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Stellus Capital Investment C (SCM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Muzinich & Co., Inc.
INCREASED
Shares262,816 from 255,026
Change+7,790 (+3%)
Value$2.0M (-$197.2K)
Filed 2026-10-22
Condor Capital Management
INCREASED
Shares214,755 from 211,987
Change+2,768 (+1%)
Value$1.6M (-$191.4K)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED
Shares156,151 from 156,151
Change0 (0%)
Value$1.2M (-$156.2K)
Filed 2026-10-29
Gables Capital Management Inc.
INCREASED
Shares67,225 from 67,052
Change+173 (+0%)
Value$498.8K (-$65.8K)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares64,870 from 263,356
Change-198,486 (-75%)
Value$481.3K (-$1.7M)
Filed 2026-11-06
Gallagher Capital Advisors, LLC
UNCHANGED
Shares34,000 from 34,000
Change0 (0%)
Value$252.3K (-$34.0K)
Filed 2026-10-09
Doliver Advisors, LP
DECREASED
Shares24,501 from 55,292
Change-30,791 (-56%)
Value$181.8K (-$283.8K)
Filed 2026-10-01
PNC Financial Services Group, Inc.
INCREASED
Shares18,000 from 13,000
Change+5,000 (+38%)
Value$133.6K (+$24.1K)
Filed 2026-11-06
Sanders Morris Harris LLC
INCREASED
Shares14,046 from 13,948
Change+98 (+1%)
Value$107.5K (-$10.0K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
DECREASED
Shares12,909 from 13,909
Change-1,000 (-7%)
Value$95.8K (-$21.3K)
Filed 2026-10-16
Savant Capital, LLC
NEW
Shares10,000
Change+10,000
Value$74.2K
Filed 2026-11-06
Chilton Capital Management LLC
DECREASED
Shares7,600 from 9,218
Change-1,618 (-18%)
Value$56.4K (-$21.2K)
Filed 2026-10-28
Simplex Trading, LLC
NEW
Shares6,136
Change+6,136
Value$45.5K
Filed 2026-11-04
Clayton Financial Group LLC
NEW
Shares3,907
Change+3,907
Value$29.0K
Filed 2026-10-13
Laurel Wealth Advisors LLC
NEW
Shares2,083
Change+2,083
Value$15.5K
Filed 2026-10-27
Highline Wealth Partners LLC
DECREASED
Shares2,010 from 3,538
Change-1,528 (-43%)
Value$14.9K (-$14.9K)
Filed 2026-10-19
Private Trust Co NA
UNCHANGED
Shares1,097 from 1,097
Change0 (0%)
Value$8.1K (-$1.1K)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$3.7K (-$500)
Filed 2026-11-02
Farther Finance Advisors, LLC
NEW
Shares200
Change+200
Value$1.5K
Filed 2026-10-08
Caitong International Asset Management Co., Ltd
INCREASED
Shares35 from 10
Change+25 (+250%)
Value$260 (+$176)
Filed 2026-10-29
Citigroup Inc
NEW
Shares1
Change+1
Value$7
Filed 2026-11-04
Oppenheimer & Co Inc
CLOSED
Shares0 from 15,329
Change-15,329 (-100%)
Value$0 (-$129.1K)
Filed 2026-10-26
State of Alaska, Department of Revenue
CLOSED
Shares0 from 1,166
Change-1,166 (-100%)
Value$0 (-$9)
Filed 2026-10-15
Valley National Advisers Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-23
Raymond James Financial Inc
N/A
Shares— from 252,821
Change-252,821 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 238,329
Change-238,329 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 220,277
Change-220,277 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 217,193
Change-217,193 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 135,536
Change-135,536 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 133,700
Change-133,700 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 109,462
Change-109,462 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 96,424
Change-96,424 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 86,232
Change-86,232 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 64,355
Change-64,355 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 63,649
Change-63,649 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 62,135
Change-62,135 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 57,978
Change-57,978 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 57,317
Change-57,317 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 53,260
Change-53,260 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 48,843
Change-48,843 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 46,090
Change-46,090 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 42,833
Change-42,833 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 34,955
Change-34,955 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 34,747
Change-34,747 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 28,812
Change-28,812 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 22,155
Change-22,155 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,531
Change-19,531 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 19,464
Change-19,464 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 17,817
Change-17,817 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 12,681
Change-12,681 (-100%)
Value—
UBS Group AG
N/A
Shares— from 12,109
Change-12,109 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,466
Change-11,466 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 10,131
Change-10,131 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,367
Change-5,367 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 881
Change-881 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 500
Change-500 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 132
Change-132 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 124
Change-124 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 124
Change-124 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Muzinich & Co., Inc.
INCREASED262,816255,026+7,790+3%$2.1M$2.0M-$197.2K2026-10-22
Condor Capital Management
INCREASED214,755211,987+2,768+1%$1.8M$1.6M-$191.4K2026-11-06
Sumitomo Mitsui Trust Group, Inc.
UNCHANGED156,151156,15100%$1.3M$1.2M-$156.2K2026-10-29
Gables Capital Management Inc.
INCREASED67,22567,052+173+0%$564.6K$498.8K-$65.8K2026-11-04
LPL Financial LLC
DECREASED64,870263,356-198,486-75%$2.2M$481.3K-$1.7M2026-11-06
Gallagher Capital Advisors, LLC
UNCHANGED34,00034,00000%$286.3K$252.3K-$34.0K2026-10-09
Doliver Advisors, LP
DECREASED24,50155,292-30,791-56%$465.6K$181.8K-$283.8K2026-10-01
PNC Financial Services Group, Inc.
