Stellus Capital Investment CSCM
13F holders, Q2 2026 (June 30)59holders −4
9new positions
11sold out
2famous investors
$8.42avg. 13F price*
At the end of Q2 2026, 59 institutions reported holding Stellus Capital Investment C (SCM) in their 13F filings, down 4 from Q1 2026. 9 opened new positions and 11 sold out. The largest holders were Corient Private Wealth LP ($2.4M), LPL Financial LLC ($2.2M) and Muzinich & Co., Inc. ($2.1M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Stellus Capital Investment C
- CUSIP
- 858568108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.6M |
| Exits | 11 | $1.0M |
All 13F filers, Q1 2026 → Q2 2026: 449,715 shares bought and 706,531 shares sold, net −256,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Corient Private Wealth LP | 0.00% | Add +11.5% | 284,746 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -16.3% | 263,356 | $2.2M |
| Muzinich & Co., Inc. | 0.73% | Add +0.1% | 255,026 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +6.4% | 252,821 | $2.1M |
| Legal & General Group Plc | 0.00% | Add +3.8% | 238,329 | $2.0M |
| Advisors Asset Management, Inc. | 0.03% | Add +14.3% | 220,277 | $1.9M |
| Ethos Financial Group, LLC | 0.12% | Add +9.8% | 217,193 | $1.8M |
| Condor Capital Management | 0.13% | Add +2.7% | 211,987 | $1.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 156,151 | $1.3M |
| Icon Wealth Advisors, LLC | 0.07% | Add +0.2% | 135,536 | $1.1M |
| Samjo Management, LLC | 0.38% | New | 133,700 | $1.1M |
| BlackRock, Inc. | 0.00% | Reduce -2.5% | 109,462 | $922K |
| Millennium Management | 0.00% | Reduce -17.4% | 96,424 | $812K |
| Inspire Advisors, LLC | 0.05% | Reduce -22.4% | 86,232 | $726K |
| Gables Capital Management Inc. | 0.20% | Add +0.3% | 67,052 | $565K |
| Morgan Stanley | 0.00% | Reduce -56.4% | 64,355 | $542K |
| Trexquant Investment LP | 0.00% | Reduce -6.8% | 63,649 | $536K |
| Virtus Investment Advisers, LLC | 0.12% | Add +2.4% | 62,135 | $523K |
| XTX Topco Ltd | 0.01% | Add +239.2% | 57,978 | $488K |
| Bank of America Corp. | 0.00% | Add +122.1% | 57,317 | $483K |
| Doliver Advisors, LP | 0.11% | Add +452.9% | 55,292 | $466K |
| PFG Investments, LLC | 0.02% | Reduce -28.7% | 53,260 | $448K |
| Marshall Wace, LLP | 0.00% | Reduce -68.0% | 48,843 | $411K |
| Citadel Advisors | 0.00% | Reduce -26.1% | 46,090 | $388K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.1% | 42,833 | $361K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +121.8% | 34,955 | $294K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +10.1% | 34,747 | $292K |
| Gallagher Capital Advisors, LLC | 0.16% | No change | 34,000 | $286K |
| Two Sigma Investments, LP | 0.00% | Reduce -85.4% | 28,812 | $243K |
| Stonebridge Financial Group, LLC | 0.03% | — | 22,155 | $189K |
| Susquehanna International Group, LLP | 0.00% | New | 19,531 | $164K |
| Qube Research & Technologies Ltd | 0.00% | Add +18.6% | 19,464 | $164K |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 17,817 | $150K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.5% | 15,329 | $129K |
| Sanders Morris Harris LLC | 0.07% | New | 13,948 | $117K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +6.1% | 13,909 | $117K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 13,000 | $109K |
| Wells Fargo & Company | 0.00% | Reduce -16.5% | 12,681 | $107K |
| UBS Group AG | 0.00% | Reduce -87.9% | 12,109 | $102K |
| Arax Advisory Partners | 0.00% | New | 11,466 | $97K |
| Mariner, LLC | 0.00% | New | 11,000 | $93K |
| Significant Wealth Partners LLC | 0.09% | Add +1.1% | 10,131 | $85K |
| Chilton Capital Management LLC | 0.00% | Add +21.3% | 9,218 | $78K |
| Osaic Holdings, Inc. | 0.00% | Add +24.4% | 5,367 | $45K |
| Highline Wealth Partners LLC | 0.01% | New | 3,538 | $30K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.7% | 3,353 | $28K |
| Aquatic Capital Management LLC | 0.00% | Reduce -75.0% | 1,612 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +101.4% | 1,158 | $10K |
| Private Trust Co. NA | 0.00% | No change | 1,097 | $9K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,166 | $9K |
| Crewe Advisors LLC | 0.00% | Add +18.4% | 1,030 | $9K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 881 | $7K |
| Jones Financial Companies LLLP | 0.00% | No change | 500 | $4K |
| Key Financial Inc | 0.00% | No change | 500 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 472 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 200 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 132 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 10 | $84 |
| Danske Bank A/S | 0.00% | Reduce -83.3% | 1 | $8 |
"% of holder's portfolio" is SCM's weight in each manager's 13F, not the share of Stellus Capital Investment C the manager owns.