Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CONGRESS SMID GR
-
Total 13F shares
-
898,888
-
Share change
-
+128,654
-
Total reported value
-
$28,682,297
-
Price per share
-
$31.62
-
Number of holders
-
15
-
Value change
-
+$4,086,610
-
Number of buys
-
13
-
Number of sells
-
4
Institutional Holders of PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) as of Q4 2025
As of 31 Dec 2025,
PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
898,888 shares.
The largest 10 holders included
MGO ONE SEVEN LLC, Clarendon Private LLC, CONGRESS ASSET MANAGEMENT CO, Gibbs Wealth Management, Portside Wealth Group, LLC, Apollon Wealth Management, LLC, GK Wealth Management LLC, Diversify Advisory Services, LLC, NORDEN GROUP LLC, and Revisor Wealth Management LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q4 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.