Skip to content
Disclosery

FDUS FIDUS INVT CORP

Follow

COM (common), issuer CIK 1513363

148 managers (149 13F filers) reported a position in FDUS shares at 2025-12-31, 10,064,957 shares in all. 29 filers opened a position and 11 filers sold out during the quarter.

Managers
148
13F filers
149
New
29
Added
48
Reduced
35
Sold out
11
Shares held by filers
10,064,957

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP851,637$16.4M0.01%-51,80613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC736,025$14.2M<0.01%-39,54813F-HRTimelineGroup
Cetera Investment Advisers523,659$10.1M0.01%+71,72313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC520,330$10M<0.01%+80,41513F-HRTimelineGroup
Columbus Macro, LLC485,780$9.38M1.03%+84,32013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding454,404$8.77M+137,539Timeline
UBS Group AGin group UBS Group AG439,945$8.49M<0.01%+64,20913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.385,598$7.44M0.01%+29,29813F-HRTimelineGroup
Muzinich & Co., Inc.347,114$6.7M2.11%+99,67113F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc252,442$4.87M<0.01%+39,64413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY249,524$4.82M<0.01%+2,43313F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC247,580$4.78M<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.244,357$4.72M<0.01%-4,26813F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …213,385$4.12M<0.01%+4,14413F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC204,889$3.95M0.3%+5,05013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources184,152$3.55M<0.01%+18,36813F-HRTimelineGroup
PFG Advisors183,987$3.55M0.17%+4,67213F-HRTimeline
Ethos Financial Group, LLC138,173$2.67M0.2%-4,69113F-HRTimeline
Advisors Asset Management, Inc.112,724$2.18M0.04%-38,56913F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC109,758$2.12M<0.01%new13F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC101,578$1.96M0.04%+43,09813F-HRTimeline
Capital Investment Advisory Services, L…100,180$1.93M0.14%+8,09813F-HRTimeline
LPL Financial LLC95,795$1.85M<0.01%+2,08713F-HRTimeline
HighTower Advisors, LLC93,215$1.8M<0.01%+18713F-HRTimeline
D.A. DAVIDSON & CO.81,870$1.58M0.01%-73,88113F-HRTimeline
Plan Group Financial, LLC79,689$1.54M0.4%+10,97613F-HRTimeline
Davis Investment Partners, LLC76,703$1.5M0.52%-43013F-HRTimeline
IHT Wealth Management, LLC74,606$1.44M0.04%+2,92513F-HRTimeline
Palogic Value Management, L.P.73,993$1.43M0.61%+1,32013F-HRTimeline
NewEdge Advisors, LLC72,995$1.41M0.01%-15,10813F-HRTimeline
Legacy Capital Wealth Partners, LLC72,921$1.41M0.3%+7,47213F-HRTimeline
Qube Research & Technologies Ltd72,084$1.39M<0.01%-11,13013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…70,546$1.36M0.4%-14,48613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC68,832$1.33M<0.01%-3,23013F-HRTimelineGroup
Greenland Capital Management LP65,000$1.25M0.18%+10,00013F-HRTimeline
MGB Wealth Management, LLC61,793$1.19M0.34%-20,32713F-HRTimeline
ROCKLAND TRUST CO55,912$1.08M0.04%013F-HRTimeline
WT Wealth Management51,113$986K0.28%013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A50,401$973K<0.01%013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co45,814$883K<0.01%+2,10513F-HRTimelineGroup
MQS Management LLC44,143$852K0.5%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP43,879$847K<0.01%-99313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC43,604$842K<0.01%+3,65913F-HRTimeline
Schonfeld Strategic Advisors LLC41,679$804K<0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd41,518$801K0.02%-16,72813F-HRTimeline
Sound Income Strategies, LLC38,096$758K0.04%+36,31313F-HRTimeline
Hennion & Walsh Asset Management, Inc.38,831$749K0.03%-3,14713F-HRTimeline
Closed-End Fund Advisors, Inc.38,831$749K0.44%13F-HRTimeline
DAVENPORT & Co LLC35,887$693K<0.01%013F-HRTimeline
Haven Private, LLC33,656$650K0.28%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd33,519$647K0.02%new13F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…33,322$643K0.17%-6,52213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,879$635K<0.01%+10,36013F-HRTimelineGroup
Caprock Group, LLC32,665$630K0.01%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC32,635$630K0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,514$628K<0.01%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,245$622K<0.01%+23,45213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…31,233$603K<0.01%+513F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC30,128$581K<0.01%+7,50013F-HRTimeline
Cornerstone Wealth Management, LLC30,125$581K0.03%+2,33313F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC30,021$579K0.11%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…28,763$555K<0.01%+1,03913F-HRTimeline
Creative Planningin group Creative Planning28,716$554K<0.01%+67213F-HRTimelineGroup
Quantinno Capital Management LP27,165$524K<0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,051$522K0.02%-3,94313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.27,000$521K0.01%+80013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV26,966$520K<0.01%-3,12313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.24,941$481K<0.01%new13F-HRTimelineGroup
