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Disclosery

FDUS FIDUS INVT CORP

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COM (common), issuer CIK 1513363

121 managers (122 13F filers) reported a position in FDUS shares at 2025-03-31, 8,838,631 shares in all. 20 filers opened a position and 12 filers sold out during the quarter.

Managers
121
13F filers
122
New
20
Added
50
Reduced
30
Sold out
12
Shares held by filers
8,838,631

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC938,126$19.1M0.01%-38,99713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding814,912$16.6M+380,294Timeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP763,468$15.6M0.02%-55,54313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.437,066$8.91M<0.01%-103,40013F-HRTimelineGroup
Cetera Investment Advisers335,498$6.84M0.01%+32,07713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC324,277$6.61M<0.01%+23,47813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY305,219$6.22M<0.01%+21,11413F-HRTimelineGroup
Columbus Macro, LLC287,622$5.86M0.77%+20,72713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.283,093$5.77M0.01%+89,38613F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc226,387$4.62M<0.01%+6,86013F-HRTimelineGroup
Advisors Asset Management, Inc.213,370$4.35M0.08%+6,77313F-HR/ATimeline
UBS Group AGin group UBS Group AG197,838$4.03M<0.01%+81,22813F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC189,140$3.86M0.34%-17513F-HRTimeline
PFG Advisors181,656$3.7M0.21%-1,39113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources167,720$3.42M<0.01%+44,41913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.147,727$3.01M<0.01%+6,90313F-HRTimelineGroup
Ethos Financial Group, LLC134,384$2.74M0.26%new13F-HRTimeline
GraniteShares Advisors LLC124,249$2.53M1.61%+7,53013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC107,353$2.19M<0.01%+21,39913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC106,331$2.14M<0.01%+10,23013F-HRTimelineGroup
NewEdge Advisors, LLC101,502$2.07M0.01%-19,70813F-HRTimeline
Muzinich & Co., Inc.92,121$1.88M1.15%+9,16613F-HRTimeline
HighTower Advisors, LLC90,668$1.85M<0.01%+2,68313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …90,486$1.85M<0.01%+9,16613F-HRTimelineGroup
MGB Wealth Management, LLC87,954$1.8M0.65%013F-HRTimeline
LPL Financial LLC85,985$1.75M<0.01%+6,47013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…76,109$1.55M0.59%-1,06813F-HRTimeline
Capital Investment Advisory Services, L…74,163$1.51M0.14%+8,53213F-HRTimeline
Davis Investment Partners, LLC81,653$1.48M0.66%-6,61013F-HRTimeline
Legacy Capital Wealth Partners, LLC67,859$1.38M0.34%-3,03813F-HRTimeline
Palogic Value Management, L.P.67,317$1.37M0.6%+3,49513F-HR/ATimeline
IHT Wealth Management, LLC63,184$1.29M0.04%+2,82713F-HRTimeline
Greenland Capital Management LP58,700$1.2M0.21%+21,20013F-HRTimeline
Enterprise Bank & Trust Co55,912$1.14M0.44%013F-HRTimeline
WT Wealth Management53,376$1.09M0.35%-2,06313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC51,264$1.04M0.06%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC51,180$1.04M<0.01%new13F-HRTimelineGroup
Trexquant Investment LP48,890$997K0.01%-35,13713F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A47,649$972K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,955$957K<0.01%-86513F-HRTimelineGroup
Qube Research & Technologies Ltd46,440$947K<0.01%+28,03613F-HRTimeline
MQS Management LLC45,889$936K0.54%new13F-HRTimeline
D.A. DAVIDSON & CO.44,727$912K0.01%+13,34413F-HRTimeline
Hennion & Walsh Asset Management, Inc.43,995$897K0.04%-42713F-HRTimeline
HRT FINANCIAL LP42,654$869K0.01%+2,80613F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding42,381$864K+2,218Timeline
RIVERBRIDGE PARTNERS LLC37,505$765K0.01%+3,43413F-HRTimeline
DAVENPORT & Co LLC36,237$739K<0.01%013F-HRTimeline
Plan Group Financial, LLC35,839$731K0.26%+19,96413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…35,441$723K0.03%+12713F-HRTimelineGroup
Campbell & CO Investment Adviser LLC35,116$716K0.05%-13,65713F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co31,625$647K<0.01%+5,29413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC29,113$594K<0.01%+3413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,963$570K<0.01%+9,65413F-HRTimelineGroup
