$SCM

$6.72 +$0.08 (1.2%) Close

$SCM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 28.5M shares outstanding

Who owns SCM?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 173.5%

Van Eck Associates Corp 56.0% · Koch, Inc. 47.3%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

173

-8 vs last qtr

Net shares bought

+605.8K

by institutions in Q2 2026

New / sold out

25 / 33

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

FMR LLC NEW +4.8M
Renaissance Technologies LLC +836.8K

Biggest sellers in Q2 2026

Van Eck Associates Corp −2.8M
Burkehill Global Management, LP SOLD OUT −2.0M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Stellus Capital Investment Corp in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+90.7%

+7.44% a year

Each share's claim on the business

−47.6%

shrank without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years7% 3–5 years12% 1–3 years29% Under 1 year52%

Quarterly turnover

14.3%

of institutional shares changed hands

Top 10 managers, median time held

1.5 years

Super Investors

Investment managers reporting SCM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
VE Van Eck Associates Corp	15.9M	55.95%	−2.8M (−15.2%)	Q4 '25	0.0%
Shares held by quarter Peak holding18.8M (Q1'26) Change over 8 quarters+13.0M Share of the company55.950% Van Eck Associates Corp's full portfolio →
K Koch, Inc.	13.5M	47.33%	Unchanged	2024	3.4%
Shares held by quarter Peak holding13.5M (Q4'24) Change over 8 quarters+13.5M Share of the company47.330% Koch, Inc.'s full portfolio →

Van Eck Associates Corp

15.9M

% of company

55.95%

Change vs last qtr

−2.8M (−15.2%)

Held since

Q4 '25

Koch, Inc.

13.5M

% of company

47.33%

Change vs last qtr

Unchanged

Held since

2024

28 more super investors behind a free account

See every manager holding Stellus Capital Investment Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SCM on Form N-PORT; together they hold 66.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VR VanEck Rare Earth and Strategic Metals ETF VanEck ETF Trust	$28.6M	10.4M	36.47%	1.06%	June 30, 2026
IW Invesco WilderHill Clean Energy ETF Invesco Exchange-Traded Fund Trust	$4.56M	2.2M	7.84%	1.09%	July 31, 2026

VanEck Rare Earth and Strategic Metals ETF

VanEck ETF Trust

Position value

$28.6M

% of company

36.47%

% of the fund

1.06%

As of

June 30, 2026

Invesco WilderHill Clean Energy ETF

Invesco Exchange-Traded Fund Trust

Position value

$4.56M

% of company

7.84%

% of the fund

1.09%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Stellus Capital Investment Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LR Ladd Robert T. Insider	703.0K	2.47%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.470% Ladd Robert T.'s insider activity →
BB Bilger Bruce R Insider	228.1K	0.80%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.800% Bilger Bruce R's insider activity →

Ladd Robert T.

Insider

703.0K

% of company

2.47%

Change vs last qtr

—

Held since

—

Bilger Bruce R

Insider

228.1K

% of company

0.80%

Change vs last qtr

—

Held since

—

2 more holders behind a free account

See every insider and 5%+ holder of Stellus Capital Investment Corp.

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