Signals

← Signals

☆CSW

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-15 Insider Armes Joseph B (Chairman, President & CEO) disposed via sale ($434,376)
2026-08-31 8-K Item(s) 5.07, 8.01
2026-08-27 Insider Motsenbocker Anne acquired via award
2026-08-27 Insider Griffin Bobby acquired via award
2026-08-27 Insider LIVINGSTONE LINDA A. acquired via award
2026-08-27 Insider Ash Darron K acquired via award
2026-08-27 Insider GAMBRELL MICHAEL R acquired via award
2026-08-27 Insider JOHNSTON TERRY L acquired via award
2026-08-14 Insider Armes Joseph B (Chairman, President & CEO) disposed via sale ($517,736)
2026-08-10 Insider UNDERWOOD JEFF (EVP, GM Contractor Solutions) disposed via sale ($249,811)
2026-08-05 Insider Sullivan Don (EVP, Chief Strategy Officer) disposed via sale ($1,555,812)
2026-07-30 8-K Item(s) 2.02, 9.01
2026-05-26 8-K Item(s) 2.02, 9.01
2026-05-26 8-K Item(s) 2.02, 9.01
2026-01-29 8-K Item(s) 2.02, 9.01
2026-01-15 8-K Item(s) 9.01
2025-11-04 8-K Item(s) 1.01, 2.01, 2.03, 7.01, 9.01
2025-10-30 8-K Item(s) 2.02, 9.01
2025-10-01 8-K Item(s) 1.01, 2.02, 5.02, 7.01, 9.01
2025-09-02 8-K Item(s) 5.02, 5.07
2024-09-06 Ownership Dilution filing by CSW INDUSTRIALS, INC. (424B5)
2024-09-04 Ownership Dilution filing by CSW INDUSTRIALS, INC. (424B5)
2021-12-16 Ownership Dilution filing by CSW INDUSTRIALS, INC. (D)
2020-12-29 Ownership Dilution filing by CSW INDUSTRIALS, INC. (D)

Flow ranking

Rank#22690
Score / z-0.213 / -0.18
Consensus133.24 over 208 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+0% / 6.6d

Forensics

Clean as of 2027Q1
Accrual ratio-0.011
F-score5
M-score—
Net issuance-3.0%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Armes Joseph B 10b5-1 S $434,376
2026-08-27 Motsenbocker Anne A —
2026-08-27 Griffin Bobby A —
2026-08-27 LIVINGSTONE LINDA A. A —
2026-08-27 Ash Darron K A —
2026-08-27 GAMBRELL MICHAEL R A —
2026-08-27 JOHNSTON TERRY L A —
2026-08-14 Armes Joseph B 10b5-1 S $517,736
2026-08-10 UNDERWOOD JEFF S $249,811
2026-08-05 Sullivan Don S $1,555,812
Showing the 10 most recent.

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 EvalMixed
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 622.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 227.7 1.5% 4 +0.3 pp +0.7 pp +0.4 pp +1.5 pp
☆Capital World Investors CIK 0001422849 0.974 637 186.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 167.1 0.0% 4 -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 155.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 150.7 3.0% 4 -0.1 pp +0.8 pp +0.5 pp +3.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 114.0 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 101.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 97.8 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 96.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 79.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Channing Capital Management, LLC CIK 0001302404 0.414 106 79.6 2.0% 2 +0.9 pp +2.0 pp +2.0 pp +2.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 70.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 65.8 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 53.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 51.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 49.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 45.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 44.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Champlain Investment Partners, LLC CIK 0001315478 0.213 129 42.4 0.5% 4 -0.1 pp -0.0 pp -0.1 pp +0.5 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 37.0 0.4% 3 -0.2 pp -0.0 pp +0.4 pp +0.4 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 34.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 33.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 31.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 30.1 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 29.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 29.6 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.5 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 26.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 25.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 25.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DF DENT & CO INC CIK 0000934999 0.597 271 25.2 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆SOUTHERNSUN ASSET MANAGEMENT, LLC CIK 0001089755 0.592 29 23.0 3.3% 2 +0.6 pp +3.3 pp +3.3 pp +3.3 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 22.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 21.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 21.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 21.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 20.9 2.0% 4 -0.1 pp +0.2 pp -0.3 pp +2.0 pp
☆Langdon Equity Partners CIK 0002111148 0.595 9 20.7 15.5% 1 +15.5 pp +15.5 pp +15.5 pp +15.5 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 20.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 17.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 17.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 16.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 16.6 3.0% 4 -0.1 pp +0.8 pp +0.7 pp +3.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 15.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 15.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Tributary Capital Management, LLC CIK 0001441888 0.323 135 15.0 1.5% 4 -0.3 pp +0.1 pp -0.1 pp +1.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 13.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 13.3 0.8% 4 -0.1 pp +0.1 pp -0.1 pp +0.8 pp
☆Montanaro Asset Management Ltd CIK 0001831133 0.168 42 13.0 3.9% 4 +0.1 pp +1.5 pp +0.9 pp +3.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 11.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 11.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 11.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 9.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 9.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 9.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Heron Bay Capital Management CIK 0001842149 0.545 97 9.1 0.8% 3 -0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 8.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 8.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 7.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 7.3 0.3% 4 +0.1 pp +0.1 pp -0.0 pp +0.3 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 7.1 0.0% 4 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 6.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 5.4 1.0% 4 +0.0 pp +0.6 pp +0.1 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 5.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 5.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 5.0 0.9% 4 -0.0 pp +0.2 pp -1.0 pp +0.9 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 4.8 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 4.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 4.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.5 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.0 0.0% 4 -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 2.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 2.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 2.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grandeur Peak Global Advisors, LLC CIK 0001569137 0.264 75 2.6 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 2.1 0.6% 4 -0.0 pp +0.1 pp -0.1 pp +0.6 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.9 0.0% 4 -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 1.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 1.8 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆Moerus Capital Management LLC CIK 0001742647 0.309 14 1.8 0.7% 4 -0.2 pp -0.1 pp -0.3 pp +0.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 1.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.7 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRACE & WHITE INC /NY CIK 0000903064 0.450 133 1.6 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.4 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vest Financial, LLC CIK 0001709632 0.555 420 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Port Capital LLC CIK 0001729212 0.798 108 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 1.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.0 0.0% 0 -0.1 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
☆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
☆Holocene Advisors, LP CIK 0001700574 0.334 782 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
☆Abound Wealth Management CIK 0001950323 0.745 1359 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
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LRT Capital Management, LLC CIK 0001798923 0.000 64 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 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 (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