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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — CSWC
Institutional Holdings
Insider Transactions
US Institutional Ownership
26.9%
Institution
Shares
Value
Ownership %
Change
Filing Date
VAN ECK ASSOCIATES CORP
1.53M
$36.0M
2.40%
+399.1K
2026-06-30
UBS Group AG
1.22M
$28.0M
1.91%
+364.1K
2026-06-30
TWO SIGMA INVESTMENTS, LP
1.18M
$28.0M
1.85%
--
2026-06-30
Sound Income Strategies, LLC
934.3K
$22.0M
1.47%
+31.0K
2026-06-30
SANDERS MORRIS HARRIS LLC
760.0K
$18.0M
1.19%
-351.2K
2026-06-30
Empowered Funds, LLC
525.7K
$12.0M
0.82%
-93.4K
2026-06-30
Empirical Finance, LLC
525.5K
$12.0M
0.82%
-93.4K
2026-06-30
Legal & General Group Plc
499.7K
$11.0M
0.78%
+56.6K
2026-06-30
Cetera Investment Advisers
490.9K
$11.0M
0.77%
+38.2K
2026-06-30
Muzinich & Co., Inc.
435.9K
$10.0M
0.68%
+9.7K
2026-06-30
ENVESTNET ASSET MANAGEMENT INC
417.6K
$9.0M
0.66%
+14.6K
2026-06-30
LPL Financial LLC
402.6K
$9.0M
0.63%
+170.9K
2026-06-30
FRANKLIN RESOURCES INC
379.7K
$9.0M
0.60%
+50.6K
2026-06-30
Melia Wealth LLC
377.8K
$8.0M
0.59%
-137.7K
2026-06-30
Columbus Macro, LLC
374.9K
$8.0M
0.59%
+17.1K
2026-06-30
TECTONIC ADVISORS LLC
355.4K
$8.0M
0.56%
-166.3K
2026-06-30
BlackRock, Inc.
300.4K
$7.0M
0.47%
+23.9K
2026-06-30
EPIQ PARTNERS, LLC
294.0K
$6.0M
0.46%
-18.3K
2026-06-30
Sumitomo Mitsui Trust Group, Inc.
291.8K
$6.0M
0.46%
+7.0K
2026-06-30
RAYMOND JAMES FINANCIAL INC
269.5K
$6.0M
0.42%
+4.9K
2026-06-30
Womack Financial LLC
230.5K
$5.0M
0.36%
-1.7K
2026-06-30
MORGAN STANLEY
216.0K
$5.0M
0.34%
+31.9K
2026-06-30
Beacon Pointe Advisors, LLC
197.8K
$4.0M
0.31%
+1.0K
2026-06-30
FIRST MANHATTAN CO. LLC.
167.8K
$3.0M
0.26%
-21.0K
2026-06-30
Naviter Wealth, LLC
167.7K
$3.0M
0.26%
+43.2K
2026-06-30
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