PROFESIONALLY MANAGED PORTFO

Ticker: CAFX CUSIP: 74316P587 Class: CONGRESS INTERME

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
OSAIC HOLDINGS, INC.2,844,961$71,167
ENVESTNET ASSET MANAGEMENT INC2,630,253$65,796
Envestnet Portfolio Solutions, Inc.806,805$20,182
MML INVESTORS SERVICES, LLC367,118$9,183
PRINCIPAL SECURITIES, INC.337,487$8,442
TRUIST FINANCIAL CORP195,058$4,879
B. Riley Wealth Advisors, Inc.118,360$2,961
GOLDMAN SACHS GROUP INC85,889$2,149
FLOW TRADERS U.S. LLC67,758$2
JANE STREET GROUP, LLC65,190$1,631
Kestra Advisory Services, LLC57,451$1,437
Transamerica Financial Advisors, Inc.53,719$1,344
CITADEL ADVISORS LLC52,135$1,304
Essex Savings Bank50,865$1,272
Kestra Investment Management, LLC50,546$1,264
Snowden Capital Advisors LLC25,709$643
Cetera Investment Advisers25,411$636
PFG Advisors22,352$559
LPL Financial LLC20,853$522
PARK AVENUE SECURITIES LLC16,640$0
Hilltop Holdings Inc.15,084$377
J.W. COLE ADVISORS, INC.10,728$268
Cambridge Investment Research Advisors, Inc.9,938$0
US BANCORP \DE\3,266$82
ROYAL BANK OF CANADA3,207$80
Allworth Financial LP1,450$36
UBS Group AG227$6
Total (27 institutions)7,938,460$196,223