Signals

← Signals

☆CWST

565 in-universe funds with a nonzero position in CWST within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#827
Score / z0.137 / 0.15
Consensus167.69 over 271 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
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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 910.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 342.5 2.2% 5 +0.9 pp +0.0 pp +0.3 pp +0.2 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 334.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 273.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 244.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 226.5 4.9% 5 +0.5 pp +0.4 pp +0.5 pp +0.4 pp
☆Capital International Investors CIK 0001562230 0.968 446 199.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 196.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 159.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 141.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 139.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 135.7 0.5% 5 +0.1 pp +0.0 pp -0.0 pp -0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 125.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 118.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 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 117.7 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 114.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 114.6 0.8% 5 +0.0 pp -0.2 pp -0.0 pp -0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 102.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 93.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 88.4 2.0% 5 +0.1 pp -0.3 pp -0.0 pp -0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 83.6 0.0% 5 +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 80.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 78.8 0.3% 5 -0.0 pp -0.4 pp -0.4 pp -0.5 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 78.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 77.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 74.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 71.7 0.1% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 69.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 65.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 63.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 61.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 60.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 59.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 58.7 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 55.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 54.6 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 54.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 50.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 48.8 0.7% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 48.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 46.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 44.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 43.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DF DENT & CO INC CIK 0000934999 0.596 271 43.3 0.8% 5 +0.3 pp +0.3 pp +0.5 pp +0.4 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 43.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 42.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Granahan Investment Management, LLC CIK 0001026710 0.275 150 42.3 1.5% 5 +0.5 pp +0.4 pp +0.3 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 42.0 0.5% 1 +0.5 pp -0.1 pp -0.0 pp -0.1 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 38.3 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Boston Trust Walden Corp CIK 0001534866 0.672 396 36.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 35.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 33.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ranger Investment Management, L.P. CIK 0001319691 0.273 83 32.0 2.0% 5 +0.1 pp -0.3 pp -0.3 pp -0.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 31.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Harvey Partners, LLC CIK 0001406484 0.483 47 30.1 2.1% 5 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 29.7 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 29.5 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 26.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 26.5 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 26.0 0.1% 5 -0.3 pp -0.3 pp -0.4 pp -0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 25.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 25.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 24.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 22.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 20.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 18.6 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆HALLSTATT ADVISORS L.P. CIK 0002040638 0.477 13 18.4 12.9% 2 +2.6 pp +12.9 pp +12.9 pp +12.9 pp
☆Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 17.8 1.2% 5 +0.2 pp +0.3 pp +0.3 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 15.8 0.8% 5 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
☆AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 15.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 14.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆P2 Capital Partners, LLC CIK 0001406313 0.772 12 14.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 14.2 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 14.0 0.0% 6 +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 13.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 13.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 12.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 11.9 0.6% 4 -0.0 pp -0.1 pp +0.0 pp +0.6 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 11.3 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 11.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 10.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 10.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 10.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 10.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 9.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 9.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 9.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Creek Advisors LLC CIK 0001333709 0.134 64 9.6 3.3% 5 +0.2 pp +0.0 pp +0.3 pp +0.3 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 9.4 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 9.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Catawba River Capital CIK 0001843303 0.467 24 8.5 3.8% 5 +0.4 pp +0.1 pp +0.2 pp -1.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silvant Capital Management LLC CIK 0001738728 0.561 385 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 8.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆4D Advisors, LLC CIK 0001938268 0.008 37 8.2 3.2% 3 -0.1 pp -1.9 pp +3.2 pp +3.2 pp
☆Impax Asset Management Group plc CIK 0001749768 0.757 284 7.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 7.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 7.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 7.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Emerald Investment Advisers, LLC CIK 0002127823 0.287 268 6.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.3 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 6.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Roubaix Capital, LLC CIK 0001769700 0.005 50 6.3 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.2 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 6.0 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 6.0 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.9 0.0% 7 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BRANT POINT INVESTMENT MANAGEMENT LLC CIK 0001279030 0.141 96 4.2 0.9% 5 -0.2 pp -0.3 pp +0.4 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 3.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 3.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OAK RIDGE INVESTMENTS LLC CIK 0001054554 0.367 170 3.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 3.5 2.6% 5 +0.2 pp -0.3 pp -0.5 pp -1.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 3.1 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 3.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.9 0.0% 2 -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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 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 +0.0 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
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp -0.3 pp -0.1 pp
☆UniSuper Management Pty Ltd CIK 0001989400 0.856 652 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 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
☆Curi Capital, LLC CIK 0001332905 0.547 888 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 +0.0 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
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 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 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Legato Capital Management LLC CIK 0001442641 0.058 678 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 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
☆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
☆ANB BANK CIK 0002067126 0.446 127 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 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
☆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
☆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
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Visualize Group LP CIK 0001994625 0.616 11 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp +0.0 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
☆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
☆Pembroke Management, LTD CIK 0001063497 0.301 100 0.0 0.0% 0 -0.2 pp -0.5 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pingora Partners LLC CIK 0002011176 0.362 182 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 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
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 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
☆Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Global Alpha Capital Management Ltd. CIK 0001584691 0.465 48 0.0 0.0% 0 -1.6 pp -2.0 pp -3.1 pp -3.8 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
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp +0.0 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
☆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
☆Yaupon Capital Management LP CIK 0001755028 0.055 110 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.0 pp
☆Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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
☆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
☆Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 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
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 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
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.3 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
☆Capital World Investors CIK 0001422849 0.974 637 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Teton Advisors, Inc. CIK 0001444874 0.146 184 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.0 0.0% 0 -0.2 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
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 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
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 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
☆S&T BANK/PA CIK 0001010911 0.357 445 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
☆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
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 0.0 0.0% 0 +0.0 pp -2.2 pp -3.4 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 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 -0.1 pp -0.2 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMA Capital LLC CIK 0002075338 0.000 121 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 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
☆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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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 +0.0 pp -0.1 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
☆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
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 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
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 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
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 0.0 0.0% 0 -0.5 pp -0.0 pp -0.9 pp -0.4 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
☆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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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