PROFESIONALLY MANAGED PORTFO CONGRESS SMID GR is a security (CUSIP 74316P645) tracked across SEC portfolio filings. 43 institutional managers reported $231.8M on Form 13F as of 2026-06-30.
Showing 15 of 43 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MORGAN STANLEY | NEW YORK, NY | $48.5M | 1,578,980 |
| Glenview Trust co | Louisville, KY | $37.2M | 1,212,165 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $34.8M | 952,997 |
| Rockefeller Capital Management L.P. | NEW YORK, NY | $27.6M | 898,477 |
| HighTower Advisors, LLC | CHICAGO, IL | $15.5M | 425,791 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $11.7M | 381,639 |
| Congress Wealth Management LLC / DE / | BOSTON, MA | $8.5M | 272,040 |
| Beacon Bank & Trust | Boston, MA | $7.8M | 213,409 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $6.3M | 206,501 |
| Clarendon Private LLC | BOSTON, MA | $4.8M | 131,970 |
| Integrated Wealth Concepts LLC | WALTHAM, MA | $4.4M | 141,706 |
| Brooklyn Investment Group | NEW YORK, NY | $4.3M | 141,620 |
| CONGRESS ASSET MANAGEMENT CO /MA | BOSTON, MA | $4.0M | 108,255 |
| MGO ONE SEVEN LLC | Beachwood, OH | $2.7M | 74,298 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $2.6M | 86,756 |