Stellus Capital Investment Corp (SCM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

102,551Shares held by institutions

$938,854Value of institutional holdings

11.83%Institutional ownership %

13.46%Shares Changed QoQ

58No. 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.

These investors held 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.
Combined, these investors held 3.97Mn shares in SCM for December 2025, up by 734.94K shares quarter on quarter, and up 489.24K shares year over year.
Corient Private Wealth LLC leads ownership in SCM with 562.33K shares as of December 31, 2025, equal to 1.97% of outstanding shares.
Top purchasers of SCM stock for the quarter ending December 2025 included 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 biggest sellers of Stellus Capital Investment for the quarter ending December 2025 included 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).
According to Business Quant data, leading holders of SCM for December 2025 are 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

102,551 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-6,916	-3.42%	$0.00
LPL Financial LLC	31 Dec, 2025	270,199	695.56%	$0.00
Corient Private Wealth LLC	31 Dec, 2025	288,232	105.16%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	3,229	106.53%	$0.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	58,840	26.12%	$0.00
Muzinich & Co., Inc.	31 Dec, 2025	46,641	22.54%	$0.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	-20,572	-7.20%	$0.00
Ethos Financial Group, LLC	31 Dec, 2025	-7,376	-3.60%	$0.00
Raymond James Financial Inc	31 Dec, 2025	-5,075	-2.19%	$0.00
Sunbelt Securities, Inc.	31 Dec, 2025	8,440	5.78%	$0.00
CONDOR CAPITAL MANAGEMENT	31 Dec, 2025	11,592	5.71%	$0.00
Icon Wealth Advisors, LLC	31 Dec, 2025	139	0.10%	$0.00
Legal & General Group Plc	31 Dec, 2025	32,653	19.03%	$0.00
Inspire Advisors, LLC	31 Dec, 2025	1,525	1.44%	$0.00
Sumitomo Mitsui Trust Group, Inc.	31 Dec, 2025	0	0.00%	$0.00
PFG Investments, LLC	31 Dec, 2025	404	0.58%	$0.00
Virtus Investment Advisers, LLC	31 Dec, 2025	1,754	3.01%	$0.00
GABLES CAPITAL MANAGEMENT INC.	31 Dec, 2025	-500	-0.74%	$0.00
CANADA LIFE ASSURANCE Co	31 Dec, 2025	70	0.19%	$0.00
Trexquant Investment LP	31 Dec, 2025	-13,109	-24.99%	$0.00

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