Stellus Capital Investment CSCM
13F holders, Q4 2025 (December 31)63holders −5
4new positions
11sold out
1famous investor
$12.68avg. 13F price*
At the end of Q4 2025, 63 institutions reported holding Stellus Capital Investment C (SCM) in their 13F filings, down 5 from Q3 2025. 4 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($3.9M), Two Sigma Investments, LP ($3.6M) and Corient Private Wealth LP ($3.6M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $405K |
| Exits | 11 | $1.8M |
All 13F filers, Q3 2025 → Q4 2025: 600,920 shares bought and 254,667 shares sold, net +346,253 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| LPL Financial LLC | 0.00% | Add +695.6% | 309,045 | $3.9M |
| Two Sigma Investments, LP | 0.01% | Add +26.1% | 284,104 | $3.6M |
| Corient Private Wealth LP | 0.00% | Add +2.6% | 281,166 | $3.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -7.2% | 265,200 | $3.4M |
| Muzinich & Co., Inc. | 1.01% | Add +22.5% | 253,534 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.2% | 226,165 | $2.9M |
| Condor Capital Management | 0.22% | Add +5.7% | 214,438 | $2.7M |
| Legal & General Group Plc | 0.00% | Add +19.0% | 204,285 | $2.6M |
| Ethos Financial Group, LLC | 0.19% | Reduce -3.6% | 197,790 | $2.5M |
| BlackRock, Inc. | 0.00% | Reduce -3.4% | 195,545 | $2.5M |
| Advisors Asset Management, Inc. | 0.04% | Add +26.8% | 183,055 | $2.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 156,050 | $2.0M |
| Sunbelt Securities, Inc. | 0.13% | Add +5.8% | 154,573 | $2.0M |
| Icon Wealth Advisors, LLC | 0.11% | Add +0.1% | 135,467 | $1.7M |
| Inspire Advisors, LLC | 0.13% | Add +1.4% | 107,787 | $1.4M |
| PFG Investments, LLC | 0.04% | Add +0.6% | 69,645 | $883K |
| Gables Capital Management Inc. | 0.36% | Reduce -0.7% | 67,118 | $851K |
| Virtus Investment Advisers, LLC | 0.21% | Add +3.0% | 60,048 | $761K |
| Trexquant Investment LP | 0.00% | Reduce -25.0% | 39,340 | $499K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.2% | 36,126 | $459K |
| Jane Street Group, LLC | 0.00% | Add +39.5% | 34,929 | $443K |
| Brevan Howard Capital Management LP | 0.01% | Add +161.0% | 33,050 | $419K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.5% | 31,841 | $404K |
| Bank of America Corp. | 0.00% | Add +1972.7% | 27,982 | $355K |
| UBS Group AG | 0.00% | Add +70.7% | 25,297 | $321K |
| TrueMark Investments, LLC | 0.06% | New | 24,827 | $315K |
| Citadel Advisors | 0.00% | Reduce -52.3% | 23,841 | $302K |
| Northern Trust Corp. | 0.00% | Reduce -6.6% | 21,932 | $278K |
| Royal Bank of Canada | 0.00% | Reduce -13.3% | 20,117 | $255K |
| BNP Paribas Financial Markets | 0.00% | Add +457.6% | 18,362 | $233K |
| Morgan Stanley | 0.00% | Reduce -30.1% | 17,996 | $228K |
| Simplex Trading, LLC | 0.01% | Add +51.9% | 17,222 | $218K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -7.1% | 16,039 | $203K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +19.0% | 15,459 | $196K |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 13,381 | $170K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 13,000 | $165K |
| Aquatic Capital Management LLC | 0.00% | Reduce -34.6% | 11,889 | $151K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | No change | 11,033 | $140K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.8% | 10,244 | $130K |
| Private Advisor Group, LLC | 0.00% | No change | 10,000 | $127K |
| Chilton Capital Management LLC | 0.00% | No change | 7,600 | $96K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,851 | $62K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.3% | 3,130 | $40K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 2,970 | $38K |
| ORG Partners LLC | 0.00% | No change | 2,110 | $27K |
| Laurel Wealth Advisors LLC | 0.00% | New | 2,083 | $26K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 1,670 | $21K |
| Assetmark, Inc. | 0.00% | No change | 1,200 | $15K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,166 | $14K |
| Private Trust Co. NA | 0.00% | No change | 1,097 | $14K |
| Group One Trading LLC | 0.00% | Reduce -78.5% | 902 | $11K |
| Crewe Advisors LLC | 0.00% | Add +8.2% | 833 | $11K |
| Key Financial Inc | 0.00% | No change | 500 | $6K |
| Jones Financial Companies LLLP | 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 |
| Valley National Advisers Inc. | 0.00% | No change | 200 | $2K |
| Smithfield Trust Co | 0.00% | New | 119 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 125 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.5% | 75 | $951 |
| Parallel Advisors, LLC | 0.00% | No change | 8 | $101 |
| Danske Bank A/S | 0.00% | Add +100.0% | 4 | $51 |
"% of holder's portfolio" is SCM's weight in each manager's 13F, not the share of Stellus Capital Investment C the manager owns.