Stellus Capital Investment CSCM
13F holders, Q3 2025 (September 30)68holders +10
12new positions
2sold out
1famous investor
$13.05avg. 13F price*
At the end of Q3 2025, 68 institutions reported holding Stellus Capital Investment C (SCM) in their 13F filings, up 10 from Q2 2025. 12 opened new positions and 2 sold out. The largest holders were Two Sigma Advisers, LP ($3.7M), Corient Private Wealth LP ($3.6M) and Raymond James Financial Inc. ($3.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.1M |
| Exits | 2 | $300K |
All 13F filers, Q2 2025 → Q3 2025: 627,207 shares bought and 285,888 shares sold, net +341,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Two Sigma Advisers, LP | 0.01% | Reduce -22.2% | 285,772 | $3.7M |
| Corient Private Wealth LP | 0.01% | Add +8.0% | 274,100 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.9% | 231,240 | $3.0M |
| Two Sigma Investments, LP | 0.00% | Add +3.3% | 225,264 | $2.9M |
| Muzinich & Co., Inc. | 1.05% | Add +43.7% | 206,893 | $2.7M |
| Ethos Financial Group, LLC | 0.21% | Add +4.1% | 205,166 | $2.7M |
| Condor Capital Management | 0.22% | Add +2.7% | 202,846 | $2.6M |
| BlackRock, Inc. | 0.00% | Add +28.0% | 202,461 | $2.6M |
| Legal & General Group Plc | 0.00% | Reduce -6.7% | 171,632 | $2.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +65.9% | 156,050 | $2.0M |
| Sunbelt Securities, Inc. | 0.13% | Add +390.7% | 146,133 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Add +15.5% | 144,322 | $1.9M |
| Icon Wealth Advisors, LLC | 0.12% | Add +0.1% | 135,328 | $1.8M |
| Inspire Advisors, LLC | 0.13% | Add +69.9% | 106,262 | $1.4M |
| PFG Investments, LLC | 0.05% | Add +7.1% | 69,241 | $904K |
| Gables Capital Management Inc. | 0.38% | No change | 67,618 | $883K |
| Virtus Investment Advisers, LLC | 0.22% | Reduce -9.8% | 58,294 | $761K |
| Trexquant Investment LP | 0.01% | New | 52,449 | $685K |
| Citadel Advisors | 0.00% | Add +180.6% | 49,981 | $653K |
| Janney Montgomery Scott LLC | 0.00% | No change | 44,158 | $577K |
| LPL Financial LLC | 0.00% | Reduce -19.2% | 38,846 | $507K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +34.7% | 36,056 | $470K |
| Osaic Holdings, Inc. | 0.00% | Add +2.2% | 34,070 | $451K |
| Gallagher Capital Advisors, LLC | 0.23% | New | 34,000 | $406K |
| Morgan Stanley | 0.00% | Reduce -82.7% | 25,763 | $336K |
| Susquehanna International Group, LLP | 0.00% | New | 25,365 | $331K |
| Jane Street Group, LLC | 0.00% | New | 25,033 | $327K |
| Northern Trust Corp. | 0.00% | Add +2.1% | 23,489 | $307K |
| Royal Bank of Canada | 0.00% | Reduce -34.4% | 23,209 | $303K |
| Aquatic Capital Management LLC | 0.00% | Add +398.7% | 18,168 | $237K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.2% | 17,263 | $225K |
| UBS Group AG | 0.00% | Reduce -17.8% | 14,818 | $194K |
| HighTower Advisors, LLC | 0.00% | Add +3.4% | 13,529 | $177K |
| Wells Fargo & Company | 0.00% | Add +5.2% | 13,480 | $176K |
| Farther Finance Advisors, LLC | 0.00% | No change | 13,106 | $171K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 13,000 | $170K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -22.6% | 12,989 | $170K |
| Brevan Howard Capital Management LP | 0.00% | Add +14.7% | 12,663 | $165K |
| Quadrature Capital Ltd | 0.00% | New | 11,383 | $149K |
| Simplex Trading, LLC | 0.00% | Add +61.5% | 11,335 | $148K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | No change | 11,033 | $144K |
| HRT Financial LP | 0.00% | New | 10,910 | $142K |
| Private Advisor Group, LLC | 0.00% | No change | 10,000 | $131K |
| Chilton Capital Management LLC | 0.00% | No change | 7,600 | $99K |
| Group One Trading LLC | 0.00% | Reduce -63.2% | 4,195 | $55K |
| BNP Paribas Financial Markets | 0.00% | Reduce -23.8% | 3,293 | $43K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,031 | $40K |
| Ameritas Advisory Services, LLC | 0.00% | Add +0.7% | 2,438 | $32K |
| JPMorgan Chase & Co. | 0.00% | New | 2,155 | $28K |
| ORG Partners LLC | 0.01% | No change | 2,110 | $28K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,798 | $23K |
| Bank of America Corp. | 0.00% | Add +440.0% | 1,350 | $18K |
| Assetmark, Inc. | 0.00% | New | 1,200 | $16K |
| State of Alaska, Department of Revenue | 0.00% | New | 1,166 | $15K |
| Private Trust Co. NA | 0.00% | No change | 1,097 | $14K |
| Crewe Advisors LLC | 0.00% | Add +2.5% | 770 | $10K |
| Advisory Services Network, LLC | 0.00% | New | 663 | $9K |
| Jones Financial Companies LLLP | 0.00% | No change | 500 | $7K |
| Key Financial Inc | 0.00% | No change | 500 | $6K |
| Aventura Private Wealth, LLC | 0.00% | No change | 472 | $6K |
| Cwm, LLC | 0.00% | No change | 400 | $5K |
| Harbor Asset Planning, Inc. | 0.00% | No change | 300 | $4K |
| Quantbot Technologies LP | 0.00% | No change | 239 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 200 | $2K |
| Blue Trust, Inc. | 0.00% | New | 125 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 8 | $104 |
| Danske Bank A/S | 0.00% | Add +100.0% | 2 | $26 |
| Roble, Belko & Company, Inc | 0.00% | No change | 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.