Stellus Capital Ownership | Who Owns Stellus Capital?

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Stellus Capital Ownership Summary

Stellus Capital is owned by 12.60% institutional investors, 4.31% insiders, and 83.09% 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 0.38% of its assets in Stellus Capital shares.

SCM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Stellus Capital	12.60%	4.31%	83.09%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Asset Management Stocks	47.59%	11.88%	40.53%

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
Icon wealth advisors	135.27K	0.08%	$1.29M
Inspire advisors	111.16K	0.08%	$1.02M
Sunbelt securities	29.78K	0.04%	$409.79K

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
Xtx topco	17.09K	0.00%	17.09K	$157.42K
Qube research	16.41K	0.00%	16.41K	$151.12K
Campbell & co investment adviser	15.76K	0.01%	15.76K	$145.16K

Sold Out

Holder	Change
Fmr	-1.00
Mai capital management	-1.00
Allworth financial lp	-4.00
Parallel advisors	-8.00
Jpmorgan chase	-75.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	63	-4.55%	3,638,377	-10.92%	12	6.33%	33	-8.33%	19	11.76%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Listed Private Eq ETF USD Dist	109.54K	0.38%	-
Mercer Opportunistic Fixed Income Y3	68.50K	0.24%	68.50K
Virtus Private Credit ETF	62.13K	0.21%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	54.97K	0.19%	1.82K
FID DC L&G Diversified Fund	44.28K	0.15%	44.28K
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%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 13, 2026	Arnoult J Tim	-	Buy	$9.27K
May 19, 2026	Arnoult J Tim	-	Buy	$81.45K
Jun 23, 2026	Arnoult J Tim	-	Buy	$5.80K
Mar 13, 2026	Bilger Bruce R	-	Buy	$97.00K
Mar 13, 2026	Bilger Bruce R	-	Buy	$90.15K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	7	-
2022 Q2	4	-
2021 Q4	2	-
2020 Q4	1	-
2020 Q3	22	-

SCM Ownership FAQ

Who Owns Stellus Capital?

Stellus Capital shareholders are primarily institutional investors at 12.60%, followed by 4.31% insiders and 83.09% retail investors. The average institutional ownership in Stellus Capital's industry, Asset Management Stocks, is 47.59%, which Stellus Capital falls below.

Who owns the most shares of Stellus Capital?

Stellus Capital’s largest shareholders are Lpl financial (314.79K shares, 1.11%), Two sigma advisers, lp (285.77K shares, 1.01%), and Raymond james & associates (223.52K shares, 0.93%). Together, they hold 3.04% 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 0.82% of its assets in 254.83K Stellus Capital shares, valued at 2.35M$.

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 0.38% of its total shares outstanding invested in 109.54K Stellus Capital shares.

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