Signals

CSW

414 in-universe funds with a nonzero position in CSW within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#3376
Score / z0.000 / -0.01
Consensus133.16 over 211 funds
Momentumnot computed

Price & positioning

226 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

Negative / total0 / 2
FiledFormItems
2026-08-31 8-K 5.07, 8.01
2026-07-30 8-K 2.02, 9.01
2026-05-26 8-K/A 2.02, 9.01
2026-05-26 8-K 2.02, 9.01
2026-01-29 8-K 2.02, 9.01
2026-01-15 8-K/A 9.01
2025-11-04 8-K 1.01, 2.01, 2.03, 7.01, 9.01
2025-10-30 8-K 2.02, 9.01
2025-10-01 8-K 1.01, 2.02, 5.02, 7.01, 9.01
2025-09-02 8-K 5.02, 5.07
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-09-06 424B5 CSW INDUSTRIALS, INC.
2024-09-04 424B5 CSW INDUSTRIALS, INC.
2021-12-16 D CSW INDUSTRIALS, INC.
2020-12-29 D CSW INDUSTRIALS, INC.

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 706.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 515.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 308.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 196.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 195.6 1.2% 3 +0.4 pp +0.1 pp +1.2 pp +1.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 187.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 185.9 3.1% 3 +0.9 pp +0.6 pp +3.1 pp +3.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 115.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 115.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 114.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 112.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 89.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 86.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 80.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Capital International Investors CIK 0001562230 0.968 446 66.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 65.0 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 64.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 63.1 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
FMR LLC CIK 0000315066 0.989 5571 62.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 58.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 53.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 51.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 44.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 41.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 41.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 39.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 38.3 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 35.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 32.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 31.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 31.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DF DENT & CO INC CIK 0000934999 0.596 271 27.1 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 25.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 24.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 23.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 23.4 2.1% 3 +0.3 pp -0.1 pp +2.1 pp +2.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 23.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 20.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOUTHERNSUN ASSET MANAGEMENT, LLC CIK 0001089755 0.592 29 19.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 18.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 18.3 3.1% 3 +0.9 pp +0.8 pp +3.1 pp +3.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 18.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tributary Capital Management, LLC CIK 0001441888 0.323 135 17.4 1.7% 3 +0.4 pp +0.2 pp +1.7 pp +1.7 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 16.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 16.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 14.7 0.9% 3 +0.2 pp -0.0 pp +0.9 pp +0.9 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 13.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Montanaro Asset Management Ltd CIK 0001831133 0.168 42 13.6 3.8% 3 +1.4 pp +0.8 pp +3.8 pp +3.8 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 13.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 12.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 12.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 11.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 10.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 8.1 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 7.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 7.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 6.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 5.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 5.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 5.4 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 5.3 0.9% 3 +0.2 pp -1.0 pp +0.9 pp +0.9 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 5.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 5.1 1.0% 3 +0.6 pp +0.0 pp +1.0 pp +1.0 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 5.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Heron Bay Capital Management CIK 0001842149 0.545 97 4.7 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 4.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 4.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grandeur Peak Global Advisors, LLC CIK 0001569137 0.264 75 3.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 2.4 0.2% 3 +0.0 pp -0.2 pp +0.2 pp +0.2 pp
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 2.4 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moerus Capital Management LLC CIK 0001742647 0.309 14 2.0 0.9% 3 +0.1 pp -0.1 pp +0.9 pp +0.9 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 1.8 0.7% 3 +0.0 pp -0.3 pp +0.7 pp +0.7 pp
GRACE & WHITE INC /NY CIK 0000903064 0.450 133 1.8 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Port Capital LLC CIK 0001729212 0.798 108 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 1.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
LRT Capital Management, LLC CIK 0001798923 0.000 64 1.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CADINHA & CO LLC CIK 0000923469 0.357 107 1.3 0.2% 3 +0.1 pp -0.0 pp +0.2 pp +0.2 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 1.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Laurus Global Equity Management Inc. CIK 0001869316 0.368 45 1.2 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 1.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sovereign's Capital Management, LLC CIK 0001911637 0.174 70 1.1 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 0.222 351 1.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marietta Wealth Management, LLC CIK 0001697847 0.448 133 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 0.490 853 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 0.0 0.0% 0 -0.4 pp -0.2 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hardy Reed LLC CIK 0001761871 0.866 252 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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 CSW). Qtrs Held counts distinct quarters this fund has actually held CSW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CSW position size. Δ columns are the percentage-point change in CSW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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