Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Professionally Managed Portfolios - Congress Large Cap Growth ETF include Raymond James Financial Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 15,858 | 139.98 | 582 | 176.67 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 7,962,882 | 4.25 | 292 | 20.25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,197 | 44 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6,508 | 239 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 35,336 | 1,523.15 | 1,296 | 1,776.81 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 67,499 | 2,475 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 228 | 8 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 155,305 | 14.74 | 5,695 | 32.29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,711 | 13.62 | 319 | 31.28 |
