Signals

CW

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

Flow ranking

Rank#15100
Score / z0.000 / -0.01
Consensus262.77 over 485 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

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)
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 2,286.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,921.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 783.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 671.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 464.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 426.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 423.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 310.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 294.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 290.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 270.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 266.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 220.9 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 213.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 183.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 181.1 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 162.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 159.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 153.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 148.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
FMR LLC CIK 0000315066 0.989 5571 147.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 131.0 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 126.6 0.9% 3 -0.2 pp -0.2 pp +0.9 pp +0.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 117.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 113.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 112.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 111.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 95.8 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 95.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 94.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 91.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 90.8 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 86.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 84.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 83.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 81.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 79.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 78.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 77.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 76.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 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 75.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 72.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 72.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 72.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 71.7 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
Nuveen, LLC CIK 0001871926 0.966 3735 70.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 67.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 65.8 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 62.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 62.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 62.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 62.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 61.5 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 55.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 54.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 53.8 1.2% 3 -0.1 pp +0.0 pp +1.2 pp +1.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 53.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 51.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 51.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 49.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 48.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 47.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Hardman Johnston Global Advisors LLC CIK 0001006364 0.797 77 47.1 2.2% 3 -0.3 pp -0.3 pp +2.2 pp +2.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 47.1 0.1% 3 +0.1 pp +0.1 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 46.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 46.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 43.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 40.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 40.6 0.1% 3 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 40.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 38.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 37.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 37.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 37.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 36.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 35.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 34.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 34.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 33.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 32.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 32.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 31.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 30.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 30.5 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 30.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 30.2 0.8% 3 +0.5 pp +0.6 pp +0.8 pp +0.8 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 29.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 29.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 29.0 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 27.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 25.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ArchPoint Investors CIK 0001483472 0.607 80 23.2 5.5% 3 -0.4 pp -0.2 pp +5.5 pp +5.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 22.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 22.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 22.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 21.3 1.6% 2 +1.2 pp +1.6 pp +1.6 pp +1.6 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 20.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 20.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Covea Finance CIK 0001636948 0.445 153 20.0 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 19.9 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 19.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 19.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 19.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 18.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 18.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Midwest Trust Co CIK 0002077080 0.757 606 18.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 18.1 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
HWG Holdings LP CIK 0001599390 0.277 44 17.9 4.3% 3 +0.0 pp -1.5 pp +4.3 pp +4.3 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 17.5 2.2% 3 -0.0 pp +0.1 pp +2.2 pp +2.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 17.3 0.0% 3 +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 17.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Visualize Group LP CIK 0001994625 0.616 11 17.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 16.9 0.4% 3 -0.1 pp -1.0 pp +0.4 pp +0.4 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 16.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 16.4 0.7% 3 -0.0 pp -0.4 pp +0.7 pp +0.7 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 16.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 15.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 15.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Owl Creek Asset Management, L.P. CIK 0001313756 0.470 31 15.1 1.8% 2 -1.2 pp +1.8 pp +1.8 pp +1.8 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 15.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 15.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 14.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 14.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 13.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 13.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 13.3 2.2% 3 -0.2 pp -0.1 pp +2.2 pp +2.2 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 13.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 12.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 12.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 12.5 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 12.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 11.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 11.5 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 11.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 11.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 10.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 10.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 10.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 10.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 10.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Munro Partners CIK 0001768744 0.213 59 10.4 0.3% 5 -2.1 pp -2.2 pp -2.0 pp -2.3 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 10.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 10.3 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
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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
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Railway Pension Investments Ltd CIK 0001658020 0.554 102 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Alpha Capital Management Ltd. CIK 0001584691 0.465 48 0.0 0.0% 0 -2.7 pp -3.2 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 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
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +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
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
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PROSPECTOR PARTNERS LLC CIK 0001080380 0.000 16 0.0 0.0% 0 -1.3 pp -1.2 pp +0.0 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 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 -0.2 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Adalta Capital Management LLC CIK 0001698926 0.404 103 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Donoghue Forlines LLC CIK 0001702435 0.000 114 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 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
PEAK6 LLC CIK 0001389958 0.149 850 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.497 244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clare Market Investments LLC CIK 0002054098 0.513 173 0.0 0.0% 0 -0.1 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 -0.1 pp -0.1 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
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
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHICAGO TRUST Co NA CIK 0001601539 0.345 382 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 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 -0.4 pp -0.4 pp -0.4 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 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
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.411 221 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
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Sagefield Capital LP CIK 0001771179 0.140 107 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Global IMC LLC CIK 0001741619 0.000 11 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 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
CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 -0.5 pp -0.1 pp +0.0 pp +0.0 pp
Axim Planning & Wealth CIK 0001950607 0.146 89 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 CW). Qtrs Held counts distinct quarters this fund has actually held CW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CW position size. Δ columns are the percentage-point change in CW'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