STELLUS CAP INVT CORP (SCM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
57
Reporting holders
$32.6M
Reported value
13.4%
Of shares outstanding
1.2%
Held as options
-3
Holder change
Institutions report 3,822,222 shares against 28,479,937 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Corient Private Wealth LP | $4.8M | 569,492 | 0.00% | 10q | +122.9%+$2.6M |
| LPL Financial LLC | $2.2M | 263,356 | 0.00% | 28q | -16.3%-$433.1K |
| Muzinich & Co., Inc. | $2.1M | 255,026 | 0.73% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.1M | 252,821 | 0.00% | 7q | +6.4%+$128.2K |
| Legal & General Group Plc | $2.0M | 238,329 | 0.00% | 27q | +3.8%+$74.1K |
| Advisors Asset Management, Inc. | $1.9M | 220,277 | 0.03% | 34q | +14.3%+$232.3K |
| Ethos Financial Group, LLC | $1.8M | 217,193 | 0.12% | 6q | +9.8%+$163.4K |
| CONDOR CAPITAL MANAGEMENT | $1.8M | 211,987 | 0.13% | 16q | +2.7%+$46.9K |
| Sumitomo Mitsui Trust Group, Inc. | $1.3M | 156,151 | 0.00% | 26q | HELD |
| Icon Wealth Advisors, LLC | $1.1M | 135,536 | 0.07% | 11q | HELD |
| Samjo Management, LLC | $1.1M | 133,700 | 0.38% | new | NEW |
| BlackRock, Inc. | $921.7K | 109,462 | 0.00% | 8q | -2.5%-$23.3K |
| MILLENNIUM MANAGEMENT LLC | $811.9K | 96,424 | 0.00% | 2q | -17.4%-$170.4K |
| Inspire Advisors, LLC | $726.1K | 86,232 | 0.05% | 6q | -22.4%-$209.9K |
| GABLES CAPITAL MANAGEMENT INC. | $564.6K | 67,052 | 0.20% | 31q | HELD |
| MORGAN STANLEY | $541.9K | 64,355 | 0.00% | 35q | -56.4%-$702.2K |
| Trexquant Investment LP | $535.9K | 63,649 | 0.00% | 4q | -6.8%-$39.3K |
| Virtus Investment Advisers, LLC | $523.2K | 62,135 | 0.12% | 6q | +2.4%+$12.3K |
| XTX Topco Ltd | $488.2K | 57,978 | 0.01% | 2q | +239.2%+$344.3K |
| CITADEL ADVISORS LLC | $484.1K | 46,090 | 0.00% | 25q | -26.1%-$170.8K |
| BANK OF AMERICA CORP /DE/ | $482.6K | 57,317 | 0.00% | 5q | +122.1%+$265.3K |
| DOLIVER ADVISORS, LP | $465.6K | 55,292 | 0.11% | 2q | +452.9%+$381.4K |
| PFG Investments, LLC | $448.4K | 53,260 | 0.02% | 10q | -28.7%-$180.2K |
| MARSHALL WACE, LLP | $411.3K | 48,843 | 0.00% | 2q | -68.0%-$875.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $358.1K | 19,531 | 0.00% | 14q | HELD |
| Campbell & CO Investment Adviser LLC | $294.3K | 34,955 | 0.02% | 2q | +121.8%+$161.6K |
| Gallagher Capital Advisors, LLC | $286.3K | 34,000 | 0.16% | 2q | HELD |
| TWO SIGMA INVESTMENTS, LP | $242.6K | 28,812 | 0.00% | 25q | -85.4%-$1.4M |
| Qube Research & Technologies Ltd | $163.9K | 19,464 | 0.00% | 2q | +18.6%+$25.7K |
| ROYAL BANK OF CANADA | $150.0K | 17,817 | 0.00% | 31q | HELD |
| OPPENHEIMER & CO INC | $129.1K | 15,329 | 0.00% | 12q | -0.5% |
| SANDERS MORRIS HARRIS LLC | $117.4K | 13,948 | 0.07% | new | NEW |
| Concurrent Investment Advisors, LLC | $117.1K | 13,909 | 0.00% | 9q | +6.1%+$6.7K |
| PNC Financial Services Group, Inc. | $109.5K | 13,000 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $106.8K | 12,681 | 0.00% | 31q | -58.3%-$149.1K |
| UBS Group AG | $102.0K | 12,109 | 0.00% | 31q | -87.9%-$743.4K |
| Arax Advisory Partners | $96.5K | 11,466 | 0.00% | new | NEW |
| Mariner, LLC | $92.6K | 11,000 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $91.8K | options only | 0.00% | 4q | OPTIONS |
| Significant Wealth Partners LLC | $85.3K | 10,131 | 0.09% | 2q | +1.1% |
