Who owns CAFX?
Congress Intermediate Bond ETF · Congress
25 institutions reported holding CAFX, worth $145.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CAFX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $64.0M | 2,600,028 | +18,276 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $25.5M | 1,036,749 | +79,744 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $20.4M | 829,071 | −5,031 shares |
| MML Investors Services, LLC | Springfield, MA | $9.0M | 366,562 | +14,006 shares |
| LPL Financial LLC | Fort Mill, SC | $3.5M | 140,898 | New position |
| B. Riley Wealth Advisors, Inc. | Memphis, TN | $3.2M | 127,758 | −851 shares |
| Principal Securities, Inc. | Des Moines, IA | $2.6M | 104,213 | −210,531 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.6M | 104,038 | +8,018 shares |
| Citadel Advisors LLC | Miami, FL | $2.3M | 92,192 | −7,796 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $2.1M | 86,126 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CAFX?
25 institutional managers reported holding CAFX in Form 13F filings for June 30, 2026, worth $145.1M in total. The largest reported position was held by Envestnet Asset Management Inc., at $64.0M.
Did institutions buy or sell CAFX last quarter?
Reported 13F value fell 1.6% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CAFX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.