Who owns Stellus Capital Investment Corp?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of SCM from SEC Form 13F filings across 46 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 46 institutions disclosed 2.9M shares of Stellus Capital Investment Corp worth $23.6M — about 9.9% of shares outstanding; the largest disclosed holder is Corient Private Wealth LP. Source: SEC Form 13F filings, parsed by EvidInvest.
46
13F holders
$23.6M
value, 2026 filers
9.9%
of shares outstanding (2.9M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SCM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 284,746 | $2.4M | 0.0% | 1% | +11.5% |
| 2 | LPL Financial LLC | 263,356 | $2.2M | 0.0% | 0.9% | -16.3% |
| 3 | Muzinich & Co., Inc. | 255,026 | $2.1M | 0.7% | 0.9% | +0.1% |
| 4 | RAYMOND JAMES FINANCIAL INC | 252,821 | $2.1M | 0.0% | 0.9% | +6.4% |
| 5 | Legal & General Group Plc | 238,329 | $2.0M | 0.0% | 0.8% | +3.8% |
| 6 | Ethos Financial Group, LLC | 217,193 | $1.8M | 0.1% | 0.8% | +9.8% |
| 7 | Sumitomo Mitsui Trust Group, Inc. | 156,151 | $1.3M | 0.0% | 0.5% | 0.0% |
| 8 | Icon Wealth Advisors, LLC | 135,536 | $1.1M | 0.1% | 0.5% | +0.2% |
| 9 | Samjo Management, LLCNEW | 133,700 | $1.1M | 0.4% | 0.5% | new |
| 10 | BlackRock, Inc. | 109,462 | $921,670 | 0.0% | 0.4% | -2.5% |
| 11 | MILLENNIUM MANAGEMENT LLC | 96,424 | $811,890 | 0.0% | 0.3% | -17.4% |
| 12 | Inspire Advisors, LLC | 86,232 | $726,073 | 0.1% | 0.3% | -22.4% |
| 13 | GABLES CAPITAL MANAGEMENT INC. | 67,052 | $564,578 | 0.2% | 0.2% | +0.3% |
| 14 | MORGAN STANLEY | 64,355 | $541,872 | 0.0% | 0.2% | -56.4% |
| 15 | BANK OF AMERICA CORP /DE/ | 57,317 | $482,609 | 0.0% | 0.2% | +122.1% |
| 16 | PFG Investments, LLC | 53,260 | $448,448 | 0.0% | 0.2% | -28.7% |
| 17 | MARSHALL WACE, LLP | 48,843 | $411,257 | 0.0% | 0.2% | -68.0% |
| 18 | CITADEL ADVISORS LLC | 46,090 | $388,078 | 0.0% | 0.2% | -26.1% |
| 19 | Janney Montgomery Scott LLC | 42,833 | $361 | 0.0% | 0.1% | -1.2% |
| 20 | Gallagher Capital Advisors, LLC | 34,000 | $286,280 | 0.2% | 0.1% | 0.0% |
| 21 | TWO SIGMA INVESTMENTS, LP | 28,812 | $242,597 | 0.0% | 0.1% | -85.4% |
| 22 | Stonebridge Financial Group, LLC/CANEW | 22,155 | $189 | 0.0% | 0.1% | new |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 19,531 | $164,451 | 0.0% | 0.1% | new |
| 24 | Qube Research & Technologies Ltd | 19,464 | $163,887 | 0.0% | 0.1% | +18.6% |
| 25 | ROYAL BANK OF CANADA | 17,817 | $150,000 | 0.0% | 0.1% | -0.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.