| CHILTON CAPITAL MANAGEMENT LLC | $77.6K | 9,218 | 0.00% | 14q | +21.3%+$13.6K |
| OSAIC HOLDINGS, INC. | $45.2K | 5,367 | 0.00% | 26q | +24.4%+$8.9K |
| HIGHLINE WEALTH PARTNERS LLC | $29.8K | 3,538 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $28.2K | 3,353 | 0.00% | 4q | +3.7%+$1.0K |
| Integrated Wealth Concepts LLC | $25.6K | 3,044 | 0.00% | new | NEW |
| Aquatic Capital Management LLC | $13.6K | 1,612 | 0.00% | 7q | -75.0%-$40.8K |
| Tower Research Capital LLC (TRC) | $9.8K | 1,158 | 0.00% | 2q | +101.4%+$4.9K |
| PRIVATE TRUST CO NA | $9.2K | 1,097 | 0.00% | 7q | HELD |
| Crewe Advisors LLC | $8.7K | 1,030 | 0.00% | 7q | +18.4%+$1.3K |
| NOMURA ASSET MANAGEMENT CO LTD | $7.4K | 881 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $4.2K | 500 | 0.00% | 9q | HELD |
| Key Financial Inc | $4.2K | 500 | 0.00% | 17q | HELD |
| Aventura Private Wealth, LLC | $4.0K | 472 | 0.00% | 7q | HELD |
| VALLEY NATIONAL ADVISERS INC | $1.7K | 200 | 0.00% | 22q | HELD |
| JPMORGAN CHASE & CO | $1.1K | 132 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $361 | 42,833 | 0.00% | 2q | -1.2% |
| CANADA LIFE ASSURANCE Co | $292 | 34,747 | 0.00% | 27q | +10.1% |
| Stonebridge Financial Group, LLC/CA | $189 | 22,155 | 0.03% | new | FIRST |
| Caitong International Asset Management Co., Ltd | $84 | 10 | 0.00% | new | NEW |
| State of Alaska, Department of Revenue | $9 | 1,166 | 0.00% | 4q | HELD |
| DANSKE BANK A/S | $8 | 1 | 0.00% | 5q | -83.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 57 | $32.6M | 3,822,222 | 9 | 19 | 16 | 1.2% |
| Q1 2026 | 60 | $39.0M | 4,011,456 | 16 | 16 | 15 | 3.4% |
| Q4 2025 | 59 | $55.8M | 4,297,447 | 3 | 21 | 18 | 2.3% |
| Q3 2025 | 61 | $45.2M | 3,418,260 | 11 | 23 | 11 | 1.3% |
| Q2 2025 | 53 | $44.1M | 3,115,342 | 7 | 16 | 16 | 1.6% |
| Q1 2025 | 58 | $46.8M | 3,258,288 | 12 | 21 | 11 | 2.5% |
| Q4 2024 | 54 | $39.9M | 2,870,757 | 11 | 11 | 13 | 1.1% |
| Q3 2024 | 49 | $43.7M | 3,124,681 | 5 | 11 | 18 | 2.1% |
| Q2 2024 | 47 | $50.2M | 3,551,086 | 7 | 20 | 8 | 2.9% |
| Q1 2024 | 49 | $40.7M | 3,039,433 | 7 | 13 | 17 | 2.3% |
| Q4 2023 | 54 | $39.4M | 3,039,510 | 10 | 16 | 16 | 1.0% |
| Q3 2023 | 55 | $50.5M | 3,662,323 | 8 | 23 | 12 | 1.5% |
| Q2 2023 | 53 | $42.1M | 2,926,639 | 7 | 19 | 16 | 2.1% |
| Q1 2023 | 47 | $28.6M | 1,983,385 | 11 | 14 | 9 | 2.3% |
| Q4 2022 | 40 | $28.2M | 2,076,316 | 6 | 12 | 10 | 2.3% |
| Q3 2022 | 49 | $32.4M | 2,690,904 | 6 | 10 | 14 | 0.9% |
| Q2 2022 | 53 | $33.0M | 2,947,859 | 8 | 9 | 17 | 0.7% |
| Q1 2022 | 47 | $42.0M | 2,962,340 | 4 | 11 | 10 | 1.9% |
| Q4 2021 | 50 | $43.9M | 3,343,226 | 9 | 11 | 12 | 0.9% |
| Q3 2021 | 47 | $43.8M | 3,294,965 | 5 | 10 | 15 | 1.7% |
| Q2 2021 | 49 | $44.2M | 3,481,560 | 6 | 16 | 15 | 0.7% |
| Q1 2021 | 49 | $43.8M | 3,396,889 | 6 | 12 | 16 | 1.1% |
| Q4 2020 | 49 | $36.2M | 3,303,342 | 10 | 12 | 17 | 0.7% |
| Q3 2020 | 48 | $26.0M | 2,975,574 | 4 | 16 | 15 | 0.6% |
| Q2 2020 | 53 | $22.3M | 3,057,933 | 14 | 11 | 14 | 0.5% |
| Q1 2020 | 48 | $22.9M | 3,116,602 | 10 | 10 | 18 | 0.6% |
| Q4 2019 | 51 | $44.9M | 3,157,554 | 10 | 13 | 14 | 0.5% |
| Q3 2019 | 46 | $46.5M | 3,403,517 | 6 | 15 | 12 | 0.3% |
| Q2 2019 | 52 | $51.1M | 3,695,530 | 9 | 14 | 13 | 0.1% |
| Q1 2019 | 57 | $51.8M | 3,650,504 | 19 | 19 | 9 | 0.3% |
| Q4 2018 | 44 | $44.0M | 3,399,820 | 1 | 1 | 1 | 0.0% |