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Disclosery

SCM STELLUS CAP INVT CORP

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COM (common), issuer CIK 1551901

60 managers (60 13F filers) reported a position in SCM shares at 2026-06-30, 3,638,377 shares in all. 10 filers opened a position and 11 filers sold out during the quarter.

Managers
60
13F filers
60
New
10
Added
23
Reduced
17
Sold out
11
Shares held by filers
3,638,377

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Corient Private Wealth LPin group Corient Private Wealth LP284,746$2.4M<0.01%+29,26713F-HR/ATimelineGroup
LPL Financial LLC263,356$2.22M<0.01%-51,43613F-HRTimeline
Muzinich & Co., Inc.255,026$2.15M0.73%+19213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC252,821$2.13M<0.01%+15,22213F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc238,329$2.01M<0.01%+8,79413F-HRTimelineGroup
Advisors Asset Management, Inc.220,277$1.85M0.03%+27,58413F-HRTimeline
Ethos Financial Group, LLC217,193$1.83M0.12%+19,40313F-HRTimeline
CONDOR CAPITAL MANAGEMENT211,987$1.78M0.13%+5,57113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …156,151$1.31M<0.01%013F-HRTimelineGroup
Icon Wealth Advisors, LLC135,536$1.14M0.07%+26713F-HRTimeline
Samjo Management, LLC133,700$1.13M0.38%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.109,462$922K<0.01%-2,76413F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC96,424$812K<0.01%-20,24313F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC86,232$726K0.05%-24,92513F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.67,052$565K0.2%+18513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY64,355$542K<0.01%-83,40013F-HRTimelineGroup
Trexquant Investment LP63,649$536K<0.01%-4,67113F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…62,135$523K0.12%+1,46313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd57,978$488K0.01%+40,88613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/57,317$483K<0.01%+31,50613F-HRTimelineGroup
DOLIVER ADVISORS, LP55,292$466K0.11%+45,29213F-HRTimeline
PFG Investments, LLC53,260$448K0.02%-21,40113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP48,843$411K<0.01%-104,01613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,090$388K<0.01%-16,26413F-HRTimelineGroup
Janney Montgomery Scott LLC42,833$361K<0.01%-50013F-HRTimeline
Campbell & CO Investment Adviser LLC34,955$294K0.02%+19,19413F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co34,747$292K<0.01%+3,18113F-HRTimelineGroup
Gallagher Capital Advisors, LLC34,000$286K0.16%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP28,812$243K<0.01%-168,43413F-HRTimelineGroup
Stonebridge Financial Group, LLC/CA22,155$189K0.03%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,531$164K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd19,464$164K<0.01%+3,05613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,817$150K<0.01%-1013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,329$129K<0.01%-8113F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC13,948$117K0.07%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,909$117K<0.01%+79813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,000$109K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,681$107K<0.01%-2,51413F-HRTimelineGroup
UBS Group AGin group UBS Group AG12,109$102K<0.01%-88,28713F-HRTimelineGroup
Arax Advisory Partners11,466$96.5K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC11,000$92.6K<0.01%new13F-HRTimelineGroup
Significant Wealth Partners LLC10,131$85.3K0.09%+11413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC9,218$77.6K<0.01%+1,61813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,367$45.2K<0.01%+1,05413F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC3,538$29.8K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,353$28.2K<0.01%+11913F-HRTimelineGroup
Integrated Wealth Concepts LLC3,044$25.6K<0.01%new13F-HRTimeline
Aquatic Capital Management LLC1,612$13.6K<0.01%-4,84413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,158$9.75K<0.01%+58313F-HRTimelineGroup
PRIVATE TRUST CO NA1,097$9.24K<0.01%013F-HRTimeline
State of Alaska, Department of Revenue1,166$9K<0.01%013F-HRTimeline
Crewe Advisors LLC1,030$8.67K<0.01%+16013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD881$7.42K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP500$4.21K<0.01%013F-HRTimelineGroup
Key Financial Inc500$4.21K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC472$3.97K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC200$1.68K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO132$1.13K<0.01%new13F-HRTimelineGroup
Caitong International Asset Management …10$84<0.01%new13F-HRTimeline
DANSKE BANK A/S1$8<0.01%-513F-HRTimeline