CSW IndustrialsCSW
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $109.3M |
| Exits | 21 | $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.