7M	0.0%	+6.52%	30
STIFEL FINANCIAL CORP	Increased	206,501(+93.4%)	$6.3M	0.0%	+7.60%	43
HighTower Advisors, LLC	New	187,221	$5.7M	0.0%	+6.24%	37
IWIntegrated Wealth Concepts LLC	Increased	141,706(+15.7%)	$4.4M	0.0%	+10.98%	31
CONGRESS ASSET MANAGEMENT CO	Increased	109,277(+33.1%)	$3.4M	0.0%	+4.02%	34
JONES FINANCIAL COMPANIES LLLP	Increased	86,787(+117.2%)	$2.6M	0.0%	+7.63%	42
JANE STREET GROUP, LLC	Increased	38,411(+123.1%)	$1.2M	0.0%	+7.92%	41
OPOrion Porfolio Solutions, LLC	Increased	14,863(+126.0%)	$456,442	0.0%	+7.90%	39
GOLDMAN SACHS GROUP INC	New	13,044	$400,581	0.0%	+6.24%	36
LPL Financial LLC	New	11,310	$347,330	0.0%	+6.24%	33
Aptus Capital Advisors, LLC	Increased	9,796(+23.3%)	$300,835	0.0%	+11.31%	28
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	6,893(-59.0%)	$211,684	0.0%	+10.06%	0
RAYMOND JAMES FINANCIAL INC	New	6,845	$210,210	0.0%	+6.24%	32
FIFTH THIRD BANCORP	New	5,573	$171,147	0.0%	+6.24%	31
JPMORGAN CHASE & CO	Unchanged	919	$27,276	0.0%	+10.06%	0
ROYAL BANK OF CANADA	New	400	$12,000	0.0%	+6.24%	27
UBS Group AG	Decreased	237(-51.9%)	$7,278	0.0%	+10.06%	0