Stellus Capital Investment Corporation (SCM)

Accumulating

Institutional accumulation: ownership increased +0.87% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

14.53%

QoQ Change

+0.87%

Total Value

$38.7B

Shares Outstanding

28.9M

Crowding AnalysisCrowded

Holders64of 5,944

Avg: 68

Uncrowded84th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.03x

62th percentile

36 buying35 selling

+17

New

-18

Closed

+251K

Net shares

Holding Period Distribution

estimate

Median: 3 QAvg: 3.2 QHolders: 64

Ownership Concentration

Top 5: 30.7%Top 10: 54.4%

LPL Financial7.5%

Corient Private Wealth6.1%

Muzinich & Co.,6.1%

RAYMOND JAMES FINANCIAL5.7%

Legal & General Group5.5%

Others (59)69.3%

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Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 0.13%Max: 0.82%High conviction (>1%): 0

LPL Financial

Corient Private Wealth

Muzinich & Co.,

RAYMOND JAMES FINANCIAL

Legal & General Group

CONDOR CAPITAL MANAGEMENT

Sunbelt Securities,

Ethos Financial Group,

TWO SIGMA INVESTMENTS,

Advisors Asset Management,

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWSunbelt Securities$2M203K shr

NEWAdvisors Asset Management$2M193K shr

SOLDTWO SIGMA INVESTMENTS$800K87K shr

SOLDCorient Private Wealth$237K26K shr

BOUGHTLegal & General Group$233K25K shr

NEWLPL Financial$4M309K shr

BOUGHTTWO SIGMA INVESTMENTS$746K59K shr

BOUGHTMuzinich & Co.$591K47K shr

BOUGHTLegal & General Group$415K33K shr

SOLDTWO SIGMA ADVISERS$261K21K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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