HOUSTON, TX
STELLUS CAPITAL INVESTMENT CORPSCM— Latest position per institution from SEC 13F filings
15
Institutional holders
4M
Total shares held
35.55M
Estimated value
200.01K
Avg. position size
CORIENT PRIVATE WEALTH LP
CIK 1948780
Shares
284.75K
Value
2.40M
Filed
Jun 30, 2026
SCOGGIN MANAGEMENT LP
CIK 1086416
Shares
268.44K
Value
3.65M
Filed
Sep 30, 2023
TWO SIGMA ADVISERS, LP
CIK 1478735
Shares
265.20K
Value
3.36M
Filed
Dec 31, 2025
LPL FINANCIAL LLC
CIK 1403438
Shares
263.36K
Value
2.22M
Filed
Jun 30, 2026
ACADIAN ASSET MANAGEMENT LLC
CIK 916542
Shares
263.07K
Value
3.38K
Filed
Dec 31, 2023
MUZINICH & CO., INC.
CIK 1618824
Shares
262.82K
Value
1.95M
Filed
Sep 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
252.82K
Value
2.13M
Filed
Jun 30, 2026
LEGAL & GENERAL GROUP PLC
CIK 764068
Shares
238.33K
Value
2.01M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
228.38K
Value
3.13M
Filed
Sep 30, 2024
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
220.28K
Value
1.85M
Filed
Jun 30, 2026
ETHOS FINANCIAL GROUP, LLC
CIK 1954242
Shares
217.19K
Value
1.83M
Filed
Jun 30, 2026
CONDOR CAPITAL MANAGEMENT
CIK 1082491
Shares
211.99K
Value
1.78M
Filed
Jun 30, 2026
SUNBELT SECURITIES, INC.
CIK 1632932
Shares
203.19K
Value
1.87M
Filed
Mar 31, 2026
SUMITOMO MITSUI TRUST GROUP, INC.
CIK 1475365
Shares
156.15K
Value
1.31M
Filed
Jun 30, 2026
ICON WEALTH ADVISORS, LLC
CIK 1963212
Shares
135.54K
Value
1.14M
Filed
Jun 30, 2026
SAMJO MANAGEMENT, LLC
CIK 1986590
Shares
133.70K
Value
1.13M
Filed
Jun 30, 2026
BLACKROCK, INC.
CIK 2012383
Shares
109.46K
Value
921.67K
Filed
Jun 30, 2026
SQUAREPOINT OPS LLC
CIK 1642575
Shares
102.96K
Value
1.32M
Filed
Dec 31, 2023
MILLENNIUM MANAGEMENT LLC
CIK 1273087
Shares
96.42K
Value
811.89K
Filed
Jun 30, 2026
INSPIRE ADVISORS, LLC
CIK 1810558
Shares
86.23K
Value
726.07K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CORIENT PRIVATE WEALTH LP | 1948780 | 284.75K | 2.40M | Jun 30, 2026 |
| 2 | SCOGGIN MANAGEMENT LP | 1086416 | 268.44K | 3.65M | Sep 30, 2023 |
| 3 | TWO SIGMA ADVISERS, LP | 1478735 | 265.20K | 3.36M | Dec 31, 2025 |
| 4 | LPL FINANCIAL LLC | 1403438 | 263.36K | 2.22M | Jun 30, 2026 |
| 5 | ACADIAN ASSET MANAGEMENT LLC | 916542 | 263.07K | 3.38K | Dec 31, 2023 |
| 6 | MUZINICH & CO., INC. | 1618824 | 262.82K | 1.95M | Sep 30, 2026 |
| 7 | RAYMOND JAMES FINANCIAL INC | 720005 | 252.82K | 2.13M | Jun 30, 2026 |
| 8 | LEGAL & GENERAL GROUP PLC | 764068 | 238.33K | 2.01M | Jun 30, 2026 |
| 9 | RAYMOND JAMES & ASSOCIATES | 1084208 | 228.38K | 3.13M | Sep 30, 2024 |
| 10 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 220.28K | 1.85M | Jun 30, 2026 |
| 11 | ETHOS FINANCIAL GROUP, LLC | 1954242 | 217.19K | 1.83M | Jun 30, 2026 |
| 12 | CONDOR CAPITAL MANAGEMENT | 1082491 | 211.99K | 1.78M | Jun 30, 2026 |
| 13 | SUNBELT SECURITIES, INC. | 1632932 | 203.19K | 1.87M | Mar 31, 2026 |
| 14 | SUMITOMO MITSUI TRUST GROUP, INC. | 1475365 | 156.15K | 1.31M | Jun 30, 2026 |
| 15 | ICON WEALTH ADVISORS, LLC | 1963212 | 135.54K | 1.14M | Jun 30, 2026 |
| 16 | SAMJO MANAGEMENT, LLC | 1986590 | 133.70K | 1.13M | Jun 30, 2026 |
| 17 | BLACKROCK, INC. | 2012383 | 109.46K | 921.67K | Jun 30, 2026 |
| 18 | SQUAREPOINT OPS LLC | 1642575 | 102.96K | 1.32M | Dec 31, 2023 |
| 19 | MILLENNIUM MANAGEMENT LLC | 1273087 | 96.42K | 811.89K | Jun 30, 2026 |
| 20 | INSPIRE ADVISORS, LLC | 1810558 | 86.23K | 726.07K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.