% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for CSWC in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | TWO SIGMA INVESTMENTS, LP | 2,349,6482.3M | $52M | — | ADD 124% |
| 2 | VAN ECK ASSOCIATES CORP | 1,127,5611.1M | $25M | — | TRIM -18% |
| 3 | SANDERS MORRIS HARRIS LLC | 1,111,1731.1M | $25M | — | NEW |
| 4 | Sound Income Strategies, LLC | 903,329903,329 | $20M | — | — |
| 5 | UBS Group AG | 854,131854,131 | $19M | — | ADD 5% |
| 6 | Empowered Funds, LLC | 619,098619,098 | $14M | — | NEW |
| 7 | Empirical Finance, LLC | 618,866618,866 | $14M | — | NEW |
| 8 | Melia Wealth LLC | 515,478515,478 | $11M | — | ADD 2% |
| 9 | Cetera Investment Advisers | 452,698452,698 | $10M | — | ADD 7% |
| 10 | Legal & General Group Plc | 443,138443,138 | $10M | — | ADD 14% |
| 11 | Muzinich & Co., Inc. | 426,243426,243 | $9M | — | — |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 402,926402,926 | $9M | — | ADD 4% |
| 13 | Columbus Macro, LLC | 357,781357,781 | $8M | — | ADD 4% |
| 14 | FRANKLIN RESOURCES INC | 329,121329,121 | $7M | — | ADD 25% |
| 15 | EPIQ PARTNERS, LLC | 312,326312,326 | $7M | — | — |
| 16 | Sumitomo Mitsui Trust Group, Inc. | 284,778284,778 | $6M | — | — |
| 17 | BlackRock, Inc. | 276,490276,490 | $6M | — | TRIM -35% |
| 18 | RAYMOND JAMES FINANCIAL INC | 264,659264,659 | $6M | — | TRIM -6% |
| 19 | Womack Financial LLC | 232,275232,275 | $5M | — | ADD 7% |
| 20 | LPL Financial LLC | 231,713231,713 | $5M | — | ADD 8% |
| 21 | MILLENNIUM MANAGEMENT LLC | 204,548204,548 | $5M | — | ADD 4% |
| 22 | Beacon Pointe Advisors, LLC | 196,768196,768 | $4M | — | — |
| 23 | FIRST MANHATTAN CO. LLC. | 188,859188,859 | $4M | — | TRIM -8% |
| 24 | MORGAN STANLEY | 184,028184,028 | $4M | — | TRIM -23% |
| 25 | GRACE & WHITE INC /NY | 164,697164,697 | $4M | — | — |
| 26 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 147,319147,319 | $3M | — | TRIM -13% |
| 27 | Foundations Investment Advisors, LLC | 135,453135,453 | $3M | — | ADD 4% |
| 28 | Naviter Wealth, LLC | 124,570124,570 | $3M | — | ADD 26% |
| 29 | Hodges Capital Management Inc. | 110,275110,275 | $2M | — | — |
| 30 | GraniteShares Advisors LLC | 109,894109,894 | $2M | — | TRIM -10% |
| 31 | Advisors Asset Management, Inc. | 108,400108,400 | $2M | — | ADD 5% |
| 32 | AMERIPRISE FINANCIAL INC | 105,475105,475 | $2M | — | ADD 425% |
| 33 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 95,33995,339 | $2M | — | ADD 14% |
| 34 | HRT FINANCIAL LP | 93,41693,416 | $2M | — | ADD 48% |
| 35 | NEUBERGER BERMAN GROUP LLC | 92,47392,473 | $2M | — | TRIM -2% |
| 36 | Balyasny Asset Management L.P. | 90,90890,908 | $2M | — | ADD 578% |
| 37 | First Dallas Securities Inc. | 89,69189,691 | $2M | — | — |
| 38 | BENJAMIN EDWARDS INC | 88,22588,225 | $2M | — | — |
| 39 | JANE STREET GROUP, LLC | 78,97578,975 | $2M | — | — |
