Cambridge Investment Research Advisors, Inc.
Position in CSWC — Capital Southwest Corp
CIK 1419186
FAIRFIELD, IA
Position in CSWC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,504,427
+$269,800 QoQ
Shares Held
63,291
+13.4% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#56
of 190 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CSWC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $736,420,292 across 296 Asset Management names. CSWC ranks #97 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 3 | BX |
Blackstone Inc.
|
298,216 | $35,091,076 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 | |
| 6 | BLK |
BlackRock, Inc.
|
21,557 | $20,728,348 | |
| 7 | ARCC |
Ares Capital Corp
|
1,081,390 | $20,038,156 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,699,036 | $17,839,878 |
All Filings in CSWC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,504,427 | 63,291 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,234,627 | 55,815 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $843,449 | 38,079 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $738,037 | 33,762 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $628,757 | 28,528 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $724,975 | 32,481 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $726,758 | 33,307 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $791,577 | 31,300 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $759,610 | 29,115 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $827,673 | 33,160 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $668,031 | 28,187 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $765,913 | 33,446 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $533,978 | 27,078 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $393,418 | 22,127 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $392,769 | 22,969 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $424,363 | 25,051 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $510,768 | 27,729 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $612,850 | 25,826 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $633,238 | 25,049 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $630,205 | 25,028 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $670,952 | 28,883 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $632,601 | 28,547 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $526,500 | 29,662 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $357,277 | 25,429 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $342,702 | 25,423 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $290,273 | 25,418 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||