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, Q1 2025
Institutional positions in Stellus Capital Investment Corp as of Mar 31, 2025. 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
- 62
- +4 vs. Q4 2024
- Shares held
- 3.37M
- +537.1K (+18.9%) vs. Q4 2024
- Total value
- $47.2M
- +$8.20M (+21.0%) vs. Q4 2024
- New holders
- 12
- 25 more added
- Sold out
- 8
- 10 more reduced
Compare with Q4 2024: 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 | $49.1M |
| Q3 2025 | 68 | $45.9M |
| Q2 2025 | 58 | $44.3M |
| Q1 2025 | 62 | $47.2M |
| Q4 2024 | 58 | $39.0M |
| Q3 2024 | 53 | $41.9M |
| Q2 2024 | 52 | $48.6M |
| Q1 2024 | 53 | $35.9M |
| Q4 2023 | 59 | $41.0M |
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Stellus Capital Investment Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 401,700 | $5.62M | 0.01% | +24,000+6.4% | Added |
| Two Sigma Investments, LP | 273,070 | $3.82M | 0.01% | +7,448+2.8% | Added |
| Raymond James Financial Inc | 248,953 | $3.49M | 0.00% | +7,103+2.9% | Added |
| Morgan Stanley | 219,640 | $3.07M | 0.00% | +61,827+39.2% | Added |
| CI Private Wealth, LLC | 212,458 | $2.97M | 0.00% | +40,991+23.9% | Added |
| Ethos Financial Group, LLC | 192,462 | $2.69M | 0.26% | +192,462 | New |
| Condor Capital Management | 191,392 | $2.68M | 0.25% | +7,614+4.1% | Added |
| Legal & General Group Plc | 178,589 | $2.50M | 0.00% | +4,887+2.8% | Added |
| Icon Wealth Advisors, LLC | 135,089 | $1.89M | 0.16% | +3,612+2.7% | Added |
| Advisors Asset Management, Inc. | 131,283 | $1.84M | 0.03% | +12,320+10.4% | Added |
| BlackRock, Inc. | 117,867 | $1.65M | 0.00% | +6,244+5.6% | Added |
| Citadel Advisors LLC | 103,984 | $1.46M | 0.00% | +99,685+2,318.8% | Added |
| Gables Capital Management Inc. | 98,228 | $1.38M | 0.68% | +72+0.1% | Added |
| Muzinich & Co., Inc. | 87,120 | $1.22M | 0.75% | +21,355+32.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 84,762 | $1.19M | 0.00% | +21,355+33.7% | Added |
| Virtus Investment Advisers, Inc. | 68,006 | $952.1K | 0.26% | +68,006 | New |
| PFG Investments, LLC | 65,018 | $910.3K | 0.06% | +679+1.1% | Added |
| Janney Montgomery Scott LLC | 44,158 | $618.0K | 0.00% | −167−0.4% | Reduced |
| LPL Financial LLC | 40,824 | $571.5K | 0.00% | −5,566−12.0% | Reduced |
| Advisor Group Holdings, Inc. | 39,867 | $558.1K | 0.00% | +29,485+284.0% | Added |
| HighTower Advisors, LLC | 39,305 | $550.3K | 0.00% | +21,097+115.9% | Added |
| Sunbelt Securities, Inc. | 32,803 | $459.2K | 0.04% | +3,022+10.1% | Added |
| Trexquant Investment LP | 31,878 | $446.3K | 0.01% | −31,158−49.4% | Reduced |
| Royal Bank of Canada | 27,882 | $390.0K | 0.00% | +3,808+15.8% | Added |
| Virtu Financial LLC | 25,553 | $358.0K | 0.02% | +25,553 | New |
| Great West Life Assurance Co | 24,668 | $346.0K | 0.00% | +5,177+26.6% | Added |
| Inspire Advisors, LLC | 24,471 | $342.6K | 0.04% | +24,471 | New |
| LSV Asset Management | 20,500 | $287.0K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 16,341 | $228.8K | 0.01% | −87−0.5% | Reduced |
| Oppenheimer & Co Inc | 15,440 | $216.2K | 0.00% | +3,352+27.7% | Added |
| UBS Group AG | 15,328 | $214.6K | 0.00% | −10,629−40.9% | Reduced |
| Qube Research & Technologies Ltd | 14,721 | $206.1K | 0.00% | −31,853−68.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,453 | $202.3K | 0.01% | +495+3.5% | Added |
| Northern Trust Corp | 13,151 | $184.1K | 0.00% | −9,822−42.8% | Reduced |
| Farther Finance Advisors, LLC | 13,106 | $183.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,000 | $182.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,205 | $156.9K | 0.00% | +11,205 | New |
| Quantbot Technologies LP | 11,088 | $155.2K | 0.00% | +11,088 | New |
| XTX Topco Ltd | 10,738 | $150.3K | 0.01% | +10,738 | New |
| JPMorgan Chase & Co | 10,347 | $144.9K | 0.00% | +10,347 | New |
| Wells Fargo & Company | 10,110 | $141.5K | 0.00% | −1,227−10.8% | Reduced |
| Private Advisor Group, LLC | 10,000 | $140.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 8,409 | $117.7K | 0.01% | +809+10.6% | Added |
| Group One Trading, L.P. | 5,971 | $83.6K | 0.00% | +5,971 | New |
| Aquatic Capital Management LLC | 5,339 | $74.7K | 0.00% | −12,390−69.9% | Reduced |
| PSI Advisors, LLC | 3,000 | $42.0K | 0.01% | +500+20.0% | Added |
| ORG Partners LLC | 2,110 | $29.5K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,581 | $22.1K | 0.00% | +1,581 | New |
| Quarry LP | 1,225 | $17.1K | 0.00% | +1,225 | New |
| Private Trust Co NA | 1,097 | $15.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,000 | $14.0K | 0.00% | +1,000 | New |
| Crewe Advisors LLC | 750 | $10.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 500 | $7.13K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 472 | $6.61K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 330 | $4.62K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 316 | $4.42K | 0.00% | −42−11.7% | Reduced |
| Valley National Advisers Inc | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $112 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 13 | $0 | 0.00% | +6+85.7% | Added |
| Robinswood Financial LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −65,584−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −25,052−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −18,561−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −53−100.0% | Sold out |