Stellus Capital Investment Corp (SCM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

29,095,774Shares Outstanding

201,761Shares held by institutions

$2,281,917Value of institutional holdings

10.38%Institutional ownership %

17.28%Shares Changed QoQ

58No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 58 institutional investors hold a position in Stellus Capital Investment Corp (NYSE:SCM).

These investors collectively held 10.4% of the company's total shares outstanding in December 2025, down from 12.1% in September 2025.
Quarterly data indicates a 17.28% shift in institutional share volume, and the annual owner count reflects an increase of 1.75%.
During the quarter, 25 institutions bought more Stellus Capital Investment shares, 16 sold shares, and 17 of the 58 total investors held their position steady.
Collectively, institutional investors increased their stake in Stellus Capital Investment to 3.02Mn shares as of December 2025, a change that is up by 445.17K shares quarter on quarter and up 189.02K shares year over year.
The top institutional stake in Stellus Capital Investment as of December 31, 2025 belongs to LPL Financial LLC, which owns 309.05K shares, or 1.06% of the company.
Among the most significant buyers of Stellus Capital Investment during December 2025 were LPL Financial LLC (270.20K), TWO SIGMA INVESTMENTS, LP (58.84K), Muzinich & Co., Inc. (46.64K), Legal & General Group Plc (32.65K), BANK OF AMERICA CORP /DE/ (26.63K).
Leading sellers of Stellus Capital Investment stock in 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).
The top 10 institutional holders of Stellus Capital Investment for the quarter ending December 2025 included LPL Financial LLC (309.05K), TWO SIGMA INVESTMENTS, LP (284.10K), TWO SIGMA ADVISERS, LP (265.20K), Muzinich & Co., Inc. (253.53K), CONDOR CAPITAL MANAGEMENT (214.44K), Legal & General Group Plc (204.28K), Ethos Financial Group, LLC (197.79K), BlackRock, Inc. (195.54K), Sumitomo Mitsui Trust Group, Inc. (156.05K), Icon Wealth Advisors, LLC (135.47K).

58 Institutional Holders

201,761 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
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
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
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
Brevan Howard Capital Management LP	31 Dec, 2025	33,050	20,387	161.00%	$419,074.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	31,841	-2,229	-6.54%	$403,750.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	27,982	26,632	1,972.74%	$354,812.00

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