STELLUS CAPITAL INVESTMENT C SCM
$8.44
-0.5% 52w: $7.85 – $13.42
Latest 13F among current holders filed 19 days ago (Aug 14, 2026)
Price — last 12 months
research preview data7.8510.6313.42
Aug 18, 2025 Jul 2, 2026
Institutional holders
63
+0 QoQ
13F value
$38.4M
-27.2% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
5.5×
$939K calls / $172K puts
Institutional value by quarter
Number of holders
Who owns SCM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 314.8K | $2.9M | 0.0% | +1.9% |
| Ethos Financial Group, LLC | Wealth advisor | 197.8K | $2.5M | 0.2% | Held |
| Corient Private Wealth LLC | Diversified mechanical | 255.5K | $2.4M | 0.0% | -54.6% |
| Muzinich & Co., Inc. ★3 | Fundamental concentrated | 254.8K | $2.3M | — | +0.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 237.6K | $2.2M | 0.0% | +5.1% |
| Legal & General Group Plc | Diversified mechanical | 229.5K | $2.1M | 0.0% | +12.4% |
| CONDOR CAPITAL MANAGEMENT | Wealth advisor | 206.4K | $1.9M | 0.2% | -3.7% |
| Sunbelt Securities, Inc. | Diversified mechanical | 203.2K | $1.9M | 0.1% | +31.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 197.2K | $1.8M | 0.0% | -30.6% |
| Advisors Asset Management, Inc. | Diversified mechanical | 192.7K | $1.8M | — | +5.3% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 156.2K | $1.4M | — | +0.1% |
| MARSHALL WACE, LLP | Quant stat arb | 152.9K | $1.4M | — | New |
| MORGAN STANLEY | Bank broker | 147.8K | $1.4M | 0.0% | +721.0% |
| Icon Wealth Advisors, LLC | Wealth advisor | 135.3K | $1.3M | 0.1% | -0.1% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 116.7K | $1.1M | 0.0% | New |
| BlackRock, Inc. | Index provider | 112.2K | $1.0M | 0.0% | -42.6% |
| Inspire Advisors, LLC | Wealth advisor | 111.2K | $1.0M | 0.1% | +3.1% |
| UBS Group AG | Bank broker | 100.4K | $925K | 0.0% | +296.9% |
| PFG Investments, LLC | Diversified mechanical | 74.7K | $688K | 0.0% | +7.2% |
| Trexquant Investment LP | Diversified mechanical | 68.3K | $629K | — | +73.7% |
| GABLES CAPITAL MANAGEMENT INC. | Other | 66.9K | $616K | 0.3% | -0.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 62.4K | $574K | 0.0% | +161.5% |
| Virtus Investment Advisers, LLC | Other | 60.7K | $559K | — | +1.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 43.3K | $399K | — | New |
| Gallagher Capital Advisors, LLC | Other | 34.0K | $313K | 0.2% | New |
| CANADA LIFE ASSURANCE Co | Diversified mechanical | 31.6K | $292K | 0.0% | -12.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 25.8K | $238K | 0.0% | -7.8% |
| OXFORD ASSET MANAGEMENT LLP | Quant stat arb | 22.2K | $204K | — | New |
| IMC-Chicago, LLC | Market maker | 21.3K | $196K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 19.9K | $184K | 0.0% | -42.9% |
| ROYAL BANK OF CANADA | Bank broker | 17.8K | $164K | 0.0% | -11.4% |
| XTX Topco Ltd | Market maker | 17.1K | $157K | 0.0% | New |
| Qube Research & Technologies Ltd | Quant stat arb | 16.4K | $151K | — | New |
| Campbell & CO Investment Adviser LLC | Diversified mechanical | 15.8K | $145K | — | New |
| OPPENHEIMER & CO INC | Diversified mechanical | 15.4K | $142K | 0.0% | -3.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 15.2K | $140K | 0.0% | +13.6% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 13.1K | $121K | 0.0% | -15.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 13.0K | $120K | 0.0% | Held |
| nVerses Capital, LLC | Quant stat arb | 12.9K | $119K | — | New |
| Brevan Howard Capital Management LP | Diversified mechanical | 12.4K | $114K | — | -62.5% |
| Virtu Financial LLC | Market maker | 12.1K | $111K | — | New |
| U.S. Capital Wealth Advisors, LLC | Other | 11.0K | $102K | 0.0% | Held |
| NORTHERN TRUST CORP | Index provider | 10.2K | $94K | 0.0% | -53.6% |
| Significant Wealth Partners LLC | Other | 10.0K | $92K | 0.1% | New |
| DOLIVER ADVISORS, LP ★2 | Fundamental diversified | 10.0K | $92K | — | New |
| CHILTON CAPITAL MANAGEMENT LLC | Other | 7.6K | $70K | 0.0% | Held |
| Aquatic Capital Management LLC | Diversified mechanical | 6.5K | $59K | — | -45.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 4.3K | $40K | 0.0% | -86.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 3.2K | $30K | 0.0% | +3.3% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 1.3K | $12K | 0.0% | -92.9% |
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