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 |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
11,366
shares
|
$224,478
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,458
shares
|
$206,545
0.0% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
10,403
shares
|
$205,459
0.03% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
10,089
shares
|
$199,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,883
shares
|
$195,189
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
8,793
shares
|
$173,661
0.0% of portfolio
|
Q3 2025
Reduced 33.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,664
shares
|
$151,364
0.0% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,346
shares
|
$145,083
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,684
shares
|
$132,009
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
5,337
shares
|
$105,405
0.0% of portfolio
|
Q2 2024
Reduced 29.28%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,123
shares
|
$81,429
0.0% of portfolio
|
Q3 2025
Added 450.47%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
3,686
shares
|
$72,798
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3,132
shares
|
$61,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,002
shares
|
$59,289
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,658
shares
|
$52,495
0.0% of portfolio
|
Q2 2025
Added 154.84%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
2,576
shares
|
$50,876
0.0% of portfolio
|
Q3 2025
Reduced 84.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,378
shares
|
$46,965
0.01% of portfolio
|
Q3 2025
Reduced 13.18%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,250
shares
|
$44,437
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,023
shares
|
$39,954
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,783
shares
|
$35,214
0.0% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,500
shares
|
$29,625
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
1,431
shares
|
$28,262
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,416
shares
|
$27,966
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,229
shares
|
$24,272
0.0% of portfolio
|
Q3 2025
Reduced 28.88%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
992
shares
|
$19,592
0.01% of portfolio
|
Q3 2022
Reduced 43.05%
|
|