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Disclosery

FDUS FIDUS INVT CORP

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COM (common), issuer CIK 1513363

113 managers (114 13F filers) reported a position in FDUS shares at 2024-12-31, 7,977,804 shares in all. 13 filers opened a position and 15 filers sold out during the quarter.

Managers
113
13F filers
114
New
13
Added
46
Reduced
27
Sold out
15
Shares held by filers
7,977,804

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC977,123$20.5M0.01%13F-HR/ATimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP819,011$17.2M0.02%+9,60013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.540,466$11.4M<0.01%-64,52113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding434,618$9.14M-228,753Timeline
Cetera Investment Advisers303,421$6.38M0.01%+48,03413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC300,799$6.32M<0.01%+50,44713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY284,105$5.97M<0.01%-162,46913F-HR/ATimelineGroup
Columbus Macro, LLC266,895$5.61M0.78%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc219,527$4.62M<0.01%-5,14813F-HRTimelineGroup
Advisors Asset Management, Inc.206,597$4.34M0.08%-1,56913F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.193,707$4.07M0.01%new13F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC189,315$3.98M0.34%-17013F-HRTimeline
PFG Advisors183,047$3.85M0.24%+1,87513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.140,824$2.96M<0.01%+29,54713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources123,301$2.59M<0.01%+6,82913F-HRTimelineGroup
NewEdge Advisors, LLC121,210$2.55M0.02%-13,74913F-HRTimeline
GraniteShares Advisors LLC116,719$2.45M1.55%-38813F-HRTimeline
UBS Group AGin group UBS Group AG116,610$2.45M<0.01%+47,97313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC96,101$2.02M<0.01%+7,72113F-HRTimelineGroup
HighTower Advisors, LLC87,985$1.85M<0.01%+54,72213F-HRTimeline
MGB Wealth Management, LLC87,954$1.85M0.57%013F-HRTimeline
Davis Investment Partners, LLC88,263$1.84M0.78%-2,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC85,954$1.81M<0.01%+82,66713F-HRTimelineGroup
Trexquant Investment LP84,027$1.77M0.02%-32,85713F-HRTimeline
Muzinich & Co., Inc.82,955$1.74M1.23%+10,31213F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …81,320$1.71M<0.01%+10,31213F-HRTimelineGroup
LPL Financial LLC79,515$1.67M<0.01%+2,60313F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC77,795$1.64M0.52%new13F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…77,177$1.62M0.58%+14,36213F-HRTimeline
Legacy Capital Wealth Partners, LLC70,897$1.49M0.37%-3,82213F-HRTimeline
Capital Investment Advisory Services, L…65,631$1.38M0.13%+7,15613F-HRTimeline
Palogic Value Management, L.P.63,822$1.34M0.54%+6,80413F-HR/ATimeline
IHT Wealth Management, LLC60,357$1.27M0.04%+5,43613F-HRTimeline
Enterprise Bank & Trust Co55,912$1.18M0.39%013F-HRTimeline
WT Wealth Management55,439$1.17M0.37%-2,20013F-HRTimeline
Campbell & CO Investment Adviser LLC48,773$1.03M0.08%-1,04013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,820$1.01M<0.01%+1,26113F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A47,649$1M<0.01%+26,05013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.44,422$934K0.04%+9,55913F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…40,163$844K0.34%+2,81913F-HRTimelineGroup
HRT FINANCIAL LP39,848$837K<0.01%+29,54013F-HRTimeline
Greenland Capital Management LP37,500$788K0.16%+22,50013F-HRTimeline
DAVENPORT & Co LLC36,237$762K<0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…35,314$742K0.03%-1,34413F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC34,071$716K0.01%new13F-HRTimeline
Hexagon Capital Partners LLC32,059$674K0.12%+27213F-HRTimeline
D.A. DAVIDSON & CO.31,383$660K0.01%+4,48513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,079$611K<0.01%+3713F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co26,331$553K<0.01%-55613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,090$548K<0.01%+25,34013F-HRTimelineGroup
NATIXISin group Natixis Investment Managers25,997$544K<0.01%+1313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC24,633$518K<0.01%+44913F-HRTimelineGroup
Cambridge Investment Research Advisors,…24,379$512K<0.01%+1,05913F-HRTimeline
Steward Partners Investment Advisory, L…23,025$484K<0.01%+32313F-HRTimeline
Cornerstone Wealth Management, LLC21,426$450K0.03%+1,98913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,255$447K<0.01%+3,16513F-HRTimelineGroup
Clearstead Advisors, LLC20,487$431K0.01%+8113F-HRTimeline
Prospera Financial Services Inc20,166$424K0.01%+20013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,269$405K0.01%+3,56013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS18,755$394K0.17%+1,43013F-HRTimeline
Qube Research & Technologies Ltd18,404$387K<0.01%-54,26513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,330$385K<0.01%-49913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,309$385K<0.01%+4,50013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC17,981$378K0.11%-3,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,574$369K<0.01%+18413F-HRTimelineGroup
Plan Group Financial, LLC15,875$334K0.18%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC14,778$311K0.26%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,008$294K<0.01%+55413F-HRTimelineGroup
HB Wealth Management, LLC13,599$286K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,267$279K<0.01%+1,00013F-HR/ATimeline
Fiduciary Alliance LLC13,025$274K0.03%new13F-HRTimeline
Bragg Financial Advisors, Inc13,011$273K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,574$264K<0.01%-10013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd12,251$258K0.02%-3,40413F-HRTimeline
Sage Investment Counsel LLC12,053$253K0.33%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,565$243K<0.01%-1,85313F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,745$226K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC10,600$223K0.01%-4,00013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC10,510$221K0.01%013F-HRTimeline
ADVISORY RESEARCH INC10,229$215K0.04%-47613F-HRTimeline
Janney Montgomery Scott LLC10,129$213K<0.01%-60013F-HRTimeline
BLAIR WILLIAM & CO/IL9,883$208K<0.01%new13F-HRTimeline
Private Advisor Group, LLC9,679$203K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC7,567$159K0.01%+10013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,337$112K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC4,979$105K0.01%-5413F-HRTimeline
GPS Wealth Strategies Group, LLC4,865$102K0.01%013F-HRTimeline
Millstone Evans Group, LLC3,686$77.5K0.05%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,596$75.6K<0.01%013F-HRTimelineGroup
MAI Capital Management3,132$65.8K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC3,025$63.6K0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC2,565$53.9K0.05%-47513F-HRTimeline
COMERICA BANK2,261$47.5K<0.01%+6713F-HR/ATimeline
Capital Advisors, Ltd. LLC2,250$47K0.01%013F-HRTimeline
Promus Capital, LLC2,023$42.5K0.03%13F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC1,936$40.7K<0.01%+49013F-HRTimelineGroup
Transce3nd, LLC1,544$32.5K0.01%13F-HRTimeline
First Horizon Advisors, Inc.1,090$22.9K<0.01%+33213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,000$21K<0.01%013F-HRTimelineGroup
Cedar Wealth Management, LLC992$20.9K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…672$14.1K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management500$10.5K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…428$9K<0.01%new13F-HRTimelineGroup
Laurel Wealth Advisors LLC413$8.68K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC353$7K<0.01%new13F-HRTimeline
Peterson Wealth Services327$6.87K<0.01%+7313F-HRTimeline
Avior Wealth Management, LLC272$5.72K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.51$1.07K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc27$572<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…3$58<0.01%13F-HRTimeline
IFP Advisors, Inc1$21<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.