FIDUS INVESTMENT CORP FDUS
$19.33
-0.1% 52w: $16.36 – $19.58
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data16.3617.9719.58
Jun 20, 2025 Jul 2, 2026
Institutional holders
142
-7 QoQ
13F value
$172.6M
-11.2% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
2.0×
$632K calls / $317K puts
Institutional value by quarter
Number of holders
Who owns FDUS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Bank broker | 804.4K | $14.0M | 0.0% | +9.3% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 713.1K | $12.4M | 0.0% | -16.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 545.5K | $9.5M | 0.0% | +4.8% |
| Cetera Investment Advisers | Wealth advisor | 542.3K | $9.4M | 0.0% | +3.6% |
| Columbus Macro, LLC | Other | 505.6K | $8.8M | 0.9% | +4.1% |
| UBS Group AG | Bank broker | 422.9K | $7.4M | 0.0% | -3.9% |
| Baird Financial Group, Inc. | Diversified mechanical | 406.4K | $7.1M | 0.0% | +5.4% |
| Muzinich & Co., Inc. ★3 | Fundamental concentrated | 348.3K | $6.1M | 2.1% | +0.3% |
| MORGAN STANLEY | Bank broker | 294.2K | $5.1M | 0.0% | +17.9% |
| Legal & General Group Plc | Diversified mechanical | 284.5K | $5.0M | 0.0% | +12.7% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 273.7K | $4.8M | 0.0% | -28.4% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 213.4K | $3.7M | 0.0% | Held |
| NOVARE CAPITAL MANAGEMENT LLC | Other | 206.1K | $3.6M | 0.3% | +0.6% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 204.4K | $3.6M | 0.0% | -17.4% |
| PFG Advisors | Wealth advisor | 187.7K | $3.3M | 0.2% | +2.0% |
| Ethos Financial Group, LLC | Wealth advisor | 138.2K | $2.7M | 0.2% | Held |
| FRANKLIN RESOURCES INC | Long only active | 152.3K | $2.7M | 0.0% | -17.3% |
| LPL Financial LLC | Bank broker | 151.7K | $2.6M | 0.0% | +58.4% |
| BlackRock, Inc. | Index provider | 141.3K | $2.5M | 0.0% | -42.2% |
| Advisors Asset Management, Inc. | Diversified mechanical | 118.1K | $2.1M | 0.0% | +4.7% |
| RIVERBRIDGE PARTNERS LLC | Other | 109.9K | $1.9M | 0.0% | +8.2% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 105.1K | $1.8M | 0.1% | +4.9% |
| Qube Research & Technologies Ltd | Quant stat arb | 103.4K | $1.8M | 0.0% | +43.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 102.3K | $1.8M | 0.0% | New |
| Plan Group Financial, LLC | Wealth advisor | 98.8K | $1.7M | 0.4% | +24.0% |
| HighTower Advisors, LLC | Diversified mechanical | 92.6K | $1.6M | 0.0% | -0.7% |
| IHT Wealth Management, LLC | Wealth advisor | 82.9K | $1.4M | 0.0% | +11.1% |
| Legacy Capital Wealth Partners, LLC | Other | 79.7K | $1.4M | 0.3% | +9.2% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 76.3K | $1.3M | 0.0% | +607.1% |
| D.A. DAVIDSON & CO. | Wealth advisor | 75.4K | $1.3M | 0.0% | -7.9% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 75.2K | $1.3M | 0.0% | +201.7% |
| Y-Intercept (Hong Kong) Ltd | Diversified mechanical | 73.5K | $1.3M | 0.0% | +77.1% |
| JANE STREET GROUP, LLC | Market maker | 73.5K | $1.3M | 0.0% | -33.1% |
| Palogic Value Management, L.P. | Other | 72.9K | $1.3M | 0.6% | -1.5% |
| Davis Investment Partners, LLC | Wealth advisor | 71.0K | $1.2M | 0.4% | -7.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 65.8K | $1.1M | 0.0% | -4.4% |
| Significant Wealth Partners LLC | Other | 63.6K | $1.1M | 1.4% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 63.2K | $1.1M | 0.0% | -13.4% |
| Greenland Capital Management LP | Quant stat arb | 58.0K | $1.0M | 0.2% | -10.8% |
| Trexquant Investment LP | Diversified mechanical | 56.2K | $979K | 0.0% | New |
| ROCKLAND TRUST CO | Other | 55.9K | $974K | 0.0% | Held |
| WT Wealth Management | Wealth advisor | 51.1K | $890K | 0.3% | Held |
| Haven Private, LLC | Wealth advisor | 48.6K | $847K | 0.4% | +44.6% |
| Quantbot Technologies LP | Diversified mechanical | 43.8K | $763K | 0.0% | +152.4% |
| Sound Income Strategies, LLC | Diversified mechanical | 41.3K | $715K | 0.0% | +8.5% |
| Schonfeld Strategic Advisors LLC | Multistrat pod | 40.1K | $699K | 0.0% | -3.7% |
| CANADA LIFE ASSURANCE Co | Diversified mechanical | 39.7K | $696K | 0.0% | -13.3% |
| Magnetar Financial LLC | Quant stat arb | 39.4K | $686K | 0.0% | New |
| Beacon Pointe Advisors, LLC | Wealth advisor | 39.0K | $679K | 0.0% | +29.5% |
| Brevan Howard Capital Management LP | Diversified mechanical | 38.4K | $668K | 0.0% | +110.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.