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 |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $8 | 0.00% | −5−83.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 10 | $84 | 0.00% | +10 | New |
| JPMorgan Chase & Co | 132 | $1.13K | 0.00% | +132 | New |
| Valley National Advisers Inc | 200 | $1.68K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 472 | $3.97K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 500 | $4.21K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 500 | $4.21K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 881 | $7.42K | 0.00% | +881 | New |
| Crewe Advisors LLC | 1,030 | $8.67K | 0.00% | +160+18.4% | Added |
| State of Alaska, Department of Revenue | 1,166 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,097 | $9.24K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,158 | $9.75K | 0.00% | +583+101.4% | Added |
| Aquatic Capital Management LLC | 1,612 | $13.6K | 0.00% | −4,844−75.0% | Reduced |
| Rockefeller Capital Management L.P. | 3,353 | $28.2K | 0.00% | +119+3.7% | Added |
| Highline Wealth Partners LLC | 3,538 | $29.8K | 0.01% | +3,538 | New |
| Advisor Group Holdings, Inc. | 5,367 | $45.2K | 0.00% | +1,054+24.4% | Added |
| Chilton Capital Management LLC | 9,218 | $77.6K | 0.00% | +1,618+21.3% | Added |
| Significant Wealth Partners LLC | 10,131 | $85.3K | 0.09% | +114+1.1% | Added |
| Mariner, LLC | 11,000 | $92.6K | 0.00% | +11,000 | New |
| SRS Capital Advisors, Inc. | 11,466 | $96.5K | 0.00% | +11,466 | New |
| UBS Group AG | 12,109 | $102.0K | 0.00% | −88,287−87.9% | Reduced |
| Wells Fargo & Company | 12,681 | $106.8K | 0.00% | −2,514−16.5% | Reduced |
| The PNC Financial Services Group, Inc. | 13,000 | $109.5K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,909 | $117.1K | 0.00% | +798+6.1% | Added |
| Sanders Morris Harris LLC | 13,948 | $117.4K | 0.07% | +13,948 | New |
| Oppenheimer & Co Inc | 15,329 | $129.1K | 0.00% | −81−0.5% | Reduced |
| Royal Bank of Canada | 17,817 | $150.0K | 0.00% | −10−0.1% | Reduced |
| Qube Research & Technologies Ltd | 19,464 | $163.9K | 0.00% | +3,056+18.6% | Added |
| Susquehanna International Group, LLP | 19,531 | $164.5K | 0.00% | +19,531 | New |
| Stonebridge Financial Group, LLC | 22,155 | $189.0K | 0.03% | +22,155 | New |
| Two Sigma Investments, LP | 28,812 | $242.6K | 0.00% | −168,434−85.4% | Reduced |
| Gallagher Capital Advisors, LLC | 34,000 | $286.3K | 0.16% | 00.0% | Unchanged |
| Great West Life Assurance Co | 34,747 | $292.0K | 0.00% | +3,181+10.1% | Added |
| Campbell & CO Investment Adviser LLC | 34,955 | $294.3K | 0.02% | +19,194+121.8% | Added |
| Janney Montgomery Scott LLC | 42,833 | $361.0K | 0.00% | −500−1.2% | Reduced |
| Citadel Advisors LLC | 46,090 | $388.1K | 0.00% | −16,264−26.1% | Reduced |
| Marshall Wace, LLP | 48,843 | $411.3K | 0.00% | −104,016−68.0% | Reduced |
| PFG Investments, LLC | 53,260 | $448.4K | 0.02% | −21,401−28.7% | Reduced |
| Doliver Advisors, LP | 55,292 | $465.6K | 0.11% | +45,292+452.9% | Added |
| Bank of America Corp | 57,317 | $482.6K | 0.00% | +31,506+122.1% | Added |
| XTX Topco Ltd | 57,978 | $488.2K | 0.01% | +40,886+239.2% | Added |
| Virtus Investment Advisers, Inc. | 62,135 | $523.2K | 0.12% | +1,463+2.4% | Added |
| Trexquant Investment LP | 63,649 | $535.9K | 0.00% | −4,671−6.8% | Reduced |
| Morgan Stanley | 64,355 | $541.9K | 0.00% | −83,400−56.4% | Reduced |
| Gables Capital Management Inc. | 67,052 | $564.6K | 0.20% | +185+0.3% | Added |
| Inspire Advisors, LLC | 86,232 | $726.1K | 0.05% | −24,925−22.4% | Reduced |
| Millennium Management LLC | 96,424 | $811.9K | 0.00% | −20,243−17.4% | Reduced |
| BlackRock, Inc. | 109,462 | $921.7K | 0.00% | −2,764−2.5% | Reduced |
| Samjo Management, LLC | 133,700 | $1.13M | 0.38% | +133,700 | New |
| Icon Wealth Advisors, LLC | 135,536 | $1.14M | 0.07% | +267+0.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 156,151 | $1.31M | 0.00% | 00.0% | Unchanged |
| Condor Capital Management | 211,987 | $1.78M | 0.13% | +5,571+2.7% | Added |
| Ethos Financial Group, LLC | 217,193 | $1.83M | 0.12% | +19,403+9.8% | Added |
| Advisors Asset Management, Inc. | 220,277 | $1.85M | 0.03% | +27,584+14.3% | Added |
| Legal & General Group Plc | 238,329 | $2.01M | 0.00% | +8,794+3.8% | Added |
| Raymond James Financial Inc | 252,821 | $2.13M | 0.00% | +15,222+6.4% | Added |
| Muzinich & Co., Inc. | 255,026 | $2.15M | 0.73% | +192+0.1% | Added |
| LPL Financial LLC | 263,356 | $2.22M | 0.00% | −51,436−16.3% | Reduced |
| CI Private Wealth, LLC | 284,746 | $2.40M | 0.00% | +29,267+11.5% | Added |
| 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 |