Institutional Ownership Fidus Investment Corp (FDUS)
This table provides information about the institutional ownership of Fidus Investment Corp (FDUS). We have compiled data on the 143 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
39,945
shares
|
$788,913
0.0% of portfolio
|
Q3 2025
Added 13.73%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
39,844
shares
|
$786,919
0.25% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
38,098
shares
|
$752,435
0.0% of portfolio
|
Q4 2023
Added 58.27%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
35,887
shares
|
$708,768
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
32,665
shares
|
$645,133
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
31,228
shares
|
$616,753
0.0% of portfolio
|
Q3 2025
Added 20718.67%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
31,091
shares
|
$614,047
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
30,994
shares
|
$612,131
0.02% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
30,089
shares
|
$594,257
0.0% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
28,044
shares
|
$553,869
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
27,792
shares
|
$548,892
0.03% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
27,724
shares
|
$547,549
0.0% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
27,165
shares
|
$536,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
26,595
shares
|
$525,251
0.0% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
26,572
shares
|
$524,797
0.12% of portfolio
|
Q3 2023
Added 3.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
26,200
shares
|
$517,450
0.01% of portfolio
|
Q2 2025
Added 61.73%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
25,525
shares
|
$504,118
0.0% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,169
shares
|
$457,587
0.0% of portfolio
|
Q3 2025
Added 14.69%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
22,628
shares
|
$446,903
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
22,519
shares
|
$444,750
0.0% of portfolio
|
Q3 2025
Added 27.42%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,502
shares
|
$444,414
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
22,325
shares
|
$440,918
0.02% of portfolio
|
Q2 2025
Added 56.01%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
21,337
shares
|
$421,405
0.01% of portfolio
|
Q3 2025
Added 2607.74%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
20,859
shares
|
$411,965
0.01% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
20,628
shares
|
$407,403
0.01% of portfolio
|
Q3 2025
New holding
|
|