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FDUS

FIDUS INVESTMENT Corp
$19.33 -0.01 (-0.05%) At close · Jul 2
Market Cap
$733.66M
Shares
37,954,364

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 144
Total Value: $173,250,576
Total Shares: 9,945,502
Showing 1–100 of 145 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 144 13F filers · Δ vs Dec 31, 2025
Top Holder
8.1%
Jun 2023 → Mar 2026 · range 7.7% – 12.2%
−0.3 pts
Top 5
31.3%
Jun 2023 → Mar 2026 · range 30.8% – 40.9%
+0.5 pts
Top 10
48.9%
Jun 2023 → Mar 2026 · range 48.6% – 58.2%
+0.4 pts
HHI
319
Jun 2023 → Mar 2026 · range 318 – 464
Broadly held+1

Quarterly Activity

vs Dec 31, 2025
New
20
Increased
49
Decreased
39
Sold Out
26
Unchanged
36
Holder count: -6
Institutional value: -11.4%
Shares held: -1.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega CITADEL ADVISORS LLC +79,032 102,332
Mega RAYMOND JAMES FINANCIAL INC +68,367 804,392
Large TUDOR INVESTMENT CORP ET AL +65,522 76,315
Mega LPL Financial LLC +55,951 151,746
Mega D. E. Shaw & Co., Inc. +50,295 75,236

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega VAN ECK ASSOCIATES CORP −138,575 713,062
Mega TWO SIGMA INVESTMENTS, LP −108,682 273,709
Mega BlackRock, Inc. −103,021 141,336
Mega MILLENNIUM MANAGEMENT LLC −43,194 204,386
Mega JANE STREET GROUP, LLC −36,304 73,454

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Micro Significant Wealth Partners LLC 63,646 $1,108,713
Large Trexquant Investment LP 56,195 $978,916
Mid Magnetar Financial LLC 39,390 $686,173
Mid Campbell & CO Investment Adviser LLC 36,103 $628,914
Small Dynamic Technology Lab Private Ltd 31,425 $547,423

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large TWO SIGMA ADVISERS, LP 72,013 $1,389,850
Micro CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 70,546 $1,361,537
Small MGB Wealth Management, LLC 61,793 $1,192,604
Large CREDIT AGRICOLE S A 50,401 $972,739
Micro Closed-End Fund Advisors, Inc. 38,831 $749,438
Filter: New 20 Increased 49 Reduced 39 Sold out 26 Unchanged 36
Showing 100 of 145
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega RAYMOND JAMES FINANCIAL INC $14,012,507 8.09% 804,392
Mega VAN ECK ASSOCIATES CORP $12,421,539 7.17% 713,062
Mega ENVESTNET ASSET MANAGEMENT INC $9,502,592 5.48% 545,499
Large Cetera Investment Advisers $9,447,127 5.45% 542,315
Small Columbus Macro, LLC $8,806,977 5.08% 505,567
Mega UBS Group AG $7,366,777 4.25% 422,892
Large Baird Financial Group, Inc. $7,079,940 4.09% 406,426
Small Muzinich & Co., Inc. $6,067,577 3.50% 348,311
Mega MORGAN STANLEY $5,124,387 2.96% 294,167
Mega Legal & General Group Plc $4,955,293 2.86% 284,460
Mega TWO SIGMA INVESTMENTS, LP $4,768,010 2.75% 273,709
Mega Sumitomo Mitsui Trust Group, Inc. $3,717,166 2.15% 213,385
Small NOVARE CAPITAL MANAGEMENT LLC $3,590,505 2.07% 206,114
Mega MILLENNIUM MANAGEMENT LLC $3,560,404 2.06% 204,386
Small PFG Advisors $3,269,542 1.89% 187,689
Mega FRANKLIN RESOURCES INC $2,652,700 1.53% 152,279
Mega LPL Financial LLC $2,643,415 1.53% 151,746
Mega BlackRock, Inc. $2,462,073 1.42% 141,336
Small Ethos Financial Group, LLC $2,406,973 1.39% 138,173
Mid Advisors Asset Management, Inc. $2,056,465 1.19% 118,052
Mid RIVERBRIDGE PARTNERS LLC $1,914,196 1.10% 109,885
Small Capital Investment Advisory Services, LLC $1,831,190 1.06% 105,120
Large Qube Research & Technologies Ltd $1,801,245 1.04% 103,401
Mega CITADEL ADVISORS LLC $1,782,622 1.03% 102,332
Small Plan Group Financial, LLC $1,721,130 0.99% 98,802
Large HighTower Advisors, LLC $1,612,778 0.93% 92,582
Mid IHT Wealth Management, LLC $1,443,334 0.83% 82,855
Small Legacy Capital Wealth Partners, LLC $1,387,572 0.80% 79,654
Large TUDOR INVESTMENT CORP ET AL $1,329,407 0.77% 76,315
Mid D.A. DAVIDSON & CO. $1,313,607 0.76% 75,408
Mega D. E. Shaw & Co., Inc. $1,310,611 0.76% 75,236
Mid Y-Intercept (Hong Kong) Ltd $1,280,944 0.74% 73,533
Mega JANE STREET GROUP, LLC $1,279,568 0.74% 73,454
Small Palogic Value Management, L.P. $1,269,360 0.73% 72,868
Small Davis Investment Partners, LLC $1,236,941 0.71% 71,007
Mega AMERIPRISE FINANCIAL INC $1,146,653 0.66% 65,824
Micro Significant Wealth Partners LLC $1,108,713 0.64% 63,646
Large NewEdge Advisors, LLC $1,101,135 0.64% 63,211
Small Greenland Capital Management LP $1,010,360 0.58% 58,000
Large Trexquant Investment LP $978,916 0.57% 56,195
Mid ROCKLAND TRUST CO Bank $973,987 0.56% 55,912
Small WT Wealth Management $890,388 0.51% 51,113
Micro Haven Private, LLC $847,483 0.49% 48,650
Mid Quantbot Technologies LP $763,030 0.44% 43,802
Mid Sound Income Strategies, LLC $719,742 0.42% 41,317
Large Schonfeld Strategic Advisors LLC $699,099 0.40% 40,132
Large CANADA LIFE ASSURANCE Co Insurance $691,974 0.40% 39,723
Mid Magnetar Financial LLC $686,173 0.40% 39,390
Mid Beacon Pointe Advisors, LLC $679,432 0.39% 39,003
Mid Brevan Howard Capital Management LP $668,266 0.39% 38,362
Mid Hennion & Walsh Asset Management, Inc. $660,566 0.38% 37,920
Large COMMONWEALTH EQUITY SERVICES, LLC $653,964 0.38% 37,541
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $632,346 0.36% 36,300
Mid Campbell & CO Investment Adviser LLC $628,914 0.36% 36,103
Small MQS Management LLC $603,202 0.35% 34,627
Mega BANK OF AMERICA CORP /DE/ Bank $576,845 0.33% 33,114
Mid Caprock Group, LLC $569,024 0.33% 32,665
Small Dynamic Technology Lab Private Ltd $547,423 0.32% 31,425
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $543,991 0.31% 31,228
Large Creative Planning $541,396 0.31% 31,079
Mid INDEPENDENT FINANCIAL GROUP, LLC $539,340 0.31% 30,961
Mid Stratos Wealth Partners, LTD. $533,226 0.31% 30,610
Large DAVENPORT & Co LLC $532,320 0.31% 30,558
Small Virtus Investment Advisers, LLC $530,317 0.31% 30,443
Mid VestGen Advisors, LLC $526,867 0.30% 30,245
Large Steward Partners Investment Advisory, LLC $498,194 0.29% 28,599
Large MERCER GLOBAL ADVISORS INC /ADV $489,467 0.28% 28,098
Mid Clearstead Advisors, LLC $489,240 0.28% 28,085
Small Cornerstone Wealth Management, LLC $484,728 0.28% 27,826
Large Quantinno Capital Management LP $473,214 0.27% 27,165
Large STIFEL FINANCIAL CORP $405,276 0.23% 23,265
Mid Summit Trail Advisors, LLC $393,970 0.23% 22,616
Mid OpenArc Corporate Advisory, LLC $393,935 0.23% 22,614
Small Ascentis Independent Advisors $387,907 0.22% 22,268
Mid EAGLE GLOBAL ADVISORS LLC $387,682 0.22% 22,255
Mid Apollon Wealth Management, LLC $363,677 0.21% 20,877
Small Secure Asset Management, LLC $358,224 0.21% 20,564
Small Accredited Investors Inc. $348,400 0.20% 20,000
Mid Prospera Financial Services Inc $347,807 0.20% 19,966
Mid OPPENHEIMER & CO INC $342,912 0.20% 19,685
Small Monument Capital Management $331,659 0.19% 19,039
Mid Purpose Unlimited Inc. $326,799 0.19% 18,760
Large TRUIST FINANCIAL CORP $325,945 0.19% 18,711
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $317,044 0.18% 18,200
Small nVerses Capital, LLC $314,239 0.18% 18,039
Small Cordgrass Capital Advisors, LLC $313,229 0.18% 17,981
Mid Entropy Technologies, LP $305,041 0.18% 17,511
Large Janney Montgomery Scott LLC $263,320 0.15% 15,116
Small JT Stratford LLC $262,101 0.15% 15,046
Large CWM, LLC $252,938 0.15% 14,520
Mid HB Wealth Management, LLC $232,713 0.13% 13,359
Micro Morey & Quinn Wealth Partners, LLC $231,302 0.13% 13,278
Micro Sage Investment Counsel LLC $227,679 0.13% 13,070
Mid Bragg Financial Advisors, Inc $226,651 0.13% 13,011
Mid Annex Advisory Services, LLC $217,662 0.13% 12,495
Mid Fiduciary Alliance LLC $214,283 0.12% 12,301
Mega WELLS FARGO & COMPANY/MN $204,370 0.12% 11,732
Large Cambridge Investment Research Advisors, Inc. $203,953 0.12% 11,708
Mid Private Advisor Group, LLC $196,497 0.11% 11,280
Small Kingstone Capital Partners Texas, LLC $189,111 0.11% 10,856
Key facts CIK 1513363 CUSIP 316500107 13F (30d) 3 filings 1 filers Visit website Investor relations

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