SCM Institutional Ownership
Who owns Stellus Capital Investment Corp and what the big funds did with it last quarter, from every SEC 13F filing. 62 funds reported holding SCM at Jun 30, 2026, together owning 12.8% of the company.
- ▲32 buying vs 27 selling
- ▼Held by funds -1.6 pts
- ▼Funds holding -3
- ▼Superinvestors: 0 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 62 | 65 | −4.6% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 3.6M | 4.1M | −10.9% |
| Held by funds | 12.8% | 14.3% | −1.6 pts |
| New positions | 10 | 17 | −41.2% |
| Increased | 22 | 17 | +29.4% |
| Reduced | 16 | 17 | −5.9% |
| Sold out | 11 | 16 | −31.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SCM
All superinvestors →
Who owns SCM
share of fund held shares- Index and passive funds9.6%
- Active managers and hedge funds64.2%
- Banks and brokers25.3%
- Pensions, insurers and other1.0%
The top 10 holders own 61.4% of all SCM shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
13 funds changed their position- Doliver Advisors, LPTrimmed−31K sh
- Oppenheimer & Co IncSold out−15K sh
- Muzinich & Co., Inc.Added+7,790 sh
- Clayton Financial Group LLCNew+3,907 sh
- Laurel Wealth Advisors LLCNew+2,083 sh
🔒 Free account: see all 13.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 1.00% | 285K | $2.4M | +29K |
| 2 | LPL Financial LLC | 0.92% | 263K | $2.2M | −51K |
| 3 | Muzinich & Co., Inc. | 0.90% | 255K | $2.1M | +192 |
| 4 | Raymond James Financial Inc | 0.89% | 253K | $2.1M | +15K |
| 5 | Legal & General Group Plc | 0.84% | 238K | $2M | +8,794 |
| 6 | Advisors Asset Management, Inc. | 0.77% | 220K | $1.9M | +28K |
| 7 | Ethos Financial Group, LLC | 0.76% | 217K | $1.8M | +19K |
| 8 | Condor Capital Management | 0.74% | 212K | $1.8M | +5,571 |
| 9 | Sumitomo Mitsui Trust Group, Inc. | 0.55% | 156K | $1.3M | 0 |
| 10 | Icon Wealth Advisors, LLC | 0.48% | 136K | $1.1M | +267 |
- Samjo Management, LLC+134K sh+$1.1M
- Doliver Advisors, LP+45K sh+$381K
- XTX Topco Ltd+41K sh+$344K
- Bank of America Corp /de/+32K sh+$265K
- Corient Private Wealth LP+29K sh+$246K
- Advisors Asset Management, Inc.+28K sh+$232K
- Susquehanna International Group, LLP+20K sh+$164K
- Ethos Financial Group, LLC+19K sh+$163K
- Two Sigma Investments, LP−168K sh−$1.4M
- Marshall Wace, LLP−104K sh−$876K
- UBS Group AG−88K sh−$743K
- Morgan Stanley−83K sh−$702K
- LPL Financial LLC−51K sh−$433K
- Inspire Advisors, LLC−25K sh−$210K
- Oxford Asset Management LLP−22K sh−$204K
- IMC-Chicago, LLC−21K sh−$196K
SCM institutional ownership FAQ
Who owns the most SCM stock?
In Q2 2026 13F filings the largest holder of SCM was Corient Private Wealth LP, followed by LPL Financial LLC and Muzinich & Co., Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of SCM is owned by institutions?
Funds that file 13F reports held 12.8% of SCM's shares at Jun 30, 2026, compared with 14.3% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying SCM?
In Q2 2026, 32 funds bought SCM (10 of them new positions) and 27 sold (11 sold out completely). Among well known investors, 0 added and 2 cut. Our fund sentiment for SCM is bearish.
What is SCM's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SCM ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.