AI Holders Summary · Q2 2026

198 institutions reported CSWC in Q2 2026. VAN ECK ASSOCIATES CORP leads at 12.5% 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

VAN ECK ASSOCIATES CORP

CIK 0000869178

$36M1.5M0.02%Q2 2026 02

UBS Group AG

CIK 0001610520

$29M1.2M0.00%Q2 2026 03

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$28M1.2M0.02%Q2 2026 04

TWO SIGMA ADVISERS, LP

CIK 0001478735

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

Sound Income Strategies, LLC

CIK 0001730960

$21M876K0.93%Q3 2026 06

SANDERS MORRIS HARRIS LLC

CIK 0001053994

$15M666K2.04%Q3 2026 07

Empirical Finance, LLC

CIK 0001572838

$14M619K0.64%Q1 2026 08

Empowered Funds, LLC

CIK 0001592828

$12M526K0.07%Q2 2026 09

Legal & General Group Plc

CIK 0000764068

$12M500K0.00%Q2 2026 10

Cetera Investment Advisers

CIK 0001666741

$12M491K0.01%Q2 2026 11

Muzinich & Co., Inc.

CIK 0001618824

$10M453K3.48%Q3 2026 12

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$10M418K0.00%Q2 2026 13

LPL Financial LLC

CIK 0001403438

$10M403K0.00%Q2 2026 14

Columbus Macro, LLC

CIK 0001727269

$9M398K0.90%Q3 2026 15

FRANKLIN RESOURCES INC

CIK 0000038777

$9M380K0.00%Q2 2026 16

Melia Wealth LLC

CIK 0001964047

$9M378K5.17%Q2 2026 17

TECTONIC ADVISORS LLC

CIK 0001859918

$9M378K0.40%Q3 2026 18

BlackRock, Inc.

CIK 0002012383

$7M300K0.00%Q2 2026 19

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$7M292K0.00%Q2 2026 20

Sumitomo Mitsui Trust Group, Inc.

CIK 0001475365

$7M292K0.00%Q2 2026

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