DaveManuel.com · Institutional Ownership · Who Owns It
STELLUS CAP INVT CORP (SCM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
61
Reporting holders
$31.0M
Reported value
12.8%
Of shares outstanding
0.6%
Calls
0.6%
Puts
-5
Holder change
Institutions report 3,635,457 shares against 28,479,937 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Corient Private Wealth LP | $2.4M | 284,746 | 0.00% | 10q | +11.5%+$246.4K |
| LPL Financial LLC | $2.2M | 263,356 | 0.00% | 28q | -16.3%-$433.1K |
| Muzinich & Co., Inc. | $2.1M | 255,026 | 0.73% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.1M | 252,821 | 0.00% | 7q | +6.4%+$128.2K |
| Legal & General Group Plc | $2.0M | 238,329 | 0.00% | 27q | +3.8%+$74.1K |
| Advisors Asset Management, Inc. | $1.9M | 220,277 | 0.03% | 17q | +14.3%+$232.3K |
| Ethos Financial Group, LLC | $1.8M | 217,193 | 0.12% | 6q | +9.8%+$163.4K |
| CONDOR CAPITAL MANAGEMENT | $1.8M | 211,987 | 0.13% | 16q | +2.7%+$46.9K |
| Sumitomo Mitsui Trust Group, Inc. | $1.3M | 156,151 | 0.00% | 26q | HELD |
| Icon Wealth Advisors, LLC | $1.1M | 135,536 | 0.07% | 11q | HELD |
| Samjo Management, LLC | $1.1M | 133,700 | 0.38% | new | NEW |
| BlackRock, Inc. | $921.7K | 109,462 | 0.00% | 8q | -2.5%-$23.3K |
| MILLENNIUM MANAGEMENT LLC | $811.9K | 96,424 | 0.00% | 2q | -17.4%-$170.4K |
| Inspire Advisors, LLC | $726.1K | 86,232 | 0.05% | 6q | -22.4%-$209.9K |
| GABLES CAPITAL MANAGEMENT INC. | $564.6K | 67,052 | 0.20% | 31q | HELD |
| MORGAN STANLEY | $541.9K | 64,355 | 0.00% | 35q | -56.4%-$702.2K |
| Trexquant Investment LP | $535.9K | 63,649 | 0.00% | 4q | -6.8%-$39.3K |
| Virtus Investment Advisers, LLC | $523.2K | 62,135 | 0.12% | 6q | +2.4%+$12.3K |
| XTX Topco Ltd | $488.2K | 57,978 | 0.01% | 2q | +239.2%+$344.3K |
| CITADEL ADVISORS LLC | $484.1K incl. $96.0K options CALL | 46,090 | 0.00% | 25q | -26.1%-$170.8K |
| BANK OF AMERICA CORP /DE/ | $482.6K | 57,317 | 0.00% | 5q | +122.1%+$265.3K |
| DOLIVER ADVISORS, LP | $465.6K | 55,292 | 0.11% | 2q | +452.9%+$381.4K |
| PFG Investments, LLC | $448.4K | 53,260 | 0.02% | 10q | -28.7%-$180.2K |
| MARSHALL WACE, LLP | $411.3K | 48,843 | 0.00% | 2q | -68.0%-$875.8K |
| Janney Montgomery Scott LLC | $361.0K | 42,833 | 0.00% | 2q | -1.2%-$4.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $358.1K incl. $193.7K options PUT | 19,531 | 0.00% | 14q | HELD |
| Campbell & CO Investment Adviser LLC | $294.3K | 34,955 | 0.02% | 2q | +121.8%+$161.6K |
| CANADA LIFE ASSURANCE Co | $292.0K | 34,747 | 0.00% | 27q | +10.1%+$26.7K |
| Gallagher Capital Advisors, LLC | $286.3K | 34,000 | 0.16% | 2q | HELD |
| TWO SIGMA INVESTMENTS, LP | $242.6K | 28,812 | 0.00% | 25q | -85.4%-$1.4M |
| Stonebridge Financial Group, LLC/CA | $189.0K | 22,155 | 0.03% | new | FIRST |
| Qube Research & Technologies Ltd | $163.9K | 19,464 | 0.00% | 2q | +18.6%+$25.7K |
| ROYAL BANK OF CANADA | $150.0K | 17,817 | 0.00% | 31q | HELD |
| OPPENHEIMER & CO INC | $129.1K | 15,329 | 0.00% | 12q | -0.5% |
| SANDERS MORRIS HARRIS LLC | $117.4K | 13,948 | 0.07% | new | NEW |
| Concurrent Investment Advisors, LLC | $117.1K | 13,909 | 0.00% | 9q | +6.1%+$6.7K |
| PNC Financial Services Group, Inc. | $109.5K | 13,000 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $106.8K | 12,681 | 0.00% | 31q | -16.5%-$21.2K |
| UBS Group AG | $102.0K | 12,109 | 0.00% | 31q | -87.9%-$743.4K |
| Arax Advisory Partners | $96.5K | 11,466 | 0.00% | new | NEW |
