STELLUS CAPITAL INVESTMENT C (SCM) Institutional Shareholders
STELLUS CAPITAL INVESTMENT C (SCM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $33.90M in SCM holdings during the latest filing period.
Advisors Asset Management, Inc. is currently the largest disclosed institutional shareholder of SCM tracked by InsiderSet, reporting ownership valued at approximately $3.67M in its December 31, 2021 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.09M, representing an estimated loss of -43.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed SCM value among the investors covered in this analysis. Major shareholders include Advisors Asset Management, Inc., Corient Private Wealth Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in STELLUS CAPITAL INVESTMENT C (SCM).
This page ranks the largest institutional SCM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
61
Total Reported Value
$33.90M
Largest Holder
Advisors Asset Management, Inc.
Largest Position
$3.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
88
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 0.05% | 282,109 | $3,673,059 | $2,093,249 | -$1,579,810 | -43.01% | |
| Corient Private Wealth Llc | 0.00% | 284,746 | $2,397,559 | $2,112,815 | -$284,744 | -11.88% | |
| Lpl Financial Llc | 0.00% | 263,356 | $2,217,456 | $1,954,102 | -$263,354 | -11.88% | |
| Muzinich & Co., Inc. | 0.73% | 255,026 | $2,147,325 | $1,892,293 | -$255,032 | -11.88% | |
| Raymond James Financial Inc | 0.00% | 252,821 | $2,128,756 | $1,875,932 | -$252,824 | -11.88% | |
| Legal & General Group Plc | 0.00% | 238,329 | $2,009,114 | $1,768,401 | -$240,713 | -11.98% | |
| Sunbelt Securities, Inc. | 0.12% | 203,190 | $1,871,382 | $1,507,670 | -$363,712 | -19.44% | |
| Ethos Financial Group, Llc | 0.12% | 217,193 | $1,828,769 | $1,611,572 | -$217,197 | -11.88% | |
| Condor Capital Management | 0.13% | 211,987 | $1,784,934 | $1,572,944 | -$211,990 | -11.88% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 156,151 | $1,314,791 | $1,158,640 | -$156,151 | -11.88% | |
| Icon Wealth Advisors, Llc | 0.07% | 135,536 | $1,141,213 | $1,005,677 | -$135,536 | -11.88% | |
| Samjo Management, Llc | 0.38% | 133,700 | $1,125,754 | $992,054 | -$133,700 | -11.88% | |
| Blackrock, Inc. | 0.00% | 109,462 | $921,670 | $812,208 | -$109,462 | -11.88% | |
| Millennium Management Llc | 0.00% | 96,424 | $811,890 | $715,466 | -$96,424 | -11.88% | |
| Inspire Advisors, Llc | 0.05% | 86,232 | $726,073 | $639,841 | -$86,232 | -11.88% | |
| Gables Capital Management Inc. | 0.20% | 67,052 | $564,578 | $497,526 | -$67,052 | -11.88% | |
| Morgan Stanley | 0.00% | 64,355 | $541,872 | $477,514 | -$64,358 | -11.88% | |
| Trexquant Investment Lp | 0.00% | 63,649 | $535,925 | $472,276 | -$63,649 | -11.88% | |
| Virtus Investment Advisers, Llc | 0.12% | 62,135 | $523,177 | $461,042 | -$62,135 | -11.88% | |
| Xtx Topco Ltd | 0.01% | 57,978 | $488,175 | $430,197 | -$57,978 | -11.88% | |
| Bank Of America Corp | 0.00% | 57,317 | $482,609 | $425,292 | -$57,317 | -11.88% | |
| Pfg Investments, Llc | 0.02% | 53,260 | $448,448 | $395,189 | -$53,259 | -11.88% | |
| Marshall Wace, Llp | 0.00% | 48,843 | $411,257 | $362,415 | -$48,842 | -11.88% | |
| Citadel Advisors Llc | 0.00% | 46,090 | $388,078 | $341,988 | -$46,090 | -11.88% | |
| Janney Montgomery Scott Llc | 0.00% | 42,833 | $361,000 | $317,821 | -$43,179 | -11.96% | |
| Campbell & Co Investment Adviser Llc | 0.02% | 34,955 | $294,321 | $259,366 | -$34,955 | -11.88% | |
| Canada Life Assurance Co | 0.00% | 34,747 | $292,000 | $257,823 | -$34,177 | -11.70% | |
