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SCM

Stellus Capital Investment Corp

Company with tickers: SCM

CIK
1551901
CUSIP
858568108
Shares Outstanding
28,947,254
13F Activity (30d)
52 filings 50 filers
Holders: 64
Total Value: $38,730,937
Total Shares: 4,205,317

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 64 13F filers · Δ vs Dec 31, 2025
Top Holder
7.5%
Jun 2023 → Mar 2026 · range 7.5% – 13.5%
−0.3 pts
Top 5
30.7%
Jun 2023 → Mar 2026 · range 30.7% – 43.3%
−4.5 pts
Top 10
54.4%
Jun 2023 → Mar 2026 · range 54.4% – 67.4%
−7.0 pts
HHI
407
Jun 2023 → Mar 2026 · range 407 – 581
Broadly held −72

Quarterly Activity

vs Dec 31, 2025
New
17
Increased
19
Decreased
17
Sold Out
17
Unchanged
11
Holder count: 0
Institutional value: -22.8%
Shares held: +6.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega MORGAN STANLEY +129,759 147,755
Mega UBS Group AG +75,099 100,396
Mega CITADEL ADVISORS LLC +57,113 114,054
Small Sunbelt Securities, Inc. +48,617 203,190
Large Trexquant Investment LP +28,980 68,320

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega TWO SIGMA INVESTMENTS, LP −86,858 197,246
Mega BlackRock, Inc. −83,319 112,226
Large OSAIC HOLDINGS, INC. −27,528 4,313
Large Corient Private Wealth LLC −25,687 255,479
Mid Brevan Howard Capital Management LP −20,662 12,388

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Large MARSHALL WACE, LLP 152,859 $1,407,831
Mega MILLENNIUM MANAGEMENT LLC 116,667 $1,074,503
Large Janney Montgomery Scott LLC 43,333 $399,096
Micro Gallagher Capital Advisors, LLC 34,000 $313,140
Small OXFORD ASSET MANAGEMENT LLP 22,152 $204,019

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large TWO SIGMA ADVISERS, LP 265,200 $3,362,736
Small TrueMark Investments, LLC 24,827 $314,806
Mid SIMPLEX TRADING, LLC 17,222 $218,374
Mid Farther Finance Advisors, LLC 10,244 $129,893
Mid Private Advisor Group, LLC 10,000 $126,800
Filter: New 17 Increased 19 Reduced 17 Sold out 17 Unchanged 11
Showing 66 of 66
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega LPL Financial LLC $2,899,234 7.49% 314,792
Large Corient Private Wealth LLC $2,352,961 6.08% 255,479
Small Muzinich & Co., Inc. $2,347,021 6.06% 254,834
Mega RAYMOND JAMES FINANCIAL INC $2,188,285 5.65% 237,599
Mega Legal & General Group Plc $2,114,017 5.46% 229,535
Small CONDOR CAPITAL MANAGEMENT $1,901,091 4.91% 206,416
Small Sunbelt Securities, Inc. Broker-Dealer $1,871,379 4.83% 203,190
Small Ethos Financial Group, LLC $1,821,645 4.70% 197,790
Mega TWO SIGMA INVESTMENTS, LP $1,816,635 4.69% 197,246
Mid Advisors Asset Management, Inc. $1,774,702 4.58% 192,693
Mega Sumitomo Mitsui Trust Group, Inc. $1,438,150 3.71% 156,151
Large MARSHALL WACE, LLP $1,407,831 3.63% 152,859
Mega MORGAN STANLEY $1,360,823 3.51% 147,755
Small Icon Wealth Advisors, LLC $1,245,827 3.22% 135,269
Mega MILLENNIUM MANAGEMENT LLC $1,074,503 2.77% 116,667
Mega BlackRock, Inc. $1,033,601 2.67% 112,226
Small Inspire Advisors, LLC $1,023,755 2.64% 111,157
Mega UBS Group AG $924,647 2.39% 100,396
Mid PFG Investments, LLC $687,627 1.78% 74,661
Large Trexquant Investment LP $629,227 1.62% 68,320
Small GABLES CAPITAL MANAGEMENT INC. $615,845 1.59% 66,867
Mega CITADEL ADVISORS LLC $574,280 1.48% 62,354
Small Virtus Investment Advisers, LLC $558,789 1.44% 60,672
Mega CITADEL ADVISORS LLC $476,157 1.23% 51,700
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $463,263 1.20% 50,300
Large Janney Montgomery Scott LLC $399,096 1.03% 43,333
Micro Gallagher Capital Advisors, LLC $313,140 0.81% 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 0.53% 22,152
Mid IMC-Chicago, LLC $196,025 0.51% 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 0.41% 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 0.37% 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
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 $92,256 0.24% 10,017
Small DOLIVER ADVISORS, LP $92,100 0.24% 10,000
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
Large Rockefeller Capital Management L.P. $29,785 0.08% 3,234
Mega BNP PARIBAS ARBITRAGE, SA $12,065 0.03% 1,310
Mid State of Alaska, Department of Revenue $10,738 0.03% 1,166
Small PRIVATE TRUST CO NA Bank $10,103 0.03% 1,097
Small Crewe Advisors LLC $8,012 0.02% 870
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 $4,605 0.01% 500
Small Aventura Private Wealth, LLC $4,347 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

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