CSW IndustrialsCSW

13F holders, Q2 2024 (June 30)
301holders +32
53new positions
21sold out
6famous investors
$265.41avg. 13F price*

At the end of Q2 2024, 301 institutions reported holding CSW Industrials Inc. (CSW) in their 13F filings, up 32 from Q1 2024. 53 opened new positions and 21 sold out. The largest holders were Vanguard Group Inc. ($401.3M), BlackRock Inc. ($304.4M) and Neuberger Berman Group LLC ($250.3M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
CSW Industrials Inc.
CUSIP
126402106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 269Q1 2024Q2 2024: 301Q2 2024Q3 2024: 347Q3 2024Q4 2024: 371Q4 2024Q1 2025: 357Q1 2025Q2 2025: 369Q2 2025Q3 2025: 346Q3 2025Q4 2025: 353Q4 2025Q1 2026: 350Q1 2026Q2 2026: 355Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions53$109.3M
Exits21$40.1M

All 13F filers, Q1 2024 → Q2 2024: 1,436,099 shares bought and 1,226,301 shares sold, net +209,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 301 holders

Vanguard Group Inc. 0.01% Add +24.6% 1,512,703 $401.3M
BlackRock Inc. 0.01% Add +2.9% 1,147,295 $304.4M
Neuberger Berman Group LLC 0.21% Reduce -12.7% 943,475 $250.3M
Wasatch Advisors LP 0.84% Add +0.4% 588,490 $156.1M
T. Rowe Price Investment Management, Inc. 0.10% Reduce -28.7% 572,828 $152.0M
Conestoga Capital Advisors, LLC 2.26% Add +2.7% 567,256 $150.5M
Morgan Stanley 0.01% Reduce -8.1% 463,716 $123.0M
Allspring Global Investments Holdings, LLC 0.20% Reduce -35.9% 458,554 $121.7M
First Manhattan Co. Llc. 0.38% Reduce -6.2% 441,553 $117.1M
Capital World Investors 0.02% No change 376,573 $99.9M
Dimensional Fund Advisors LP 0.03% Reduce -7.8% 362,859 $96.3M
Geode Capital Management, LLC 0.01% Add +4.0% 362,226 $96.1M
State Street Corp. 0.00% Add +3.3% 356,847 $94.7M
Alliancebernstein L.P. 0.03% Add +1970.9% 337,771 $89.6M
Capital International Investors 0.02% Reduce -19.7% 281,723 $74.7M
Kayne Anderson Rudnick Investment Management LLC 0.16% New 247,240 $65.6M
FMR LLC 0.00% Reduce -5.9% 219,767 $58.3M
T. Rowe Price Associates Inc. 0.01% Add +0.3% 203,974 $54.1M
Janus Henderson Group PLC 0.03% Reduce -15.7% 198,549 $52.7M
Congress Asset Management Co. 0.37% Add +3.7% 196,246 $52.1M
Northern Trust Corp. 0.01% Reduce -3.4% 178,237 $47.3M
Charles Schwab Investment Management Inc. 0.01% Add +2.5% 148,710 $39.5M
Mountain Pacific Investment Advisers LLC 2.50% Reduce -0.1% 126,674 $33.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% — 107,567 $28.5M
Bank of America Corp. 0.00% Add +2.1% 104,964 $27.8M
Nuveen Asset Management, LLC 0.01% Add +1.7% 97,747 $25.9M
Tributary Capital Management, LLC 2.10% Reduce -0.3% 95,607 $25.4M
Zuckerman Investment Group, LLC 2.69% Reduce -0.1% 87,771 $23.3M
DF Dent & Co. Inc. 0.27% Add +50.2% 78,990 $21.0M
Bank of New York Mellon Corp 0.00% Add +8.5% 77,995 $20.7M
WCM Investment Management, LLC 0.05% Reduce -0.6% 76,608 $20.3M
CI Investments Inc. 0.07% Reduce -17.1% 69,594 $18.5M
