Skip to content
Disclosery

SCM STELLUS CAP INVT CORP

Follow

COM (common), issuer CIK 1551901

58 managers (59 13F filers) reported a position in SCM shares at 2025-06-30, 3,179,025 shares in all. 7 filers opened a position and 12 filers sold out during the quarter.

Managers
58
13F filers
59
New
7
Added
20
Reduced
16
Sold out
12
Shares held by filers
3,179,025

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding585,532$8.16M-89,238Timeline
Corient Private Wealth LPin group Corient Private Wealth LP253,763$3.54M<0.01%+41,30513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC235,733$3.29M<0.01%-13,22013F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT197,552$2.75M0.24%+6,16013F-HRTimeline
Ethos Financial Group, LLC197,095$2.75M0.24%+4,63313F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc184,006$2.57M<0.01%+5,41713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.158,170$2.2M<0.01%+40,30313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY148,662$2.07M<0.01%-70,97813F-HRTimelineGroup
Muzinich & Co., Inc.144,005$2.01M0.92%+56,88513F-HRTimeline
Icon Wealth Advisors, LLC135,214$1.88M0.13%+12513F-HRTimeline
Advisors Asset Management, Inc.124,985$1.74M0.03%-6,29813F-HR/ATimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …94,048$1.31M<0.01%+9,28613F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.67,618$943K0.45%-30,61013F-HRTimeline
PFG Investments, LLC64,655$901K0.05%-36313F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…64,654$901K0.3%-3,35213F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC62,530$872K0.09%+38,05913F-HRTimelineGroup
LPL Financial LLC48,092$670K<0.01%+7,26813F-HRTimeline
Janney Montgomery Scott LLC44,158$616K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,377$494K<0.01%+7,49513F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,331$465K<0.01%-6,53613F-HR/ATimelineGroup
Sunbelt Securities, Inc.29,781$410K0.04%-3,02213F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co26,769$373K<0.01%+2,10113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,010$321K<0.01%+9,85913F-HRTimelineGroup
LSV ASSET MANAGEMENT20,500$286K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG18,015$251K<0.01%+2,68713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,813$248K<0.01%-86,17113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,056$238K<0.01%+1,61613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,778$234K<0.01%+43713F-HRTimelineGroup
Farther Finance Advisors, LLC13,106$183K<0.01%013F-HRTimeline
HighTower Advisors, LLC13,090$182K<0.01%-26,21513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,000$181K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,809$179K<0.01%+2,69913F-HRTimelineGroup
GROUP ONE TRADING LLC11,401$159K0.01%+5,43013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…11,041$154K<0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC11,033$154K<0.01%-3,42013F-HRTimeline
Private Advisor Group, LLC10,000$139K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC7,600$106K<0.01%-80913F-HRTimeline
SIMPLEX TRADING, LLC7,019$97K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,321$60.2K<0.01%new13F-HRTimelineGroup
Aquatic Capital Management LLC3,643$50.8K<0.01%-1,69613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,420$33.7K<0.01%new13F-HRTimelineGroup
ORG Partners LLC2,110$29.6K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,798$25.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,097$15.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,000$13.9K<0.01%013F-HRTimeline
Crewe Advisors LLC751$10.5K<0.01%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP500$7K<0.01%013F-HRTimelineGroup
Key Financial Inc500$6.97K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC472$6.58K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC400$6K<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.300$4.18K<0.01%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/250$3.48K<0.01%new13F-HRTimelineGroup
Quantbot Technologies LP239$3.33K<0.01%-10,84913F-HRTimeline
VALLEY NATIONAL ADVISERS INC200$2K<0.01%013F-HRTimeline
Parallel Advisors, LLC8$112<0.01%013F-HRTimeline
DANSKE BANK A/S1$14<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc14$00%+113F-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.