NATIXISin group Natixis Investment Managers26,751$547K<0.01%+75413F-HR/ATimelineGroup
Cornerstone Wealth Management, LLC25,208$514K0.03%+3,78213F-HRTimeline
Cambridge Investment Research Advisors,…24,272$495K<0.01%-10713F-HRTimeline
Steward Partners Investment Advisory, L…23,434$478K<0.01%+40913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,318$475K<0.01%new13F-HR/ATimelineGroup
Clearstead Advisors, LLC20,571$419K0.01%+8413F-HRTimeline
Prospera Financial Services Inc20,166$411K0.01%013F-HRTimeline
MACKENZIE FINANCIAL CORP19,710$402K<0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,025$388K0.01%-24413F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS18,655$380K0.18%-10013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,154$370K<0.01%+58013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,045$368K<0.01%+4,77813F-HRTimeline
Cordgrass Capital Advisors, LLC17,981$367K0.1%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,930$366K<0.01%-40013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,200$330K0.01%+3,62613F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd15,323$312K0.01%new13F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC14,778$301K0.25%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC14,310$292K0.01%+3,80013F-HRTimeline
Aquatic Capital Management LLC13,718$280K0.01%new13F-HRTimeline
HB Wealth Management, LLC13,599$277K<0.01%013F-HRTimeline
Dynamic Technology Lab Private Ltd13,248$270K0.04%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,197$269K<0.01%+12,19713F-HRTimelineGroup
Fiduciary Alliance LLC13,025$266K0.03%013F-HRTimeline
Bragg Financial Advisors, Inc13,011$265K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,172$248K<0.01%+60713F-HRTimelineGroup
Sage Investment Counsel LLC12,070$246K0.31%+1713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,474$234K<0.01%+72913F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC11,462$234K0.06%-66,33313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,434$233K<0.01%-2,57413F-HR/ATimelineGroup
Private Advisor Group, LLC11,411$233K<0.01%+1,73213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,050$225K0.01%+45013F-HRTimeline
Y-Intercept (Hong Kong) Ltd10,884$222K0.02%-1,36713F-HRTimeline
Janney Montgomery Scott LLC10,463$213K<0.01%+33413F-HRTimeline
Mariner, LLCin group Mariner, LLC10,129$207K<0.01%new13F-HRTimelineGroup
ADVISORY RESEARCH INC9,962$203K0.04%-26713F-HRTimeline
BLAIR WILLIAM & CO/IL9,883$202K<0.01%013F-HRTimeline
Quantbot Technologies LP9,796$200K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC7,567$156K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,337$109K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC5,167$105K0.01%+18813F-HRTimeline
GPS Wealth Strategies Group, LLC4,345$88.6K0.01%-52013F-HRTimeline
Millstone Evans Group, LLC3,686$75.2K0.05%013F-HRTimeline
Hexagon Capital Partners LLC3,615$73.7K0.01%-28,44413F-HRTimeline
MAI Capital Management3,132$63.9K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2,250$46K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,101$42.8K<0.01%+16513F-HRTimelineGroup
Promus Capital, LLC2,023$41.2K0.03%013F-HR/ATimeline
MeadowBrook Investment Advisors LLC1,500$30.6K0.03%-1,06513F-HRTimeline
ORG Partners LLC1,416$29.2K0.01%new13F-HRTimeline
Quarry LP1,380$28.1K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.1,043$21.3K<0.01%-4713F-HRTimeline
Cedar Wealth Management, LLC992$20.2K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…750$15.3K<0.01%-25,34013F-HRTimelineGroup
AdvisorNet Financial, Inc728$14.8K<0.01%+70113F-HRTimeline
1 NORTH WEALTH SERVICES LLC600$12.2K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.596$12K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management500$10.2K<0.01%013F-HRTimelineGroup
Laurel Wealth Advisors LLC413$8.42K<0.01%013F-HRTimeline
Peterson Wealth Services121$2.48K<0.01%-20613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…72$1.47K<0.01%-60013F-HRTimelineGroup
N.E.W. Advisory Services LLC62$1.26K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.51$1.04K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC44$1K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24$489<0.01%-40413F-HRTimelineGroup
Smartleaf Asset Management LLC7$143<0.01%new13F-HRTimeline
Caitong International Asset Management …2$41<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.