# PROFESIONALLY MANAGED PORTFO CONGRESS LRG CAP

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.

## Summary

- Issuer: PROFESIONALLY MANAGED PORTFO
- Class: CONGRESS LRG CAP
- CUSIP: 74316P637
- 13F holders: 17
- 13F value: $25.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 17 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Brooklyn Investment Group](https://search.stillhousedata.com/firm/316475) | 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](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $1.2M | 30,337 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $704K | 20,020 |
| [Advyzon Investment Management, LLC](https://search.stillhousedata.com/firm/318816) | LISLE, IL | $670K | 19,048 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/74316P637.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.