Institutional Ownership
Profesionally Managed Portfo
CUSIP 74316P645CONGRESS SMID GRCSMDQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
37
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 1.58M | $48.49M |
| 2 | Glenview Trust Co | 1.21M | $37.23M |
| 3 | Rockefeller Capital Management L.P. | 898.5K | $27.59M |
| 4 | Envestnet Asset Management Inc | 822.3K | $25.25M |
| 5 | Mgo One Seven LLC | 465.7K | $14.30M |
| 6 | Osaic Holdings, Inc. | 381.6K | $11.72M |
| 7 | Stifel Financial Corp | 206.5K | $6.34M |
| 8 | Hightower Advisors, LLC | 187.2K | $5.75M |
| 9 | Beacon Bank & Trust | 181.9K | $5.59M |
| 10 | Integrated Wealth Concepts LLC | 141.7K | $4.35M |