PROFESIONALLY MANAGED PORTFO CONGRESS LRG CAP is a security (CUSIP 74316P637) tracked across SEC portfolio filings. 17 institutional managers reported $25.6M on Form 13F as of 2026-06-30.
Showing 15 of 17 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Brooklyn Investment Group | NEW YORK, NY | $7.4M | 211,246 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $5.7M | 163,027 |
| Congress Wealth Management LLC / DE / | BOSTON, MA | $5.7M | 155,305 |
| CONGRESS ASSET MANAGEMENT CO /MA | BOSTON, MA | $2.7M | 66,771 |
| HighTower Advisors, LLC | CHICAGO, IL | $1.2M | 30,337 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $704K | 20,020 |
| Advyzon Investment Management, LLC | LISLE, IL | $670K | 19,048 |
| CITADEL ADVISORS LLC | MIAMI, FL | $657K | 18,669 |
| HANTZ FINANCIAL SERVICES, INC. | SOUTHFIELD, MI | $320K | 9,109,002 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $238K | 6,752 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $183K | 5,369 |
| MORGAN STANLEY | NEW YORK, NY | $45K | 1,272 |
| UBS Group AG | Zurich, V8 | $31K | 874 |
| UBS ASSET MANAGEMENT AMERICAS INC | CHICAGO, IL | $13K | 364 |
| Blue Trust, Inc. | BRENTWOOD, TN | $12K | 297 |