Stellus Capital Investment Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 309.05 K | $3.92 M | 695.56% | 1.09% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 284.10 K | $3.60 M | 26.12% | 1.00% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 281.17 K | $3.57 M | 2.58% | 0.99% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 265.20 K | $3.36 M | -7.20% | 0.93% |
| MUZINICH & CO., INC. | 01/21/2026 | 253.53 K | $3.21 M | 22.54% | 0.89% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 226.17 K | $2.87 M | -2.19% | 0.79% |
| CONDOR CAPITAL MANAGEMENT | 02/06/2026 | 214.44 K | $2.72 M | 5.71% | 0.75% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 204.29 K | $2.59 M | 19.03% | 0.72% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 197.79 K | $2.51 M | -3.60% | 0.69% |
| BLACKROCK, INC. | 02/12/2026 | 195.55 K | $2.48 M | -3.42% | 0.69% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 183.06 K | $2.32 M | 26.84% | 0.64% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 156.05 K | $1.98 M | 0.00% | 0.55% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 154.57 K | $1.96 M | 5.78% | 0.54% |
| ICON WEALTH ADVISORS, LLC | 02/13/2026 | 135.47 K | $1.72 M | 0.10% | 0.48% |
| INSPIRE ADVISORS, LLC | 02/13/2026 | 107.79 K | $1.37 M | 1.44% | 0.38% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 69.65 K | $883.10 K | 0.58% | 0.24% |
| GABLES CAPITAL MANAGEMENT INC. | 02/06/2026 | 67.12 K | $851.06 K | -0.74% | 0.24% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 60.05 K | $761.41 K | 3.01% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 49.80 K | $631.46 K | 150.25% | 0.17% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 39.34 K | $498.83 K | -24.99% | 0.14% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 36.13 K | $459.00 K | 0.19% | 0.13% |
| JANE STREET GROUP, LLC | 02/12/2026 | 34.93 K | $442.90 K | 39.53% | 0.12% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 02/17/2026 | 33.05 K | $419.07 K | 161.00% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 31.84 K | $403.75 K | -6.54% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 27.98 K | $354.81 K | 1,972.74% | 0.10% |
| UBS GROUP AG | 01/29/2026 | 25.30 K | $320.77 K | 70.72% | 0.09% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 24.83 K | $314.81 K | 100.00% | 0.09% |
| CITADEL ADVISORS LLC | 02/17/2026 | 23.84 K | $302.30 K | -52.30% | 0.08% |
| NORTHERN TRUST CORP | 02/17/2026 | 21.93 K | $278.10 K | -6.63% | 0.08% |
| CITADEL ADVISORS LLC | 02/17/2026 | 21.50 K | $272.62 K | 115.00% | 0.08% |
| ROYAL BANK OF CANADA | 02/17/2026 | 20.12 K | $255.00 K | -13.32% | 0.07% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 18.36 K | $232.83 K | 457.61% | 0.06% |
| MORGAN STANLEY | 02/13/2026 | 18.00 K | $228.19 K | -30.15% | 0.06% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 17.22 K | $218.37 K | 51.94% | 0.06% |
| OPPENHEIMER & CO INC | 02/02/2026 | 16.04 K | $203.38 K | -7.09% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 15.46 K | $196.02 K | 19.02% | 0.05% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 13.38 K | $169.67 K | -0.73% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 13.00 K | $164.84 K | 0.00% | 0.05% |
| AQUATIC CAPITAL MANAGEMENT LLC | 02/17/2026 | 11.89 K | $150.75 K | -34.56% | 0.04% |
| CITADEL ADVISORS LLC | 02/17/2026 | 11.60 K | $147.09 K | 100.00% | 0.04% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 11.03 K | $139.90 K | 0.00% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 10.24 K | $129.89 K | -21.84% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 10.00 K | $126.80 K | 0.00% | 0.04% |
| CHILTON CAPITAL MANAGEMENT LLC | 02/12/2026 | 7.60 K | $96.37 K | 0.00% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 4.85 K | $61.51 K | 100.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 3.13 K | $39.70 K | 3.27% | 0.01% |
| 02/09/2026 | 2.97 K | $37.66 K | 100.00% | 0.01% | |
| ORG PARTNERS LLC | 01/14/2026 | 2.11 K | $26.75 K | 0.00% | 0.01% |
| LAUREL WEALTH ADVISORS LLC | 01/30/2026 | 2.08 K | $26.41 K | 100.00% | 0.01% |
| 02/18/2026 | 1.67 K | $21.18 K | 100.00% | 0.01% |
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Stellus Capital Investment Corp institutional Ownership - FAQ's
During the previous two years, 96 institutional investors and hedge funds held shares of Stellus Capital Investment Corp. The most heavily invested institutionals were:
Muzinich & Co., Inc.: 254,834
Ethos Financial Group, LLC: 197,790
Sumitomo Mitsui Trust Holdings, Inc.: 156,151
UBS Group AG: 100,396
PFG Investments, LLC: 74,661
GABLES CAPITAL MANAGEMENT INC.: 66,867
13.60% of Stellus Capital Investment Corp stock is owned by institutional investors.
Institutional investors have bought a total of 5.31 M shares in the last 24 months. This purchase volume represents approximately $50.06 M in transactions.