Explore more topics
Public ownership evidence

Congress SMid Growth ETF (CSMD) Ownership Disclosures

Read CSMD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 33 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Glenview Trust Co2026-06-302026-08-1912,339$450,250None
Glenview Trust Co2026-06-302026-08-191,241,615$45,306,531None
OSAIC HOLDINGS, INC.2026-06-302026-08-15357,129$13,031,635None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,700$62,033None
Orion Porfolio Solutions, LLC2026-06-302026-08-1514,579$531,988None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1516,257$593,218None
Waverly Advisors, LLC2026-06-302026-08-155,705$208,175None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1531$1,131None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15131,550$4,687,127None
ROYAL BANK OF CANADA2026-06-302026-08-154,260$155,000None
ROYAL BANK OF CANADA2026-06-302026-08-15900$33,000None
NATIXIS ADVISORS, LLC2026-06-302026-08-1514,927$544,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,251$191,609None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,003$36,599None
Quantinno Capital Management LP2026-06-302026-08-145,868$214,123None
Rockefeller Capital Management L.P.2026-06-302026-08-141,032,141$37,662,829None
Rockefeller Capital Management L.P.2026-06-302026-08-141,500$54,735None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14167$6,094None
UBS Group AG2026-06-302026-08-14214$7,809None
HANTZ FINANCIAL SERVICES, INC.2026-06-302026-08-146,100,013$222,589,000None
MORGAN STANLEY2026-06-302026-08-141,704,599$62,200,849None
Integrated Wealth Concepts LLC2026-06-302026-08-13194,293$7,089,739None
Aptus Capital Advisors, LLC2026-06-302026-08-1312,309$449,155None
STIFEL FINANCIAL CORP2026-06-302026-08-1320,816$759,575None
STIFEL FINANCIAL CORP2026-06-302026-08-1330,931$1,128,671None
STIFEL FINANCIAL CORP2026-06-302026-08-13209,128$7,631,086None
JPMORGAN CHASE & CO2026-06-302026-08-133,535$126,518None
Copley Financial Group, Inc.2026-06-302026-08-124,355$158,914None
Copley Financial Group, Inc.2026-06-302026-08-121,460$53,275None
Glenview Trust Co2026-06-302026-08-1211,438$351,260None
Glenview Trust Co2026-06-302026-08-121,200,727$36,874,326None
Nuveen, LLC2026-06-302026-08-12156,838$5,723,019None
Diversify Advisory Services, LLC2026-06-302026-08-1123,787$809,542None

90-day public filing window, up to 50 source positions.

Glenview Trust Co ↗Glenview Trust Co ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Orion Porfolio Solutions, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Waverly Advisors, LLC ↗JONES FINANCIAL COMPANIES LLLP ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.