Silvercrest Asset Management Group LLC 0.12% Reduce -1.2% 67,816 $18.0M
JPMorgan Chase & Co. 0.00% Reduce -17.2% 67,520 $17.9M
Bragg Financial Advisors, Inc 0.75% Reduce -0.0% 63,064 $16.7M
Punch & Associates Investment Management, Inc. 0.96% Reduce 0.0% 61,508 $16.3M
Eagle Asset Management Inc. 0.08% Add +15.5% 58,839 $15.5M
Sei Investments Co. 0.02% Add +7.0% 55,903 $14.8M
Royce & Associates LP 0.13% No change 54,200 $14.4M
Envestnet Asset Management Inc. 0.00% Add +90.0% 52,357 $13.9M
Invesco Ltd. 0.00% Add +10.9% 51,612 $13.7M
Natixis Advisors, LLC 0.03% New 46,828 $12.4M
Jacobson & Schmitt Advisors, LLC 2.77% Reduce -12.1% 46,000 $12.2M
Jane Street Group, LLC 0.01% Add +258.8% 45,408 $12.0M
Montanaro Asset Management Ltd 2.23% No change 45,000 $11.9M
Comerica Bank 0.05% Add +3.5% 43,483 $11.5M
Arrowstreet Capital, Limited Partnership 0.01% Add +175.3% 43,213 $11.5M
Wells Fargo & Company 0.00% Add +140.9% 38,754 $10.3M
Two Sigma Investments, LP 0.03% Add +307.1% 38,688 $10.3M
Goldman Sachs Group Inc. 0.00% Add +6.7% 33,473 $8.9M
Ameriprise Financial Inc. 0.00% No change 32,820 $8.7M
Qube Research & Technologies Ltd 0.02% Reduce -26.9% 31,509 $8.4M
Swiss National Bank 0.01% Reduce -0.3% 30,549 $8.1M
CW Advisors, LLC 0.13% Add +5.3% 30,443 $8.1M
King Luther Capital Management Corp. 0.04% Reduce -4.1% 29,813 $7.9M
Renaissance Technologies 0.01% Reduce -22.2% 28,000 $7.4M
First Trust Advisors LP 0.01% Reduce -9.2% 27,837 $7.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +115.0% 26,422 $7.0M
Great Lakes Advisors, LLC 0.06% Reduce -4.5% 25,854 $6.9M
Royal Bank of Canada 0.00% Add +10.1% 25,320 $6.7M
FIL Ltd 0.01% Add +24.8% 25,150 $6.7M
Raymond James & Associates 0.00% Add +15.3% 24,904 $6.6M
SageView Advisory Group, LLC 0.40% Add +36.0% 24,342 $6.5M
Laurus Global Equity Management Inc. 2.54% Reduce -18.8% 16,950 $6.2M
Rhumbline Advisers 0.01% Add +4.5% 22,918 $6.1M
Segall Bryant & Hamill, LLC 0.11% New 22,359 $5.9M
Assenagon Asset Management S.A. 0.01% Add +3.3% 21,199 $5.6M
Thrivent Financial for Lutherans 0.01% Reduce -4.4% 20,262 $5.4M
Two Sigma Advisers, LP 0.01% Reduce -14.9% 19,400 $5.1M
Everett Harris & Co. 0.06% Reduce -5.2% 18,588 $4.9M
Susquehanna International Group, LLP 0.01% Add +12.3% 18,346 $4.9M
1900 Wealth Management LLC 0.45% No change 18,272 $4.8M
Teacher Retirement System of Texas 0.03% Add +20.9% 17,252 $4.6M
Legal & General Group Plc 0.00% Add +3.0% 16,874 $4.5M
Moody Aldrich Partners LLC 0.87% New 16,784 $4.5M
Richard Bernstein Advisors LLC 0.09% Add +0.0% 15,620 $4.1M
California State Teachers Retirement System 0.00% Reduce -2.4% 15,160 $4.0M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +121.3% 14,535 $3.9M
Harbor Capital Advisors, Inc. 0.29% Add +273.4% 14,378 $3.8M
Fred Alger Management, LLC 0.02% Reduce -1.5% 13,347 $3.5M
Knights of Columbus Asset Advisors LLC 0.23% Add +1.1% 13,018 $3.5M
Public Employees Retirement System of Ohio 0.01% Reduce -0.0% 12,686 $3.4M
