CONGRESS LARGE-CAP GROWTH FUND INSTITUTIONAL CLASS

CMLIX

Institutions

Combined AUM (Q2 2026)

$29.2M

Combined Shares (Q2 2026)

570,611

Overall Trend

Decrease

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

0 · 0 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-227

1 · 0 Exit · ≈ —

⚖️ Net

-227

—

Net Sell

💰 Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$29.2M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Ownership Trend	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
CONGRESS ASSET MANAGEMENT CO		0.18%	0.18%	#1	$28.5M	555,130	$25.2M	555,357	-227-0.04%	Reduce
Jackson Wealth Management, LLC		0.07%	0.07%	#2	$703,000	15,481	$703,000	15,481	00.00%	Unchanged

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow