CSWC

Capital Southwest Corporation

StockFinancial ServicesAsset ManagementUS$1.5B market cap

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CSWC total return with dividends reinvested, from daily closes

Held by ETFs: $24M; in funds that list it in their top 10
Share of the company: ≈2%; of Capital Southwest held through ETFs
Top-10 holding in: 4 ETFs; one of their ten biggest
Built on CSWC alone: 0 ETFs; […]
Most per dollar · basket: […]; […]
Biggest holder: PBDC $11M; of CSWC, 3.8% of the fund

Every ETF Theme Built Around CSWC

YTD

ETFs That Pay From CSWC

YTD

12.3%top yield · HIPS

HIPS12.3%−1.5%FBDC11.8%−4.3%PBDC11.3%−7.4%

Corner: yield · option income, upside capped

Heaviest CSWC Baskets

YTD

$51per $1,000 in FBDC

FBDC5.1%−4.3%PBDC3.8%−7.4%HIPS2.9%−1.5%ORR2.6%+13.1%

Corner: CSWC weight · CSWC is the biggest slice

End-of-day Nov 4, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in CSWC Sits

Today

63%in Income funds

Income $15MOther $9M

PBDC$11M · 3.8%HIPS$3M · 2.9%FBDC$2M · 5.1%ORR$9M · 2.6%

Tile size = dollars of CSWC held% = CSWC’s weight in the fund

End-of-day Nov 4, 2026 · $24M across funds that list CSWC in their top 10

Open in desk

More of It

Most CSWC per $1,000

Today

$51of CSWC per $1,000 in FBDC, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1FBDCFT Confluence BDC & Specialty Finance Income ETFFirst Trust$51−4.3%Open

2PBDCPutnam BDC Income ETFFranklin$38−7.4%Open

3HIPSGraniteShares HIPS US High Income ETFGraniteShares$29−1.5%Open

4ORRMilitia Long/Short Equity ETFMilitia$26+13.1%Open

End-of-day Nov 4, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding CSWC

Today

$51in FBDC, the heaviest basket

FundPer $1,000YTD

FBDC$51−4.3%

PBDC$38−7.4%

HIPS$29−1.5%

ORR$26+13.1%

End-of-day Nov 4, 2026 · bars run to $200

Income from It

CSWC Income ETFs

Yield · Today

11.3%yield · PBDC, the biggest
3 income funds holding CSWC

Invest $10,000 in PBDC · currently about $1,134 a year

FundYieldOn $10KYTD

HIPSGraniteShares12.3%$1,231/yr−1.5%

FBDCFirst Trust11.8%$1,179/yr−4.3%

PBDCFranklin11.3%$1,134/yr−7.4%

End-of-day Nov 4, 2026 · trailing yield · payouts can fall

Income ETFs Holding CSWC, by Yield

Yield · Today

12.3%top yield, HIPS · highest payout first

#FundNameIssuerYield ▼YTDOpen

1HIPSGraniteShares HIPS US High Income ETFGraniteShares12.3%−1.5%Open

2FBDCFT Confluence BDC & Specialty Finance Income ETFFirst Trust11.8%−4.3%Open

3PBDCPutnam BDC Income ETFFranklin11.3%−7.4%Open

End-of-day Nov 4, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding CSWC

YTD

$15Mof CSWC held by 3 income funds · PBDC is the largest

StrategyFundNameCSWC per $1,000YieldYTDAssets

Income basketPBDCPutnam BDC Income ETF$3811.3%−7.4%$279M

Income basketHIPSGraniteShares HIPS US High Income ETF$2912.3%−1.5%$93M

Income basketFBDCFT Confluence BDC & Specialty Finance Income ETF$5111.8%−4.3%$38M

On $10KPBDC $1,134/yr HIPS $1,231/yr FBDC $1,179/yr

End-of-day Nov 4, 2026 · $15M = income funds that list CSWC in their top 10 · trailing yield