Deutsche Bank AG 0.00% Reduce -49.9% 12,319 $3.3M
D. E. Shaw & Co. 0.00% Reduce -2.0% 11,658 $3.1M
LPL Financial LLC 0.00% Reduce -0.7% 11,391 $3.0M
Oppenheimer Asset Management Inc. 0.04% Add +49.5% 11,376 $3.0M
Moerus Capital Management LLC 1.07% No change 11,188 $3.0M
Trexquant Investment LP 0.04% Add +717.8% 10,697 $2.8M
TD Asset Management Inc 0.00% Reduce -19.9% 10,326 $2.7M
Intrinsic Edge Capital Management LLC 0.26% Reduce -50.0% 10,000 $2.7M
Townsquare Capital LLC 0.04% Add +14.9% 9,856 $2.6M
Citadel Advisors 0.00% Add +136.8% 9,662 $2.6M
Van Hulzen Asset Management, LLC 0.16% Add +3.8% 9,058 $2.4M
MetLife Investment Management, LLC 0.01% Add +12.4% 8,927 $2.4M
Corient Private Wealth LP 0.00% Add +51.6% 8,853 $2.3M
Manufacturers Life Insurance Company, The 0.00% Add +4.5% 8,759 $2.3M
UBS Group AG 0.00% Reduce -56.1% 8,583 $2.3M
Kensington Investment Counsel, LLC 1.01% Add +4.7% 8,578 $2.3M
Victory Capital Management Inc. 0.00% Reduce -0.1% 8,466 $2.2M
B. Metzler seel. Sohn & Co. AG 0.02% No change 8,461 $2.2M
Caldwell Sutter Capital, Inc. 1.10% Reduce -3.5% 8,364 $2.2M
Corebridge Financial, Inc. 0.01% — 8,324 $2.2M
LRT Capital Management, LLC 2.05% Reduce -8.4% 8,231 $2.2M
Squarepoint Ops LLC 0.01% New 8,094 $2.1M
Walter & Keenan Wealth Management LLC /in/ 0.68% No change 8,000 $2.1M
BNP Paribas Financial Markets 0.00% Reduce -55.2% 7,832 $2.1M
Brown Advisory Inc. 0.00% No change 7,800 $2.1M
Port Capital LLC 0.10% No change 7,800 $2.1M
CANADA LIFE ASSURANCE Co 0.00% Add +4.7% 7,692 $2.0M
Principal Financial Group Inc. 0.00% Add +13.9% 7,415 $2.0M
Stifel Financial Corp. 0.00% Add +369.7% 7,412 $2.0M
Jump Financial, LLC 0.04% Reduce -30.4% 7,364 $2.0M
Saturna Capital Corp. 0.03% Reduce -3.4% 7,352 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -39.9% 7,257 $1.9M
Horizon Kinetics Asset Management LLC 0.03% Reduce -10.0% 7,200 $1.9M
Select Equity Group, L.P. 0.01% Add +38.0% 6,842 $1.8M
New York State Common Retirement Fund 0.00% Add +6.4% 6,730 $1.8M
Grace & White Inc. 0.33% No change 6,603 $1.8M
Nebula Research & Development LLC 0.28% Add +274.8% 6,589 $1.7M
State Board of Administration of Florida Retirement System 0.00% New 6,104 $1.6M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 6,000 $1.6M
Barclays PLC 0.00% Reduce -60.4% 5,511 $1.5M
Focus Partners Wealth 0.00% Add +0.3% 5,406 $1.4M
Pathstone Holdings, LLC 0.01% Add +37.2% 5,391 $1.4M
Creative Planning 0.00% Add +47.8% 5,346 $1.4M
Annandale Capital, LLC 0.29% No change 5,332 $1.4M
Glenmede Trust Co. NA 0.01% Add +85.7% 5,297 $1.4M
Cadinha & Co. LLC 0.26% No change 5,213 $1.4M
Voya Investment Management LLC 0.00% Add +3.6% 5,199 $1.4M
AQR Capital Management 0.00% Reduce -15.2% 5,131 $1.4M
GenTrust, LLC 0.07% No change 5,000 $1.3M
American Century Companies Inc. 0.00% Reduce -13.5% 4,813 $1.3M
Danske Bank A/S 0.00% New 4,785 $1.3M
Dark Forest Capital Management LP 0.23% Add +208.9% 4,671 $1.2M
