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Disclosery

CSMD PROFESIONALLY MANAGED PORTFO

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CONG SMID GR ETF (fund)

36 managers (37 13F filers) reported a position in CSMD shares at 2026-03-31, 13,150,807 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
36
13F filers
37
New
8
Added
20
Reduced
8
Sold out
5
Shares held by filers
13,150,807

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.6,217,860$191M2.91%-1,271,37713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MORGAN STANLEYin group MORGAN STANLEY1,578,980$48.5M<0.01%+315,07113F-HRTimelineGroup
Glenview Trust Co1,212,165$37.2M0.58%+216,01713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…898,477$27.6M0.05%+212,16313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC822,259$25.3M0.01%+189,53813F-HRTimelineGroup
MGO ONE SEVEN LLC465,709$14.3M0.29%+4,81213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.381,639$11.7M0.02%+32,19813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP206,501$6.34M0.01%+99,72613F-HRTimelineGroup
HighTower Advisors, LLC187,221$5.75M0.01%new13F-HRTimeline
Beacon Bank & Trust181,903$5.59M1.15%+77,45513F-HRTimeline
Integrated Wealth Concepts LLC141,706$4.35M0.03%+19,17113F-HRTimeline
Brooklyn Investment Group141,620$4.35M0.14%-26,57813F-HRTimeline
Clarendon Private LLC138,990$4.27M3.28%+56,88313F-HRTimeline
CONGRESS ASSET MANAGEMENT CO109,277$3.36M0.02%+27,17013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP86,787$2.64M<0.01%+46,82313F-HRTimelineGroup
Portside Wealth Group, LLC84,856$2.61M0.35%+27,17713F-HRTimeline
Gibbs Wealth Management61,885$1.9M0.25%-1,23613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,411$1.18M<0.01%+21,19113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC34,828$1.07M0.02%+3,13213F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding33,122$1.05M-9,198Timeline
Revisor Wealth Management LLC16,447$505K0.14%-4,52613F-HRTimeline
NORDEN GROUP LLC16,183$497K0.05%-5,98413F-HRTimeline
Orion Porfolio Solutions, LLC14,863$456K<0.01%+8,28513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,660$419K<0.01%+2,19913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,044$401K<0.01%new13F-HRTimelineGroup
LPL Financial LLC11,310$347K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC9,796$301K<0.01%+1,85113F-HRTimeline
Financial Network Wealth Advisors LLC7,079$217K0.22%-44813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,893$212K<0.01%-9,93413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,845$210K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,573$171K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,665$81.8K0.01%+42513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO919$27.3K<0.01%013F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding474$14.6K-19Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC460$14.1K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA400$12K<0.01%new13F-HRTimelineGroup