Public ownership evidence

Congress SMid Growth ETF (CSMD) Ownership Disclosures

Read CSMD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Congress SMid Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Glenview Trust Co
Report period
2026-06-30
Available
2026-08-19
Reported shares
12,339
Value (USD)
$450,250
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001193125-26-354805
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CSMD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CSMD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Glenview Trust Co2026-06-302026-08-1912,339$450,250None
Glenview Trust Co2026-06-302026-08-191,241,615$45,306,531None
OSAIC HOLDINGS, INC.2026-06-302026-08-15357,129$13,031,635None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,700$62,033None
Orion Porfolio Solutions, LLC2026-06-302026-08-1514,579$531,988None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1516,257$593,218None
Waverly Advisors, LLC2026-06-302026-08-155,705$208,175None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1531$1,131None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15131,550$4,687,127None
ROYAL BANK OF CANADA2026-06-302026-08-154,260$155,000None
ROYAL BANK OF CANADA2026-06-302026-08-15900$33,000None
NATIXIS ADVISORS, LLC2026-06-302026-08-1514,927$544,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,251$191,609None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,003$36,599None
Quantinno Capital Management LP2026-06-302026-08-145,868$214,123None
Rockefeller Capital Management L.P.2026-06-302026-08-141,032,141$37,662,829None
Rockefeller Capital Management L.P.2026-06-302026-08-141,500$54,735None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14167$6,094None
UBS Group AG2026-06-302026-08-14214$7,809None
HANTZ FINANCIAL SERVICES, INC.2026-06-302026-08-146,100,013$222,589,000None
MORGAN STANLEY2026-06-302026-08-141,704,599$62,200,849None
Integrated Wealth Concepts LLC2026-06-302026-08-13194,293$7,089,739None
Aptus Capital Advisors, LLC2026-06-302026-08-1312,309$449,155None
STIFEL FINANCIAL CORP2026-06-302026-08-1320,816$759,575None
STIFEL FINANCIAL CORP2026-06-302026-08-1330,931$1,128,671None
STIFEL FINANCIAL CORP2026-06-302026-08-13209,128$7,631,086None
JPMORGAN CHASE & CO2026-06-302026-08-133,535$126,518None
Copley Financial Group, Inc.2026-06-302026-08-124,355$158,914None
Copley Financial Group, Inc.2026-06-302026-08-121,460$53,275None
Glenview Trust Co2026-06-302026-08-1211,438$351,260None
Glenview Trust Co2026-06-302026-08-121,200,727$36,874,326None
Nuveen, LLC2026-06-302026-08-12156,838$5,723,019None
Diversify Advisory Services, LLC2026-06-302026-08-1123,787$809,542None
LPL Financial LLC2026-06-302026-08-0810,598$386,721None
FIFTH THIRD BANCORP2026-06-302026-08-065,570$203,249None
HighTower Advisors, LLC2026-06-302026-08-06425,791$15,537,114None
Beacon Bank & Trust2026-06-302026-08-04213,409$7,787,294None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04952,997$34,774,865None
MGO ONE SEVEN LLC2026-06-302026-08-0174,298$2,711,134None
DIVERSIFY WEALTH MANAGEMENT, LLC2026-06-302026-07-3123,787$809,542None
Financial Network Wealth Advisors LLC2026-06-302026-07-306,039$220,363None
NORDEN GROUP LLC2026-06-302026-07-3016,238$592,524None
Apollon Wealth Management, LLC2026-06-302026-07-2442,376$1,546,300None
Clarendon Private LLC2026-06-302026-07-23131,970$4,815,589None
Revisor Wealth Management LLC2026-06-302026-07-236,706$244,702None
Blue Trust, Inc.2026-06-302026-07-22102$3,722None
ST GERMAIN D J CO INC2026-06-302026-07-22460$16,785None
Farther Finance Advisors, LLC2026-06-302026-07-187,300$266,377None
Portside Wealth Group, LLC2026-06-302026-07-154,847$176,867None
Portside Wealth Group, LLC2026-06-302026-07-1519,864$724,837None

90-day public filing window, up to 50 source positions.

Glenview Trust Co ↗Glenview Trust Co ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Orion Porfolio Solutions, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Waverly Advisors, LLC ↗JONES FINANCIAL COMPANIES LLLP ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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