| 40 | SMH CAPITAL ADVISORS INC | 1,7331,733 | $2M | — | TRIM -98% |
| 41 | DENALI ADVISORS LLC | 75,84775,847 | $2M | — | — |
| 42 | Truvestments Capital LLC | 72,74672,746 | $2M | — | NEW |
| 43 | Legacy Capital Wealth Partners, LLC | 71,17471,174 | $2M | — | ADD 7% |
| 44 | STATE STREET CORP | 69,06269,062 | $2M | — | ADD 10% |
| 45 | B. Riley Wealth Advisors, Inc. | 69,76069,760 | $1M | — | — |
| 46 | CANADA LIFE ASSURANCE Co | 65,60665,606 | $1M | — | TRIM -9% |
| 47 | Hennion & Walsh Asset Management, Inc. | 63,74563,745 | $1M | — | ADD 10% |
| 48 | Moerus Capital Management LLC | 61,69861,698 | $1M | — | — |
| 49 | COZAD ASSET MANAGEMENT INC | 59,86759,867 | $1M | — | ADD 14% |
| 50 | Kestra Advisory Services, LLC | 56,86456,864 | $1M | — | ADD 28% |
| 51 | BNP PARIBAS FINANCIAL MARKETS | 56,57856,578 | $1M | — | NEW |
| 52 | Cambridge Investment Research Advisors, Inc. | 55,81555,815 | $1M | — | ADD 47% |
| 53 | COMMONWEALTH EQUITY SERVICES, LLC | 55,02855,028 | $1M | — | TRIM -40% |
| 54 | Catalyst Capital Advisors LLC | 49,00049,000 | $1M | — | — |
| 55 | BANK OF AMERICA CORP /DE/ | 41,77441,774 | $924,040 | — | TRIM -17% |
| 56 | Cornerstone Wealth Management, LLC | 40,58840,588 | $897,805 | — | — |
| 57 | Symphony Financial, Ltd. Co. | 40,96940,969 | $891,901 | — | ADD 4% |
| 58 | Sunbelt Securities, Inc. | 37,03037,030 | $819,107 | — | ADD 4% |
| 59 | CALDWELL SUTTER CAPITAL, INC. | 37,01837,018 | $818,838 | — | TRIM -3% |
| 60 | Militia Capital Management LLC | 35,00035,000 | $774,200 | — | NEW |
| 61 | Mariner, LLC | 31,89531,895 | $705,525 | — | ADD 59% |
| 62 | AlphaCore Capital LLC | 30,99630,996 | $685,639 | — | NEW |
| 63 | Closed-End Fund Advisors, Inc. | 30,58830,588 | $676,607 | — | TRIM -73% |
| 64 | GUGGENHEIM CAPITAL LLC | 29,21729,217 | $646,280 | — | ADD 6% |
| 65 | NORTHERN TRUST CORP | 26,65126,651 | $589,520 | — | TRIM -44% |
| 66 | Invesco Ltd. | 26,31826,318 | $582,154 | — | TRIM -24% |
| 67 | Greenland Capital Management LP | 26,00026,000 | $575,120 | — | NEW |
| 68 | Apollon Wealth Management, LLC | 24,64824,648 | $545,214 | — | — |
| 69 | Mraz, Amerine & Associates, Inc. | 24,25424,254 | $536,498 | — | TRIM -16% |
| 70 | ROYAL BANK OF CANADA | 23,27323,273 | $515,000 | — | TRIM -71% |
| 71 | Samalin Investment Counsel, LLC | 22,88122,881 | $506,130 | — | TRIM -19% |
| 72 | Virtus Investment Advisers, LLC | 22,46422,464 | $496,904 | — | TRIM -31% |
| 73 | Zuckerman Investment Group, LLC | 21,93721,937 | $485,257 | — | TRIM -51% |
| 74 | CWM, LLC | 21,62121,621 | $478,258 | — | ADD 84% |
| 75 | Brevan Howard Capital Management LP | 21,61821,618 | $478,190 | — | — |
| 76 | Arlington Capital Management, Inc. | 21,56521,565 | $477,018 | — | NEW |
| 77 | CreativeOne Wealth, LLC | 20,83020,830 | $460,762 | — | TRIM -59% |
