Stellus Capital Ownership | Who Owns Stellus Capital?

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Stellus Capital Ownership Summary

Stellus Capital is owned by 12.22% institutional investors, 3.98% insiders, and 83.79% retail investors. Two sigma advisers, lp is the largest institutional shareholder, holding 1.43% of SCM shares. iShares Listed Private Eq ETF USD Dist is the top mutual fund, with 0.56% of its assets in Stellus Capital shares.

SCM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Stellus Capital	12.22%	3.98%	83.79%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Asset Management Stocks	32.54%	9.77%	57.69%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Two sigma advisers, lp	377.70K	1.43%	$5.20M
Two sigma investments, lp	265.62K	1.01%	$3.65M
Raymond james & associates	223.52K	0.93%	$3.07M
Raymond james financial	241.85K	0.92%	$3.33M
Morgan stanley	175.90K	0.73%	$2.42M
Condor capital management	183.78K	0.70%	$2.53M
Legal & general group	173.70K	0.66%	$2.39M
Ci private wealth	171.47K	0.65%	$2.36M
Icon wealth advisors	131.48K	0.50%	$1.81M
Advisors asset management	118.96K	0.45%	$1.64M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Muzinich	65.77K	0.69%	$902.95K
Gables capital management	98.16K	0.65%	$1.35M
Condor capital management	183.78K	0.22%	$2.53M
Icon wealth advisors	131.48K	0.15%	$1.81M
Pfg investments	64.34K	0.06%	$885.30K
Sunbelt securities	34.22K	0.05%	$469.77K
Advisors asset management	118.96K	0.03%	$1.64M
Two sigma advisers, lp	377.70K	0.01%	$5.20M
Psi advisors	2.50K	0.01%	$34.40K
Trexquant investment lp	63.04K	0.01%	$867.38K

Top Buyers

Holder	Shares	% Assets	Change
Raymond james financial	241.85K	0.00%	241.85K
Ci private wealth	171.47K	0.00%	55.84K
Susquehanna group, llp	93.90K	0.00%	47.40K
Blackrock funding, inc. /de	111.62K	-	24.89K
Hightower advisors	18.21K	0.00%	18.21K

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	-	-	-100.57K
Virtus etf advisers	-	-	-65.58K
Two sigma investments, lp	265.62K	0.01%	-59.81K
Two sigma advisers, lp	377.70K	0.01%	-45.60K
Magnetar financial	-	-	-39.62K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	241.85K	0.00%	241.85K	$3.33M
Hightower advisors	18.21K	0.00%	18.21K	$250.54K
Org partners	2.11K	0.00%	2.11K	$29.03K
Jones financial companies lllp	1.60K	-	1.60K	$21.97K
Private trust co na	1.10K	0.00%	1.10K	$15.10K

Sold Out

Holder	Change
Fmr	-1.00
Tower research capital llc (trc)	-53.00
Cape investment advisory	-347.00
Northwestern mutual wealth management	-500.00
Parkside financial bank & trust	-500.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	63	8.62%	3,373,391	19.25%	12	10.59%	37	48.00%	11	-31.25%
Dec 31, 2024	52	-3.70%	2,685,159	-12.33%	10	7.54%	24	14.29%	14	-22.22%
Sep 30, 2024	54	-	3,062,913	-13.45%	11	5.41%	21	-30.00%	18	80.00%
Jun 30, 2024	54	-5.26%	3,539,055	28.80%	14	9.41%	30	25.00%	10	-47.37%
Mar 31, 2024	57	-8.06%	2,747,779	-13.96%	12	6.38%	24	-14.29%	19	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Listed Private Eq ETF USD Dist	158.17K	0.56%	-
Virtus Private Credit ETF	64.65K	0.23%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	53.82K	0.19%	8.61K
FID DC L&G Diversified Fund	49.76K	0.18%	49.76K
Nikko High Income BDC Mother Fund	33.60K	0.12%	-
Nikko Active BDC Mother	29.81K	0.11%	-
AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C	25.00K	0.10%	-5.00K
FlexShares® Listed Priv Eq ETF USD Acc	9.75K	0.03%	-
RBC Microcap Value I	9.30K	0.03%	-
Abante Quant Value Small Caps FI	8.17K	0.03%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 17, 2022	Bilger Bruce R		Buy	$199.11K
Jun 16, 2022	Ladd Robert T.	President and CEO	Buy	$11.47K
Jun 16, 2022	D'Angelo Dean		Buy	$28.45K
May 16, 2022	Ladd Robert T.	President and CEO	Buy	$381.00
Dec 17, 2021	D'Angelo Dean	-	Buy	$20.26K

Insider Transactions Trends

Date	Buy	Sell
2022 Q2	4	-
2021 Q4	2	-
2020 Q4	1	-
2020 Q3	22	-
2020 Q2	10	-

SCM Ownership FAQ

Who Owns Stellus Capital?

Stellus Capital shareholders are primarily institutional investors at 12.22%, followed by 3.98% insiders and 83.80% retail investors. The average institutional ownership in Stellus Capital's industry, Asset Management Stocks, is 32.54%, which Stellus Capital falls below.

Who owns the most shares of Stellus Capital?

Stellus Capital’s largest shareholders are Two sigma advisers, lp (377.7K shares, 1.43%), Two sigma investments, lp (265.62K shares, 1.01%), and Raymond james & associates (223.52K shares, 0.93%). Together, they hold 3.37% of Stellus Capital’s total shares outstanding.

Does Blackrock own Stellus Capital?

BlackRock is not among the top 10 institutional shareholders of Stellus Capital.

Who is Stellus Capital’s biggest shareholder by percentage of total assets invested?

Muzinich is Stellus Capital’s biggest shareholder by percentage of total assets invested, with 0.69% of its assets in 65.76K Stellus Capital shares, valued at 902.95K$.

Who is the top mutual fund holder of Stellus Capital shares?

iShares Listed Private Eq ETF USD Dist is the top mutual fund holder of Stellus Capital shares, with 0.56% of its total shares outstanding invested in 158.17K Stellus Capital shares.

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