Who Owns Stellus Capital Investment Stock?
NYSE: SCMFinanceFinance/Investors ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 14.00%
- Held by insiders
- 4.31%
- Institutional holders
- 72
- Institutions 14.0%
- Insiders 4.3%
- Public and other 81.7%
Who owns Stellus Capital Investment stock?
Institutional investors own about 14.0% of Stellus Capital Investment's shares, spread across 72 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 4.31% of SCM.
The largest institutional holders are Corient Private Wealth LP (1.00%), LPL Financial LLC (0.92%) and Muzinich & Co., Inc. (0.90%). Together, the top 10 institutions control 8.1% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their SCM positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SCM
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Corient Private Wealth LP | 284.75K | 1.00% | +11.5% |
| LPL Financial LLC | 263.36K | 0.92% | -16.3% |
| Muzinich & Co., Inc. | 255.03K | 0.90% | +0.1% |
| Raymond James Financial, Inc. | 252.82K | 0.89% | +6.4% |
| Legal & General Group PLC | 238.33K | 0.84% | +3.8% |
| Advisors Asset Management, Inc. | 220.28K | 0.77% | +14.3% |
| Ethos Financial Group, LLC | 217.19K | 0.76% | +9.8% |
| Condor Capital Management | 211.99K | 0.74% | +2.7% |
| Sunbelt Securities, Inc. | 203.19K | 0.71% | +31.4% |
| Sumitomo Mitsui Trust Group, Inc. | 156.15K | 0.55% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SCM
| Fund | Shares | % Held |
|---|---|---|
| ETFis Series Trust I-Virtus Private Credit Strategy ETF | 62.13K | 0.22% |
| EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF | 605 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Stellus Capital Investment?
Corient Private Wealth LP is the largest institutional shareholder of SCM, owning 1.00% of shares outstanding (284.75K shares) as of its latest 13F filing.
What percentage of Stellus Capital Investment is owned by institutions?
Institutions own about 14.0% of SCM shares and 14.6% of the public float.
How much of Stellus Capital Investment do insiders own?
Insiders, such as officers and directors, own about 4.31% of SCM shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.