Citadel Advisors
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Citadel Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

Citadel Advisors’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$574K Buy
62,354
+38,513
+162% +$429K ﹤0.01% 8964
2025
Q4 		$302K Sell
23,841
-26,140
-52% -$321K ﹤0.01% 10135
2025
Q3 		$653K Buy
49,981
+32,168
+181% +$463K ﹤0.01% 8500
2025
Q2 		$248K Sell
17,813
-86,171
-83% -$1.14M ﹤0.01% 10225
2025
Q1 		$1.46M Buy
103,984
+99,685
+2,319% +$1.45M ﹤0.01% 6147
2024
Q4 		$59.2K Sell
4,299
-16,693
-80% -$231K ﹤0.01% 12196
2024
Q3 		$287K Sell
20,992
-32,545
-61% -$451K ﹤0.01% 9421
2024
Q2 		$735K Sell
53,537
-53,547
-50% -$739K ﹤0.01% 7258
2024
Q1 		$1.4M Buy
107,084
+66,574
+164% +$867K ﹤0.01% 6223
2023
Q4 		$521K Sell
40,510
-57,770
-59% -$746K ﹤0.01% 8010
2023
Q3 		$1.34M Buy
98,280
+98,260
+491,300% +$1.41M ﹤0.01% 5994
2023
Q2 		$281 Sell
20
-17,190
-100% -$244K ﹤0.01% 14162
2023
Q1 		$242K Buy
17,210
+1,464
+9% +$21.1K ﹤0.01% 9823
2022
Q4 		$209K Buy
+15,746
New +$208K ﹤0.01% 10053
2022
Q3 		– Sell
-10,897
Closed -$142K – 13498
2022
Q2 		$121K Buy
+10,897
New +$141K ﹤0.01% 11210
2021
Q3 		– Sell
-10,005
Closed -$131K – 14548
2021
Q2 		$126K Sell
10,005
-631
-6% -$8.32K ﹤0.01% 12697
2021
Q1 		$135K Sell
10,636
-3,204
-23% -$36.7K ﹤0.01% 12167
2020
Q4 		$150K Sell
13,840
-14,705
-52% -$146K ﹤0.01% 9944
2020
Q3 		$248K Sell
28,545
-3,241
-10% -$26.4K ﹤0.01% 8452
2020
Q2 		$231K Buy
+31,786
New +$241K ﹤0.01% 8323
2019
Q4 		– Sell
-15,992
Closed -$218K – 9686
2019
Q3 		$218K Buy
+15,992
New +$220K ﹤0.01% 8045
2019
Q2 		– Sell
-21,365
Closed -$302K – 9767
2019
Q1 		$302K Buy
+21,365
New +$303K ﹤0.01% 7603
2015
Q2 		– Sell
-21,270
Closed -$257K – 9045
2015
Q1 		$257K Buy
+21,270
New +$260K ﹤0.01% 5863
2014
Q1 		– Sell
-10,686
Closed -$159K – 7993
2013
Q4 		$159K Buy
+10,686
New +$158K ﹤0.01% 5241

Other funds holding SCM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Citadel Advisors's SCM Position: Q1 2026 in Review

Citadel Advisors increased its Stellus Capital Investment Corp (SCM) stake by 162% in Q1 2026, buying an estimated $429K and bringing the position to 62,354 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #8964.

Citadel Advisors first reported a position in SCM in Q4 2013 and has held it in 24 quarters since. The position peaked at $1.46M in Q1 2025. 63 funds tracked by Wall St. Rank hold SCM as of Q1 2026.

  • Citadel Advisors held 62,354 shares of Stellus Capital Investment Corp worth $574K as of Q1 2026.
  • Citadel Advisors bought 38,513 Stellus Capital Investment Corp shares in Q1 2026, an estimated $429K.
  • Stellus Capital Investment Corp made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8964 holding.
  • Citadel Advisors first reported a position in Stellus Capital Investment Corp in Q4 2013 and has held it in 24 quarters since.
  • Citadel Advisors's Stellus Capital Investment Corp position peaked at $1.46M in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.