This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CSWC/capital-change-brief"
Use Arkolith's capital_change_brief for CSWC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TWO SIGMA INVESTMENTS, LP | $52.0M | 2.3M | ▲+124% Added · +1.3M sh | Q1 2026 | |
| 2 | VAN ECK ASSOCIATES CORP | Withheld | 1.1M | ▼−18% Reduced · −253K sh | Q1 2026 | |
| 3 | Sound Income Strategies, LLC | $19.8M | 903K | ▲+1.9% Added · +17K sh | Q1 2026 | |
| 4 | UBS Group AG | $18.9M | 854K | ▲+4.5% Added · +37K sh | Q1 2026 | |
| 5 | SANDERS MORRIS HARRIS LLC | $18.1M | 760K | ▼−32% Reduced · −351K sh | Q2 2026 | |
| 6 | Empowered Funds, LLC | $13.7M | 619K | ▲New +619K sh | Q1 2026 | |
| 7 | Empirical Finance, LLC | $13.7M | 619K | ▲New +619K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $10.0M | 453K | ▲+6.6% Added · +28K sh | Q1 2026 | |
| 9 | Legal & General Group Plc | $9.8M | 443K | ▲+14% Added · +54K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $8.9M | 403K | ▲+4.3% Added · +17K sh | Q1 2026 | |
| 11 | TECTONIC ADVISORS LLC | $8.4M | 355K | ▲New +355K sh | Q2 2026 | |
| 12 | FRANKLIN RESOURCES INC | $7.3M | 329K | ▲+25% Added · +67K sh | Q1 2026 | |
| 13 | EPIQ PARTNERS, LLC | $7.0M | 294K | ▼−5.9% Reduced · −18K sh | Q2 2026 | |
| 14 | Sumitomo Mitsui Trust Group, Inc. | $6.3M | 285K | —Held | Q1 2026 | |
| 15 | BlackRock, Inc. | $6.1M | 276K | ▼−35% Reduced · −146K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $5.9M | 265K | ▼−5.8% Reduced · −16K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $5.1M | 232K | ▲+7.9% Added · +17K sh | Q1 2026 | |
| 18 | MILLENNIUM MANAGEMENT LLC | $4.5M | 205K | ▲+3.7% Added · +7K sh | Q1 2026 | |
| 19 | Beacon Pointe Advisors, LLC | $4.4M | 197K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 20 | FIRST MANHATTAN CO. LLC. | $4.2M | 189K | ▼−8.3% Reduced · −17K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $4.1M | 184K | ▼−23% Reduced · −54K sh | Q1 2026 | |
| 22 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $3.3M | 147K | ▼−13% Reduced · −23K sh | Q1 2026 | |
| 23 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $3.0M | 135K | ▲+4.3% Added · +6K sh | Q1 2026 | |
| 24 | Advisors Asset Management, Inc. | $2.4M | 108K | ▲+4.8% Added · +5K sh | Q1 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $2.4M | 105K | ▲+425% Added · +85K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Rogers-Windsor Ramona Lynn | Director | Buy (P) | 211 | $5K |
| Jun 17, 2026 | BATTIST CHRISTINE | Director | Buy (P) | 860 | $20K |
| Jun 10, 2026 | Sarner Michael Scott | President and CEO, Director | Tax withholding (F) | 12K | $276K |
| Jun 10, 2026 | Rehberger Chris | Chief Financial Officer | Tax withholding (F) | 4K | $87K |
| Jun 10, 2026 | Weinstein Joshua S. | Senior Managing Director & CIO | Tax withholding (F) | 10K | $226K |
| Jun 9, 2026 | Sarner Michael Scott | President and CEO, Director | Tax withholding (F) | 14K | $320K |
| Jun 9, 2026 | Sarner Michael Scott | President and CEO, Director | Grant (A) | 140K | $0 |
| Jun 9, 2026 | Rehberger Chris | Chief Financial Officer | Tax withholding (F) | 4K | $105K |
| Jun 9, 2026 | Rehberger Chris | Chief Financial Officer | Grant (A) | 75K | $0 |
| Jun 9, 2026 | Weinstein Joshua S. | Senior Managing Director & CIO | Tax withholding (F) | 11K | $264K |
| Jun 9, 2026 | Weinstein Joshua S. | Senior Managing Director & CIO | Grant (A) | 100K | $0 |
| Jun 5, 2026 | Thomas William R III | Director | Buy (P) | 5K | $117K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 44 funds | $13.3B |
| MICROSOFT CORPMSFT | 44 funds | $12.1B |
| AMAZON.COM INCAMZN | 44 funds | $7.8B |
| ALPHABET INC-CL AGOOGL | 44 funds | $6.9B |
| ELI LILLY & COLLY | 44 funds | $2.6B |
| COSTCO WHOLESALE CORPCOST | 44 funds | $2.3B |
| PALANTIR TECHNOLOGIES INC-APLTR | 44 funds | $1.2B |
| APPLE INCAAPL | 43 funds | $12.2B |
| BROADCOM INCAVGO | 43 funds | $5.8B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $4.4B |
| JPMORGAN CHASE & COJPM | 43 funds | $3.6B |
| VISA INC-CLASS A SHARESV | 43 funds | $3.0B |
Ranked by how many of CSWC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CSWC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.