Stellus Capital Investment Corp (SCM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

28,480,472Shares Outstanding

3,969,093Shares held by institutions

$36,436,274Value 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) showed up in the 13F filings of 62 institutional investors as of December 2025.

These investors collectively held 13.9% of Stellus Capital Investment's outstanding shares in December 2025, up from 12.4% in September 2025.
They increased total shares held in SCM by 22.75% quarter over quarter, and investors in Stellus Capital Investment increased 8.77% from a year ago.
During the quarter, 28 of these 62 funds increased positions in SCM, 17 reduced exposure, and 17 held steady.
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.
As of December 31, 2025, the biggest holder of Stellus Capital Investment is Muzinich & Co., Inc. at 254.83K shares, representing 0.89% of shares outstanding.
Top purchasers of SCM stock for the quarter ending December 2025 included Janney Montgomery Scott LLC (43.33K), Significant Wealth Partners LLC (10.02K), DOLIVER ADVISORS, LP (10.0K), Muzinich & Co., Inc. (1.3K).
The largest sales of SCM for the quarter ending December 2025 came from Concurrent Investment Advisors, LLC (2.35K), OPPENHEIMER & CO INC (629).
Business Quant data shows the 10 biggest positions in Stellus Capital Investment as of December 2025 are held by Muzinich & Co., Inc. (254.83K), Janney Montgomery Scott LLC (43.33K), OPPENHEIMER & CO INC (15.41K), Concurrent Investment Advisors, LLC (13.11K), U.S. Capital Wealth Advisors, LLC (11.03K), Significant Wealth Partners LLC (10.02K), DOLIVER ADVISORS, LP (10.0K), State of Alaska, Department of Revenue (1.17K), Key FInancial Inc (500), VALLEY NATIONAL ADVISERS INC (200).

62 Institutional Holders

3,969,093 Total Shares Held

Rows:

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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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