| 78 | Bayshore Capital Advisors, LLC | 20,50020,500 | $453,460 | — | NEW |
| 79 | DEARBORN PARTNERS LLC | 19,42019,420 | $429,581 | — | TRIM -3% |
| 80 | OXFORD ASSET MANAGEMENT LLP | 19,17219,172 | $424,085 | — | NEW |
| 81 | Purpose Unlimited Inc. | 19,00019,000 | $408,120 | — | NEW |
| 82 | Fund Advisors of America Inc/FL | 18,42618,426 | $407,584 | — | TRIM -11% |
| 83 | INDEPENDENT FINANCIAL GROUP, LLC | 18,41618,416 | $407,362 | — | NEW |
| 84 | 1900 WEALTH MANAGEMENT LLC | 18,27218,272 | $404,177 | — | — |
| 85 | LBMC INVESTMENT ADVISORS, LLC | 18,25018,250 | $403,690 | — | — |
| 86 | Engineers Gate Manager LP | 17,59717,597 | $389,246 | — | NEW |
| 87 | OSAIC HOLDINGS, INC. | 17,43717,437 | $385,776 | — | TRIM -38% |
| 88 | WEDBUSH SECURITIES INC | 16,37816,378 | $362,000 | — | — |
| 89 | Belpointe Asset Management LLC | 15,80115,801 | $349,520 | — | TRIM -33% |
| 90 | Quantbot Technologies LP | 15,73315,733 | $348,014 | — | TRIM -18% |
| 91 | Inspire Advisors, LLC | 14,60814,608 | $323,129 | — | NEW |
| 92 | JPMORGAN CHASE & CO | 14,69014,690 | $315,542 | — | TRIM -21% |
| 93 | OCCUDO QUANTITATIVE STRATEGIES LP | 12,87712,877 | $309,048 | — | NEW |
| 94 | US BANCORP \DE\ | 13,70013,700 | $303,044 | — | — |
| 95 | XTX Topco Ltd | 13,31313,313 | $294,484 | — | NEW |
| 96 | Generali Investments CEE, investicni spolecnost, a.s. | 12,75812,758 | $282,207 | — | — |
| 97 | Accel Wealth Management | 12,50812,508 | $276,678 | — | — |
| 98 | Core Wealth Partners LLC | 11,52011,520 | $254,822 | — | — |
| 99 | ProShare Advisors LLC | 11,33011,330 | $250,620 | — | ADD 4% |
| 100 | GEODE CAPITAL MANAGEMENT, LLC | 11,25111,251 | $248,872 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 674K | 799K | 761K | 892K | 1.0M | 2.3M | $52M |
| VAN ECK ASSOCIATES CORP | 1.2M | 1.2M | 1.3M | 1.5M | 1.4M | 1.1M | $25M |
| SANDERS MORRIS HARRIS LLC | 815K | 1.4M | 1.4M | 1.4M | — | 1.1M | $25M |
| Sound Income Strategies, LLC | 579K | 616K | 702K | 757K | 886K | 903K | $20M |
| UBS Group AG | 102K | 297K | 783K | 778K | 817K | 854K | $19M |
| Empowered Funds, LLC | — | — | — | — | — | 619K | $14M |
| Empirical Finance, LLC | — | — | — | — | — | 619K | $14M |
| Melia Wealth LLC | 402K | 422K | 465K | 490K | 503K | 515K | $11M |
| Cetera Investment Advisers | 54K | 72K | 362K | 410K | 425K | 453K | $10M |
| Legal & General Group Plc | 310K | 318K | 333K | 332K | 390K | 443K | $10M |
| Muzinich & Co., Inc. | 110K | 137K | 226K | 273K | 425K | 426K | $9M |
| ENVESTNET ASSET MANAGEMENT INC | 70K | 45K | 336K | 365K | 386K | 403K | $9M |
| Columbus Macro, LLC | — | — | 291K | 319K | 346K | 358K | $8M |
| FRANKLIN RESOURCES INC | 207K | 299K | 291K | 311K | 262K | 329K | $7M |
| EPIQ PARTNERS, LLC | — | 255K | 267K | 295K | 311K | 312K | $7M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | +1,300,266 | $29M | ADD |
