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 145 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
93,708
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
93,028
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
92,082
shares
|
$1.82 Million
0.16% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
88,103
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
85,032
shares
|
$1.68 Million
0.55% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
83,214
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 28.16%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
82,120
shares
|
$1.62 Million
0.47% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
76,703
shares
|
$1.51 Million
0.52% of portfolio
|
Q4 2025
Reduced 0.56%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
72,921
shares
|
$1.44 Million
0.31% of portfolio
|
Q4 2025
Added 11.42%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
72,673
shares
|
$1.44 Million
0.59% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
72,062
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
71,681
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
68,713
shares
|
$1.36 Million
0.39% of portfolio
|
Q3 2025
Added 38.08%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
64,929
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
58,246
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
55,912
shares
|
$1.1 Million
0.43% of portfolio
|
Q3 2020
Reduced 71.81%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
55,912
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 10, 2025 Q3 2025 |
55,000
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
51,113
shares
|
$1.01 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
50,401
shares
|
$995,419
0.0% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
50,151
shares
|
$990,482
0.01% of portfolio
|
Q3 2025
Reduced 34.47%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
44,872
shares
|
$886,222
0.0% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
43,709
shares
|
$863,252
0.0% of portfolio
|
Q3 2025
Added 32.08%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,845
shares
|
$846,188
0.02% of portfolio
|
Q3 2024
Reduced 23.95%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
39,945
shares
|
$788,913
0.0% of portfolio
|
Q3 2025
Added 13.73%
|
|