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Disclosery

SCM STELLUS CAP INVT CORP

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COM (common), issuer CIK 1551901

63 managers (64 13F filers) reported a position in SCM shares at 2025-03-31, 3,373,780 shares in all. 12 filers opened a position and 7 filers sold out during the quarter.

Managers
63
13F filers
64
New
12
Added
25
Reduced
11
Sold out
7
Shares held by filers
3,373,780

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding674,770$9.45M+31,448Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC248,953$3.49M<0.01%+7,10313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY219,640$3.07M<0.01%+61,82713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP212,458$2.97M<0.01%+40,99113F-HRTimelineGroup
Ethos Financial Group, LLC192,462$2.69M0.26%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT191,392$2.68M0.25%+7,61413F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc178,589$2.5M<0.01%+4,88713F-HRTimelineGroup
Icon Wealth Advisors, LLC135,089$1.89M0.16%+3,61213F-HRTimeline
Advisors Asset Management, Inc.131,283$1.84M0.03%+12,32013F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.117,867$1.65M<0.01%+6,24413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC103,984$1.46M<0.01%+99,68513F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.98,228$1.38M0.68%+7213F-HRTimeline
Muzinich & Co., Inc.87,120$1.22M0.75%+21,35513F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …84,762$1.19M<0.01%+21,35513F-HRTimelineGroup
Virtus Investment Advisers, LLCgroup of 2 filers holding68,006$952K+2,422Timeline
PFG Investments, LLC65,018$910K0.06%+67913F-HRTimeline
Janney Montgomery Scott LLC44,158$618K<0.01%-16713F-HRTimeline
LPL Financial LLC40,824$572K<0.01%-5,56613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,867$558K<0.01%+29,48513F-HRTimelineGroup
HighTower Advisors, LLC39,305$550K<0.01%+21,09713F-HRTimeline
Sunbelt Securities, Inc.32,803$459K0.04%+3,02213F-HRTimeline
Trexquant Investment LP31,878$446K0.01%-31,15813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,882$390K<0.01%+3,80813F-HR/ATimelineGroup
Virtu Financial LLCin group Virtu Financial LLC25,553$358K0.02%new13F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co24,668$346K<0.01%+5,17713F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC24,471$343K0.04%new13F-HRTimelineGroup
LSV ASSET MANAGEMENT20,500$287K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,341$229K0.01%-8713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,440$216K<0.01%+3,35213F-HRTimelineGroup
UBS Group AGin group UBS Group AG15,328$215K<0.01%-10,62913F-HRTimelineGroup
Qube Research & Technologies Ltd14,721$206K<0.01%-31,85313F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,453$202K0.01%+49513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,151$184K<0.01%-9,82213F-HRTimelineGroup
Farther Finance Advisors, LLC13,106$183K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,000$182K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,205$157K<0.01%new13F-HR/ATimelineGroup
Quantbot Technologies LP11,088$155K<0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,738$150K0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,347$145K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,110$142K<0.01%-1,22713F-HRTimelineGroup
Private Advisor Group, LLC10,000$140K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC8,409$118K0.01%+80913F-HRTimeline
GROUP ONE TRADING LLC5,971$83.6K<0.01%new13F-HRTimeline
Aquatic Capital Management LLC5,339$74.7K<0.01%-12,39013F-HRTimeline
PSI Advisors, LLC3,000$42K0.01%+50013F-HRTimeline
ORG Partners LLC2,110$29.5K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,581$22.1K<0.01%new13F-HRTimelineGroup
Quarry LP1,225$17.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,097$15.4K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,000$14K<0.01%new13F-HRTimeline
Crewe Advisors LLC750$10.5K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP500$7.12K<0.01%013F-HR/ATimelineGroup
Key Financial Inc500$7K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC472$6.61K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC400$6K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC330$4.62K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC316$4.42K<0.01%-4213F-HRTimeline
VALLEY NATIONAL ADVISERS INC200$2K<0.01%013F-HRTimeline
Parallel Advisors, LLC8$112<0.01%013F-HRTimeline
MAI Capital Management1$14<0.01%013F-HRTimeline
Roble, Belko & Company, Inc13$00%+613F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Robinswood Financial LLC0$00%-1013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.