Signals

CWST

533 in-universe funds with a nonzero position in CWST 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

DateTypeWhat happened
2026-08-06 8-K Item(s) 2.02, 9.01
2026-07-20 8-K Item(s) 5.02
2026-07-01 8-K Item(s) 5.02
2026-06-08 8-K Item(s) 5.07
2026-06-01 8-K Item(s) 8.01
2026-05-27 8-K Item(s) 8.01, 9.01
2026-05-11 8-K Item(s) 8.01, 9.01
2026-04-30 8-K Item(s) 2.02, 9.01
2026-04-22 8-K Item(s) 1.01, 2.03, 9.01
2026-03-10 8-K Item(s) 5.02
2024-09-18 Ownership Dilution filing by CASELLA WASTE SYSTEMS INC (424B5)
2024-09-17 Ownership Dilution filing by CASELLA WASTE SYSTEMS INC (424B5)
2023-06-14 Ownership Dilution filing by CASELLA WASTE SYSTEMS INC (424B5)
2023-06-12 Ownership Dilution filing by CASELLA WASTE SYSTEMS INC (424B5)
2020-10-22 Ownership Dilution filing by CASELLA WASTE SYSTEMS INC (424B5)
2020-10-20 Ownership Dilution filing by CASELLA WASTE SYSTEMS INC (424B5)
2019-01-24 Ownership Dilution filing by CASELLA WASTE SYSTEMS INC (424B5)
2019-01-22 Ownership Dilution filing by CASELLA WASTE SYSTEMS INC (424B5)
2015-02-10 Ownership Dilution filing by CASELLA WASTE SYSTEMS INC (424B5)
2015-02-06 Ownership Dilution filing by CASELLA WASTE SYSTEMS INC (424B5)

Flow ranking

Rank#1371
Score / z0.028 / 0.00
Consensus135.91 over 225 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+0% / 5.2d

Forensics

Clean as of 2026Q2
Accrual ratio-0.027
F-score
M-score
Net issuance-74.5%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 3
FiledFormItems
2026-08-06 8-K 2.02, 9.01
2026-07-20 8-K/A 5.02
2026-07-01 8-K 5.02
2026-06-08 8-K 5.07
2026-06-01 8-K 8.01
2026-05-27 8-K 8.01, 9.01
2026-05-11 8-K 8.01, 9.01
2026-04-30 8-K 2.02, 9.01
2026-04-22 8-K 1.01, 2.03, 9.01
2026-03-10 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-09-18 424B5 CASELLA WASTE SYSTEMS INC
2024-09-17 424B5 CASELLA WASTE SYSTEMS INC
2023-06-14 424B5 CASELLA WASTE SYSTEMS INC
2023-06-12 424B5 CASELLA WASTE SYSTEMS INC
2020-10-22 424B5 CASELLA WASTE SYSTEMS INC
2020-10-20 424B5 CASELLA WASTE SYSTEMS INC
2019-01-24 424B5 CASELLA WASTE SYSTEMS INC
2019-01-22 424B5 CASELLA WASTE SYSTEMS INC
2015-02-10 424B5 CASELLA WASTE SYSTEMS INC
2015-02-06 424B5 CASELLA WASTE SYSTEMS INC
Showing the 10 most recent.

