Stellus Capital Investment CSCM
13F holders, Q2 2025 (June 30)58holders −4
7new positions
12sold out
1famous investor
$13.94avg. 13F price*
At the end of Q2 2025, 58 institutions reported holding Stellus Capital Investment C (SCM) in their 13F filings, down 4 from Q1 2025. 7 opened new positions and 12 sold out. The largest holders were Two Sigma Advisers, LP ($5.1M), Corient Private Wealth LP ($3.5M) and Raymond James Financial Inc. ($3.3M). One famous investor held it 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $373K |
| Exits | 12 | $1.5M |
All 13F filers, Q1 2025 → Q2 2025: 268,617 shares bought and 463,342 shares sold, net −194,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Two Sigma Advisers, LP | 0.01% | Reduce -8.5% | 367,400 | $5.1M |
| Corient Private Wealth LP | 0.00% | Add +19.4% | 253,763 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.3% | 235,733 | $3.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -20.1% | 218,132 | $3.0M |
| Condor Capital Management | 0.24% | Add +3.2% | 197,552 | $2.8M |
| Ethos Financial Group, LLC | 0.24% | Add +2.4% | 197,095 | $2.7M |
| Legal & General Group Plc | 0.00% | Add +3.0% | 184,006 | $2.6M |
| BlackRock, Inc. | 0.00% | Add +34.2% | 158,170 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -32.3% | 148,662 | $2.1M |
| Muzinich & Co., Inc. | 0.92% | Add +65.3% | 144,005 | $2.0M |
| Icon Wealth Advisors, LLC | 0.13% | Add +0.1% | 135,214 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -4.8% | 124,985 | $1.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +11.0% | 94,048 | $1.3M |
| Gables Capital Management Inc. | 0.45% | Reduce -31.2% | 67,618 | $943K |
| PFG Investments, LLC | 0.05% | Reduce -0.6% | 64,655 | $901K |
| Virtus Investment Advisers, LLC | 0.30% | Reduce -4.9% | 64,654 | $901K |
| Inspire Advisors, LLC | 0.09% | Add +155.5% | 62,530 | $872K |
| LPL Financial LLC | 0.00% | Add +17.8% | 48,092 | $670K |
| Janney Montgomery Scott LLC | 0.00% | No change | 44,158 | $616K |
| Royal Bank of Canada | 0.00% | Add +26.9% | 35,377 | $494K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.4% | 33,331 | $465K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -9.2% | 29,781 | $410K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +8.5% | 26,769 | $373K |
| Northern Trust Corp. | 0.00% | Add +75.0% | 23,010 | $321K |
| LSV Asset Management | 0.00% | No change | 20,500 | $286K |
| UBS Group AG | 0.00% | Add +17.5% | 18,015 | $251K |
| Citadel Advisors | 0.00% | Reduce -82.9% | 17,813 | $248K |
| Oppenheimer & Co. Inc. | 0.00% | Add +10.5% | 17,056 | $238K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +2.7% | 16,778 | $234K |
| Farther Finance Advisors, LLC | 0.00% | No change | 13,106 | $183K |
| HighTower Advisors, LLC | 0.00% | Reduce -66.7% | 13,090 | $182K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 13,000 | $181K |
| Wells Fargo & Company | 0.00% | Add +26.7% | 12,809 | $179K |
| Group One Trading LLC | 0.01% | Add +90.9% | 11,401 | $159K |
| Brevan Howard Capital Management LP | 0.00% | New | 11,041 | $154K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | Reduce -23.7% | 11,033 | $154K |
| Private Advisor Group, LLC | 0.00% | No change | 10,000 | $139K |
| Chilton Capital Management LLC | 0.00% | Reduce -9.6% | 7,600 | $106K |
| Simplex Trading, LLC | 0.00% | New | 7,019 | $97K |
| BNP Paribas Financial Markets | 0.00% | New | 4,321 | $60K |
| Aquatic Capital Management LLC | 0.00% | Reduce -31.8% | 3,643 | $51K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,420 | $34K |
| ORG Partners LLC | 0.01% | No change | 2,110 | $30K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,798 | $25K |
| Private Trust Co. NA | 0.00% | No change | 1,097 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,000 | $14K |
| Crewe Advisors LLC | 0.00% | Add +0.1% | 751 | $10K |
| Jones Financial Companies LLLP | 0.00% | No change | 500 | $7K |
| Key Financial Inc | 0.00% | No change | 500 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 472 | $7K |
| Cwm, LLC | 0.00% | No change | 400 | $6K |
| Harbor Asset Planning, Inc. | 0.00% | — | 300 | $4K |
| Bank of America Corp. | 0.00% | New | 250 | $3K |
| Quantbot Technologies LP | 0.00% | Reduce -97.8% | 239 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 200 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 8 | $112 |
| Danske Bank A/S | 0.00% | New | 1 | $14 |
| Roble, Belko & Company, Inc | 0.00% | Add +7.7% | 14 | $0 |
"% of holder's portfolio" is SCM's weight in each manager's 13F, not the share of Stellus Capital Investment C the manager owns.