Who Owns STELLUS CAP INVT CORP (SCM)? -- Institutional Holders (2026-06-30)

71 institutions reported holding $31.0M of STELLUS CAP INVT CORP (SCM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Corient Private Wealth LLC ($2.4M), LPL Financial LLC ($2.2M), Muzinich & Co., Inc. ($2.1M), RAYMOND JAMES FINANCIAL INC ($2.1M), Legal & General Group Plc ($2.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Corient Private Wealth LLC$2.4M284,746Added
2LPL Financial LLC$2.2M263,356Trimmed
3Muzinich & Co., Inc.$2.1M255,026Added
4RAYMOND JAMES FINANCIAL INC$2.1M252,821Added
5Legal & General Group Plc$2.0M238,329Added
6Advisors Asset Management, Inc.$1.9M220,277Added
7Ethos Financial Group, LLC$1.8M217,193Added
8CONDOR CAPITAL MANAGEMENT$1.8M211,987Added
9Sumitomo Mitsui Trust Group, Inc.$1.3M156,151Hold
10Icon Wealth Advisors, LLC$1.1M135,536Added
11Samjo Management, LLC$1.1M133,700New
12BlackRock, Inc.$921,670109,462Trimmed
13MILLENNIUM MANAGEMENT LLC$811,89096,424Trimmed
14Inspire Advisors, LLC$726,07386,232Trimmed
15GABLES CAPITAL MANAGEMENT INC.$564,57867,052Added
16MORGAN STANLEY$541,87264,355Trimmed
17Trexquant Investment LP$535,92563,649Trimmed
18Virtus Investment Advisers, LLC$523,17762,135Added
19XTX Topco Ltd$488,17557,978Added
20CITADEL ADVISORS LLC$484,06657,490Trimmed
21BANK OF AMERICA CORP /DE/$482,60957,317Added
22DOLIVER ADVISORS, LP$465,55955,292Added
23PFG Investments, LLC$448,44853,260Trimmed
24MARSHALL WACE, LLP$411,25748,843Trimmed
25Janney Montgomery Scott LLC$361,00042,833Trimmed

Source: SEC Form 13F filings · as of 2026-06-30