| Gallagher Capital Advisors, Llc | 0.16% | 34,000 | $286,280 | $252,280 | -$34,000 | -11.88% | |
| Two Sigma Investments, Lp | 0.00% | 28,812 | $242,597 | $213,785 | -$28,812 | -11.88% | |
| Doliver Advisors, Lp | 0.04% | 24,501 | $181,797 | $181,797 | +$0 | +0.00% | |
| Susquehanna International Group, Llp | 0.00% | 19,531 | $164,451 | $144,920 | -$19,531 | -11.88% | |
| Qube Research & Technologies Ltd | 0.00% | 19,464 | $163,887 | $144,423 | -$19,464 | -11.88% | |
| Royal Bank Of Canada | 0.00% | 17,817 | $150,000 | $132,202 | -$17,798 | -11.87% | |
| Oppenheimer & Co Inc | 0.00% | 15,329 | $129,070 | $113,741 | -$15,329 | -11.88% | |
| Sanders Morris Harris Llc | 0.07% | 13,948 | $117,440 | $103,494 | -$13,946 | -11.87% | |
| Concurrent Investment Advisors, Llc | 0.00% | 13,909 | $117,114 | $103,205 | -$13,909 | -11.88% | |
| Wells Fargo & Company/Mn | 0.00% | 12,681 | $106,772 | $94,093 | -$12,679 | -11.87% | |
| Ubs Group Ag | 0.00% | 12,109 | $101,958 | $89,849 | -$12,109 | -11.88% | |
| U.S. Capital Wealth Advisors, Llc | 0.00% | 11,033 | $101,614 | $81,865 | -$19,749 | -19.44% | |
| Arax Advisory Partners | 0.00% | 11,466 | $96,544 | $85,078 | -$11,466 | -11.88% | |
| Mariner, Llc | 0.00% | 11,000 | $92,620 | $81,620 | -$11,000 | -11.88% | |
| Significant Wealth Partners Llc | 0.09% | 10,131 | $85,303 | $75,172 | -$10,131 | -11.88% | |
| Chilton Capital Management Llc | 0.00% | 9,218 | $77,616 | $68,398 | -$9,218 | -11.88% | |
| Pnc Financial Services Group, Inc. | 0.00% | 9,000 | $75,780 | $66,780 | -$9,000 | -11.88% | |
| Osaic Holdings, Inc. | 0.00% | 5,367 | $45,193 | $39,823 | -$5,370 | -11.88% | |
| Highline Wealth Partners Llc | 0.01% | 3,538 | $29,790 | $26,252 | -$3,538 | -11.88% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,353 | $28,240 | $24,879 | -$3,361 | -11.90% | |
| Aquatic Capital Management Llc | 0.00% | 1,612 | $13,573 | $11,961 | -$1,612 | -11.88% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,158 | $9,750 | $8,592 | -$1,158 | -11.87% | |
| Private Trust Co Na | 0.00% | 1,097 | $9,237 | $8,140 | -$1,097 | -11.88% |
Frequently asked questions about SCM
Who are the largest institutional holders of SCM?
The largest institutional holders of SCM reported in the latest SEC Form 13F filings include Advisors Asset Management, Inc., Corient Private Wealth Llc, Lpl Financial Llc, Muzinich & Co., Inc., and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported SCM position.
What is SCM institutional ownership?
This page tracks SCM positions reported by institutional investment managers through SEC Form 13F. STELLUS CAPITAL INVESTMENT C (SCM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCM?
InsiderSet currently tracks 61 institutional managers reporting SCM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCM shareholders.
How much SCM stock do institutions own?
Institutional investment managers disclosed approximately $33.90M in SCM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCM institutional ownership last updated?
The latest SCM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCM position after the reporting date.
Are institutions buying or selling SCM?
Institutional buying and selling can be analyzed by comparing SCM positions across consecutive 13F reporting periods. InsiderSet's SCM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCM ownership changes.
How has SCM institutional ownership changed over time?
InsiderSet tracks SCM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.