SCM Stellus Capital Investment Corporation
Stellus Capital Investment Corporation (SCM) Institutional Ownership
What the institutions did with SCM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Corient Private Wealth LP | 284.7K | 7.8% |
| LPL Financial LLC | 263.4K | 7.2% |
| Muzinich & Co., Inc. | 255.0K | 7.0% |
| RAYMOND JAMES FINANCIAL INC | 252.8K | 7.0% |
| Legal & General Group Plc | 238.3K | 6.6% |
| Advisors Asset Management, Inc. | 220.3K | 6.1% |
| Ethos Financial Group, LLC | 217.2K | 6.0% |
| CONDOR CAPITAL MANAGEMENT | 212.0K | 5.8% |
| Sumitomo Mitsui Trust Group, Inc. | 156.2K | 4.3% |
| Icon Wealth Advisors, LLC | 135.5K | 3.7% |
| Samjo Management, LLC | 133.7K | 3.7% |
| BlackRock, Inc. | 109.5K | 3.0% |
| MILLENNIUM MANAGEMENT LLC | 96.4K | 2.7% |
| Inspire Advisors, LLC | 86.2K | 2.4% |
| GABLES CAPITAL MANAGEMENT INC. | 67.1K | 1.8% |
| MORGAN STANLEY | 64.4K | 1.8% |
| Trexquant Investment LP | 63.6K | 1.8% |
| Virtus Investment Advisers, LLC | 62.1K | 1.7% |
| XTX Topco Ltd | 58.0K | 1.6% |
| BANK OF AMERICA CORP /DE/ | 57.3K | 1.6% |
| DOLIVER ADVISORS, LP | 55.3K | 1.5% |
| PFG Investments, LLC | 53.3K | 1.5% |
| MARSHALL WACE, LLP | 48.8K | 1.3% |
| CITADEL ADVISORS LLC | 46.1K | 1.3% |
| Janney Montgomery Scott LLC | 42.8K | 1.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | Reduced | 197.2K | 28.8K | -168.4K |
| Samjo Management, LLC | New | 0 | 133.7K | +133.7K |
| MARSHALL WACE, LLP | Reduced | 152.9K | 48.8K | -104.0K |
| UBS Group AG | Reduced | 100.4K | 12.1K | -88.3K |
| MORGAN STANLEY | Reduced | 147.8K | 64.4K | -83.4K |
| LPL Financial LLC | Reduced | 314.8K | 263.4K | -51.4K |
| DOLIVER ADVISORS, LP | Increased | 10.0K | 55.3K | +45.3K |
| XTX Topco Ltd | Increased | 17.1K | 58.0K | +40.9K |
| BANK OF AMERICA CORP /DE/ | Increased | 25.8K | 57.3K | +31.5K |
| Corient Private Wealth LP | Increased | 255.5K | 284.7K | +29.3K |
| Advisors Asset Management, Inc. | Increased | 192.7K | 220.3K | +27.6K |
| Inspire Advisors, LLC | Reduced | 111.2K | 86.2K | -24.9K |
| OXFORD ASSET MANAGEMENT LLP | Sold Out | 22.2K | 0 | -22.2K |
| PFG Investments, LLC | Reduced | 74.7K | 53.3K | -21.4K |
| IMC-Chicago, LLC | Sold Out | 21.3K | 0 | -21.3K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 116.7K | 96.4K | -20.2K |
| JANE STREET GROUP, LLC | Sold Out | 19.9K | 0 | -19.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | 0 | 19.5K | +19.5K |
| Ethos Financial Group, LLC | Increased | 197.8K | 217.2K | +19.4K |
| Campbell & CO Investment Adviser LLC | Increased | 15.8K | 35.0K | +19.2K |
| CITADEL ADVISORS LLC | Reduced | 62.4K | 46.1K | -16.3K |
| RAYMOND JAMES FINANCIAL INC | Increased | 237.6K | 252.8K | +15.2K |
| SANDERS MORRIS HARRIS LLC | New | 0 | 13.9K | +13.9K |
| nVerses Capital, LLC | Sold Out | 12.9K | 0 | -12.9K |
| Brevan Howard Capital Management LP | Sold Out | 12.4K | 0 | -12.4K |
| Virtu Financial LLC | Sold Out | 12.1K | 0 | -12.1K |
| Arax Advisory Partners | New | 0 | 11.5K | +11.5K |
| Mariner, LLC | New | 0 | 11.0K | +11.0K |
| NORTHERN TRUST CORP | Sold Out | 10.2K | 0 | -10.2K |
| Legal & General Group Plc | Increased | 229.5K | 238.3K | +8.8K |
| CONDOR CAPITAL MANAGEMENT | Increased | 206.4K | 212.0K | +5.6K |
| Aquatic Capital Management LLC | Reduced | 6.5K | 1.6K | -4.8K |
| Trexquant Investment LP | Reduced | 68.3K | 63.6K | -4.7K |
| HIGHLINE WEALTH PARTNERS LLC | New | 0 | 3.5K | +3.5K |
| CANADA LIFE ASSURANCE Co | Increased | 31.6K | 34.7K | +3.2K |
| Qube Research & Technologies Ltd | Increased | 16.4K | 19.5K | +3.1K |
| BlackRock, Inc. | Reduced | 112.2K | 109.5K | -2.8K |
| WELLS FARGO & COMPANY/MN | Reduced | 15.2K | 12.7K | -2.5K |
| CHILTON CAPITAL MANAGEMENT LLC | Increased | 7.6K | 9.2K | +1.6K |
| Virtus Investment Advisers, LLC | Increased | 60.7K | 62.1K | +1.5K |
| BNP PARIBAS FINANCIAL MARKETS | Sold Out | 1.3K | 0 | -1.3K |
| OSAIC HOLDINGS, INC. | Increased | 4.3K | 5.4K | +1.1K |
| NOMURA ASSET MANAGEMENT CO LTD | New | 0 | 881 | +881 |
| Concurrent Investment Advisors, LLC | Increased | 13.1K | 13.9K | +798 |
| Tower Research Capital LLC (TRC) | Increased | 575 | 1.2K | +583 |
| Janney Montgomery Scott LLC | Reduced | 43.3K | 42.8K | -500 |
| Icon Wealth Advisors, LLC | Increased | 135.3K | 135.5K | +267 |
| Advisory Services Network, LLC | Sold Out | 238 | 0 | -238 |
| BROWN BROTHERS HARRIMAN & CO | Sold Out | 223 | 0 | -223 |
| Muzinich & Co., Inc. | Increased | 254.8K | 255.0K | +192 |
| GABLES CAPITAL MANAGEMENT INC. | Increased | 66.9K | 67.1K | +185 |
| Crewe Advisors LLC | Increased | 870 | 1.0K | +160 |
| JPMORGAN CHASE & CO | New | 0 | 132 | +132 |
| Rockefeller Capital Management L.P. | Increased | 3.2K | 3.4K | +119 |
| Significant Wealth Partners LLC | Increased | 10.0K | 10.1K | +114 |
| OPPENHEIMER & CO INC | Reduced | 15.4K | 15.3K | -81 |
| ROYAL BANK OF CANADA | Reduced | 17.8K | 17.8K | -10 |
| Caitong International Asset Management Co., Ltd | New | 0 | 10 | +10 |
| DANSKE BANK A/S | Reduced | 6 | 1 | -5 |
| Allworth Financial LP | Sold Out | 4 | 0 | -4 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.