STRS Ohio 0.00% Reduce -4.2% 4,600 $1.2M
Trust Point Inc. 0.10% Add +2.7% 4,597 $1.2M
Los Angeles Capital Management LLC 0.00% Add +97.3% 4,563 $1.2M
Citigroup Inc. 0.00% Add +22.0% 4,452 $1.2M
Arizona State Retirement System 0.01% Add +1.8% 4,349 $1.2M
Quantbot Technologies LP 0.06% New 4,318 $1.1M
Washington Trust Advisors, Inc. 0.10% Reduce -2.3% 4,200 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% New 4,000 $1.1M
Abacus FCF Advisors LLC 0.25% New 3,866 $1.0M
Azzad Asset Management Inc. 0.12% Add +0.3% 3,836 $1.0M
Alps Advisors Inc. 0.01% Add +3.4% 3,664 $972K
HighTower Advisors, LLC 0.00% Add +188.3% 3,477 $927K
US Bancorp \de 0.00% Add +48.1% 3,450 $915K
Handelsbanken Fonder AB 0.00% No change 3,369 $894K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -14.1% 3,351 $889K
Bridgewater Associates 0.00% New 3,305 $877K
PFG Investments, LLC 0.06% No change 3,100 $822K
DAVENPORT & Co LLC 0.01% New 3,066 $813K
Evergreen Capital Management LLC 0.03% No change 3,054 $810K
Karpas Strategies, LLC 0.25% No change 3,000 $796K
Pitcairn Co. 0.05% Add +7.3% 2,920 $775K
First National Bank of Omaha 0.05% Add +61.9% 2,900 $769K
First National Corp. /Ma/ 0.18% No change 2,847 $755K
Franklin Resources Inc. 0.00% Add +6.6% 2,735 $726K
Cynosure Group, LLC 0.12% Add +3.1% 2,723 $722K
Edgestream Partners, L.P. 0.03% New 2,700 $716K
ExodusPoint Capital Management, LP 0.01% New 2,537 $673K
Cresset Asset Management, LLC 0.00% Reduce -4.4% 2,526 $670K
Tower Research Capital LLC (TRC) 0.01% Add +13115.8% 2,511 $666K
Park Avenue Securities LLC 0.01% Add +22.4% 2,494 $662K
Orange Investment Advisors, Inc. 0.09% No change 3,212 $659K
Janney Montgomery Scott LLC 0.00% Reduce -1.8% 2,460 $653K
HMS Capital Management, LLC 0.33% New 2,417 $641K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,411 $640K
Zacks Investment Management 0.01% Reduce -19.6% 2,411 $640K
Atria Investments, Inc 0.01% New 2,341 $621K
Osaic Holdings, Inc. 0.00% Reduce -19.4% 2,207 $585K
Fairhaven Wealth Management, LLC 0.19% No change 2,200 $584K
Kathleen S. Wright Associates Inc. 0.26% No change 2,000 $575K
Sanctuary Advisors, LLC 0.00% — 2,378 $568K
TCTC Holdings, LLC 0.02% No change 2,136 $567K
Mariner, LLC 0.00% Add +5.3% 2,125 $564K
Cim, LLC 0.08% Reduce -33.7% 1,900 $555K
Prudential Financial Inc. 0.00% Add +41.3% 2,082 $552K
ProShare Advisors LLC 0.00% Reduce -25.5% 2,065 $548K
Exchange Traded Concepts, LLC 0.01% Add +48.2% 2,049 $544K
Mechanics Bank Trust Department 0.07% No change 1,920 $509K
SG Americas Securities, LLC 0.00% Add +190.6% 1,831 $486K
Envestnet Portfolio Solutions, Inc. 0.00% Add +19.5% 1,821 $483K
Avior Wealth Management, LLC 0.02% Add +19966.7% 1,806 $479K
Daymark Wealth Partners, LLC 0.02% New 1,800 $478K
Pictet Asset Management Holding SA 0.00% Reduce -16.6% 1,794 $476K
Navellier & Associates Inc. 0.05% Reduce -0.7% 1,760 $467K
Bailard, Inc. 0.01% No change 1,746 $463K
GHP Investment Advisors, Inc. 0.02% No change 1,741 $462K
