# PROFESIONALLY MANAGED PORTFO CONGRESS INTERME

PROFESIONALLY MANAGED PORTFO CONGRESS INTERME is a security (CUSIP 74316P587) tracked across SEC portfolio filings. 26 institutional managers reported $208.7M on Form 13F as of 2026-06-30.

## Summary

- Issuer: PROFESIONALLY MANAGED PORTFO
- Class: CONGRESS INTERME
- CUSIP: 74316P587
- 13F holders: 26
- 13F value: $208.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 26 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 | $9.0M | 366,562 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $3.5M | 140,898 |
| B. Riley Wealth Advisors, Inc. | Boca Raton, FL | $3.2M | 127,758 |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | DES MOINES, IA | $2.6M | 104,213 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $2.6M | 104,038 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $2.5M | 101,139 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $2.5M | 99,988 |
| [Kestra Investment Management, LLC](https://search.stillhousedata.com/firm/317711) | AUSTIN, TX | $1.2M | 48,472 |
| [Transamerica Financial Advisors, Inc.](https://search.stillhousedata.com/firm/16164) | CLEARWATER, FL | $1.2M | 47,634 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $1.2M | 47,119 |
| Essex Bank | Essex, CT | $1.1M | 45,945 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/74316P587.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.