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Disclosery

CSMD PROFESIONALLY MANAGED PORTFO

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CONG SMID GR ETF (fund)

34 managers (35 13F filers) reported a position in CSMD shares at 2025-12-31, 12,946,489 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
34
13F filers
35
New
9
Added
22
Reduced
4
Sold out
3
Shares held by filers
12,946,489

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.7,489,237$237M3.49%+267,98313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MORGAN STANLEYin group MORGAN STANLEY1,263,909$40M<0.01%+759,57113F-HR/ATimelineGroup
Glenview Trust Co996,148$31.5M0.49%+58,00013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…686,314$21.7M0.04%+648,67913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC632,721$20M0.01%+79,72013F-HRTimelineGroup
MGO ONE SEVEN LLC460,897$14.6M0.3%+51,51413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.349,441$11M0.02%+33,84313F-HRTimelineGroup
Brooklyn Investment Group168,198$5.41M0.25%+139,06013F-HRTimeline
Integrated Wealth Concepts LLC122,535$3.87M0.05%+9,91013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,775$3.38M<0.01%+56,17713F-HRTimelineGroup
Beacon Bank & Trust104,448$3.3M0.67%new13F-HRTimeline
Clarendon Private LLC82,107$2.6M2.2%+18,01713F-HRTimeline
CONGRESS ASSET MANAGEMENT CO82,107$2.6M0.02%+6,94313F-HRTimeline
Gibbs Wealth Management63,121$2.11M0.51%-5,56913F-HRTimeline
Portside Wealth Group, LLC57,679$1.82M0.25%+15,77213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding42,320$1.45M+7,408Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP39,964$1.26M<0.01%+32,44613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC31,696$1M0.02%+5,06913F-HRTimelineGroup
GK Wealth Management LLC26,762$846K0.62%+17,39513F-HRTimeline
Revisor Wealth Management LLC20,973$706K0.19%+13,97413F-HRTimeline
NORDEN GROUP LLC22,167$701K0.07%+4513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,220$544K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,827$532K<0.01%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,461$362K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,125$320K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP9,309$294K<0.01%-10213F-HRTimeline
Aptus Capital Advisors, LLC7,945$251K<0.01%+67613F-HRTimeline
Financial Network Wealth Advisors LLC7,527$238K0.25%-16613F-HRTimeline
Orion Porfolio Solutions, LLC6,578$208K<0.01%new13F-HRTimeline
COMERICA BANK6,057$192K<0.01%+5,84313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,240$70.8K0.01%+30013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO919$29.1K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG493$15.6K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC269$8.51K<0.01%new13F-HRTimeline