AI Holders Summary · Q1 2026

188 institutions reported CSWC in Q1 2026. TWO SIGMA INVESTMENTS, LP leads at 17.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$52M2.3M0.04%Q1 2026 02

VAN ECK ASSOCIATES CORP

CIK 0000869178

$25M1.1M0.02%Q1 2026 03

TWO SIGMA ADVISERS, LP

CIK 0001478735

$24M1.1M0.05%Q4 2025 04

Sound Income Strategies, LLC

CIK 0001730960

$22M934K1.00%Q2 2026 05

UBS Group AG

CIK 0001610520

$19M854K0.00%Q1 2026 06

SANDERS MORRIS HARRIS LLC

CIK 0001053994

$18M760K10.48%Q2 2026 07

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$17M752K0.00%Q1 2026 08

Empowered Funds, LLC

CIK 0001592828

$14M619K0.09%Q1 2026 09

Empirical Finance, LLC

CIK 0001572838

$14M619K0.64%Q1 2026 10

Melia Wealth LLC

CIK 0001964047

$11M515K5.52%Q1 2026 11

Cetera Investment Advisers

CIK 0001666741

$10M453K0.01%Q1 2026 12

Legal & General Group Plc

CIK 0000764068

$10M443K0.00%Q1 2026 13

Muzinich & Co., Inc.

CIK 0001618824

$9M425K2.96%Q4 2025 14

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$9M403K0.00%Q1 2026 15

Columbus Macro, LLC

CIK 0001727269

$9M375K0.87%Q2 2026 16

TECTONIC ADVISORS LLC

CIK 0001859918

$8M355K0.41%Q2 2026 17

FRANKLIN RESOURCES INC

CIK 0000038777

$7M329K0.00%Q1 2026 18

EPIQ PARTNERS, LLC

CIK 0001799435

$7M294K2.96%Q2 2026 19

Union Bancaire Privee, UBP SA

CIK 0001716607

$6M2K0.07%Q2 2026 20

Sumitomo Mitsui Trust Group, Inc.

CIK 0001475365

$6M285K0.00%Q1 2026

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