# PROFESIONALLY MANAGED PORTFO CONGRESS SMID GR

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.

## Summary

- Issuer: PROFESIONALLY MANAGED PORTFO
- Class: CONGRESS SMID GR
- CUSIP: 74316P645
- 13F holders: 43
- 13F value: $231.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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.](https://search.stillhousedata.com/firm/294197) | NEW YORK, NY | $27.6M | 898,477 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | 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](https://search.stillhousedata.com/firm/284656) | WALTHAM, MA | $4.4M | 141,706 |
| [Brooklyn Investment Group](https://search.stillhousedata.com/firm/316475) | NEW YORK, NY | $4.3M | 141,620 |
| CONGRESS ASSET MANAGEMENT CO /MA | BOSTON, MA | $4.0M | 108,255 |
| [MGO ONE SEVEN LLC](https://search.stillhousedata.com/firm/283087) | Beachwood, OH | $2.7M | 74,298 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $2.6M | 86,756 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/74316P645.md)
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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.