Stellus Capital Investment Corp (SCM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

28,480,472Shares Outstanding

3,969,093Shares held by institutions

$38,976,493Value of institutional holdings

13.94%Institutional ownership %

22.84%Shares Changed QoQ

62No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Stellus Capital Investment Corp (NYSE:SCM) appears in 62 institutional 13F filings for the quarter ending December 2025.

Their combined ownership stood at 13.9% of outstanding shares in December 2025, up from 12.4% in September 2025.
They increased total shares held in Stellus Capital Investment by 22.75% from the prior quarter, while the number of investors in SCM increased 8.77% year over year.
Of these 62 holders, 28 added to their stakes in Stellus Capital Investment, 17 trimmed positions, and 17 made no changes.
The aggregate institutional position in Stellus Capital Investment amounted to 3.97Mn shares as of December 2025, up by 734.94K shares quarter on quarter, and up 489.24K shares year over year.
Corient Private Wealth LLC is the top holder of Stellus Capital Investment as of December 31, 2025, with 562.33K shares representing 1.97% of outstanding stock.
The most significant purchases of SCM for the quarter ending December 2025 came from Corient Private Wealth LLC (288.23K), LPL Financial LLC (270.2K), TWO SIGMA INVESTMENTS, LP (58.84K), Muzinich & Co., Inc. (46.64K), Legal & General Group Plc (32.65K).
The largest sales of SCM for the quarter ending December 2025 came from CITADEL ADVISORS LLC (26.14K), TWO SIGMA ADVISERS, LP (20.57K), Trexquant Investment LP (13.11K), Morgan Stanley (7.77K), Ethos Financial Group, LLC (7.38K).
Business Quant data shows the 10 biggest positions in Stellus Capital Investment as of December 2025 are held by Corient Private Wealth LLC (562.33K), LPL Financial LLC (309.04K), TWO SIGMA INVESTMENTS, LP (284.1K), TWO SIGMA ADVISERS, LP (265.2K), Muzinich & Co., Inc. (253.53K), Raymond James Financial Inc (226.16K), CONDOR CAPITAL MANAGEMENT (214.44K), Legal & General Group Plc (204.28K), Ethos Financial Group, LLC (197.79K), BlackRock, Inc. (195.54K).

62 Institutional Holders

3,969,093 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Corient Private Wealth LLC	31 Dec, 2025	562,332	288,232	105.16%	$7,130,374.00
LPL Financial LLC	31 Dec, 2025	309,045	270,199	695.56%	$3,918,686.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	284,104	58,840	26.12%	$3,602,439.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	265,200	-20,572	-7.20%	$3,362,736.00
Muzinich & Co., Inc.	31 Dec, 2025	253,534	46,641	22.54%	$3,214,821.00
Raymond James Financial Inc	31 Dec, 2025	226,165	-5,075	-2.19%	$2,867,776.00
CONDOR CAPITAL MANAGEMENT	31 Dec, 2025	214,438	11,592	5.71%	$2,719,081.00
Legal & General Group Plc	31 Dec, 2025	204,285	32,653	19.03%	$2,593,398.00
Ethos Financial Group, LLC	31 Dec, 2025	197,790	-7,376	-3.60%	$2,507,976.00
BlackRock, Inc.	31 Dec, 2025	195,545	-6,916	-3.42%	$2,479,511.00
Sumitomo Mitsui Trust Group, Inc.	31 Dec, 2025	156,050	0	0.00%	$1,978,714.00
Sunbelt Securities, Inc.	31 Dec, 2025	154,573	8,440	5.78%	$1,959,989.00
Icon Wealth Advisors, LLC	31 Dec, 2025	135,467	139	0.10%	$1,717,729.00
Inspire Advisors, LLC	31 Dec, 2025	107,787	1,525	1.44%	$1,366,744.00
PFG Investments, LLC	31 Dec, 2025	69,645	404	0.58%	$883,104.00
GABLES CAPITAL MANAGEMENT INC.	31 Dec, 2025	67,118	-500	-0.74%	$851,056.00
Virtus Investment Advisers, LLC	31 Dec, 2025	60,048	1,754	3.01%	$761,409.00
Trexquant Investment LP	31 Dec, 2025	39,340	-13,109	-24.99%	$498,831.00
CANADA LIFE ASSURANCE Co	31 Dec, 2025	36,126	70	0.19%	$459.00
JANE STREET GROUP, LLC	31 Dec, 2025	34,929	9,896	39.53%	$442,899.00

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