STELLUS CAPITAL INVESTMENT C (SCM) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $37.51M in SCM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SCM tracked by InsiderSet, reporting ownership valued at approximately $2.90M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.66M, representing an estimated loss of -8.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed SCM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Ethos Financial Group, Llc, Corient Private Wealth 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
63
Total Reported Value
$37.51M
Largest Holder
Lpl Financial Llc
Largest Position
$2.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 314,792 | $2,899,232 | $2,659,992 | -$239,240 | -8.25% | |
| Ethos Financial Group, Llc | 0.18% | 197,790 | $2,507,976 | $1,671,325 | -$836,651 | -33.36% | |
| Corient Private Wealth Llc | 0.00% | 255,479 | $2,352,959 | $2,158,798 | -$194,161 | -8.25% | |
| Muzinich & Co., Inc. | 0.82% | 254,834 | $2,347,028 | $2,153,347 | -$193,681 | -8.25% | |
| Raymond James Financial Inc | 0.00% | 237,599 | $2,188,292 | $2,007,712 | -$180,580 | -8.25% | |
| Legal & General Group Plc | 0.00% | 229,535 | $2,116,313 | $1,939,571 | -$176,742 | -8.35% | |
| Condor Capital Management | 0.16% | 206,416 | $1,901,094 | $1,744,215 | -$156,879 | -8.25% | |
| Sunbelt Securities, Inc. | 0.12% | 203,190 | $1,871,382 | $1,716,955 | -$154,427 | -8.25% | |
| Two Sigma Investments, Lp | 0.00% | 197,246 | $1,816,636 | $1,666,729 | -$149,907 | -8.25% | |
| Advisors Asset Management, Inc. | 0.03% | 192,693 | $1,774,703 | $1,628,256 | -$146,447 | -8.25% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 156,151 | $1,438,151 | $1,319,476 | -$118,675 | -8.25% | |
| Marshall Wace, Llp | 0.00% | 152,859 | $1,407,832 | $1,291,659 | -$116,173 | -8.25% | |
| Morgan Stanley | 0.00% | 147,755 | $1,360,826 | $1,248,530 | -$112,296 | -8.25% | |
| Icon Wealth Advisors, Llc | 0.08% | 135,269 | $1,293,173 | $1,143,023 | -$150,150 | -11.61% | |
| Millennium Management Llc | 0.00% | 116,667 | $1,074,503 | $985,836 | -$88,667 | -8.25% | |
| Blackrock, Inc. | 0.00% | 112,226 | $1,033,601 | $948,310 | -$85,291 | -8.25% | |
| Inspire Advisors, Llc | 0.08% | 111,157 | $1,023,752 | $939,277 | -$84,475 | -8.25% | |
| Ubs Group Ag | 0.00% | 100,396 | $924,647 | $848,346 | -$76,301 | -8.25% | |
| Pfg Investments, Llc | 0.03% | 74,661 | $687,625 | $630,885 | -$56,740 | -8.25% | |
| Trexquant Investment Lp | 0.00% | 68,320 | $629,227 | $577,304 | -$51,923 | -8.25% | |
| Gables Capital Management Inc. | 0.26% | 66,867 | $615,846 | $565,026 | -$50,820 | -8.25% | |
| Citadel Advisors Llc | 0.00% | 62,354 | $574,280 | $526,891 | -$47,389 | -8.25% | |
| Virtus Investment Advisers, Llc | 0.15% | 60,672 | $558,789 | $512,678 | -$46,111 | -8.25% | |
| Gallagher Capital Advisors, Llc | 0.21% | 34,000 | $313,140 | $287,300 | -$25,840 | -8.25% | |
| Bank Of America Corp | 0.00% | 25,811 | $237,719 | $218,103 | -$19,616 | -8.25% | |
| Oxford Asset Management Llp | 0.09% | 22,152 | $204,020 | $187,184 | -$16,836 | -8.25% | |
| Imc-Chicago, Llc | 0.00% | 21,284 | $196,026 | $179,850 | -$16,176 | -8.25% | |
| Jane Street Group, Llc | 0.00% | 19,940 | $183,647 | $168,493 | -$15,154 | -8.25% | |
| Royal Bank Of Canada | 0.00% | 17,827 | $164,000 | $150,638 | -$13,362 | -8.15% | |
| Xtx Topco Ltd | 0.00% | 17,092 | $157,417 | $144,427 | -$12,990 | -8.25% | |
| Qube Research & Technologies Ltd | 0.00% | 16,408 | $151,118 | $138,648 | -$12,470 | -8.25% | |
| Campbell & Co Investment Adviser Llc | 0.01% | 15,761 | $145,159 | $133,180 | -$11,979 | -8.25% | |
| Oppenheimer & Co Inc | 0.00% | 15,410 | $141,926 | $130,214 | -$11,712 | -8.25% | |
| Wells Fargo & Company/Mn | 0.00% | 15,195 | $139,951 | $128,398 | -$11,553 | -8.26% | |
| Concurrent Investment Advisors, Llc | 0.00% | 13,111 | $120,752 | $110,788 | -$9,964 | -8.25% | |
| Nverses Capital, Llc | 0.11% | 12,933 | $119,112 | $109,284 | -$9,828 | -8.25% | |
| Brevan Howard Capital Management Lp | 0.00% | 12,388 | $114,093 | $104,679 | -$9,414 | -8.25% | |
| U.S. Capital Wealth Advisors, Llc | 0.00% | 11,033 | $101,614 | $93,229 | -$8,385 | -8.25% | |
| Northern Trust Corp | 0.00% | 10,173 | $93,694 | $85,962 | -$7,732 | -8.25% | |
| Significant Wealth Partners Llc | 0.11% | 10,017 | $92,257 | $84,644 | -$7,613 | -8.25% | |
| Doliver Advisors, Lp | 0.02% | 10,000 | $92,100 | $84,500 | -$7,600 | -8.25% | |
| Pnc Financial Services Group, Inc. | 0.00% | 9,000 | $82,890 | $76,050 | -$6,840 | -8.25% | |
| Chilton Capital Management Llc | 0.00% | 7,600 | $69,996 | $64,220 | -$5,776 | -8.25% | |
| Aquatic Capital Management Llc | 0.00% | 6,456 | $59,460 | $54,553 | -$4,907 | -8.25% | |
| Osaic Holdings, Inc. | 0.00% | 4,313 | $39,727 | $36,445 | -$3,282 | -8.26% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,234 | $29,791 | $27,327 | -$2,464 | -8.27% | |
| Bnp Paribas Financial Markets | 0.00% | 1,310 | $12,065 | $11,069 | -$996 | -8.25% | |
| Private Trust Co Na | 0.00% | 1,097 | $10,103 | $9,270 | -$833 | -8.25% | |
| Crewe Advisors Llc | 0.00% | 870 | $8,013 | $7,351 | -$662 | -8.26% | |
| Tower Research Capital Llc (Trc) | 0.00% | 575 | $5,296 | $4,859 | -$437 | -8.26% |
Frequently asked questions about SCM
Who owns the most SCM stock?
The largest holders of SCM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for STELLUS CAPITAL INVESTMENT C (SCM).
Is SCM widely held by superinvestors?
Many widely followed stocks like SCM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.