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SCM · Stellus Capital Investment Corp

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$7.02 -0.03 (-0.36%) At close · Jul 24
Market Cap
$202.92M
Shares
28.95M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 66
Total Value: $39,004,466
Total Shares: 4,246,968

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 64 13F filers
Top Holder
7.5%
Jun 2023 → Mar 2026 · range 7.5% – 13.5%
of institutional value
Top 5
30.7%
Jun 2023 → Mar 2026 · range 30.7% – 43.3%
of institutional value
Top 10
54.4%
Jun 2023 → Mar 2026 · range 54.4% – 67.4%
of institutional value
HHI
407
Jun 2023 → Mar 2026 · range 407 – 581
Broadly held
Showing 68 of 68
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega LPL Financial LLC $2,899,234 7.43% 314,792
Large Corient Private Wealth LLC $2,352,961 6.03% 255,479
Small Muzinich & Co., Inc. $2,347,021 6.02% 254,834
Mega RAYMOND JAMES FINANCIAL INC $2,188,285 5.61% 237,599
Mega Legal & General Group Plc $2,114,017 5.42% 229,535
Small CONDOR CAPITAL MANAGEMENT $1,901,091 4.87% 206,416
Small Sunbelt Securities, Inc. Broker-Dealer $1,871,379 4.80% 203,190
Small Ethos Financial Group, LLC $1,821,645 4.67% 197,790
Mega TWO SIGMA INVESTMENTS, LP $1,816,635 4.66% 197,246
Mid Advisors Asset Management, Inc. $1,774,702 4.55% 192,693
Mega Sumitomo Mitsui Trust Group, Inc. $1,438,150 3.69% 156,151
Large MARSHALL WACE, LLP $1,407,831 3.61% 152,859
Mega MORGAN STANLEY $1,360,823 3.49% 147,755
Small Icon Wealth Advisors, LLC $1,245,827 3.19% 135,269
Mega MILLENNIUM MANAGEMENT LLC $1,074,503 2.75% 116,667
Mega BlackRock, Inc. $1,033,601 2.65% 112,226
Small Inspire Advisors, LLC $1,023,755 2.62% 111,157
Mega UBS Group AG $924,647 2.37% 100,396
Large Trexquant Investment LP $629,227 1.61% 68,320
Small GABLES CAPITAL MANAGEMENT INC. $615,845 1.58% 66,867
Mega CITADEL ADVISORS LLC $574,280 1.47% 62,354
Small Virtus Investment Advisers, LLC $558,789 1.43% 60,672
Mega CITADEL ADVISORS LLC $476,157 1.22% 51,700
Small DOLIVER ADVISORS, LP $465,558 1.19% 55,292
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $463,263 1.19% 50,300
Mid PFG Investments, LLC $448,449 1.15% 53,260
Large Janney Montgomery Scott LLC $399,096 1.02% 43,333
Micro Gallagher Capital Advisors, LLC $313,140 0.80% 34,000
Large CANADA LIFE ASSURANCE Co Insurance $290,722 0.75% 31,566
Mega BANK OF AMERICA CORP /DE/ Bank $237,719 0.61% 25,811
Small OXFORD ASSET MANAGEMENT LLP $204,019 0.52% 22,152
Mid IMC-Chicago, LLC $196,025 0.50% 21,284
Mega JANE STREET GROUP, LLC $183,646 0.47% 19,940
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $172,227 0.44% 18,700
Mega ROYAL BANK OF CANADA Bank $164,186 0.42% 17,827
Mid XTX Topco Ltd $157,417 0.40% 17,092
Large Qube Research & Technologies Ltd $151,117 0.39% 16,408
Mid Campbell & CO Investment Adviser LLC $145,158 0.37% 15,761
Mid OPPENHEIMER & CO INC $141,926 0.36% 15,410
Mega WELLS FARGO & COMPANY/MN $139,945 0.36% 15,195
Mid Concurrent Investment Advisors, LLC $120,752 0.31% 13,111
Mega PNC FINANCIAL SERVICES GROUP, INC. $119,730 0.31% 13,000
Small nVerses Capital, LLC $119,112 0.31% 12,933
Small SANDERS MORRIS HARRIS LLC $117,442 0.30% 13,948
Mid Brevan Howard Capital Management LP $114,093 0.29% 12,388
Mid Virtu Financial LLC $111,358 0.29% 12,091
Mid U.S. Capital Wealth Advisors, LLC $101,613 0.26% 11,033
Mega NORTHERN TRUST CORP Bank $93,692 0.24% 10,173
Micro Significant Wealth Partners LLC $85,303 0.22% 10,131
Mid CHILTON CAPITAL MANAGEMENT LLC $69,996 0.18% 7,600
Mid Aquatic Capital Management LLC $59,459 0.15% 6,456
Large OSAIC HOLDINGS, INC. $39,722 0.10% 4,313
Small HIGHLINE WEALTH PARTNERS LLC $29,789 0.08% 3,538
Large Rockefeller Capital Management L.P. $29,785 0.08% 3,234
Mega BNP PARIBAS ARBITRAGE, SA $12,065 0.03% 1,310
Small PRIVATE TRUST CO NA Bank $10,103 0.03% 1,097
Mid State of Alaska, Department of Revenue $9,817 0.03% 1,166
Small Crewe Advisors LLC $8,672 0.02% 1,030
Mid Tower Research Capital LLC (TRC) $5,295 0.01% 575
Large JONES FINANCIAL COMPANIES LLLP $4,605 0.01% 500
Small Key Financial Inc $4,210 0.01% 500
Small Aventura Private Wealth, LLC $3,974 0.01% 472
Large CWM, LLC $3,684 0.01% 400
Mid Advisory Services Network, LLC $2,191 0.01% 238
Large BROWN BROTHERS HARRIMAN & CO $2,053 0.01% 223
Small VALLEY NATIONAL ADVISERS INC $1,842 0.00% 200
Large DANSKE BANK A/S Bank $55 0.00% 6
Mid Allworth Financial LP $36 0.00% 4
Key facts CIK 1551901 CUSIP 858568108 13F (30d) 13 filings 10 filers Visit website

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