Security key
858568108
- Security type / class
- Equity / COM
- Total 13F shares
- 3,638,377
- Total 13F value
- $30,638,959
- Share change
- -252,462
- Put/Call ratio
- 103%
- SEC-reported price per share
- $8.42
- Number of holders
- 60
- Value change
- -$2,213,347
- Number of buys
- 33
- Number of sells
- 27
Open additional details 1 more signal available
Report period
Q2 2026
Institutions
60
Top holders
10
SCM full security history
Ownership snapshot
Full 13F holder table
Stellus Capital Investment Corp SEC filings
Stellus Capital Investment Corp company facts
Broader feeds
Ownership snapshot
Top reported holders of SCM - Stellus Capital Investment Corp - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Ladd Robert T.
Disclosed value leader
Ladd Robert T.
Comparable rows
0/15
Latest evidence
31 Mar 2026
3/4/5
13F
Highest disclosed value: $5,658,416
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Ladd Robert T. has the largest disclosed position value at $5.66M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Ladd Robert T.'s linked filing trail.
Disclosed position value
Top 5
Ladd Robert T.
$5.66M
LPL Financial LLC
$2.9M
Ethos Financial Group, LLC
$2.51M
Corient Private Wealth LP
$2.35M
Muzinich & Co., Inc.
$2.35M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Ladd Robert T. |
3/4/5
President and CEO, Director
|
—
class O/S missing
|
$5,658,416
669,635 shares
|
+$318,865 | 13 Mar 2026 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$2,899,232
314,792 shares
|
— | 31 Mar 2026 |
| Ethos Financial Group, LLC |
13F
Company
|
—
class O/S missing
|
$2,507,976
197,790 shares
|
— | 31 Mar 2026 |
| Corient Private Wealth LP |
13F
Company
|
—
class O/S missing
|
$2,352,959
255,479 shares
|
— | 31 Mar 2026 |
| Muzinich & Co., Inc. |
13F
Company
|
—
class O/S missing
|
$2,347,028
254,834 shares
|
— | 31 Mar 2026 |
| Dean D'Angelo |
3/4/5
Director
|
—
class O/S missing
|
$2,232,341
196,682 shares
|
— | 16 Jun 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
60
Shares
3,638,377
Rows available
60
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
63
Q2 2026 holders
60
Holder diff
-3
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|