CAFX · Congress Intermediate Bond ETF ETF
$24.38
-0.01 (-0.04%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $2,270,688
Total Shares: 92,192
Institutional Ownership Trend
8 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+56.6 pts
Top 5
100.0%
+15.2 pts
Top 10
100.0%
+5.5 pts
HHI
10,000
Highly concentrated+7,572
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
21
Unchanged
0
Holder count:
-21
Institutional value:
-98.5%
Shares held:
-98.4%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −7,796 | 92,192 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | 2,581,752 | $64,040,358 | |
| Large OSAIC HOLDINGS, INC. | 957,005 | $23,738,509 | |
| Mid Envestnet Portfolio Solutions, Inc. | 834,102 | $20,689,900 | |
| Large MML INVESTORS SERVICES, LLC | 352,556 | $8,745,151 | |
| Mid PRINCIPAL SECURITIES, INC. | 314,744 | $7,807,224 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC CAFX | $2,270,688 | 100.00% | 92,192 | Shares | 2026-09-02 |