Who Owns CAP SOUTHWEST (CSWC)? -- Institutional Holders (2026-06-30)

201 institutions reported holding $428.6M of CAP SOUTHWEST (CSWC) in SEC 13F filings for 2026-06-30. Largest institutional holders: VAN ECK ASSOCIATES CORP ($36.3M), UBS Group AG ($29.0M), TWO SIGMA INVESTMENTS, LP ($28.1M), Sound Income Strategies, LLC ($22.2M), SANDERS MORRIS HARRIS LLC ($18.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	VAN ECK ASSOCIATES CORP	$36.3M	1.5M	Added
2	UBS Group AG	$29.0M	1.2M	Added
3	TWO SIGMA INVESTMENTS, LP	$28.1M	1.2M	Trimmed
4	Sound Income Strategies, LLC	$22.2M	934,321	Added
5	SANDERS MORRIS HARRIS LLC	$18.1M	759,992	Trimmed
6	Empowered Funds, LLC	$12.5M	525,697	Trimmed
7	Empirical Finance, LLC	$12.5M	525,500	Trimmed
8	Legal & General Group Plc	$11.9M	499,715	Added
9	Cetera Investment Advisers	$11.7M	490,926	Added
10	Muzinich & Co., Inc.	$10.4M	435,909	Added
11	ENVESTNET ASSET MANAGEMENT INC	$9.9M	417,574	Added
12	LPL Financial LLC	$9.6M	402,585	Added
13	FRANKLIN RESOURCES INC	$9.0M	379,686	Added
14	Melia Wealth LLC	$9.0M	377,760	Trimmed
15	Columbus Macro, LLC	$8.9M	374,871	Added
16	TECTONIC ADVISORS LLC	$8.4M	355,370	New
17	BlackRock, Inc.	$7.1M	300,377	Added
18	EPIQ PARTNERS, LLC	$7.0M	294,003	Trimmed
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$6.9M	291,800	Trimmed
20	Sumitomo Mitsui Trust Group, Inc.	$6.9M	291,778	Added
21	RAYMOND JAMES FINANCIAL INC	$6.4M	269,532	Added
22	Union Bancaire Privee, UBP SA	$6.3M	1,685	Hold
23	Womack Financial LLC	$5.5M	230,538	Trimmed
24	MORGAN STANLEY	$5.1M	215,970	Added
25	Beacon Pointe Advisors, LLC	$4.7M	197,768	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30