Who Owns CONGRESS INTERM BD ETF (CAFX)? -- Institutional Holders (2026-06-30)

29 institutions reported holding $144.8M of CONGRESS INTERM BD ETF (CAFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($64.0M), OSAIC HOLDINGS, INC. ($25.5M), Envestnet Portfolio Solutions, Inc. ($20.4M), MML INVESTORS SERVICES, LLC ($9.0M), LPL Financial LLC ($3.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$64.0M2.6MAdded
2OSAIC HOLDINGS, INC.$25.5M1.0MAdded
3Envestnet Portfolio Solutions, Inc.$20.4M829,071Trimmed
4MML INVESTORS SERVICES, LLC$9.0M366,562Added
5LPL Financial LLC$3.5M140,898New
6B. Riley Wealth Advisors, Inc.$3.2M127,758Trimmed
7PRINCIPAL SECURITIES, INC.$2.6M104,213Trimmed
8COMMONWEALTH EQUITY SERVICES, LLC$2.6M104,038Added
9CITADEL ADVISORS LLC$2.3M92,192Trimmed
10Janney Montgomery Scott LLC$2.1M86,126New
11Transamerica Financial Advisors, LLC$1.2M48,943Added
12Kestra Investment Management, LLC$1.2M48,472Added
13TRUIST FINANCIAL CORP$1.2M47,119Trimmed
14Essex Bank$1.1M45,945Hold
15JANE STREET GROUP, LLC$907,59136,849Trimmed
16GOLDMAN SACHS GROUP INC$785,32831,885Added
17Kestra Advisory Services, LLC$603,09024,486Trimmed
18Snowden Capital Advisors LLC$594,47024,136Trimmed
19PARK AVENUE SECURITIES LLC$397,00016,135Added
20Farther Finance Advisors, LLC$350,38614,226New
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$309,84512,580New
22MONECO Advisors, LLC$294,55011,959New
23J.W. COLE ADVISORS, INC.$262,01610,638New
24Cambridge Investment Research Advisors, Inc.$256,00010,405Added
25JPMORGAN CHASE & CO$209,3478,479New

Source: SEC Form 13F filings · as of 2026-06-30