Stellus Capital Investment CSCM
13F holders, Q1 2026 (March 31)63holders
17new positions
15sold out
2famous investors
$9.39avg. 13F price*
At the end of Q1 2026, 63 institutions reported holding Stellus Capital Investment C (SCM) in their 13F filings, unchanged from Q4 2025. 17 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($2.9M), Ethos Financial Group, LLC ($2.5M) and Corient Private Wealth LP ($2.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $4.5M |
| Exits | 15 | $972K |
All 13F filers, Q4 2025 → Q1 2026: 871,042 shares bought and 390,352 shares sold, net +480,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| LPL Financial LLC | 0.00% | Add +1.9% | 314,792 | $2.9M |
| Ethos Financial Group, LLC | 0.18% | No change | 197,790 | $2.5M |
| Corient Private Wealth LP | 0.00% | Reduce -9.1% | 255,479 | $2.4M |
| Muzinich & Co., Inc. | 0.82% | Add +0.5% | 254,834 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +5.1% | 237,599 | $2.2M |
| Legal & General Group Plc | 0.00% | Add +12.4% | 229,535 | $2.1M |
| Condor Capital Management | 0.16% | Reduce -3.7% | 206,416 | $1.9M |
| Sunbelt Securities, Inc. | 0.12% | Add +31.4% | 203,190 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -30.6% | 197,246 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Add +5.3% | 192,693 | $1.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +0.1% | 156,151 | $1.4M |
| Marshall Wace, LLP | 0.00% | New | 152,859 | $1.4M |
| Morgan Stanley | 0.00% | Add +721.0% | 147,755 | $1.4M |
| Icon Wealth Advisors, LLC | 0.08% | Reduce -0.1% | 135,269 | $1.3M |
| Millennium Management | 0.00% | New | 116,667 | $1.1M |
| BlackRock, Inc. | 0.00% | Reduce -42.6% | 112,226 | $1.0M |
| Inspire Advisors, LLC | 0.08% | Add +3.1% | 111,157 | $1.0M |
| UBS Group AG | 0.00% | Add +296.9% | 100,396 | $925K |
| PFG Investments, LLC | 0.03% | Add +7.2% | 74,661 | $688K |
| Trexquant Investment LP | 0.00% | Add +73.7% | 68,320 | $629K |
| Gables Capital Management Inc. | 0.26% | Reduce -0.4% | 66,867 | $616K |
| Citadel Advisors | 0.00% | Add +161.5% | 62,354 | $574K |
| Virtus Investment Advisers, LLC | 0.15% | Add +1.0% | 60,672 | $559K |
| Janney Montgomery Scott LLC | 0.00% | New | 43,333 | $399K |
| Gallagher Capital Advisors, LLC | 0.21% | New | 34,000 | $313K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -12.6% | 31,566 | $292K |
| Bank of America Corp. | 0.00% | Reduce -7.8% | 25,811 | $238K |
| Oxford Asset Management LLP | 0.08% | New | 22,152 | $204K |
| IMC-Chicago, LLC | 0.00% | New | 21,284 | $196K |
| Jane Street Group, LLC | 0.00% | Reduce -42.9% | 19,940 | $184K |
| Royal Bank of Canada | 0.00% | Reduce -11.4% | 17,827 | $164K |
| XTX Topco Ltd | 0.00% | New | 17,092 | $157K |
| Qube Research & Technologies Ltd | 0.00% | New | 16,408 | $151K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 15,761 | $145K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -3.9% | 15,410 | $142K |
| Wells Fargo & Company | 0.00% | Add +13.6% | 15,195 | $140K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -15.2% | 13,111 | $121K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 13,000 | $120K |
| nVerses Capital, LLC | 0.11% | New | 12,933 | $119K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -62.5% | 12,388 | $114K |
| Virtu Financial LLC | 0.00% | New | 12,091 | $111K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | No change | 11,033 | $102K |
| Northern Trust Corp. | 0.00% | Reduce -53.6% | 10,173 | $94K |
| Significant Wealth Partners LLC | 0.11% | New | 10,017 | $92K |
| Doliver Advisors, LP | 0.02% | New | 10,000 | $92K |
| Chilton Capital Management LLC | 0.00% | No change | 7,600 | $70K |
| Aquatic Capital Management LLC | 0.00% | Reduce -45.7% | 6,456 | $59K |
| Osaic Holdings, Inc. | 0.00% | Reduce -86.5% | 4,313 | $40K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.3% | 3,234 | $30K |
| BNP Paribas Financial Markets | 0.00% | Reduce -92.9% | 1,310 | $12K |
| Private Trust Co. NA | 0.00% | No change | 1,097 | $10K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,166 | $10K |
| Crewe Advisors LLC | 0.00% | Add +4.4% | 870 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 575 | $5K |
| Key Financial Inc | 0.00% | No change | 500 | $5K |
| Jones Financial Companies LLLP | 0.00% | No change | 500 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 472 | $4K |
| Cwm, LLC | 0.00% | No change | 400 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 238 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 223 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 200 | $1K |
| Danske Bank A/S | 0.00% | Add +50.0% | 6 | $55 |
| Allworth Financial LP | 0.00% | New | 4 | $39 |
"% of holder's portfolio" is SCM's weight in each manager's 13F, not the share of Stellus Capital Investment C the manager owns.