Stellus Capital Investment Ownership | Who Owns Stellus Capital Investment?

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Stellus Capital Investment Ownership Summary

Stellus Capital Investment is owned by 14.67% institutional investors, 4.33% insiders, and 81.00% retail investors. Two sigma advisers, lp is the largest institutional shareholder, holding 1.85% of SCM shares. iShares Listed Private Eq ETF USD Dist is the top mutual fund, with 0.34% of its assets in Stellus Capital Investment shares.

SCM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Stellus Capital Investment	14.67%	4.33%	81.00%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Asset Management Stocks	39.89%	8.77%	51.34%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Two sigma advisers, lp	445.30K	1.85%	$6.11M
Two sigma investments, lp	369.60K	1.53%	$5.07M
Condor capital management	269.42K	1.12%	$3.70M
Raymond james & associates	223.52K	0.93%	$3.07M
Millennium management	213.96K	0.89%	$2.94M
Legal & general group	200.08K	0.83%	$2.75M
Morgan stanley	175.90K	0.73%	$2.42M
Advisors asset management	137.62K	0.57%	$1.89M
Icon wealth advisors	131.46K	0.54%	$1.84M
Cliffwater	102.89K	0.43%	$1.40M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Gables capital management	101.90K	0.73%	$1.40M
Muzinich	65.77K	0.69%	$902.95K
Virtus etf advisers	66.67K	0.45%	$915.39K
Condor capital management	269.42K	0.35%	$3.70M
Cliffwater	102.89K	0.30%	$1.40M
Icon wealth advisors	131.46K	0.16%	$1.84M
Pfg investments	62.16K	0.06%	$853.48K
Sunbelt securities	34.22K	0.05%	$469.77K
Advisors asset management	137.62K	0.04%	$1.89M
U.s. capital wealth advisors	48.54K	0.03%	$666.43K

Top Buyers

Holder	Shares	% Assets	Change
Two sigma advisers, lp	445.30K	0.01%	244.90K
Millennium management	213.96K	0.00%	158.41K
Two sigma investments, lp	369.60K	0.01%	147.39K
Marshall wace, llp	94.80K	0.00%	94.80K
Condor capital management	269.42K	0.35%	86.32K

Top Sellers

Holder	Shares	% Assets	Change
Magnetar financial	-	-	-39.62K
Quadrature capital	-	-	-34.63K
Bcr wealth strategies	-	-	-26.82K
Dynamic technology lab private	-	-	-22.20K
Buckingham strategic partners	-	-	-19.80K

New Positions

Holder	Shares	% Assets	Change	Value
Marshall wace, llp	94.80K	0.00%	94.80K	$1.30M
Concurrent investment advisors	15.39K	0.01%	15.39K	$211.33K
Farther finance advisors	10.24K	0.01%	10.24K	$141.37K
Jones financial companies lllp	1.60K	-	1.60K	$21.97K

Sold Out

Holder	Change
Cape investment advisory	-347.00
Tower research capital llc (trc)	-428.00
Northwestern mutual wealth management	-500.00
Old point trust & financial services n a	-500.00
Simplex trading	-762.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
Dec 31, 2023	62	-7.46%	3,193,536	-20.41%	13	3.92%	28	-24.32%	19	58.33%
Sep 30, 2023	67	4.69%	4,012,576	21.01%	18	6.73%	37	15.63%	12	-25.00%
Jun 30, 2023	64	8.47%	3,315,857	43.39%	16	12.27%	32	-	16	60.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Listed Private Eq ETF USD Dist	88.60K	0.34%	-
Virtus Private Credit ETF	64.19K	0.25%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	38.18K	0.14%	38.18K
Nikko Active BDC Mother	29.81K	0.11%	-3.30K
AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C	25.00K	0.10%	-5.00K
FlexShares® Listed Priv Eq ETF USD Acc	9.30K	0.04%	-
RBC Microcap Value I	9.30K	0.04%	-
Blackstone Alternative Multi-Strategy I	4.90K	0.02%	1.90K
Undrly L&G Pen PMC Consensus Idx	724.00	0.00%	-374.00
JHVIT Total Stock Market Index I	468.00	0.00%	-

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 Investment?

Stellus Capital Investment shareholders are primarily institutional investors at 14.67%, followed by 4.33% insiders and 81.00% retail investors. The average institutional ownership in Stellus Capital Investment's industry, Asset Management Stocks, is 39.89%, which Stellus Capital Investment falls below.

Who owns the most shares of Stellus Capital Investment?

Stellus Capital Investment’s largest shareholders are Two sigma advisers, lp (445.3K shares, 1.85%), Two sigma investments, lp (369.6K shares, 1.53%), and Condor capital management (269.42K shares, 1.12%). Together, they hold 4.49% of Stellus Capital Investment’s total shares outstanding.

Does Blackrock own Stellus Capital Investment?

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

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

Gables capital management is Stellus Capital Investment’s biggest shareholder by percentage of total assets invested, with 0.73% of its assets in 101.9K Stellus Capital Investment shares, valued at 1.4M$.

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

iShares Listed Private Eq ETF USD Dist is the top mutual fund holder of Stellus Capital Investment shares, with 0.34% of its total shares outstanding invested in 88.6K Stellus Capital Investment shares.

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