Stellus Capital Investment SCM Institutional Ownership

NYSE SCM

$7.38 -0.04 (-0.54%)

As of: Oct 1, 2026 · 1:08 PM EDT

Institutions by Trading Activity

60 Institutions

Increased 34 56.7%

Unchanged 9 15.0%

Reduced 17 28.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

12.59%

▼-1.51 pp QoQ

Shares Held by Institutions

3.63Mn

of 28.87Mn outstanding

▼-3.17% QoQ

Shares Outstanding

28.87Mn

25.23Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-3 vs prior quarter

Net Shares Added (QoQ)

-118.88K

distributed since last quarter

Value of Holdings

$26.97Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Stellus Capital Investment Corp (NYSE:SCM) has 60 institutional investors that have filed 13F reports for the period ending June 2026.

Collectively, these holders controlled 12.6% of Stellus Capital Investment's outstanding shares in June 2026, down from 14.1% in March 2026.
They decreased total shares held in Stellus Capital Investment by -3.17% from last quarter, and the number of investors in SCM increased 3.45% annually.
Of these 60 funds, 34 grew their exposure to Stellus Capital Investment, 17 cut back, and 9 maintained positions.
The aggregate institutional position in Stellus Capital Investment amounted to 3.63Mn shares as of June 2026, down by 118.88K shares quarter on quarter, and up 623.74K shares year over year.
Corient Private Wealth LP is the top holder of Stellus Capital Investment as of June 30, 2026, with 284.75K shares representing 0.99% of outstanding stock.
Leading buyers of Stellus Capital Investment shares for the quarter ending June 2026 were Samjo Management, LLC (133.7K), DOLIVER ADVISORS, LP (45.29K), XTX Topco Ltd (40.89K), Bank Of America Corp /De/ (31.51K), Corient Private Wealth LP (29.27K).
The largest sales of SCM for the quarter ending June 2026 came from TWO SIGMA INVESTMENTS, LP (168.43K), MARSHALL WACE, LLP (104.02K), UBS Group AG (88.29K), Morgan Stanley (83.4K), LPL Financial LLC (51.44K).
Business Quant data shows the 10 biggest positions in Stellus Capital Investment as of June 2026 are held by Corient Private Wealth LP (284.75K), LPL Financial LLC (263.36K), Muzinich & Co., Inc. (255.03K), Raymond James Financial Inc (252.82K), Legal & General Group Plc (238.33K), Advisors Asset Management, Inc. (220.28K), Ethos Financial Group, LLC (217.19K), CONDOR CAPITAL MANAGEMENT (211.99K), Sumitomo Mitsui Trust Group, Inc. (156.15K), Icon Wealth Advisors, LLC (135.54K).

Form 13F Holdings

60 Institutional Holders

Report period 30 Jun, 2026

Total shares held 3.63Mn

Of outstanding 12.59%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Corient Private Wealth LP	0001948780	284,746	0.99%	▲29,267	+11.46%	$2.40Mn
2	LPL Financial LLC	0001403438	263,356	0.91%	▼51,436	-16.34%	$2.22Mn
3	Muzinich & Co., Inc.	0001618824	255,026	0.88%	▲192	+0.08%	$2.15Mn
4	Raymond James Financial Inc	0000720005	252,821	0.88%	▲15,222	+6.41%	$2.13Mn
5	Legal & General Group Plc	0000764068	238,329	0.83%	▲8,794	+3.83%	$2.01Mn
6	Advisors Asset Management, Inc.	0001297376	220,277	0.76%	▲27,584	+14.31%	$1.85Mn
7	Ethos Financial Group, LLC	0001954242	217,193	0.75%	▲19,403	+9.81%	$1.83Mn
8	CONDOR CAPITAL MANAGEMENT	0001082491	211,987	0.73%	▲5,571	+2.70%	$1.78Mn
9	Sumitomo Mitsui Trust Group, Inc.	0001475365	156,151	0.54%	0	0.00%	$1.31Mn
10	Icon Wealth Advisors, LLC	0001963212	135,536	0.47%	▲267	+0.20%	$1.14Mn
11	Samjo Management, LLC	0001986590	133,700	0.46%	▲133,700	0.00%	$1.13Mn
12	BlackRock, Inc.	0002012383	109,462	0.38%	▼2,764	-2.46%	$921.67K
13	MILLENNIUM MANAGEMENT LLC	0001273087	96,424	0.33%	▼20,243	-17.35%	$811.89K
14	Inspire Advisors, LLC	0001810558	86,232	0.30%	▼24,925	-22.42%	$726.07K
15	GABLES CAPITAL MANAGEMENT INC.	0001740839	67,052	0.23%	▲185	+0.28%	$564.58K
16	Morgan Stanley	0000895421	64,355	0.22%	▼83,400	-56.44%	$541.87K
17	Trexquant Investment LP	0001633445	63,649	0.22%	▼4,671	-6.84%	$535.93K
18	Virtus Investment Advisers, LLC	0000019481	62,135	0.22%	▲1,463	+2.41%	$523.18K
19	XTX Topco Ltd	0001828301	57,978	0.20%	▲40,886	+239.21%	$488.18K
20	Bank Of America Corp /De/	0000070858	57,317	0.20%	▲31,506	+122.06%	$482.61K

Showing 1 to 20 of 60 holders