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 2021
Institutional positions in Stellus Capital Investment Corp as of Jun 30, 2021. 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
- 47
- 0 vs. Q1 2021
- Shares held
- 3.48M
- +84.7K (+2.5%) vs. Q1 2021
- Total value
- $43.9M
- +$601.4K (+1.4%) vs. Q1 2021
- New holders
- 4
- 17 more added
- Sold out
- 4
- 15 more reduced
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Stellus Capital Investment Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ares Management LLC | 837,376 | $10.5M | 0.38% | +41,980+5.3% | Added |
| Confluence Investment Management LLC | 347,219 | $4.37M | 0.06% | +193+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 272,872 | $3.44M | 0.00% | +43,530+19.0% | Added |
| Advisors Asset Management, Inc. | 249,013 | $3.13M | 0.04% | +11,733+4.9% | Added |
| Cliffwater LLC | 234,945 | $3.04M | 0.80% | −22,435−8.7% | Reduced |
| Raymond James & Associates | 210,155 | $2.65M | 0.00% | +6,120+3.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 161,058 | $2.03M | 0.00% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 161,058 | $2.03M | 1.25% | 00.0% | Unchanged |
| Legal & General Group Plc | 125,221 | $1.57M | 0.00% | −10,001−7.4% | Reduced |
| Gables Capital Management Inc. | 114,199 | $1.44M | 0.98% | −20,195−15.0% | Reduced |
| BlackRock Inc. | 112,306 | $1.41M | 0.00% | +11,111+11.0% | Added |
| Two Sigma Investments, LP | 62,797 | $791.0K | 0.00% | −15,387−19.7% | Reduced |
| Advisory Research Inc | 59,970 | $755.0K | 0.05% | +5,724+10.6% | Added |
| Virtus ETF Advisers LLC | 52,459 | $660.0K | 0.27% | +31,990+156.3% | Added |
| Rockefeller Capital Management L.P. | 46,830 | $589.0K | 0.00% | +881+1.9% | Added |
| Two Sigma Advisers, LP | 45,100 | $568.0K | 0.00% | −2,200−4.7% | Reduced |
| LSV Asset Management | 41,300 | $519.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 30,865 | $389.0K | 0.00% | +16,378+113.1% | Added |
| Eagle Global Advisors LLC | 30,210 | $380.0K | 0.02% | +9,260+44.2% | Added |
| Morgan Stanley | 27,695 | $349.0K | 0.00% | +204+0.7% | Added |
| Usca Ria LLC | 25,600 | $322.0K | 0.02% | +25,600 | New |
| Royal Bank of Canada | 25,347 | $319.0K | 0.00% | −4,814−16.0% | Reduced |
| The PNC Financial Services Group, Inc. | 23,000 | $289.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 20,471 | $258.0K | 0.00% | −3,046−13.0% | Reduced |
| UBS Group AG | 19,616 | $247.0K | 0.00% | +4,024+25.8% | Added |
| Sanders Morris Harris LLC | 16,465 | $207.0K | 0.04% | −6,044−26.9% | Reduced |
| Advisor Group Holdings, Inc. | 14,642 | $183.0K | 0.00% | +1,945+15.3% | Added |
| Stephens Inc | 14,275 | $180.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 12,588 | $158.0K | 0.00% | −2,091−14.2% | Reduced |
| Advisory Services Network, LLC | 12,110 | $152.0K | 0.00% | −2,074−14.6% | Reduced |
| National Asset Management, Inc. | 11,833 | $149.0K | 0.00% | +11,833 | New |
| Cambridge Investment Research Advisors, Inc. | 11,000 | $138.0K | 0.00% | −3,000−21.4% | Reduced |
| Citadel Advisors LLC | 10,005 | $126.0K | 0.00% | −631−5.9% | Reduced |
| Wells Fargo & Company | 8,300 | $104.0K | 0.00% | −651−7.3% | Reduced |
| Spire Wealth Management | 7,725 | $97.0K | 0.00% | +4,400+132.3% | Added |
| Montag A & Associates Inc | 7,129 | $90.0K | 0.00% | +3,000+72.7% | Added |
| Great West Life Assurance Co | 5,931 | $74.0K | 0.00% | +470+8.6% | Added |
| Geneos Wealth Management Inc. | 3,188 | $41.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,952 | $37.0K | 0.00% | +2,952 | New |
| Credit Agricole S A | 2,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,931 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,200 | $15.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 700 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 324 | $4.00K | 0.00% | −3,916−92.4% | Reduced |
| Valley National Advisers Inc | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 225 | $3.00K | 0.00% | +225 | New |
| Barclays PLC | 56 | $1.00K | 0.00% | −144−72.0% | Reduced |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −37,300−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |