Security key
858568108
- Security type / class
- Equity / COM
- Total 13F shares
- 24,701
- Total 13F value
- $183,281
- Share change
- -30,591
- SEC-reported price per share
- $7.42
- Number of holders
- 2
- Value change
- -$226,985
- Number of buys
- 1
- Number of sells
- 1
Report period
Q3 2026
Institutions
2
Top holders
3
SCM full security history
Ownership snapshot
Full 13F holder table
Stellus Capital Investment Corp SEC filings
Stellus Capital Investment Corp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 858568108
Recent filing periods:
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
30 Jun 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
Corient Private Wealth LP
$2.4M
Dean D'Angelo
$2.23M
LPL Financial LLC
$2.22M
Muzinich & Co., Inc.
$2.15M
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 |
| Corient Private Wealth LP |
13F
Company
|
—
class O/S missing
|
$2,397,559
284,746 shares
|
— | 30 Jun 2026 |
| Dean D'Angelo |
3/4/5
Director
|
—
class O/S missing
|
$2,232,341
196,682 shares
|
— | 16 Jun 2022 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$2,217,456
263,356 shares
|
— | 30 Jun 2026 |
| Muzinich & Co., Inc. |
13F
Company
|
—
class O/S missing
|
$2,147,325
255,026 shares
|
— | 30 Jun 2026 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$2,128,756
252,821 shares
|
— | 30 Jun 2026 |
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 Q3 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
2
Shares
24,701
Rows available
2
| 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 Q3 2026 vs Q2 2026 Across Filers
Q2 2026 holders
59
Q3 2026 holders
2
Holder diff
-57
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend