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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
20,628
shares
|
$407,403
0.17% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
20,369
shares
|
$402,287
0.0% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
20,000
shares
|
$395,000
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
19,973
shares
|
$394,466
0.0% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
19,966
shares
|
$394,328
0.01% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
19,039
shares
|
$376,020
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
17,981
shares
|
$355,124
0.09% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
17,852
shares
|
$352,577
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
16,565
shares
|
$327,158
0.0% of portfolio
|
Q3 2025
Added 18.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
16,432
shares
|
$324,532
0.0% of portfolio
|
Q3 2025
Reduced 20.47%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
16,305
shares
|
$322,023
0.06% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
16,153
shares
|
$319,021
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
15,700
shares
|
$310,075
0.0% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,139
shares
|
$298,995
0.01% of portfolio
|
Q1 2020
Reduced 94.39%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
15,085
shares
|
$297,928
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
15,046
shares
|
$297,158
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,907
shares
|
$294,413
0.01% of portfolio
|
Q1 2024
Added 34.27%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
13,599
shares
|
$268,580
0.0% of portfolio
|
Q2 2023
Reduced 29.54%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
13,278
shares
|
$262,240
0.2% of portfolio
|
Q3 2025
Reduced 10.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
13,092
shares
|
$258,567
0.0% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
13,025
shares
|
$257,243
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
13,011
shares
|
$256,967
0.01% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
12,070
shares
|
$238,382
0.27% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,038
shares
|
$237,750
0.0% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,576
shares
|
$228,626
0.0% of portfolio
|
Q3 2025
New holding
|
|