INCREASED18,00013,000+5,000+38%$109.5K$133.6K+$24.1K2026-11-06
Sanders Morris Harris LLC
INCREASED14,04613,948+98+1%$117.4K$107.5K-$10.0K2026-10-14
Concurrent Investment Advisors, LLC
DECREASED12,90913,909-1,000-7%$117.1K$95.8K-$21.3K2026-10-16
Savant Capital, LLC
NEW10,000—+10,000——$74.2K—2026-11-06
Chilton Capital Management LLC
DECREASED7,6009,218-1,618-18%$77.6K$56.4K-$21.2K2026-10-28
Simplex Trading, LLC
NEW6,136—+6,136——$45.5K—2026-11-04
Clayton Financial Group LLC
NEW3,907—+3,907——$29.0K—2026-10-13
Laurel Wealth Advisors LLC
NEW2,083—+2,083——$15.5K—2026-10-27
Highline Wealth Partners LLC
DECREASED2,0103,538-1,528-43%$29.8K$14.9K-$14.9K2026-10-19
Private Trust Co NA
UNCHANGED1,0971,09700%$9.2K$8.1K-$1.1K2026-10-20
Key FInancial Inc
UNCHANGED50050000%$4.2K$3.7K-$5002026-11-02
Farther Finance Advisors, LLC
NEW200—+200——$1.5K—2026-10-08
Caitong International Asset Management Co., Ltd
INCREASED3510+25+250%$84$260+$1762026-10-29
Citigroup Inc
NEW1—+1——$7—2026-11-04
Oppenheimer & Co Inc
CLOSED015,329-15,329-100%$129.1K$0-$129.1K2026-10-26
State of Alaska, Department of Revenue
CLOSED01,166-1,166-100%$9$0-$92026-10-15
Valley National Advisers Inc
CLOSED0200-200-100%$1.7K$0-$1.7K2026-10-23
Raymond James Financial Inc
N/A—252,821-252,821-100%$2.1M———
Legal & General Group Plc
N/A—238,329-238,329-100%$2.0M———
Advisors Asset Management, Inc.
N/A—220,277-220,277-100%$1.9M———
Ethos Financial Group, LLC
N/A—217,193-217,193-100%$1.8M———
Icon Wealth Advisors, LLC
N/A—135,536-135,536-100%$1.1M———
Samjo Management, LLC
N/A—133,700-133,700-100%$1.1M———
BlackRock, Inc.
N/A—109,462-109,462-100%$921.7K———
Millennium Management LLC
N/A—96,424-96,424-100%$811.9K———
Inspire Advisors, LLC
N/A—86,232-86,232-100%$726.1K———
Morgan Stanley
N/A—64,355-64,355-100%$541.9K———
Trexquant Investment LP
N/A—63,649-63,649-100%$535.9K———
Virtus Investment Advisers, LLC
N/A—62,135-62,135-100%$523.2K———
XTX Topco Ltd
N/A—57,978-57,978-100%$488.2K———
Bank of America Corp
N/A—57,317-57,317-100%$482.6K———
PFG Investments, LLC
N/A—53,260-53,260-100%$448.4K———
Marshall Wace, LLP
N/A—48,843-48,843-100%$411.3K———
Citadel Advisors LLC
N/A—46,090-46,090-100%$388.1K———
Janney Montgomery Scott LLC
N/A—42,833-42,833-100%$361.0K———
Campbell & Co Investment Adviser LLC
N/A—34,955-34,955-100%$294.3K———
Canada Life Assurance Co
N/A—34,747-34,747-100%$292.0K———
Two Sigma Investments, LP
N/A—28,812-28,812-100%$242.6K———
Stonebridge Financial Group, LLC
N/A—22,155-22,155-100%$189———
Susquehanna International Group, LLP
N/A—19,531-19,531-100%$164.5K———
Qube Research & Technologies Ltd
N/A—19,464-19,464-100%$163.9K———
Royal Bank of Canada
N/A—17,817-17,817-100%$150.0K———
Wells Fargo & Company
N/A—12,681-12,681-100%$106.8K———
UBS Group AG
N/A—12,109-12,109-100%$102.0K———
Arax Advisory Partners
N/A—11,466-11,466-100%$96.5K———
Mariner, LLC
N/A—11,000-11,000-100%$92.6K———
Significant Wealth Partners LLC
N/A—10,131-10,131-100%$85.3K———
Osaic Holdings, Inc.
N/A—5,367-5,367-100%$45.2K———
Rockefeller Capital Management L.P.
N/A—3,353-3,353-100%$28.2K———
Aquatic Capital Management LLC
N/A—1,612-1,612-100%$13.6K———
Tower Research Capital LLC (TRC)
N/A—1,158-1,158-100%$9.8K———
Crewe Advisors LLC
N/A—1,030-1,030-100%$8.7K———
Nomura Asset Management Co LTD
N/A—881-881-100%$7.4K———
Jones Financial Companies Lllp
N/A—500-500-100%$4.2K———
Aventura Private Wealth, LLC
N/A—472-472-100%$4.0K———
JPMorgan Chase & Co
N/A—132-132-100%$1.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—124-124-100%$1.0K———
BFC Planning, Inc.
N/A—124-124-100%$1.0K———
Danske Bank A/S
N/A—1-1-100%$8———
Showing 66 of 66 institutions