Stellus Capital Investment Corp
SCM- Exchange
- NYSE
- SEC CIK
- 0001551901
In the last 90 days, Stellus Capital Investment Corp insiders filed 1 open-market purchase and 0 sales; 59 institutions reported holding it in 13F filings for Q2 2026, worth $30.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Stellus Capital Investment Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 59
- −1 vs. Q1 2026
- Shares held
- 3.64M
- −234.7K (−6.1%) vs. Q1 2026
- Total value
- $30.6M
- −$5.76M (−15.8%) vs. Q1 2026
- New holders
- 10
- 23 more added
- Sold out
- 11
- 17 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 59 | $30.6M |
| Q1 2026 | 63 | $38.4M |
| Q4 2025 | 63 | $52.7M |
| Q3 2025 | 68 | $46.0M |
| Q2 2025 | 58 | $44.8M |
| Q1 2025 | 62 | $47.2M |
| Q4 2024 | 58 | $39.0M |
| Q3 2024 | 53 | $42.1M |
| Q2 2024 | 52 | $48.7M |
| Q1 2024 | 53 | $41.0M |
| Q4 2023 | 59 | $43.6M |
| Q3 2023 | 63 | $54.5M |
| Q2 2023 | 61 | $46.7M |
| Q1 2023 | 57 | $32.6M |
| Q4 2022 | 51 | $32.9M |
| Q3 2022 | 51 | $32.1M |
| Q2 2022 | 54 | $32.8M |
| Q1 2022 | 44 | $37.7M |
| Q4 2021 | 49 | $43.5M |
| Q3 2021 | 45 | $43.0M |
| Q2 2021 | 47 | $43.9M |
| Q1 2021 | 47 | $43.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Stellus Capital Investment Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 284,746 | $2.40M | 0.00% | +29,267+11.5% | Added |
| LPL Financial LLC | 263,356 | $2.22M | 0.00% | −51,436−16.3% | Reduced |
| Muzinich & Co., Inc. | 255,026 | $2.15M | 0.73% | +192+0.1% | Added |
| Raymond James Financial Inc | 252,821 | $2.13M | 0.00% | +15,222+6.4% | Added |
| Legal & General Group Plc | 238,329 | $2.01M | 0.00% | +8,794+3.8% | Added |
| Advisors Asset Management, Inc. | 220,277 | $1.85M | 0.03% | +27,584+14.3% | Added |
| Ethos Financial Group, LLC | 217,193 | $1.83M | 0.12% | +19,403+9.8% | Added |
| Condor Capital Management | 211,987 | $1.78M | 0.13% | +5,571+2.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 156,151 | $1.31M | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 135,536 | $1.14M | 0.07% | +267+0.2% | Added |
| Samjo Management, LLC | 133,700 | $1.13M | 0.38% | +133,700 | New |
| BlackRock, Inc. | 109,462 | $921.7K | 0.00% | −2,764−2.5% | Reduced |
| Millennium Management LLC | 96,424 | $811.9K | 0.00% | −20,243−17.4% | Reduced |
| Inspire Advisors, LLC | 86,232 | $726.1K | 0.05% | −24,925−22.4% | Reduced |
| Gables Capital Management Inc. | 67,052 | $564.6K | 0.20% | +185+0.3% | Added |
| Morgan Stanley | 64,355 | $541.9K | 0.00% | −83,400−56.4% | Reduced |
| Trexquant Investment LP | 63,649 | $535.9K | 0.00% | −4,671−6.8% | Reduced |
| Virtus Investment Advisers, Inc. | 62,135 | $523.2K | 0.12% | +1,463+2.4% | Added |
| XTX Topco Ltd | 57,978 | $488.2K | 0.01% | +40,886+239.2% | Added |
| Bank of America Corp | 57,317 | $482.6K | 0.00% | +31,506+122.1% | Added |
| Doliver Advisors, LP | 55,292 | $465.6K | 0.11% | +45,292+452.9% | Added |
| PFG Investments, LLC | 53,260 | $448.4K | 0.02% | −21,401−28.7% | Reduced |
| Marshall Wace, LLP | 48,843 | $411.3K | 0.00% | −104,016−68.0% | Reduced |
| Citadel Advisors LLC | 46,090 | $388.1K | 0.00% | −16,264−26.1% | Reduced |
| Janney Montgomery Scott LLC | 42,833 | $361.0K | 0.00% | −500−1.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 34,955 | $294.3K | 0.02% | +19,194+121.8% | Added |
| Great West Life Assurance Co | 34,747 | $292.0K | 0.00% | +3,181+10.1% | Added |
| Gallagher Capital Advisors, LLC | 34,000 | $286.3K | 0.16% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 28,812 | $242.6K | 0.00% | −168,434−85.4% | Reduced |
| Stonebridge Financial Group, LLC | 22,155 | $189.0K | 0.03% | +22,155 | New |
| Susquehanna International Group, LLP | 19,531 | $164.5K | 0.00% | +19,531 | New |
| Qube Research & Technologies Ltd | 19,464 | $163.9K | 0.00% | +3,056+18.6% | Added |
| Royal Bank of Canada | 17,817 | $150.0K | 0.00% | −10−0.1% | Reduced |
| Oppenheimer & Co Inc | 15,329 | $129.1K | 0.00% | −81−0.5% | Reduced |
| Sanders Morris Harris LLC | 13,948 | $117.4K | 0.07% | +13,948 | New |
| Concurrent Investment Advisors, LLC | 13,909 | $117.1K | 0.00% | +798+6.1% | Added |
| The PNC Financial Services Group, Inc. | 13,000 | $109.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,681 | $106.8K | 0.00% | −2,514−16.5% | Reduced |
| UBS Group AG | 12,109 | $102.0K | 0.00% | −88,287−87.9% | Reduced |
| SRS Capital Advisors, Inc. | 11,466 | $96.5K | 0.00% | +11,466 | New |
| Mariner, LLC | 11,000 | $92.6K | 0.00% | +11,000 | New |
| Significant Wealth Partners LLC | 10,131 | $85.3K | 0.09% | +114+1.1% | Added |
| Chilton Capital Management LLC | 9,218 | $77.6K | 0.00% | +1,618+21.3% | Added |
| Advisor Group Holdings, Inc. | 5,367 | $45.2K | 0.00% | +1,054+24.4% | Added |
| Highline Wealth Partners LLC | 3,538 | $29.8K | 0.01% | +3,538 | New |
| Rockefeller Capital Management L.P. | 3,353 | $28.2K | 0.00% | +119+3.7% | Added |
| Aquatic Capital Management LLC | 1,612 | $13.6K | 0.00% | −4,844−75.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,158 | $9.75K | 0.00% | +583+101.4% | Added |
| Private Trust Co NA | 1,097 | $9.24K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 1,166 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,030 | $8.67K | 0.00% | +160+18.4% | Added |
| Nomura Asset Management Co Ltd | 881 | $7.42K | 0.00% | +881 | New |
| Jones Financial Companies LLLP | 500 | $4.21K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 500 | $4.21K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 472 | $3.97K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $1.68K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 132 | $1.13K | 0.00% | +132 | New |
| Caitong International Asset Management Co., Ltd | 10 | $84 | 0.00% | +10 | New |
| Danske Bank A/S | 1 | $8 | 0.00% | −5−83.3% | Reduced |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −22,152−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −21,284−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −19,940−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −12,933−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −12,388−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,091−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −10,173−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |