Stellus Capital Ownership | Who Owns Stellus Capital?
Stellus Capital Ownership Summary
Stellus Capital is owned by 6.34% institutional investors, 4.24% insiders, and 89.42% retail investors. Lpl financial is the largest institutional shareholder, holding 1.11% of SCM shares. iShares Listed Private Eq ETF USD Dist is the top mutual fund, with 0.39% of its assets in Stellus Capital shares.
SCM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Stellus Capital | 6.34% | 4.24% | 89.42% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Asset Management Stocks | 49.15% | 11.31% | 39.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Lpl financial | 314.79K | 1.11% | $2.90M |
| Two sigma advisers, lp | 285.77K | 1.01% | $3.73M |
| Raymond james & associates | 223.52K | 0.93% | $3.07M |
| Ci private wealth | 255.48K | 0.90% | $2.35M |
| Muzinich | 254.83K | 0.90% | $2.35M |
| Raymond james financial | 237.60K | 0.84% | $2.19M |
| Legal & general group | 229.53K | 0.81% | $2.12M |
| Condor capital management | 206.42K | 0.73% | $1.90M |
| Ethos financial group | 197.79K | 0.70% | $2.51M |
| Two sigma investments, lp | 197.25K | 0.70% | $1.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 254.83K | 0.82% | $2.35M |
| Gables capital management | 66.87K | 0.26% | $615.85K |
| Gallagher capital advisors | 34.00K | 0.21% | $313.14K |
| Ethos financial group | 197.79K | 0.18% | $2.51M |
| Condor capital management | 206.42K | 0.16% | $1.90M |
| Virtus investment advisers | 60.67K | 0.15% | $558.79K |
| Significant wealth partners | 10.02K | 0.11% | $92.26K |
| Nverses capital | 12.93K | 0.11% | $119.11K |
| Oxford asset management llp | 22.15K | 0.09% | $204.02K |
| Icon wealth advisors | 135.27K | 0.08% | $1.29M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 152.86K | 0.00% | 152.86K |
| Morgan stanley | 147.75K | 0.00% | 129.76K |
| Millennium management | 116.67K | 0.00% | 116.67K |
| Ubs group | 100.40K | 0.00% | 75.10K |
| Susquehanna group, llp | 93.90K | 0.00% | 47.40K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 197.25K | 0.00% | -86.86K |
| Blackrock funding, inc. /de | 112.23K | - | -83.32K |
| Two sigma advisers, lp | 285.77K | 0.01% | -81.63K |
| Virtus etf advisers | - | - | -65.58K |
| Magnetar financial | - | - | -39.62K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 152.86K | 0.00% | 152.86K | $1.41M |
| Millennium management | 116.67K | 0.00% | 116.67K | $1.07M |
| Oxford asset management llp | 22.15K | 0.09% | 22.15K | $204.02K |
| Imc-chicago | 21.28K | 0.00% | 21.28K | $196.03M |
| Xtx topco | 17.09K | 0.00% | 17.09K | $157.42K |
Sold Out
| Holder | Change |
|---|---|
| Mai capital management | -1.00 |
| Fmr | -1.00 |
| Parallel advisors | -8.00 |
| Jpmorgan chase | -75.00 |
| Smithfield trust | -119.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 27 | -59.70% | 1,799,736 | -53.52% | 6 | 3.43% | 14 | -56.25% | 4 | -75.00% |
| Dec 31, 2025 | 43 | -37.68% | 2,095,928 | -40.46% | 7 | 4.79% | 19 | -50.00% | 9 | -18.18% |
| Sep 30, 2025 | 65 | 18.18% | 3,337,006 | 9.73% | 11 | 10.25% | 35 | 29.63% | 11 | -26.67% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Listed Private Eq ETF USD Dist | 112.30K | 0.39% | - |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 53.15K | 0.18% | 6.35K |
| Virtus Private Credit ETF | 51.50K | 0.18% | -1.31K |
| FID DC L&G Diversified Fund | 45.13K | 0.16% | 45.13K |
| 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 |
| TrueShares Active Yield ETF | 22.80K | 0.08% | - |
| FlexShares® Listed Priv Eq ETF USD Acc | 11.31K | 0.04% | - |
| FID DC L&G Retirement Income MA Fund | 10.34K | 0.04% | 10.34K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 13, 2026 | Bilger Bruce R | - | Buy | $170.09K |
| Mar 13, 2026 | Bilger Bruce R | - | Buy | $97.00K |
| Mar 13, 2026 | Bilger Bruce R | - | Buy | $40.25K |
| Mar 13, 2026 | Bilger Bruce R | - | Buy | $90.15K |
| Mar 13, 2026 | Huskinson W. Todd | CFO and CCO | Buy | $50.07K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 7 | - |
| 2022 Q2 | 4 | - |
| 2021 Q4 | 2 | - |
| 2020 Q4 | 1 | - |
| 2020 Q3 | 22 | - |
SCM Ownership FAQ
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