Institutional Ownership
Profesionally Managed Portfo
CUSIP 74316P645CONGRESS SMID GRCSMDQ1 2026
Institutional Holders
37
13F filers
Shares Held
13.15M
Aggregate institutional
Institutional Value
$212.69M
Q1 2026
Net New Holders
+3
8 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased20
Decreased8
Sold out5
Institutional Holders
37 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.58M | $48.49M | +315.1K | Added |
| 2 | Glenview Trust Co | 1.21M | $37.23M | +216.0K | Added |
| 3 | Rockefeller Capital Management L.P. | 898.5K | $27.59M | +212.2K | Added |
| 4 | Envestnet Asset Management Inc | 822.3K | $25.25M | +189.5K | Added |
| 5 | Mgo One Seven LLC | 465.7K | $14.30M | +4.8K | Added |
| 6 | Osaic Holdings, Inc. | 381.6K | $11.72M | +32.2K | Added |
| 7 | Stifel Financial Corp | 206.5K | $6.34M | +99.7K | Added |
| 8 | Hightower Advisors, LLC | 187.2K | $5.75M | +187.2K | New |
| 9 | Beacon Bank & Trust | 181.9K | $5.59M | +77.5K | Added |
| 10 | Integrated Wealth Concepts LLC | 141.7K | $4.35M | +19.2K | Added |
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