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CSMD PROFESIONALLY MANAGED PORTFO

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CONG SMID GR ETF (fund)

28 managers (29 13F filers) reported a position in CSMD shares at 2025-09-30, 10,564,601 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
28
13F filers
29
New
6
Added
16
Reduced
5
Sold out
4
Shares held by filers
10,564,601

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.7,221,254$241M3.64%+216,44013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glenview Trust Co938,148$31.2M0.5%+36,90113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC553,001$18.4M0.01%+28,64613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY504,338$16.8M<0.01%+253,34213F-HR/ATimelineGroup
MGO ONE SEVEN LLC409,383$13.6M0.32%+49,59213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.315,598$10.5M0.01%+313,68113F-HRTimelineGroup
Integrated Wealth Concepts LLC112,625$3.75M0.03%+16,37113F-HRTimeline
CONGRESS ASSET MANAGEMENT CO75,164$2.5M0.02%+8,10513F-HRTimeline
Gibbs Wealth Management68,690$2.29M0.52%-9,15013F-HRTimeline
Clarendon Private LLC64,090$2.13M1.94%+1,98213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,598$1.69M<0.01%+38,98813F-HRTimelineGroup
Portside Wealth Group, LLC41,907$1.4M0.19%+12,51113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…37,635$1.25M<0.01%-12,14513F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding34,912$1.16M-52Timeline
Brooklyn Investment Group29,138$909K0.12%013F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,627$887K0.02%new13F-HRTimelineGroup
NORDEN GROUP LLC22,122$737K0.07%-22713F-HRTimeline
Quantinno Capital Management LP9,411$313K<0.01%+1,98113F-HRTimeline
GK Wealth Management LLC9,367$312K0.23%new13F-HRTimeline
PFG Advisors8,510$283K0.01%+22713F-HRTimeline
Financial Network Wealth Advisors LLC7,693$256K0.28%+2813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,518$250K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC7,269$242K<0.01%+15513F-HRTimeline
Revisor Wealth Management LLC6,999$234K0.08%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,940$64.6K0.01%-5013F-HRTimeline
CWM, LLCin group CWM, LLC309$10K<0.01%new13F-HRTimelineGroup
COMERICA BANK214$7.13K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC141$4.7K<0.01%new13F-HRTimelineGroup