As of the latest SEC filings, CAPITAL SOUTHWEST CORP (CSWC) is held by 14 institutional funds. The largest fund shareholder is VanEck BDC Income ETF (BIZD), holding an estimated $19,565,316.96 in market value, representing 1.34% of its portfolio.
Funds holding CAPITAL SOUTHWEST CORP (CSWC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CSWC
- CIK:
- 0000017313
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
BIZD
VanEck BDC Income ETF
|
ETF | Independent / Boutique | 1.34% | $19,565,316.96 | 884,508 | Mar 31, 2026 | Jun 2, 2026 |
|
ORR
Militia Long/Short Equity ETF
|
ETF | Independent / Boutique | 3.05% | $14,549,586.12 | 665,276 | Feb 27, 2026 | Apr 29, 2026 |
|
PBDC
Putnam BDC Income ETF
|
ETF | Independent / Boutique | 3.10% | $8,611,848.00 | 358,827 | Apr 30, 2026 | Jun 24, 2026 |
|
HIPS
GraniteShares HIPS U.S. High Income ETF
|
ETF | Independent / Boutique | 2.54% | $2,430,855.28 | 109,894 | Mar 31, 2026 | May 28, 2026 |
|
TRIFX
Catalyst/SMH Total Return Income Fund
|
MF | Independent / Boutique | 5.36% | $1,083,880.00 | 49,000 | Mar 31, 2026 | May 28, 2026 |
|
FBDC
FT Confluence BDC & Specialty Finance Income ETF
|
ETF | First Trust | 3.20% | $1,053,127.98 | 48,154 | Feb 28, 2026 | Apr 23, 2026 |
|
PSP
Invesco Global Listed Private Equity ETF
|
ETF | Invesco | 0.26% | $663,312.00 | 27,638 | Apr 30, 2026 | Jun 26, 2026 |
|
VPC
Virtus Private Credit Strategy ETF
|
ETF | Independent / Boutique | 1.38% | $457,656.00 | 19,069 | Apr 30, 2026 | Jun 22, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.01% | $283,136.00 | 12,800 | Mar 31, 2026 | May 27, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $246,059.37 | 11,251 | Feb 28, 2026 | Apr 24, 2026 |
|
PEX
ProShares Global Listed Private Equity ETF
|
ETF | ProShares | 2.07% | $222,286.68 | 10,164 | Feb 28, 2026 | Apr 24, 2026 |
|
NSGRX
Small Cap Core Fund
|
MF | Independent / Boutique | 0.03% | $114,006.48 | 5,154 | Mar 31, 2026 | May 28, 2026 |
|
LBO
WHITEWOLF Publicly Listed Private Equity ETF
|
ETF | Independent / Boutique | 0.07% | $5,568.00 | 232 | Apr 30, 2026 | Jun 29, 2026 |
|
ADANX
AQR Diversified Arbitrage Fund
|
MF | Independent / Boutique | -0.03% | -$600,823.44 | -27,162 | Mar 31, 2026 | May 22, 2026 |
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