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 134 institutions that hold shares in the stock, with a total of 37.5 Million shares, which have been reported (via 13F filing form) to have a value of $804 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
20,171
shares
|
$430,045
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
20,000
shares
|
$426,400
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
17,981
shares
|
$383,354
0.1% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
17,673
shares
|
$376,788
0.0% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
16,458
shares
|
$350,884
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
16,153
shares
|
$344,381
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
15,740
shares
|
$335,576
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,139
shares
|
$322,763
0.01% of portfolio
|
Q1 2020
Reduced 94.39%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,907
shares
|
$317,817
0.01% of portfolio
|
Q1 2024
Added 34.27%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
14,778
shares
|
$315,066
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
14,734
shares
|
$314,128
0.0% of portfolio
|
Q2 2025
Added 29.12%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
14,100
shares
|
$300,612
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
13,995
shares
|
$298,373
0.0% of portfolio
|
Q2 2025
Reduced 21.95%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
13,599
shares
|
$289,930
0.0% of portfolio
|
Q2 2023
Reduced 29.54%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
13,248
shares
|
$282,447
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
13,197
shares
|
$281,360
0.0% of portfolio
|
Q1 2025
Added 1219.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
13,092
shares
|
$279,121
0.0% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
13,025
shares
|
$277,693
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
13,011
shares
|
$277,394
0.01% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
12,088
shares
|
$257,716
0.0% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
12,070
shares
|
$257,332
0.28% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
11,515
shares
|
$245,499
0.0% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,574
shares
|
$225,437
0.03% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
10,463
shares
|
$223,071
0.0% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,089
shares
|
$215,097
0.0% of portfolio
|
Q2 2025
New holding
|