Signals

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☆CNSWF

24 in-universe funds with a nonzero position in CNSWF within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#3471
Score / z0.000 / -0.02
Consensus3.08 over 7 funds
Momentumnot computed

Price & positioning

163 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 4.0 0.3% 4 -0.1 pp -0.2 pp -0.4 pp +0.3 pp
☆O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 1.7 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆DF DENT & CO INC CIK 0000934999 0.597 271 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LOUNTZIS ASSET MANAGEMENT, LLC CIK 0001821168 0.702 55 0.5 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999 0.594 33 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TORRAY INVESTMENT PARTNERS LLC CIK 0000098758 0.343 91 0.0 0.0% 0 -0.7 pp -0.8 pp -1.3 pp +0.0 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.0 0.0% 0 -0.3 pp -0.4 pp -0.6 pp +0.0 pp
☆BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HWG Holdings LP CIK 0001599390 0.277 44 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CNSWF). Qtrs Held counts distinct quarters this fund has actually held CNSWF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CNSWF position size. Δ columns are the percentage-point change in CNSWF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status