| Mariner, LLC | $92.6K | 11,000 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $91.8K CALL | options only | 0.00% | 4q | OPTIONS |
| Significant Wealth Partners LLC | $85.3K | 10,131 | 0.09% | 2q | +1.1% |
| CHILTON CAPITAL MANAGEMENT LLC | $77.6K | 9,218 | 0.00% | 14q | +21.3%+$13.6K |
| OSAIC HOLDINGS, INC. | $45.2K | 5,367 | 0.00% | 26q | +24.4%+$8.9K |
| HIGHLINE WEALTH PARTNERS LLC | $29.8K | 3,538 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $28.2K | 3,353 | 0.00% | 4q | +3.7%+$1.0K |
| Aquatic Capital Management LLC | $13.6K | 1,612 | 0.00% | 7q | -75.0%-$40.8K |
| Tower Research Capital LLC (TRC) | $9.8K | 1,158 | 0.00% | 2q | +101.4%+$4.9K |
| PRIVATE TRUST CO NA | $9.2K | 1,097 | 0.00% | 7q | HELD |
| State of Alaska, Department of Revenue | $9.0K | 1,166 | 0.00% | 4q | HELD |
| Crewe Advisors LLC | $8.7K | 1,030 | 0.00% | 7q | +18.4%+$1.3K |
| NOMURA ASSET MANAGEMENT CO LTD | $7.4K | 881 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $4.2K | 500 | 0.00% | 9q | HELD |
| Key Financial Inc | $4.2K | 500 | 0.00% | 17q | HELD |
| Aventura Private Wealth, LLC | $4.0K | 472 | 0.00% | 7q | HELD |
| VALLEY NATIONAL ADVISERS INC | $1.7K | 200 | 0.00% | 22q | HELD |
| JPMORGAN CHASE & CO | $1.1K | 132 | 0.00% | new | NEW |
| BFC Planning, Inc. | $1.0K | 124 | 0.00% | 7q | HELD |
| Caitong International Asset Management Co., Ltd | $84 | 10 | 0.00% | new | NEW |
| DANSKE BANK A/S | $8 | 1 | 0.00% | 5q | -83.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $3.9M | 521,355 | 3 | 3 | 4 | 0.0% |
| Q2 2026 | 61 | $31.0M | 3,635,457 | 8 | 20 | 17 | 1.2% |
| Q1 2026 | 66 | $39.7M | 4,084,741 | 18 | 17 | 15 | 3.3% |
| Q4 2025 | 65 | $54.0M | 4,152,527 | 4 | 21 | 18 | 2.4% |
| Q3 2025 | 68 | $46.6M | 3,522,609 | 13 | 25 | 11 | 1.4% |
| Q2 2025 | 59 | $45.5M | 3,214,512 | 8 | 17 | 16 | 1.6% |
| Q1 2025 | 65 | $48.4M | 3,373,891 | 13 | 23 | 10 | 2.5% |
| Q4 2024 | 60 | $39.5M | 2,836,834 | 11 | 12 | 14 | 1.3% |
| Q3 2024 | 54 | $43.1M | 3,077,872 | 5 | 12 | 18 | 2.3% |
| Q2 2024 | 54 | $50.3M | 3,547,817 | 9 | 19 | 8 | 3.1% |
| Q1 2024 | 55 | $42.0M | 3,136,460 | 9 | 14 | 18 | 2.3% |
| Q4 2023 | 61 | $44.0M | 3,392,077 | 10 | 17 | 19 | 0.9% |
| Q3 2023 | 64 | $55.4M | 4,012,576 | 10 | 25 | 12 | 1.7% |
| Q2 2023 | 62 | $47.7M | 3,315,857 | 9 | 21 | 17 | 2.0% |
| Q1 2023 | 57 | $33.3M | 2,312,467 | 13 | 17 | 10 | 2.0% |
| Q4 2022 | 51 | $33.6M | 2,484,400 | 6 | 15 | 11 | 2.1% |
| Q3 2022 | 49 | $34.3M | 2,847,747 | 6 | 10 | 14 | 0.9% |
| Q2 2022 | 53 | $34.7M | 3,100,706 | 9 | 9 | 16 | 0.6% |
| Q1 2022 | 46 | $38.5M | 2,710,796 | 4 | 11 | 9 | 2.1% |
| Q4 2021 | 50 | $43.9M | 3,343,226 | 9 | 11 | 12 | 0.9% |
| Q3 2021 | 47 | $43.8M | 3,294,965 | 5 | 10 | 15 | 1.7% |
| Q2 2021 | 49 | $44.2M | 3,481,560 | 6 | 16 | 15 | 0.7% |
| Q1 2021 | 48 | $43.8M | 3,396,639 | 5 | 12 | 16 | 1.1% |
| Q4 2020 | 49 | $53.6M | 4,901,742 | 10 | 12 | 17 | 0.5% |
| Q3 2020 | 48 | $40.0M | 4,573,974 | 4 | 16 | 15 | 0.4% |
| Q2 2020 | 53 | $34.0M | 4,656,479 | 14 | 11 | 14 | 0.3% |
| Q1 2020 | 48 | $32.5M | 4,443,995 | 10 | 9 | 19 | 0.4% |
| Q4 2019 | 50 | $110.3M | 7,752,850 | 9 | 13 | 14 | 0.2% |
| Q3 2019 | 46 | $64.4M | 4,712,624 | 6 | 15 | 12 | 0.2% |
| Q2 2019 | 52 | $83.0M | 5,996,924 | 9 | 14 | 13 | 0.0% |
| Q1 2019 | 57 | $84.1M | 5,934,457 | 19 | 19 | 9 | 0.2% |
| Q4 2018 | 44 | $73.1M | 5,644,176 | 1 | 0 | 2 | 0.0% |