Stellus Capital Investment Corp

SCM

Exchange: NYSE
SEC CIK: 0001551901

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding Stellus Capital Investment Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of SCM: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Q1 2025	Change
Holders	58	62	+4
Shares	2.84M	3.37M	+537.1K (+18.9%)
Value	$39.0M	$47.2M	+$8.20M (+21.0%)

New holders (12)

Institutions that held Stellus Capital Investment Corp at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to SCM in Q1 2025
Institution	Shares	Value	% of portfolio
Ethos Financial Group, LLC	192,462	$2.69M	0.26%
Virtus Investment Advisers, Inc.	68,006	$952.1K	0.26%
Virtu Financial LLC	25,553	$358.0K	0.02%
Inspire Advisors, LLC	24,471	$342.6K	0.04%
Jane Street Group, LLC	11,205	$156.9K	0.00%
Quantbot Technologies LP	11,088	$155.2K	0.00%
XTX Topco Ltd	10,738	$150.3K	0.01%
JPMorgan Chase & Co	10,347	$144.9K	0.00%
Group One Trading, L.P.	5,971	$83.6K	0.00%
Citigroup Inc	1,581	$22.1K	0.00%
Quarry LP	1,225	$17.1K	0.00%
Federation des caisses Desjardins du Quebec	1,000	$14.0K	0.00%

Sold out (8)

Institutions that held Stellus Capital Investment Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of SCM in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Virtus ETF Advisers LLC	65,584	$902.4K
Connor, Clark & Lunn Investment Management Ltd.	25,052	$344.7K
Marshall Wace, LLP	18,561	$255.4K
POM Investment Strategies, LLC	726	$9.99K
Parkside Financial Bank & Trust	500	$6.88K
Parvin Asset Management, LLC	100	$1.38K
Tower Research Capital LLC (TRC)	53	$729
Robinswood Financial LLC	10	$147