LLM reads

Ticker EvalDeteriorating
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 717.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 222.5 4.4% 4 -0.1 pp +0.1 pp -0.1 pp +4.4 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 204.9 1.4% 4 -0.8 pp -0.5 pp -0.7 pp +1.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 189.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 184.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 154.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 131.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 123.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 99.7 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 99.3 0.7% 4 -0.2 pp -0.1 pp -0.2 pp +0.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 96.1 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 94.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 92.3 2.0% 4 -0.4 pp -0.1 pp -0.1 pp +2.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 90.6 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 89.9 0.4% 4 -0.1 pp -0.1 pp -0.3 pp +0.4 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 84.7 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 83.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 75.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 74.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 73.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 66.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 65.3 0.3% 4 -0.4 pp -0.4 pp -0.5 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 61.9 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 58.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 57.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 57.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 56.5 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 51.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 51.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 48.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 47.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 45.6 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 42.3 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 41.8 0.2% 4 +0.0 pp -0.0 pp -0.2 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 41.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 36.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 35.1 0.0% 1 +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 34.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 34.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 33.0 0.1% 2 +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 31.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 31.1 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 31.1 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 30.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 30.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 27.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ranger Investment Management, L.P. CIK 0001319691 0.273 83 27.1 2.0% 4 -0.4 pp -0.3 pp -0.5 pp +2.0 pp
DF DENT & CO INC CIK 0000934999 0.596 271 26.0 0.5% 4 +0.0 pp +0.2 pp +0.1 pp +0.5 pp
Global Alpha Capital Management Ltd. CIK 0001584691 0.465 48 25.9 1.6% 4 -0.4 pp -1.6 pp -2.2 pp +1.6 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 24.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 23.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 23.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Harvey Partners, LLC CIK 0001406484 0.483 47 22.3 1.8% 4 +0.1 pp +0.1 pp +0.3 pp +1.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 20.4 0.5% 4 +0.5 pp -0.4 pp +0.1 pp +0.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 20.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granahan Investment Management, LLC CIK 0001026710 0.275 150 19.9 1.0% 4 -0.1 pp -0.3 pp -0.5 pp +1.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 19.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 17.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 17.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.304 543 16.7 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 16.1 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 15.5 1.0% 4 +0.0 pp +0.0 pp -0.2 pp +1.0 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 14.8 3.0% 4 -0.2 pp +0.1 pp +0.0 pp +3.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 14.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 13.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 13.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 13.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALLSTATT ADVISORS L.P. CIK 0002040638 0.477 13 13.1 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 13.0 0.8% 4 -0.2 pp -0.1 pp -0.2 pp +0.8 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 12.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 11.8 0.6% 3 -0.1 pp +0.1 pp +0.6 pp +0.6 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 11.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 11.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 9.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 8.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 7.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 7.3 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Catawba River Capital CIK 0001843303 0.467 24 7.1 3.4% 4 -0.3 pp -0.2 pp -1.4 pp +3.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 6.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 6.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 6.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 5.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 5.9 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 5.8 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 5.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 5.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 5.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
4D Advisors, LLC CIK 0001938268 0.008 37 5.2 3.3% 2 -1.8 pp +3.3 pp +3.3 pp +3.3 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 5.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roubaix Capital, LLC CIK 0001769700 0.005 50 5.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 4.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.5 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANT POINT INVESTMENT MANAGEMENT LLC CIK 0001279030 0.141 96 4.1 1.1% 4 -0.1 pp +0.6 pp +0.4 pp +1.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 3.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 3.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.366 170 2.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 2.9 2.3% 4 -0.5 pp -0.7 pp -1.8 pp +2.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SMA Capital LLC CIK 0002075338 0.000 121 2.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 2.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.4 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 0.0 0.0% 0 -1.1 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
Pacific Capital Partners Ltd CIK 0002064920 0.069 40 0.0 0.0% 0 -2.2 pp -3.4 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
Forge First Asset Management Inc. CIK 0001963062 0.000 0 0.0 0.0% 0 +0.0 pp -7.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 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 -0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
Curated Wealth Partners LLC CIK 0001781284 0.789 241 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
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 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
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
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 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
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 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
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 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
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 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
Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.0 0.0% 0 -0.6 pp -0.5 pp -0.6 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Abel Hall, LLC CIK 0002013339 0.148 955 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 0.0 0.0% 0 +0.0 pp -0.2 pp -0.9 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
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 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 +0.0 pp -0.1 pp +0.0 pp
Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Yaupon Capital Management LP CIK 0001755028 0.055 110 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 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 CWST). Qtrs Held counts distinct quarters this fund has actually held CWST (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CWST position size. Δ columns are the percentage-point change in CWST'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