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Disclosery

CSMD PROFESIONALLY MANAGED PORTFO

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CONG SMID GR ETF (fund)

40 managers (41 13F filers) reported a position in CSMD shares at 2026-06-30, 13,382,437 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
40
13F filers
41
New
9
Added
16
Reduced
14
Sold out
3
Shares held by filers
13,382,437

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HANTZ FINANCIAL SERVICES, INC.6,100,013$223M3.01%-117,84713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MORGAN STANLEYin group MORGAN STANLEY1,704,599$62.2M<0.01%+125,61913F-HRTimelineGroup
Glenview Trust Co1,253,954$45.8M0.63%+41,78913F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,033,641$37.7M0.06%+135,16413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC952,997$34.8M0.01%+130,73813F-HRTimelineGroup
HighTower Advisors, LLC425,791$15.5M0.01%+238,57013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.358,829$13.1M0.02%-22,81013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP260,875$9.52M0.01%+54,37413F-HRTimelineGroup
Beacon Bank & Trust213,409$7.79M1.48%+31,50613F-HR/ATimeline
Integrated Wealth Concepts LLC194,293$7.09M0.03%+52,58713F-HRTimeline
Nuveen, LLCin group TIAA156,838$5.72M<0.01%new13F-HRTimelineGroup
Clarendon Private LLC131,970$4.82M3.09%-7,02013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP131,581$4.69M<0.01%+44,79413F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO108,255$3.95M0.02%-1,02213F-HRTimeline
MGO ONE SEVEN LLC74,298$2.71M0.04%-391,41113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding47,574$1.62M+14,452Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC42,376$1.55M0.02%+7,54813F-HRTimelineGroup
Portside Wealth Group, LLC24,711$902K0.11%-60,14513F-HRTimeline
GK Wealth Management LLC19,965$729K0.44%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,257$593K<0.01%+9,36413F-HRTimelineGroup
NORDEN GROUP LLC16,238$593K0.05%+5513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,927$544K<0.01%+1,26713F-HRTimelineGroup
Orion Porfolio Solutions, LLC14,579$532K<0.01%-28413F-HRTimeline
Aptus Capital Advisors, LLC12,309$449K<0.01%+2,51313F-HRTimeline
LPL Financial LLC10,598$387K<0.01%-71213F-HRTimeline
Farther Finance Advisors, LLC7,300$266K<0.01%new13F-HRTimeline
Revisor Wealth Management LLC6,706$245K0.06%-9,74113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,254$228K<0.01%-59113F-HRTimelineGroup
Financial Network Wealth Advisors LLC6,039$220K0.22%-1,04013F-HRTimeline
Quantinno Capital Management LP5,868$214K<0.01%new13F-HRTimeline
Copley Financial Group, Inc.5,815$212K0.13%new13F-HRTimeline
Waverly Advisors, LLC5,705$208K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,570$203K<0.01%-313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,160$188K<0.01%+4,76013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,535$127K<0.01%+2,61613F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,665$97.2K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC460$16.8K<0.01%013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding214$7.81K-260Timeline
Steward Partners Investment Advisory, L…167$6.09K<0.01%new13F-HRTimeline
Blue Trust, Inc.102$3.72K<0.01%new13F-HRTimeline