PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD)

CUSIP: 74316P645

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / CONGRESS SMID GR
Total 13F shares
9,867,357
Share change
+975,371
Total reported value
$307,712,030
Price per share
$31.18
Number of holders
28
Value change
+$30,400,627
Number of buys
20
Number of sells
6

Quarterly Holders Quick Answers

What is CUSIP 74316P645?
CUSIP 74316P645 identifies CSMD - PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR in SEC institutional holdings data.

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Institutional Holders of PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) as of Q2 2025

As of 30 Jun 2025, PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) was held by 28 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 9,867,357 shares. The largest 10 holders included HANTZ FINANCIAL SERVICES, INC., Glenview Trust co, ENVESTNET ASSET MANAGEMENT INC, MGO ONE SEVEN LLC, CW Advisors, LLC, MORGAN STANLEY, Integrated Wealth Concepts LLC, Gibbs Wealth Management, CONGRESS ASSET MANAGEMENT CO, and Clarendon Private LLC. This page lists 28 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.