Stellus Capital Investment Corp (SCM) — Institutional Holders, Q2 2026
60 institutional investment managers reported a SCM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $30.6M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SCM in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Samjo ManagementNew · +133,700 sh+$1.1M
- DOLIVER ADVISORSAdded · +45,292 sh+$381.4K
- XTX Topco LtdAdded · +40,886 sh+$344.3K
- BANK OF AMERICAAdded · +31,506 sh+$265.3K
- Corient Private WealthAdded · +29,267 sh+$246.4K
Biggest sellers
- TWO SIGMA INVESTMENTSTrimmed · -168,434 sh-$1.4M
- MARSHALL WACE, LLPTrimmed · -104,016 sh-$875.8K
- UBS Group AGTrimmed · -88,287 sh-$743.4K
- MORGAN STANLEYTrimmed · -83,400 sh-$702.2K
- LPL FinancialTrimmed · -51,436 sh-$433.1K
SCM 13F holders ranked 1–60 of 60
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Corient Private Wealth#1 · 284,746 sh | 284,746 | $2.4M | <0.01% | +11.5% |
| 2 | LPL Financial#2 · 263,356 sh | 263,356 | $2.2M | <0.01% | -16.3% |
| 3 | Muzinich#3 · 255,026 sh | 255,026 | $2.1M | — | +0.1% |
| 4 | RAYMOND JAMES FINANCIAL#4 · 252,821 sh | 252,821 | $2.1M | <0.01% | +6.4% |
| 5 | Legal & General Group Plc#5 · 238,329 sh | 238,329 | $2.0M | <0.01% | +3.8% |
| 6 | Advisors Asset Management#6 · 220,277 sh | 220,277 | $1.9M | 0.03% | +14.3% |
| 7 | Ethos Financial Group#7 · 217,193 sh | 217,193 | $1.8M | 0.12% | +9.8% |
| 8 | CONDOR CAPITAL MANAGEMENT#8 · 211,987 sh | 211,987 | $1.8M | 0.13% | +2.7% |
| 9 | Sumitomo Mitsui#9 · 156,151 sh | 156,151 | $1.3M | <0.01% | 0.0% |
| 10 | Icon Wealth Advisors#10 · 135,536 sh | 135,536 | $1.1M | 0.07% | +0.2% |
| 11 | Samjo Management#11 · 133,700 sh | 133,700 | $1.1M | 0.38% | New |
| 12 | BlackRock#12 · 109,462 sh | 109,462 | $921.7K | 0.00% | -2.5% |
| 13 | MILLENNIUM MANAGEMENT#13 · 96,424 sh | 96,424 | $811.9K | <0.01% | -17.4% |
| 14 | Inspire Advisors#14 · 86,232 sh | 86,232 | $726.1K | 0.05% | -22.4% |
| 15 | GABLES CAPITAL MANAGEMENT#15 · 67,052 sh | 67,052 | $564.6K | 0.20% | +0.3% |
| 16 | MORGAN STANLEY#16 · 64,355 sh | 64,355 | $541.9K | 0.00% | -56.4% |
| 17 | Trexquant Investment#17 · 63,649 sh | 63,649 | $535.9K | <0.01% | -6.8% |
| 18 | Virtus Investment Advisers#18 · 62,135 sh | 62,135 | $523.2K | 0.12% | +2.4% |
| 19 | XTX Topco Ltd#19 · 57,978 sh | 57,978 | $488.2K | <0.01% | +239.2% |
| 20 | BANK OF AMERICA#20 · 57,317 sh | 57,317 | $482.6K | 0.00% | +122.1% |
| 21 | DOLIVER ADVISORS#21 · 55,292 sh | 55,292 | $465.6K | — | +452.9% |
| 22 | PFG Investments#22 · 53,260 sh | 53,260 | $448.4K | 0.02% | -28.7% |
| 23 | MARSHALL WACE, LLP#23 · 48,843 sh | 48,843 | $411.3K | <0.01% | -68.0% |
| 24 | CITADEL ADVISORS#24 · 46,090 sh | 46,090 | $388.1K | 0.00% | -26.1% |
| 25 | Janney Montgomery Scott#25 · 42,833 sh | 42,833 | $361.0K | <0.01% | -1.2% |
| 26 | Campbell & Investment Adviser#26 · 34,955 sh | 34,955 | $294.3K | 0.02% | +121.8% |
| 27 | GREAT WEST LIFE ASSURANCE#27 · 34,747 sh | 34,747 | $292.0K | <0.01% | +10.1% |
| 28 | Gallagher Capital Advisors#28 · 34,000 sh | 34,000 | $286.3K | — | 0.0% |
| 29 | TWO SIGMA INVESTMENTS#29 · 28,812 sh | 28,812 | $242.6K | <0.01% | -85.4% |
