Congress SMid Growth ETF
CSMDFinancial·Exchange Traded Fund·USA·NYSE·Nov 11 • 3:59 PM ET
Price
CSMD against its 20, 50 and 200-day averages7.5% under the 52-week high of 37.04 on 7 Aug 2026. 52-week low 29.53 on 30 Mar 2026. Last 15 sessions, 11.7% high to low
the line is the 50-bar volume average
Profile
CSMDCongress SMID Growth ETF seeks long-term capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which Congress Asset Management Company, LLP considers to have a small to mid-size market capitalization.
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| No quarterly earnings. | |||||||
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| No annual earnings. | |||||
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| No estimate revisions. | ||||||||
Estimate history
| No estimate history. |
Income statement, annual
No statement data.
Income statement, quarterly
No statement data.
Balance sheet, annual
No statement data.
Cash flow, annual
No statement data.
Balance sheet, quarterly
No statement data.
Cash flow, quarterly
No statement data.
Revenue breakdown
| Revenue split | - |
|---|
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | - | 0.0M | - | 39.02K |
| 2026-10-15 | - | 0.0M | - | 37.18K |
| 2026-09-30 | - | 0.0M | - | 37.43K |
| 2026-09-15 | - | 0.0M | - | 39.66K |
| 2026-08-31 | - | 0.0M | - | 39.71K |
| 2026-08-14 | - | 0.0M | - | 42.39K |
| 2026-07-31 | - | 0.0M | - | 42.30K |
| 2026-07-15 | - | 0.0M | - | 51.00K |
| 2026-06-30 | - | 0.0M | - | 54.40K |
| 2026-06-15 | - | 0.0M | - | 56.14K |
| 2026-05-29 | - | 0.1M | - | 84.47K |
| 2026-05-15 | - | 0.0M | - | 86.36K |
| 2026-04-30 | - | 0.0M | - | 89.83K |
| 2026-04-15 | - | 0.0M | - | 85.49K |
| 2026-03-31 | - | 0.0M | - | 85.66K |
| 2026-03-13 | - | 0.0M | - | 85.42K |
| 2026-02-27 | - | 0.0M | - | 56.76K |
| 2026-02-13 | - | 0.0M | - | 58.93K |
| 2026-01-30 | - | 0.0M | - | 55.44K |
| 2026-01-15 | - | 0.0M | - | 55.97K |
Option chain
expiry 2026-11-11| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| No option chain for this symbol. | ||||||||||
Latest SEC filings
0| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| No filings. | ||||
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| HANTZ FINANCIAL SERVICES, INC. | 43.52% |
| MORGAN STANLEY | 12.70% |
| Glenview Trust Co | 10.09% |
| Rockefeller Capital Management L.P. | 7.70% |
| ENVESTNET ASSET MANAGEMENT INC | 7.10% |
| HighTower Advisors, LLC | 3.15% |
| OSAIC HOLDINGS, INC. | 2.67% |
| STIFEL FINANCIAL CORP | 1.94% |
| Beacon Bank & Trust | 1.71% |
| Nuveen, LLC | 1.15% |
Funds
| Fund | % owned |
|---|---|
| - | |
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