HSBC Holdings PLC 0.00% Add +2.0% 1,743 $461K
Anderson Hoagland & Co. 0.05% No change 1,698 $460K
Petrus Trust Company, LTA 0.04% New 1,661 $441K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.3% 1,629 $432K
Mraz, Amerine & Associates, Inc. 0.09% No change 1,600 $424K
Man Group plc 0.00% New 1,599 $424K
Morse Asset Management, Inc 0.10% Add +5.7% 1,585 $421K
Algert Global LLC 0.01% New 1,564 $415K
Signaturefd, LLC 0.01% Add +0.7% 1,540 $409K
Ameritas Investment Partners, Inc. 0.01% No change 1,538 $408K
MML Investors Services, LLC 0.00% Add +13.0% 1,538 $408K
Andina Capital Management, LLC 0.30% Add +3.4% 1,506 $400K
AE Wealth Management LLC 0.00% No change 1,473 $391K
Tidal Investments LLC 0.01% Add +3.6% 1,453 $385K
Wedbush Securities Inc. 0.01% Add +8.5% 1,407 $373K
State of Wisconsin Investment Board 0.00% Reduce -58.9% 1,330 $353K
Yorktown Management & Research Co Inc 0.37% No change 1,300 $345K
Vanguard Personalized Indexing Management, LLC 0.01% New 1,295 $343K
AlphaQuest LLC 0.05% New 1,278 $339K
City Center Advisors, LLC 0.40% No change 1,432 $336K
Gotham Asset Management 0.00% Reduce -62.5% 1,256 $333K
Anchor Investment Management, LLC 0.03% No change 1,255 $333K
Gibbs Wealth Management 0.13% New 1,247 $331K
Destination Wealth Management 0.01% No change 1,228 $326K
Symphony Financial, Ltd. Co. 0.06% New 1,210 $320K
Beacon Pointe Advisors, LLC 0.00% Reduce -90.8% 1,183 $314K
Gsa Capital Partners LLP 0.02% New 1,158 $307K
Vident Advisory, LLC 0.01% Reduce -52.2% 1,143 $303K
Integrated Wealth Concepts LLC 0.00% No change 1,136 $301K
Simplex Trading, LLC 0.01% Add +37.5% 1,048 $278K
Old National Bancorp 0.01% New 1,021 $271K
Sandbox Financial Partners, LLC 0.10% No change 1,000 $265K
Captrust Financial Advisors 0.00% Add +4.5% 984 $261K
Xponance LLC 0.00% Add +3.7% 976 $259K
Moors & Cabot, Inc. 0.01% Reduce -2.5% 976 $259K
Heritage Wealth Management, LLC 0.14% Reduce -20.0% 954 $253K
Heritage Family Offices, LLP 0.14% — 954 $253K
Inceptionr LLC 0.07% Reduce -14.8% 935 $248K
Mackenzie Financial Corp. 0.00% No change 930 $247K
Portside Wealth Group, LLC 0.05% New 917 $243K
Cetera Investment Advisers 0.00% New 898 $238K
Hendershot Investments Inc. 0.03% No change 897 $238K
Entropy Technologies, LP 0.03% New 891 $236K
Raymond James Trust N.A. 0.01% Reduce -0.7% 884 $235K
TCI Wealth Advisors, Inc. 0.02% No change 862 $229K
XTX Topco Ltd 0.02% New 862 $229K
Russell Investments Group, Ltd. 0.00% Add +0.8% 841 $223K
Lindenwold Advisors, INC 0.12% New 830 $220K
Main Street Financial Solutions, LLC 0.02% New 802 $213K
nVerses Capital, LLC 0.13% New 800 $212K
Professional Advisory Services Inc. 0.03% New 800 $212K
Vaughan David Investments LLC 0.01% Reduce -20.0% 800 $212K
Orion Porfolio Solutions, LLC 0.00% New 780 $207K
Orion Portfolio Solutions, LLC 0.00% New 780 $207K
Avantax Advisory Services, Inc. 0.00% New 765 $203K
Truist Financial Corp. 0.00% New 764 $203K
