Stellus Capital Investment Corporation
Stellus Capital Investment Corporation (SCM) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · SCM · as of Sep 30, 2025
Ownership Breakdown
69
Institutional Holders
▲ 9 vs Q2
$45.94M
Total Inst. Value
▼ $451,071 vs Q2
28.95M
Shares Outstanding
freeFloat 95.76%
3.52M
13F Shares Held
▲ 312,281 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
SCM largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
TWO SIGMA ADVISERS, LP | 285.8K | 1.01% | 1.01% | $3.73B | Nov 14, 2025 | ▼ 81.6K |
CI PRIVATE WEALTH, LLC | 274.1K | 96.47% | 96.47% | $3.58B | Nov 14, 2025 | ▲ 20.3K |
RAYMOND JAMES FINANCIAL INC | 231.2K | 81.39% | 81.39% | $3.02B | Nov 14, 2025 | ▼ 4.5K |
TWO SIGMA INVESTMENTS, LP | 225.3K | 79.28% | 79.28% | $2.94B | Nov 14, 2025 | ▲ 7.1K |
MUZINICH & CO., INC. | 206.9K | 72.82% | 72.82% | $2.70B | Oct 20, 2025 | ▲ 62.9K |
ETHOS FINANCIAL GROUP, LLC | 205.2K | 72.21% | 72.21% | $2.68B | Oct 23, 2025 | ▲ 8.1K |
CONDOR CAPITAL MANAGEMENT | 202.8K | 71.39% | 71.39% | $2.65B | Nov 7, 2025 | ▲ 5.3K |
BLACKROCK, INC. | 202.5K | 71.26% | 71.26% | $2.64B | Nov 12, 2025 | ▲ 44.3K |
LEGAL & GENERAL GROUP PLC | 171.6K | 60.41% | 60.41% | $2.24B | Nov 13, 2025 | ▼ 12.4K |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 156.1K | 54.92% | 54.92% | $2.04B | Oct 27, 2025 | ▲ 62.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
25
Increased
+536.1K shares5
New Positions
first time holders13
Decreased
−284.0K shares0
Sold Out
fully exitedNet shares change (top 50)
+252.1K
+536.1K / −284.0K
Net new holders
+17
5 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
SCM insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
7
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Bilger Bruce R director | Mar 13, 2026 | Purchase | 4,600 | $8.75 | $40.3K | 228.1K | Form 4 ↗ |
Bilger Bruce R director | Mar 13, 2026 | Purchase | 11,111 | $8.73 | $97.0K | 223.5K | Form 4 ↗ |
Bilger Bruce R director | Mar 13, 2026 | Purchase | 10,362 | $8.70 | $90.1K | 212.3K | Form 4 ↗ |
Bilger Bruce R director | Mar 13, 2026 | Purchase | 19,417 | $8.76 | $170.1K | 202.0K | Form 4 ↗ |
Huskinson W. Todd CFO and CCO | Mar 13, 2026 | Purchase | 5,700 | $8.79 | $50.1K | 54.3K | Form 4 ↗ |
Ladd Robert T. President and CEO | Mar 16, 2026 | Purchase | 1,700 | $8.45 | $14.4K | 669.6K | Form 4 ↗ |
Ladd Robert T. President and CEO | Mar 13, 2026 | Purchase | 35,000 | $8.70 | $304.5K | 667.9K | Form 4 ↗ |
Bilger Bruce R
| Jun 17, 2022 | Purchase | 17,543 | $11.35 | $199.1K | 182.6K | Form 4 ↗ |
Ladd Robert T. President and CEO | Jun 16, 2022 | Purchase | 1,000 | $11.47 | $11.5K | 628.6K | Form 4 ↗ |
D'Angelo Dean
| Jun 16, 2022 | Purchase | 2,500 | $11.38 | $28.5K | 196.7K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Stellus Capital Investment Corporation (SCM) is primarily owned by institutional investors, who hold approximately 12.2% of total shares outstanding. Company insiders own approximately 4.24%, while retail and public investors account for the remaining 83.60%.
The largest institutional shareholder of Stellus Capital Investment Corporation is TWO SIGMA ADVISERS, LP, holding approximately 285,772 shares — equal to 1.01% of outstanding shares — as of September 30, 2025.
A total of 69 institutional investors currently hold SCM stock, with a combined institutional value of approximately $45,942,318 as of the most recent 13F filing period.
Frequently asked questions
SCM ownershipStellus Capital Investment Corporation (SCM) is primarily owned by institutional investors, who hold approximately 12.2% of shares. The largest shareholder is TWO SIGMA ADVISERS, LP with a 1.01% stake. Company insiders hold 4.24%. Data sourced from SEC Form 13F as of September 30, 2025.