SCM · NYSE · Asset Management

Stellus Capital Investment (SCM)

Originates private debt and related equity investments for U.S. lower-middle-market companies.

$7.96
vs last close+0.01 (+0.13%)

13F · 13D/G · Form 4

Institutions12.78%3.64M shares
63 holders · as of Jun 30, 2026
Insiders3.53%1.01M shares
4 holders · as of Sep 17, 2026
Other83.69%23.84M shares
remainder

28.48M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Robert T. LaddInsiderdirector, officer: President and CEO
2.35%669,635filed Mar 17, 2026
Ci Private Wealth, LLCInstitution
1.00%284,746as of Jun 30, 2026
LPL Financial LLCInstitution
0.92%263,356as of Jun 30, 2026
Muzinich & Co., Inc.Institution
0.90%255,026as of Jun 30, 2026
Raymond James Financial IncInstitution
0.89%252,821as of Jun 30, 2026
Legal & General Group PLCInstitution
0.84%238,329as of Jun 30, 2026
Bruce R. BilgerInsiderdirector
0.80%228,055filed Mar 17, 2026
Advisors Asset Management, Inc.Institution
0.77%220,277as of Jun 30, 2026
Ethos Financial Group, LLCInstitution
0.76%217,193as of Jun 30, 2026
Condor Capital ManagementInstitution
0.74%211,987as of Jun 30, 2026
Sumitomo Mitsui Trust Group, Inc.Institution
0.55%156,151as of Jun 30, 2026
Icon Wealth Advisors, LLCInstitution
0.48%135,536as of Jun 30, 2026
Samjo Management, LLCInstitution
0.47%133,700as of Jun 30, 2026
BlackRock, Inc.Institution
0.38%109,462as of Jun 30, 2026
Millennium Management LLCInstitution
0.34%96,424as of Jun 30, 2026
Inspire Advisors, LLCInstitution
0.30%86,232as of Jun 30, 2026
Gables Capital Management Inc.Institution
0.24%67,052as of Jun 30, 2026
Morgan StanleyInstitution
0.23%64,355as of Jun 30, 2026
Trexquant Investment LPInstitution
0.22%63,649as of Jun 30, 2026
Virtus Investment Advisers, Inc.Institution
0.22%62,135as of Jun 30, 2026
XTX Topco LtdInstitution
0.20%57,978as of Jun 30, 2026
Bank of America Corp /DE/Institution
0.20%57,317as of Jun 30, 2026
Doliver Advisors, LPInstitution
0.19%55,292as of Jun 30, 2026
W. Todd HuskinsonInsiderofficer: CFO and CCO
0.19%54,297filed Mar 17, 2026
J. Tim ArnoultInsiderdirector
0.19%53,569filed Sep 17, 2026

13F, as of Jun 30, 2026

63 holders · 3.64M shares · 10 new positions · 33 increased · 19 reduced · 13 closed

HolderShares% outstandingChg q/qFiled
Ci Private Wealth, LLC284.7K1.00%+29.3KAug 27, 2026
LPL Financial LLC263.4K0.92%−51.4KAug 7, 2026
Muzinich & Co., Inc.255.0K0.90%+192Jul 27, 2026
Raymond James Financial Inc252.8K0.89%+15.2KAug 14, 2026
Legal & General Group PLC238.3K0.84%+8.8KAug 14, 2026
Advisors Asset Management, Inc.220.3K0.77%+27.6KAug 14, 2026
Ethos Financial Group, LLC217.2K0.76%+19.4KAug 7, 2026
Condor Capital Management212.0K0.74%+5.6KAug 12, 2026

13D/G · 5% or more, as filed

No 13D/G filer at 5% or more on record.

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 16, 2026
J. Tim Arnoultdirector
Purchase1,000$7.9753,569
May 13, 2026
J. Tim Arnoultdirector
Purchase1,000$9.2741,869
May 19, 2026
J. Tim Arnoultdirector
Purchase9,000$9.0550,869
Jun 23, 2026
J. Tim Arnoultdirector
Purchase700$8.2951,569
Mar 13, 2026
Robert T. Ladddirector, officer: President and CEO
Purchase35,000$8.70667,935
Mar 16, 2026
Robert T. Ladddirector, officer: President and CEO
Purchase1,700$8.45669,635
Mar 13, 2026
W. Todd Huskinsonofficer: CFO and CCO
Purchase5,700$8.7954,297
Mar 13, 2026
Bruce R. Bilgerdirector
Purchase · 4 lots45,490$8.74228,055

House and Senate disclosures

Not reported.