| SANDERS MORRIS HARRIS LLC | +1,111,173 | $25M | OPEN |
| Empowered Funds, LLC | +619,098 | $14M | OPEN |
| Empirical Finance, LLC | +618,866 | $14M | OPEN |
| AMERIPRISE FINANCIAL INC | +85,369 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| TWO SIGMA ADVISERS, LP | −1,062,917 | $24M | CLOSE |
| VAN ECK ASSOCIATES CORP | −252,755 | $6M | TRIM |
| GOLDMAN SACHS GROUP INC | −229,086 | $5M | CLOSE |
| Connor, Clark & Lunn Investment Management Ltd. | −188,921 | $4M | CLOSE |
| BlackRock, Inc. | −145,767 | $3M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 168 | 16,638,056 | — | $370M |
| 2025-Q4 | 162 | 14,961,670 | — | $357M |
| 2025-Q3 | 164 | 16,753,544 | — | $396M |
| 2025-Q2 | 177 | 17,991,882 | — | $441M |
| 2025-Q1 | 174 | 17,165,218 | — | $383M |
| 2024-Q4 | 159 | 14,766,184 | — | $322M |
| 2024-Q3 | 148 | 11,445,909 | — | $290M |
| 2024-Q2 | 144 | 11,094,317 | — | $289M |
| 2024-Q1 | 140 | 10,852,946 | — | $271M |
| 2023-Q4 | 136 | 10,282,618 | — | $244M |
| 2023-Q3 | 114 | 8,563,929 | — | $196M |
| 2023-Q2 | 110 | 8,252,583 | — | $163M |
| 2023-Q1 | 101 | 8,174,783 | — | $145M |
| 2022-Q4 | 102 | 9,046,135 | — | $154M |
| 2022-Q3 | 89 | 7,788,618 | — | $132M |
| 2022-Q2 | 101 | 7,653,769 | — | $141M |
| 2022-Q1 | 89 | 6,286,480 | — | $149M |
| 2021-Q4 | 91 | 5,884,887 | — | $149M |
| 2021-Q3 | 83 | 5,698,255 | — | $145M |
| 2021-Q2 | 91 | 6,009,011 | — | $140M |
| 2021-Q1 | 80 | 5,969,477 | — | $132M |
| 2020-Q4 | 74 | 5,965,985 | — | $106M |
| 2020-Q3 | 60 | 5,980,212 | — | $84M |
| 2020-Q2 | 67 | 6,374,356 | — | $86M |
| 2020-Q1 | 65 | 6,426,063 | — | $64M |
| 2019-Q4 | 81 | 7,733,137 | — | $161M |
| 2019-Q3 | 69 | 8,118,135 | — | $177M |
| 2019-Q2 | 66 | 8,625,074 | — | $181M |
| 2019-Q1 | 63 | 9,157,943 | — | $193M |
| 2018-Q4 | 63 | 9,289,118 | — | $179M |
| 2018-Q3 | 48 | 8,936,574 | — | $170M |
| 2018-Q2 | 43 | 9,127,833 | — | $165M |
| 2018-Q1 | 40 | 9,111,715 | — | $155M |
| 2017-Q4 | 42 | 9,167,853 | — | $152M |
| 2017-Q3 | 41 | 9,611,305 | — | $165M |
| 2017-Q2 | 48 | 9,930,523 | — | $160M |
| 2017-Q1 | 43 | 10,041,040 | — | $170M |
| 2016-Q4 | 45 | 10,245,301 | — | $165M |
| 2016-Q3 | 46 | 10,114,226 | — | $149M |
| 2016-Q2 | 47 | 9,783,895 | — | $134M |
| 2016-Q1 | 50 | 9,792,486 | — | $136M |
| 2015-Q4 | 51 | 9,898,648 | — | $137M |
| 2015-Q3 | 59 | 8,870,192 | — | $378M |
| 2015-Q2 | 63 | 8,941,225 | — | $446M |
| 2015-Q1 | 66 | 8,581,153 | — | $398M |
| 2014-Q4 | 63 | 8,107,465 | — | $307M |
| 2014-Q3 | 63 | 8,098,545 | — | $290M |
| 2014-Q2 | 72 | 8,362,563 | — | $301M |
| 2014-Q1 | 82 | 8,053,091 | — | $280M |
| 2013-Q4 | 71 | 7,683,349 | — | $268M |
| 2013-Q3 | 73 | 7,132,706 | — | $245M |
| 2013-Q2 | 74 | 2,207,504 | — | $305M |
| 2013-Q1 | 4 | 311,083 | — | $36M |
