Stellus Capital Investment Corp (SCM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

28,480,472Shares Outstanding
3,965,963Shares held by institutions
$27,841,060Value of institutional holdings
13.93%Institutional ownership %
22.75%Shares Changed QoQ
62No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Stellus Capital Investment Corp (NYSE:SCM) has 62 institutional investors with active 13F positions as of December 2025.

63 Institutional Holders

3,965,963 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