| 30 | Stonebridge Financial Group#30 · 22,155 sh | 22,155 | $189.0K | 0.03% | — |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#31 · 19,531 sh | 19,531 | $164.5K | 0.00% | New |
| 32 | Qube Research & Technologies Ltd#32 · 19,464 sh | 19,464 | $163.9K | <0.01% | +18.6% |
| 33 | ROYAL BANK OF CANADA#33 · 17,817 sh | 17,817 | $150.0K | 0.00% | -0.1% |
| 34 | OPPENHEIMER#34 · 15,329 sh | 15,329 | $129.1K | — | -0.5% |
| 35 | SANDERS MORRIS HARRIS#35 · 13,948 sh | 13,948 | $117.4K | — | New |
| 36 | Concurrent Investment Advisors#36 · 13,909 sh | 13,909 | $117.1K | — | +6.1% |
| 37 | PNC FINANCIAL SERVICES GROUP#37 · 13,000 sh | 13,000 | $109.5K | <0.01% | 0.0% |
| 38 | WELLS FARGO & COMPANY#38 · 12,681 sh | 12,681 | $106.8K | 0.00% | -16.5% |
| 39 | UBS Group AG#39 · 12,109 sh | 12,109 | $102.0K | 0.00% | -87.9% |
| 40 | SRS Capital Advisors#40 · 11,466 sh | 11,466 | $96.5K | <0.01% | New |
| 41 | Mariner#41 · 11,000 sh | 11,000 | $92.6K | <0.01% | New |
| 42 | Significant Wealth Partners#42 · 10,131 sh | 10,131 | $85.3K | 0.09% | +1.1% |
| 43 | CHILTON CAPITAL MANAGEMENT#43 · 9,218 sh | 9,218 | $77.6K | <0.01% | +21.3% |
| 44 | OSAIC#44 · 5,367 sh | 5,367 | $45.2K | <0.01% | +24.4% |
| 45 | HIGHLINE WEALTH PARTNERS#45 · 3,538 sh | 3,538 | $29.8K | — | New |
| 46 | Rockefeller Capital Management L.P.#46 · 3,353 sh | 3,353 | $28.2K | 0.00% | +3.7% |
| 47 | Integrated Wealth Concepts#47 · 3,044 sh | 3,044 | $25.6K | <0.01% | New |
| 48 | Aquatic Capital Management#48 · 1,612 sh | 1,612 | $13.6K | <0.01% | -75.0% |
| 49 | Tower Research Capital (TRC)#49 · 1,158 sh | 1,158 | $9.8K | <0.01% | +101.4% |
| 50 | PRIVATE NA#50 · 1,097 sh | 1,097 | $9.2K | — | 0.0% |
| 51 | State of Alaska, Department of Revenue#51 · 1,166 sh | 1,166 | $9.0K | — | 0.0% |
| 52 | Crewe Advisors#52 · 1,030 sh | 1,030 | $8.7K | <0.01% | +18.4% |
| 53 | NOMURA ASSET MANAGEMENT LTD#53 · 881 sh | 881 | $7.4K | 0.00% | New |
| 54 | JONES FINANCIAL COMPANIES LLLP#54 · 500 sh | 500 | $4.2K | 0.00% | 0.0% |
| 55 | Key FInancial#55 · 500 sh | 500 | $4.2K | <0.01% | 0.0% |
| 56 | Aventura Private Wealth#56 · 472 sh | 472 | $4.0K | <0.01% | 0.0% |
| 57 | VALLEY NATIONAL ADVISERS#57 · 200 sh | 200 | $1.7K | — | 0.0% |
| 58 | JPMORGAN CHASE#58 · 132 sh | 132 | $1.1K | 0.00% | New |
| 59 | Caitong International Asset Management , Ltd#59 · 10 sh | 10 | $84.00 | 0.00% | New |
| 60 | DANSKE BANK A/S#60 · 1 sh | 1 | $8.00 | 0.00% | -83.3% |
Funds that sold out of SCM in Q2 2026 (11)
Held SCM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| OXFORD ASSET MANAGEMENT LLP22,152 sh | 22,152 | $204.0K |
| IMC-Chicago21,284 sh | 21,284 | $196.0K |
| JANE STREET GROUP19,940 sh | 19,940 | $183.6K |
| nVerses Capital12,933 sh | 12,933 | $119.1K |
| Brevan Howard Capital Management12,388 sh | 12,388 | $114.1K |
| Virtu Financial12,091 sh | 12,091 | $111.0K |
| NORTHERN10,173 sh | 10,173 | $93.7K |
| BNP PARIBAS FINANCIAL MARKETS1,310 sh | 1,310 | $12.1K |
| Advisory Services Network238 sh | 238 | $2.2K |
| BROWN BROTHERS HARRIMAN223 sh | 223 | $2.1K |
| Allworth Financial4 sh | 4 | $39.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.