Congress SMID Growth ETF (CSMD)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 37 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders35of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.87x

59th percentile

28 buying15 selling

+8

New

-7

Closed

+203K

Net shares

Ownership Concentration

Top 5: 82.5%Top 10: 93.4%

HANTZ FINANCIAL SERVICES,47.8%

MORGAN STANLEY12.1%

Glenview Trust9.3%

Rockefeller Capital Management L.P.6.9%

ENVESTNET ASSET MANAGEMENT6.3%

Others (30)17.5%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Conviction-Weighted Ownership

Median weight: 0.03%Avg weight: 0.50%Max: 2.91%High conviction (>1%): 2

HANTZ FINANCIAL SERVICES,

MORGAN STANLEY

Glenview Trust

Rockefeller Capital Management L.P.

ENVESTNET ASSET MANAGEMENT

Crowding AnalysisCrowded

Holders35of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.87x

59th percentile

28 buying15 selling

+8

New

-7

Closed

+203K

Net shares

Ownership Concentration

Top 5: 82.5%Top 10: 93.4%

HANTZ FINANCIAL SERVICES,47.8%

MORGAN STANLEY12.1%

Glenview Trust9.3%

Rockefeller Capital Management L.P.6.9%

ENVESTNET ASSET MANAGEMENT6.3%

Others (30)17.5%

Crowding AnalysisCrowded

Holders35of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.87x

59th percentile

28 buying15 selling

+8

New

-7

Closed

+203K

Net shares

Ownership Concentration

Top 5: 82.5%Top 10: 93.4%

HANTZ FINANCIAL SERVICES,47.8%

MORGAN STANLEY12.1%

Glenview Trust9.3%

Rockefeller Capital Management L.P.6.9%

ENVESTNET ASSET MANAGEMENT6.3%

Others (30)17.5%

Institutional Trends (8 Quarters)

No trend data available for this metric.

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2023-09

$15,107

CSMD · +51%

$18,069

S&P 500 · +81%

−$2,962

behind the index

Total return (5Y)

+51%

S&P 500

+81%

vs. market

-30%

underperformed

Annualized

16.2%

mkt 24.0%

Volatility

18%

annualized

Beta

1.26

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

CSMDS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

CSMD (solid)S&P 500 (outline)Green = positive year, red = negative. Number = CSMD's return.

Beat the market

1 / 4 yrs

25% win rate

Best year

+15%

2026

Worst year

+6%

2025

Worst drawdown

-8%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -8%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 37 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 37 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position