Signals

CWST

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

Flow ranking

Rank#15115
Score / z0.000 / -0.01
Consensus163.58 over 262 funds
Momentumnot computed

Price & positioning

227 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 / 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 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 887.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 643.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 368.8 2.2% 3 +0.3 pp +0.1 pp +2.2 pp +2.2 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 272.0 4.6% 3 +0.2 pp +0.0 pp +4.6 pp +4.6 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 264.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 243.7 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 225.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 195.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 163.1 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 150.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 143.8 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 143.3 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 133.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 132.1 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 128.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 123.9 2.3% 3 +0.3 pp +0.2 pp +2.3 pp +2.3 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 113.9 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 102.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 101.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 97.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 88.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 82.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 74.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 73.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 69.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 69.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 67.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 65.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 64.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 63.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 60.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 58.5 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 54.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 53.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 52.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 45.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 43.9 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 43.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 42.7 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 40.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 39.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 38.0 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 36.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
COMERICA BANK CIK 0000901541 0.812 3711 36.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Ranger Investment Management, L.P. CIK 0001319691 0.273 83 33.7 2.3% 3 +0.0 pp -0.1 pp +2.3 pp +2.3 pp
DF DENT & CO INC CIK 0000934999 0.596 271 33.6 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
Global Alpha Capital Management Ltd. CIK 0001584691 0.465 48 32.2 2.0% 3 -1.2 pp -1.8 pp +2.0 pp +2.0 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 30.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 30.5 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 29.8 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 29.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 27.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Granahan Investment Management, LLC CIK 0001026710 0.275 150 25.2 1.1% 3 -0.1 pp -0.4 pp +1.1 pp +1.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 25.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 23.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 21.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summit Creek Advisors LLC CIK 0001333709 0.134 64 20.6 3.2% 3 +0.3 pp +0.2 pp +3.2 pp +3.2 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 20.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 19.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 19.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 19.4 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Harvey Partners, LLC CIK 0001406484 0.483 47 19.2 1.7% 3 +0.0 pp +0.2 pp +1.7 pp +1.7 pp
Yaupon Capital Management LP CIK 0001755028 0.055 110 18.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 18.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 17.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 16.9 1.0% 3 +0.1 pp -0.0 pp +1.0 pp +1.0 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 16.9 0.9% 3 -0.0 pp -0.2 pp +0.9 pp +0.9 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 16.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 16.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 15.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 15.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 15.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 15.4 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 15.4 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 12.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 12.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 11.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 11.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 9.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 9.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
4D Advisors, LLC CIK 0001938268 0.008 37 9.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 8.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Catawba River Capital CIK 0001843303 0.467 24 8.4 3.7% 3 +0.1 pp -1.1 pp +3.7 pp +3.7 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 8.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 7.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 7.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 6.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 6.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.7 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 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 5.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 5.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 5.3 1.0% 3 +0.4 pp +0.1 pp +1.0 pp +1.0 pp
BRANT POINT INVESTMENT MANAGEMENT LLC CIK 0001279030 0.141 96 5.3 1.3% 3 +0.7 pp +0.6 pp +1.3 pp +1.3 pp
F/m Investments LLC CIK 0001834499 0.385 354 5.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pembroke Management, LTD CIK 0001063497 0.301 100 5.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 4.5 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 4.4 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 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 3.6 2.9% 3 -0.2 pp -1.2 pp +2.9 pp +2.9 pp
OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.367 170 3.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.2 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 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOMESTEAD ADVISERS CORP CIK 0000944804 0.479 124 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 2.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 2.4 0.0% 1 +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 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pacific Capital Partners Ltd CIK 0002064920 0.069 40 2.0 2.2% 2 -1.3 pp +2.2 pp +2.2 pp +2.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
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
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
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 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
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.2 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
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
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 (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