Stellus Capital Ownership | Who Owns Stellus Capital?
Stellus Capital Ownership Summary
Stellus Capital is owned by 7.36% institutional investors, 3.91% insiders, and 88.73% retail investors. Lpl financial is the largest institutional shareholder, holding 1.09% of SCM shares. iShares Listed Private Eq ETF USD Dist is the top mutual fund, with 0.53% of its assets in Stellus Capital shares.
SCM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Stellus Capital | 7.36% | 3.91% | 88.73% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 46.20% | 8.54% | 45.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Lpl financial | 309.05K | 1.09% | $3.92M |
| Two sigma advisers, lp | 285.77K | 1.01% | $3.73M |
| Ci private wealth | 274.10K | 0.96% | $3.58M |
| Raymond james & associates | 223.52K | 0.93% | $3.07M |
| Muzinich | 253.53K | 0.89% | $3.21M |
| Raymond james financial | 231.24K | 0.81% | $3.02M |
| Two sigma investments, lp | 225.26K | 0.79% | $2.94M |
| Condor capital management | 214.44K | 0.75% | $2.72M |
| Legal & general group | 204.28K | 0.72% | $2.59M |
| Ethos financial group | 197.79K | 0.69% | $2.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 253.53K | 1.01% | $3.21M |
| Gables capital management | 67.12K | 0.36% | $851.06K |
| Condor capital management | 214.44K | 0.22% | $2.72M |
| Virtus investment advisers | 58.29K | 0.22% | $761.32K |
| Ethos financial group | 197.79K | 0.19% | $2.51M |
| Inspire advisors | 106.26K | 0.13% | $1.39M |
| Icon wealth advisors | 135.33K | 0.12% | $1.77M |
| Truemark investments | 24.83K | 0.06% | $314.81K |
| Pfg investments | 69.64K | 0.04% | $883.10K |
| Advisors asset management | 183.06K | 0.04% | $2.32M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lpl financial | 309.05K | 0.00% | 270.20K |
| Trexquant investment lp | 52.45K | 0.01% | 52.45K |
| Susquehanna group, llp | 93.90K | 0.00% | 47.40K |
| Muzinich | 253.53K | 1.01% | 46.64K |
| Inspire advisors | 106.26K | 0.13% | 43.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | - | - | -100.57K |
| Two sigma advisers, lp | 285.77K | 0.01% | -81.63K |
| Virtus etf advisers | - | - | -65.58K |
| Janney montgomery scott | - | - | -44.16K |
| Magnetar financial | - | - | -39.62K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Truemark investments | 24.83K | 0.06% | 24.83K | $314.81K |
| Quadrature capital | 11.38K | 0.00% | 11.38K | $148.66K |
| Rockefeller capital management | 3.03K | 0.00% | 3.03K | $39.59K |
| Empowered funds | 619.00 | 0.00% | 619.00 | $7.85K |
| Smithfield trust | 119.00 | 0.00% | 119.00 | $2.00K |
Sold Out
| Holder | Change |
|---|---|
| Mai capital management | -1.00 |
| Fmr | -1.00 |
| Tower research capital llc (trc) | -53.00 |
| Quantbot technologies lp | -239.00 |
| Hexagon capital partners | -316.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 52 | -3.70% | 2,685,159 | -12.33% | 10 | 7.54% | 24 | 14.29% | 14 | -22.22% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Listed Private Eq ETF USD Dist | 153.26K | 0.53% | 71.27K |
| Virtus Private Credit ETF | 61.32K | 0.21% | - |
| FID DC L&G Diversified Fund | 49.76K | 0.18% | 49.76K |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 46.80K | 0.16% | 6.76K |
| 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 |
| TrueShares Active Yield ETF | 22.80K | 0.08% | - |
| FlexShares® Listed Priv Eq ETF USD Acc | 11.31K | 0.04% | - |
| RBC Microcap Value I | 9.30K | 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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