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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — CSWC
Institutional Holdings
Insider Transactions
US Institutional Ownership
24.0%
Institution
Shares
Value
Ownership %
Change
Filing Date
VAN ECK ASSOCIATES CORP
1.13M
$24.0M
1.86%
-252.8K
2026-03-31
SANDERS MORRIS HARRIS LLC
1.11M
$24.0M
1.83%
-257.4K
2026-03-31
Sound Income Strategies, LLC
903.3K
$19.0M
1.49%
+17.4K
2026-03-31
UBS Group AG
854.1K
$18.0M
1.41%
+37.0K
2026-03-31
Empowered Funds, LLC
619.1K
$13.0M
1.02%
--
2026-03-31
Empirical Finance, LLC
618.9K
$13.0M
1.02%
--
2026-03-31
PANORAMIC INVESTMENT ADVISORS, LLC
515.5K
$11.0M
0.85%
--
2026-03-31
Melia Wealth LLC
515.5K
$11.0M
0.85%
+12.5K
2026-03-31
Cetera Investment Advisers
452.7K
$10.0M
0.75%
+28.1K
2026-03-31
Legal & General Group Plc
443.1K
$9.0M
0.73%
+53.6K
2026-03-31
Muzinich & Co., Inc.
426.2K
$9.0M
0.70%
+921
2026-03-31
ENVESTNET ASSET MANAGEMENT INC
402.9K
$8.0M
0.67%
+16.8K
2026-03-31
Columbus Macro, LLC
357.8K
$7.0M
0.59%
+12.3K
2026-03-31
FRANKLIN RESOURCES INC
329.1K
$7.0M
0.54%
+66.8K
2026-03-31
EPIQ PARTNERS, LLC
312.3K
$6.0M
0.52%
+1.4K
2026-03-31
Sumitomo Mitsui Trust Group, Inc.
284.8K
$6.0M
0.47%
--
2026-03-31
BlackRock, Inc.
276.5K
$6.0M
0.46%
-145.8K
2026-03-31
RAYMOND JAMES FINANCIAL INC
264.7K
$5.0M
0.44%
-16.4K
2026-03-31
Womack Financial LLC
232.3K
$5.0M
0.38%
+15.2K
2026-03-31
LPL Financial LLC
231.7K
$5.0M
0.38%
+16.9K
2026-03-31
MILLENNIUM MANAGEMENT LLC
204.5K
$4.0M
0.34%
+7.4K
2026-03-31
Beacon Pointe Advisors, LLC
196.8K
$4.0M
0.32%
+1.8K
2026-03-31
FIRST MANHATTAN CO. LLC.
188.9K
$4.0M
0.31%
-17.1K
2026-03-31
MORGAN STANLEY
184.0K
$4.0M
0.30%
-54.2K
2026-03-31
GRACE & WHITE INC /NY
164.7K
$3.0M
0.27%
--
2026-03-31
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