Stellus Capital Investment SCM Institutional Ownership

NYSE SCM
$8.65 -0.06 (-0.69%)
At close: Aug 20, 2026 · 4:00 PM EDT

Institutions by Trading Activity

Ownership Statistics

28,947,254Shares Outstanding
4,080,617Shares held by institutions
$35,052,501Value of institutional holdings
14.10%Institutional ownership %
12.58%Shares Changed QoQ
63No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Stellus Capital Investment Corp (NYSE:SCM) has 63 institutional investors that have filed 13F reports for the period ending March 2026.

63 Institutional Holders

4,080,617 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
LPL Financial LLC 31 Mar, 2026 314,792 5,747 1.86% $2,899,232.00
Corient Private Wealth LLC 31 Mar, 2026 255,479 -306,853 -54.57% $2,352,959.00
Muzinich & Co., Inc. 31 Mar, 2026 254,834 1,300 0.51% $2,347,028.00
Raymond James Financial Inc 31 Mar, 2026 237,599 11,434 5.06% $2,188,292.00
Legal & General Group Plc 31 Mar, 2026 229,535 25,250 12.36% $2,116,313.00
CONDOR CAPITAL MANAGEMENT 31 Mar, 2026 206,416 -8,022 -3.74% $1,901,094.00
Sunbelt Securities, Inc. 31 Mar, 2026 203,190 48,617 31.45% $1,871,382.00
Ethos Financial Group, LLC 31 Mar, 2026 197,790 0 0.00% $2,507,976.00
TWO SIGMA INVESTMENTS, LP 31 Mar, 2026 197,246 -86,858 -30.57% $1,816,636.00
Advisors Asset Management, Inc. 31 Mar, 2026 192,693 192,693 0.00% $1,774,703.00
Sumitomo Mitsui Trust Group, Inc. 31 Mar, 2026 156,151 101 0.06% $1,438,151.00
MARSHALL WACE, LLP 31 Mar, 2026 152,859 152,859 0.00% $1,407,832.00
Morgan Stanley 31 Mar, 2026 147,755 129,759 721.04% $1,360,826.00
Icon Wealth Advisors, LLC 31 Mar, 2026 135,269 -198 -0.15% $1,293,173.00
MILLENNIUM MANAGEMENT LLC 31 Mar, 2026 116,667 116,667 0.00% $1,074,503.00
BlackRock, Inc. 31 Mar, 2026 112,226 -83,319 -42.61% $1,033,601.00
Inspire Advisors, LLC 31 Mar, 2026 111,157 3,370 3.13% $1,023,752.00
UBS Group AG 31 Mar, 2026 100,396 75,099 296.87% $924,647.00
PFG Investments, LLC 31 Mar, 2026 74,661 5,016 7.20% $687,625.00
Trexquant Investment LP 31 Mar, 2026 68,320 28,980 73.67% $629,227.00