PNC Financial Services Group, Inc. 0.00% Reduce -50.8% 708 $188K
EntryPoint Capital, LLC 0.08% New 617 $164K
Amalgamated Bank 0.00% Add +2.9% 541 $144K
KBC Group NV 0.00% Add +25.0% 440 $117K
Globeflex Capital L P 0.01% New 396 $105K
Hilltop National Bank 0.03% Add +1.6% 371 $98K
Baldwin Wealth Partners LLC 0.01% No change 362 $96K
Huntington National Bank 0.00% Reduce -21.6% 360 $96K
NewEdge Advisors, LLC 0.00% Reduce -1.7% 355 $94K
Harbor Investment Advisory, LLC 0.01% Add +29.8% 322 $85K
Cullen/Frost Bankers, Inc. 0.00% No change 303 $80K
Farther Finance Advisors, LLC 0.00% Add +623.1% 282 $74K
Covestor Ltd 0.04% Reduce -38.8% 224 $60K
First Horizon Advisors, Inc. 0.00% Reduce -9.7% 223 $59K
Fifth Third Bancorp 0.00% Reduce -0.9% 222 $59K
CIBC Private Wealth Group LLC 0.00% No change 205 $56K
Venturi Wealth Management, LLC 0.00% New 140 $37K
UMB Bank, n.a. 0.00% Reduce -8.8% 134 $36K
Parallel Advisors, LLC 0.00% Reduce -7.9% 128 $34K
Contravisory Investment Management, Inc. 0.01% Add +48.1% 117 $31K
Raffa Wealth Management, LLC 0.01% No change 114 $30K
Quadrant Capital Group LLC 0.00% No change 101 $27K
Crewe Advisors LLC 0.00% Add +294.4% 71 $19K
Allworth Financial LP 0.00% Add +11.8% 57 $16K
Arax Advisory Partners 0.00% New 55 $15K
Global Retirement Partners, LLC 0.00% New 51 $14K
Cwm, LLC 0.00% Add +61.3% 50 $13K
SYSTM Wealth Solutions LLC 0.00% New 43 $11K
Bessemer Group Inc. 0.00% New 40 $11K
Hexagon Capital Partners LLC 0.00% Add +850.0% 38 $10K
Principal Securities, Inc. 0.00% Add +29.6% 35 $9K
GAMMA Investing LLC 0.00% Add +385.7% 34 $9K
Private Trust Co. NA 0.00% Reduce -10.5% 34 $9K
Nisa Investment Advisors, LLC 0.00% Add +47.8% 34 $9K
EverSource Wealth Advisors, LLC 0.00% Add +56.3% 25 $8K
Hillsdale Investment Management Inc. 0.00% No change 30 $8K
Cape Investment Advisory, Inc. 0.00% Add +425.0% 21 $6K
Smartleaf Asset Management LLC 0.00% New 21 $6K
IFP Advisors, Inc 0.00% No change 19 $5K
First Financial Corp. 0.00% No change 18 $5K
Opal Wealth Advisors, LLC 0.00% New 17 $5K
Bell Investment Advisors, Inc 0.00% No change 17 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 17 $5K
Institutional & Family Asset Management, LLC 0.00% New 12 $3K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -23.1% 10 $3K
JFS Wealth Advisors, LLC 0.00% No change 10 $3K
Blue Trust, Inc. 0.00% New 11 $3K
Rothschild Investment LLC 0.00% Add +300.0% 8 $2K
Financial Network Wealth Advisors LLC 0.00% New 7 $2K
Innealta Capital, LLC 0.00% New 7 $2K
Concourse Financial Group Securities, Inc. 0.00% Reduce -12.5% 7 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +50.0% 6 $2K
First Pacific Financial 0.00% New 3 $796
SJS Investment Consulting Inc. 0.00% No change 3 $796
Continuum Advisory, LLC 0.00% No change 2 $531
Lindbrook Capital, LLC 0.00% No change 1 $265

"% of holder's portfolio" is CSW's weight in each manager's 13F, not the share of CSW Industrials Inc. the manager owns.