Institutional Ownership
Profesionally Managed Portfo
CUSIP 74316P587CONGRESS INTERMECAFXQ1 2026
Institutional Holders
22
13F filers
Shares Held
5.95M
Aggregate institutional
Institutional Value
$145.63M
Q1 2026
Net New Holders
-5
2 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased5
Decreased15
Sold out7
Institutional Holders
22 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.58M | $64.04M | −48.5K | Reduced |
| 2 | Osaic Holdings, Inc. | 957.0K | $23.74M | −1.89M | Reduced |
| 3 | Envestnet Portfolio Solutions, Inc. | 834.1K | $20.69M | +27.3K | Added |
| 4 | Mml Investors Services, LLC | 352.6K | $8.75M | −14.6K | Reduced |
| 5 | Principal Securities, Inc. | 314.7K | $7.81M | −22.7K | Reduced |
| 6 | Truist Financial Corp | 155.4K | $3.86M | −39.6K | Reduced |
| 7 | B. Riley Wealth Advisors, Inc. | 128.6K | $3.18M | +10.2K | Added |
| 8 | Jane Street Group, LLC | 101.1K | $2.51M | +35.9K | Added |
| 9 | Citadel Advisors LLC | 100.0K | $2.48M | +47.9K | Added |
| 10 | Commonwealth Equity Services, LLC | 96.0K | $2.38M | +96.0K | New |
12 more institutional holders on Premium
See every fund holding Profesionally Managed Portfo, with full quarter-over-quarter share changes.
Unlock all holders