Stellus Capital Ownership | Who Owns Stellus Capital?
Stellus Capital Ownership Summary
Stellus Capital is owned by 10.20% institutional investors, 5.06% insiders, and 84.74% 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 0.43% of its assets in Stellus Capital shares.
SCM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Stellus Capital | 10.20% | 5.06% | 84.74% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
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 | 241.85K | 0.92% | $3.33M |
| Morgan stanley | 175.90K | 0.73% | $2.42M |
| Condor capital management | 183.78K | 0.70% | $2.53M |
| Legal & general group | 173.70K | 0.66% | $2.39M |
| Ci private wealth | 171.47K | 0.65% | $2.36M |
| Icon wealth advisors | 131.48K | 0.50% | $1.81M |
| Advisors asset management | 118.96K | 0.45% | $1.64M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 65.77K | 0.69% | $902.95K |
| Gables capital management | 98.16K | 0.65% | $1.35M |
| Virtus etf advisers | 65.58K | 0.37% | $902.44K |
| Condor capital management | 183.78K | 0.22% | $2.53M |
| Icon wealth advisors | 131.48K | 0.15% | $1.81M |
| Pfg investments | 64.34K | 0.06% | $885.30K |
| Sunbelt securities | 34.22K | 0.05% | $469.77K |
| Advisors asset management | 118.96K | 0.03% | $1.64M |
| Two sigma advisers, lp | 377.70K | 0.01% | $5.20M |
| Psi advisors | 2.50K | 0.01% | $34.40K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial | 241.85K | 0.00% | 241.85K |
| Ci private wealth | 171.47K | 0.00% | 55.84K |
| Susquehanna group, llp | 93.90K | 0.00% | 47.40K |
| Connor, clark & lunn investment management | 25.05K | 0.00% | 25.05K |
| Blackrock funding, inc. /de | 111.62K | - | 24.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | - | - | -100.57K |
| Two sigma investments, lp | 265.62K | 0.01% | -59.81K |
| Marshall wace, llp | 18.56K | 0.00% | -59.26K |
| Two sigma advisers, lp | 377.70K | 0.01% | -45.60K |
| Magnetar financial | - | - | -39.62K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 241.85K | 0.00% | 241.85K | $3.33M |
| Connor, clark & lunn investment management | 25.05K | 0.00% | 25.05K | $344.72K |
| Hightower advisors | 18.21K | 0.00% | 18.21K | $250.54K |
| Org partners | 2.11K | 0.00% | 2.11K | $29.03K |
| Jones financial companies lllp | 1.60K | - | 1.60K | $21.97K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Cape investment advisory | -347.00 |
| Old point trust & financial services n a | -500.00 |
| Northwestern mutual wealth management | -500.00 |
| Simplex trading | -762.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Listed Private Eq ETF USD Dist | 117.87K | 0.43% | - |
| Virtus Private Credit ETF | 68.01K | 0.25% | - |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 40.76K | 0.15% | 2.58K |
| 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 |
| RBC Microcap Value I | 9.30K | 0.03% | - |
| Abante Quant Value Small Caps FI | 8.17K | 0.03% | 8.17K |
| FlexShares® Listed Priv Eq ETF USD Acc | 7.92K | 0.03% | - |
| Blackstone Alternative Multi-Strategy I | 4.80K | 0.02% | -100.00 |
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
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