Steward Partners Investment Advisory, LLC
Position in FDUS — FIDUS INVESTMENT Corp
CIK 1723397
STAMFORD, CT
Position in FDUS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$501,407
+$3,213 QoQ
Shares Held
26,293
-8.1% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 134 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDUS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. FDUS ranks #108 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in FDUS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,407 | 26,293 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $498,194 | 28,599 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $555,125 | 28,763 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $561,688 | 27,724 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $510,736 | 25,284 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $477,819 | 23,434 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $483,985 | 23,025 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $444,959 | 22,702 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $466,779 | 23,962 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $466,831 | 23,649 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $431,663 | 21,923 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $401,011 | 20,886 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $384,297 | 19,607 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $436,493 | 22,889 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $369,201 | 19,401 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $304,189 | 17,706 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $301,187 | 17,260 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $350,809 | 17,384 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $330,400 | 18,376 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $314,582 | 18,038 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $349,248 | 20,544 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $318,106 | 20,457 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $215,770 | 16,471 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $204,633 | 20,775 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $221,380 | 24,408 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $165,652 | 25,023 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||