OpenArc Corporate Advisory, LLC24,847$480K0.01%13F-HRTimeline
Summit Trail Advisors, LLC22,616$436K0.01%+11413F-HRTimeline
EAGLE GLOBAL ADVISORS LLC22,255$430K0.02%-7013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,006$425K<0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…21,957$424K0.07%+5,65213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,240$410K<0.01%-1,92913F-HRTimelineGroup
VestGen Advisors, LLC21,148$408K0.02%+52013F-HRTimeline
OXFORD ASSET MANAGEMENT LLP20,239$391K0.14%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Verition Fund Management LLC20,200$390K<0.01%+4,50013F-HRTimeline
Accredited Investors Inc.20,000$386K0.02%013F-HRTimeline
Prospera Financial Services Inc19,966$385K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19,612$379K<0.01%-75713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,489$376K0.01%-1,37013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,988$374K<0.01%-98513F-HRTimeline
Monument Capital Management19,039$367K0.09%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC18,396$355K0.01%+54413F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…18,194$351K0.01%-12,89713F-HRTimelineGroup
Cordgrass Capital Advisors, LLC17,981$347K0.08%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,657$341K<0.01%+1,09213F-HRTimelineGroup
Quantbot Technologies LP17,353$335K0.01%new13F-HRTimeline
Clearstead Advisors, LLC16,432$317K<0.01%013F-HRTimeline
Secure Asset Management, LLC15,411$297K0.05%+4,04513F-HRTimeline
Koss-Olinger Consulting, LLC15,153$292K0.02%-1,00013F-HRTimeline
JT Stratford LLC15,046$290K0.04%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd14,841$286K<0.01%new13F-HRTimelineGroup
Aquatic Capital Management LLC14,519$280K0.01%new13F-HRTimeline
Global Retirement Partners, LLC13,970$270K<0.01%-7,36713F-HRTimeline
Private Advisor Group, LLC13,906$268K<0.01%-1,17913F-HRTimeline
HB Wealth Management, LLC13,599$262K<0.01%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC13,278$256K0.18%013F-HRTimeline
Bragg Financial Advisors, Inc13,011$251K0.01%013F-HRTimeline
Annex Advisory Services, LLC12,495$241K<0.01%new13F-HRTimeline
Massar Capital Management, LP12,452$240K0.05%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC12,362$239K<0.01%new13F-HRTimelineGroup
Fiduciary Alliance LLC12,301$237K0.02%-72413F-HRTimeline
Sage Investment Counsel LLC12,070$233K0.26%013F-HRTimeline
Janney Montgomery Scott LLC11,905$230K<0.01%+1,44713F-HRTimeline
Cambridge Investment Research Advisors,…11,647$225K<0.01%-14,94813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,576$223K<0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC11,050$213K<0.01%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,793$208K<0.01%new13F-HRTimeline
Kingstone Capital Partners Texas, LLC10,399$201K0.12%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,924$153K<0.01%+26013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,520$145K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC7,346$142K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,831$132K<0.01%+14713F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC6,694$129K<0.01%+2,57113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,337$103K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC5,278$102K<0.01%+2,70213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,003$96.6K<0.01%-8,08913F-HRTimelineGroup
Millstone Evans Group, LLC3,686$71.1K0.04%013F-HRTimeline
MAI Capital Management3,132$60.4K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC3,090$59.6K0.05%new13F-HRTimeline
Capital Advisors, Ltd. LLC2,250$43K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,708$33K<0.01%-51513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,583$30.6K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC1,572$30.3K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC1,550$29.9K0.02%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,500$28.9K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,430$27.6K<0.01%+20113F-HRTimeline
ORG Partners LLC1,416$27.3K<0.01%013F-HRTimeline
State of Alaska, Department of Revenue1,431$27K<0.01%013F-HRTimeline
Allworth Financial LP800$15.4K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP770$14.9K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…750$14.5K<0.01%013F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC600$11.6K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp500$9.65K<0.01%013F-HRTimelineGroup
WealthCollab, LLC344$6.64K<0.01%new13F-HRTimeline
Quarry LP261$5.04K<0.01%-51213F-HRTimeline
SWAN Capital LLC173$3.34K<0.01%new13F-HRTimeline
Peterson Wealth Services122$2.35K<0.01%-22113F-HRTimeline
Caitong International Asset Management …116$2.24K<0.01%+11213F-HR/ATimeline
CX Institutional88$2K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…72$1.39K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC63$1.22K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.51$984<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers34$654<0.01%-25,49113F-HRTimelineGroup
Private Wealth Asset Management, LLC10$193<0.01%013F-HRTimeline
Smartleaf Asset Management LLC7$135<0.01%013F-HRTimeline
DANSKE BANK A/S1$19<0.01%013F-HRTimeline