CUSIP 140501AE7NOTE 5.125%11/1CSWCQ4 2025
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11 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 13.23M | $13.14M | +13.23M | New |
| 2 | Smh Capital Advisors Inc | 12.20M | $12.04M | −90.0K | Reduced |
| 3 | Income Research & Management | 10.13M | $10.00M | +370.0K | Added |
| 4 | Laffer Tengler Investments, Inc. | 3.4K | $3.48M |
| +3.4K |
| New |
| 5 | Catalyst Capital Advisors LLC | 887.0K | $880.3K | 0 | Held |
| 6 | &Partners | 229.0K | $226.1K | +29.0K | Added |
| 7 | Wealthstar Advisors, LLC | 108.0K | $107.4K | +108.0K | New |
| 8 | Planning Directions Inc | 50.0K | $49.7K | +50.0K | New |
| 9 | Envestnet Asset Management Inc | 49.0K | $48.4K | +15.0K | Added |
| 10 | Cetera Investment Advisers | 16.0K | $15.8K | 0 | Held |
See every fund holding Capital Southwest Corp, with full quarter-over-quarter share changes.
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