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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,229
shares
|
$24,272
0.0% of portfolio
|
Q3 2025
Reduced 28.88%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
992
shares
|
$19,592
0.01% of portfolio
|
Q3 2022
Reduced 43.05%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
939
shares
|
$18,545
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
773
shares
|
$15,266
0.0% of portfolio
|
Q3 2025
Reduced 67.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
750
shares
|
$14,812
0.0% of portfolio
|
Q1 2025
Reduced 97.13%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
600
shares
|
$11,850
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
500
shares
|
$9,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
343
shares
|
$6,774
0.0% of portfolio
|
Q3 2025
Added 181.15%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
84
shares
|
$1,659
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
72
shares
|
$1,422
0.0% of portfolio
|
Q1 2025
Reduced 89.29%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
62
shares
|
$1,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
51
shares
|
$1,007
0.0% of portfolio
|
Q2 2024
Reduced 49.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
10
shares
|
$197
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
7
shares
|
$138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
4
shares
|
$79
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|