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Disclosery

SCM STELLUS CAP INVT CORP

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COM (common), issuer CIK 1551901

59 managers (59 13F filers) reported a position in SCM shares at 2026-06-30, 3,635,333 shares in all. 9 filers opened a position and 11 filers sold out during the quarter.

Managers
59
13F filers
59
New
9
Added
23
Reduced
17
Sold out
11
Shares held by filers
3,635,333

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-HR/ATimelineGroup
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
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