PROFESIONALLY MANAGED PORTFO CONGRESS INTERME is a security (CUSIP 74316P587) tracked across SEC portfolio filings. 25 institutional managers reported $204.9M on Form 13F as of 2026-06-30.
Showing 15 of 25 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Congress Wealth Management LLC / DE / | BOSTON, MA | $67.7M | 2,715,409 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $64.0M | 2,600,028 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $23.7M | 957,005 |
| Envestnet Portfolio Solutions, Inc. | BERWYN, PA | $20.4M | 829,071 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $8.7M | 352,556 |
| B. Riley Wealth Advisors, Inc. | Boca Raton, FL | $3.2M | 127,758 |
| PRINCIPAL SECURITIES, INC. | DES MOINES, IA | $2.6M | 104,213 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $2.6M | 104,038 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $2.5M | 101,139 |
| CITADEL ADVISORS LLC | MIAMI, FL | $2.5M | 99,988 |
| Kestra Investment Management, LLC | AUSTIN, TX | $1.2M | 48,472 |
| Transamerica Financial Advisors, Inc. | CLEARWATER, FL | $1.2M | 47,634 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $1.2M | 47,119 |
| Essex Bank | Essex, CT | $1.1M | 45,945 |
| Snowden Capital Advisors LLC | New York, NY | $614K | 24,742 |