Who owns Stellus Capital Investment Corp?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCM from SEC Form 13F filings across 59 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, 59 institutions disclosed 3.6M shares of Stellus Capital Investment Corp worth $30.6M — about 12.6% of shares outstanding; the largest disclosed holder is Corient Private Wealth LP. Source: SEC Form 13F filings, parsed by EvidInvest.
59
13F holders
$30.6M
value, 2026 filers
12.6%
of shares outstanding (3.6M sh)
10
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 | Advisors Asset Management, Inc. | 220,277 | $1.9M | 0.0% | 0.8% | +14.3% |
| 7 | Ethos Financial Group, LLC | 217,193 | $1.8M | 0.1% | 0.8% | +9.8% |
| 8 | CONDOR CAPITAL MANAGEMENT | 211,987 | $1.8M | 0.1% | 0.7% | +2.7% |
| 9 | Sumitomo Mitsui Trust Group, Inc. | 156,151 | $1.3M | 0.0% | 0.5% | 0.0% |
| 10 | Icon Wealth Advisors, LLC | 135,536 | $1.1M | 0.1% | 0.5% | +0.2% |
| 11 | Samjo Management, LLCNEW | 133,700 | $1.1M | 0.4% | 0.5% | new |
| 12 | BlackRock, Inc. | 109,462 | $921,670 | 0.0% | 0.4% | -2.5% |
| 13 | MILLENNIUM MANAGEMENT LLC | 96,424 | $811,890 | 0.0% | 0.3% | -17.4% |
| 14 | Inspire Advisors, LLC | 86,232 | $726,073 | 0.1% | 0.3% | -22.4% |
| 15 | GABLES CAPITAL MANAGEMENT INC. | 67,052 | $564,578 | 0.2% | 0.2% | +0.3% |
| 16 | MORGAN STANLEY | 64,355 | $541,872 | 0.0% | 0.2% | -56.4% |
| 17 | Trexquant Investment LP | 63,649 | $535,925 | 0.0% | 0.2% | -6.8% |
| 18 | Virtus Investment Advisers, LLC | 62,135 | $523,177 | 0.1% | 0.2% | +2.4% |
| 19 | XTX Topco Ltd | 57,978 | $488,175 | 0.0% | 0.2% | +239.2% |
| 20 | BANK OF AMERICA CORP /DE/ | 57,317 | $482,609 | 0.0% | 0.2% | +122.1% |
| 21 | DOLIVER ADVISORS, LP | 55,292 | $465,559 | 0.1% | 0.2% | +452.9% |
| 22 | PFG Investments, LLC | 53,260 | $448,448 | 0.0% | 0.2% | -28.7% |
| 23 | MARSHALL WACE, LLP | 48,843 | $411,257 | 0.0% | 0.2% | -68.0% |
| 24 | CITADEL ADVISORS LLC | 46,090 | $388,078 | 0.0% | 0.2% | -26.1% |
| 25 | Janney Montgomery Scott LLC | 42,833 | $361,000 | 0.0% | 0.1% | -1.2% |
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.