XT
CSWC icon

XTX Topco’s Capital Southwest CSWC Stock Holding History

XTX Topco’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$294K Buy
+13,313
New +$301K 0.01% 2500
2025
Q4 		– Sell
-10,798
Closed -$236K – 3392
2025
Q3 		$236K Buy
+10,798
New +$246K 0.01% 1710

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

XTX Topco's CSWC Position: Q1 2026 in Review

XTX Topco opened a new position in Capital Southwest (CSWC) in Q1 2026: 13,313 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #2500 among its holdings. This is a return to the name: XTX Topco previously reported a position in CSWC as recently as Q3 2025.

XTX Topco first reported a position in CSWC in Q3 2025 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • XTX Topco held 13,313 shares of Capital Southwest worth $294K as of Q1 2026.
  • Capital Southwest was a new XTX Topco position in Q1 2026.
  • Capital Southwest made up 0.01% of XTX Topco's portfolio in Q1 2026, its #2500 holding.
  • XTX Topco first reported a position in Capital Southwest in Q3 2025 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on XTX Topco's 13F filing for Q1 2026, filed 15 May 2026.