Stellus Capital Investment Corp: which funds bought and sold

Institutions that bought and sold Stellus Capital Investment shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 33 institutions that filed 13F reports for both quarters added to or opened positions in Stellus Capital Investment, and 27 cut or closed them. Together they sold a net 232K shares, −6.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 323K shares (−51.6%); index fund managers were net sellers of 13K shares (−10.6%). 10 opened a new position and 10 sold out entirely.

Bought, Q2 2026 33 institutions, 10 of them new holders Sold, Q2 2026 27 institutions, 10 of them sold out

Net change, all compared −232K shares (−6.0%)

Net change, active managers −323K shares (−51.6%), 1 bought, 6 sold

Buyers versus sellers

institutions compared, 68

33 bought 8 27 sold

Active managers and hedge funds 1 bought · 6 sold · −323K

Index fund managers 0 bought · 2 sold · −13K

Other institutions 32 bought · 19 sold · +104K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Samjo Management, LLC	+134K New position	134K	$1.1M
Doliver Advisors, LP	+45K +452.9%	55K	$465,559
Xtx Topco Ltd	+41K +239.2%	58K	$488,175
Bank Of America Corp	+32K +122.1%	57K	$482,609
Corient Private Wealth LP	+29K +11.5%	285K	$2.4M
Advisors Asset Management, Inc.	+28K +14.3%	220K	$1.9M
Susquehanna International Group, LLP	+20K New position	20K	$164,451
Ethos Financial Group, LLC	+19K +9.8%	217K	$1.8M
Campbell & Co Investment Adviser LLC	+19K +121.8%	35K	$294,321
Raymond James Financial Inc	+15K +6.4%	253K	$2.1M
Sanders Morris Harris LLC	+14K New position	14K	$117,440
Arax Advisory Partners	+11K New position	11K	$96,544
Mariner, LLC	+11K New position	11K	$92,620
Legal & General Group PLC	+8,794 +3.8%	238K	$2M
Condor Capital Management	+5,571 +2.7%	212K	$1.8M
Highline Wealth Partners LLC	+3,538 New position	3,538	$29,790
Canada Life Assurance Co	+3,181 +10.1%	35K	$292,000
Qube Research & Technologies Ltd Hedge fund	+3,056 +18.6%	19K	$163,887
Integrated Wealth Concepts LLC	+3,044 New position	3,044	$25,632
Chilton Capital Management LLC	+1,618 +21.3%	9,218	$77,616

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	+3,056 +18.6%	19K	$163,887

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−168K −85.4%	29K	$242,597
Marshall Wace, LLP Hedge fund	−104K −68.0%	49K	$411,257
UBS Group AG	−88K −87.9%	12K	$101,958
Morgan Stanley	−83K −56.4%	64K	$541,872
LPL Financial LLC	−51K −16.3%	263K	$2.2M
Inspire Advisors, LLC	−25K −22.4%	86K	$726,073
Pfg Investments, LLC	−21K −28.7%	53K	$448,448
Imc-Chicago, LLC	−21K Sold out	0	—
Millennium Management LLC Hedge fund	−20K −17.4%	96K	$811,890
Jane Street Group, LLC	−20K Sold out	0	—
Citadel Advisors LLC Hedge fund	−16K −26.1%	46K	$388,078
Nverses Capital, LLC	−13K Sold out	0	—
Brevan Howard Capital Management LP Hedge fund	−12K Sold out	0	—
Virtu Financial LLC	−12K Sold out	0	—
Northern Trust Corp Index funds	−10K Sold out	0	—
Aquatic Capital Management LLC	−4,844 −75.0%	1,612	$13,573
Trexquant Investment LP Hedge fund	−4,671 −6.8%	64K	$535,925
Blackrock, Inc. Index funds	−2,764 −2.5%	109K	$921,670
Wells Fargo & Company	−2,514 −16.5%	13K	$106,772
BNP Paribas Financial Markets	−1,310 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−168K −85.4%	29K	$242,597
Marshall Wace, LLP Hedge fund	−104K −68.0%	49K	$411,257
Millennium Management LLC Hedge fund	−20K −17.4%	96K	$811,890
Citadel Advisors LLC Hedge fund	−16K −26.1%	46K	$388,078
Brevan Howard Capital Management LP Hedge fund	−12K Sold out	0	—
Trexquant Investment LP Hedge fund	−4,671 −6.8%	64K	$535,925

New positions

largest by value

Institution	Shares	Value June 30, 2026
Samjo Management, LLC	134K	$1.1M
Susquehanna International Group, LLP	20K	$164,451
Sanders Morris Harris LLC	14K	$117,440
Arax Advisory Partners	11K	$96,544
Mariner, LLC	11K	$92,620
Highline Wealth Partners LLC	3,538	$29,790
Integrated Wealth Concepts LLC	3,044	$25,632
Nomura Asset Management Co Ltd	881	$7,418
Jpmorgan Chase & Co	132	$1,131
Caitong International Asset Management Co., Ltd	10	$84

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Imc-Chicago, LLC	21K	$196,026
Jane Street Group, LLC	20K	$183,647
Nverses Capital, LLC	13K	$119,112
Brevan Howard Capital Management LPHedge fund	12K	$114,093
Virtu Financial LLC	12K	$111,000
Northern Trust CorpIndex funds	10K	$93,694
BNP Paribas Financial Markets	1,310	$12,065
Advisory Services Network, LLC	238	$2,192
Brown Brothers Harriman & Co	223	$2,054
Allworth Financial LP	4	$39

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 60
Ten largest holders: 61.4%
Index fund managers: 3.0%
Active managers and hedge funds: 8.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	1	6	0	1	−323K	−51.6%
Index fund managers	0	2	0	1	−13K	−10.6%
Other institutions	32	19	10	8	+104K	+3.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Stellus Capital Investment.

Only managers that filed a holdings report for both quarters are compared (68 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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