Stellus Capital Ownership | Who Owns Stellus Capital?
Stellus Capital Ownership Summary
Stellus Capital is owned by 12.18% institutional investors, 3.98% insiders, and 83.83% 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 0.55% of its assets in Stellus Capital shares.
SCM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Stellus Capital | 12.18% | 3.98% | 83.83% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Asset Management Stocks | 51.84% | 9.46% | 38.70% |
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 | 235.73K | 0.83% | $3.29M |
| Morgan stanley | 175.90K | 0.73% | $2.42M |
| Muzinich | 206.89K | 0.73% | $2.70M |
| Ethos financial group | 205.17K | 0.72% | $2.68M |
| Condor capital management | 197.55K | 0.70% | $2.75M |
| Legal & general group | 173.70K | 0.66% | $2.39M |
| Ci private wealth | 171.47K | 0.65% | $2.36M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 206.89K | 1.04% | $2.70M |
| Gables capital management | 67.62K | 0.45% | $942.60K |
| Virtus investment advisers | 64.65K | 0.30% | $901.28K |
| Condor capital management | 197.55K | 0.24% | $2.75M |
| Ethos financial group | 205.17K | 0.21% | $2.68M |
| Icon wealth advisors | 135.21K | 0.13% | $1.88M |
| Inspire advisors | 62.53K | 0.09% | $871.66K |
| Pfg investments | 64.66K | 0.05% | $901.29K |
| Sunbelt securities | 29.78K | 0.04% | $409.79K |
| Advisors asset management | 118.96K | 0.03% | $1.64M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Muzinich | 206.89K | 1.04% | 62.89K |
| Ci private wealth | 171.47K | 0.00% | 55.84K |
| Susquehanna group, llp | 93.90K | 0.00% | 47.40K |
| Blackrock funding, inc. /de | 158.17K | - | 40.30K |
| Inspire advisors | 62.53K | 0.09% | 38.06K |
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 |
|---|---|---|---|---|
| Hightower advisors | 18.21K | 0.00% | 18.21K | $250.54K |
| Brevan howard capital management lp | 11.04K | 0.00% | 11.04K | $153.91K |
| Ameritas advisory services | 2.42K | 0.00% | 2.42K | $33.73K |
| State of alaska, department of revenue | 1.17K | 0.00% | 1.17K | $15.00K |
| Ronald blue trust | 125.00 | - | 125.00 | $1.63K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Mai capital management | -1.00 |
| Tower research capital llc (trc) | -53.00 |
| Hexagon capital partners | -316.00 |
| Cape investment advisory | -347.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 57 | -9.52% | 3,462,085 | 2.63% | 12 | 8.16% | 26 | -29.73% | 17 | 70.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Listed Private Eq ETF USD Dist | 157.02K | 0.55% | - |
| 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 | 9.70K | 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
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