Companies / Stellus Capital Investment Corp / Institutional holders

Stellus Capital Investment Corp

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
VALLEY NATIONAL ADVISERS INC	$2	200	0.00%
Smithfield Trust Co	$2	119	0.00%
CWM, LLC	$5	400	0.00%
State of Alaska, Department of Revenue	$10	1,166	0.00%
DANSKE BANK A/S	$51	4	0.00%
Parallel Advisors, LLC	$101	8	0.00%
CANADA LIFE ASSURANCE Co	$292	31,566	0.11%
Janney Montgomery Scott LLC	$399	43,333	0.15%
JPMORGAN CHASE & CO	$951	75	0.00%
Blue Trust, Inc.	$1.6K	125	0.00%
Harbor Asset Planning, Inc.	$3.8K	300	0.00%
Aventura Private Wealth, LLC	$6.0K	472	0.00%
JONES FINANCIAL COMPANIES LLLP	$6.3K	500	0.00%
Key FInancial Inc	$6.3K	500	0.00%
Empowered Funds, LLC	$7.8K	619	0.00%
PRIVATE TRUST CO NA	$10.1K	1,097	0.00%
Crewe Advisors LLC	$10.6K	833	0.00%
GROUP ONE TRADING LLC	$11.4K	902	0.00%
BNP PARIBAS FINANCIAL MARKETS	$12.1K	1,310	0.00%
ASSETMARK, INC	$15.2K	1,200	0.00%
Garton & Associates Financial Advisors LLC	$21.2K	1,670	0.01%
Laurel Wealth Advisors LLC	$26.4K	2,083	0.01%
ORG Partners LLC	$26.8K	2,110	0.01%
Keating Financial Advisory Services, Inc.	$37.7K	2,970	0.01%
Rockefeller Capital Management L.P.	$39.7K	3,130	0.01%
Kestra Advisory Services, LLC	$61.5K	4,851	0.02%
CHILTON CAPITAL MANAGEMENT LLC	$70.0K	7,600	0.03%
The PNC Financial Services Group, Inc.	$109.5K	13,000	0.05%
Private Advisor Group, LLC	$126.8K	10,000	0.04%
Farther Finance Advisors, LLC	$129.9K	10,244	0.04%
U.S. Capital Wealth Advisors, LLC	$139.9K	11,033	0.04%
Campbell & CO Investment Adviser LLC	$145.2K	15,761	0.06%
Aquatic Capital Management LLC	$150.8K	11,889	0.04%
Royal Bank of Canada	$164.0K	17,827	0.06%
WELLS FARGO & COMPANY/MN	$169.7K	13,381	0.05%
Concurrent Investment Advisors, LLC	$196.0K	15,459	0.05%
OPPENHEIMER & CO INC	$203.4K	16,039	0.06%
SIMPLEX TRADING, LLC	$218.4K	17,222	0.06%
Morgan Stanley	$228.2K	17,996	0.06%
NORTHERN TRUST CORP	$278.1K	21,932	0.08%
Citadel Advisors LLC	$302.3K	23,841	0.08%
TrueMark Investments, LLC	$314.8K	24,827	0.09%
UBS Group AG	$320.8K	25,297	0.09%
BANK OF AMERICA CORP /DE	$354.8K	27,982	0.10%
OSAIC HOLDINGS, INC.	$403.8K	31,841	0.11%
Brevan Howard Capital Management LP	$419.1K	33,050	0.12%
JANE STREET GROUP, LLC	$442.9K	34,929	0.12%
Trexquant Investment LP	$498.8K	39,340	0.14%
Virtus Investment Advisers, LLC	$761.4K	60,048	0.21%
GABLES CAPITAL MANAGEMENT INC.	$851.1K	67,118	0.24%