FDUSFIDUS INVT CORP
CUSIP 316500107 · Yahoo Finance ↗ · Google Finance ↗
Fidus Invt Corp (FDUS) has 143 institutional holders in Filings Flow’s 13F database, together reporting 9.83M shares worth $157M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Invesco Ltd., and Envestnet Asset Management Inc.
Institutional Holders
143
Q1 2026
Reported Value
$157M
Ticker
FDUS
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Muzinich & Co., Inc.$286M AUM | 2.12% | $6M | 348.3K | Q1 2026OLDER |
| GraniteShares Advisors LLC$139M AUM | 1.70% | $3M | 145.3K | Q3 2025OLDER |
| Columbus Macro, LLC$936M AUM | 0.94% | $9M | 505.6K | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.54% | $1M | 72.9K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 0.44% | $1M | 71.0K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.41% | $603,202 | 34.6K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.40% | $2M | 98.8K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 0.37% | $847,483 | 48.6K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.34% | $1M | 61.8K | Q4 2025OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.29% | $1M | 79.7K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.29% | $314,239 | 18.0K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.28% | $4M | 206.1K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.26% | $890,388 | 51.1K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.19% | $3M | 138.2K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.17% | $417,923 | 20.6K | Q3 2025OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.16% | $231,303 | 13.3K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.16% | $3M | 187.7K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.16% | $390,613 | 20.2K | Q4 2025OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.15% | $530,317 | 30.4K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.13% | $2M | 105.1K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.13% | $1M | 58.0K | Q1 2026OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 0.12% | $189,000 | 10.9K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.11% | $579,405 | 30.0K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.09% | $547,424 | 31.4K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 0.08% | $331,659 | 19.0K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.07% | $313,229 | 18.0K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$3.6B AUM | 0.06% | $2M | 110.9K | Q2 2026 |
| Secure Asset Management, LLC$632M AUM | 0.06% | $358,222 | 20.6K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.05% | $58,444 | 3.4K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.04% | $1M | 55.9K | Q2 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.04% | $64,210 | 3.7K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.04% | $628,914 | 36.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.03% | $714,775 | 41.3K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.03% | $2M | 118.1K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 82.9K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.03% | $262,101 | 15.0K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $763,031 | 43.8K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.03% | $387,905 | 22.3K | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.03% | $210,765 | 10.4K | Q3 2025OLDER |
| Promus Capital, LLC$157M AUM | 0.03% | $40,986 | 2.0K | Q3 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $179,676 | 10.3K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.03% | $240,324 | 12.5K | Q4 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $484,731 | 27.8K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.02% | $292,000 | 15.2K | Q4 2025OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.02% | $348,400 | 20.0K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $986,205 | 51.7K | Q2 2026 |
| Burk Holdings LLC$233M AUM | 0.02% | $42,749 | 2.5K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.02% | $175,942 | 10.1K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $522,094 | 27.1K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $646,917 | 33.5K | Q4 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $567,123 | 29.7K | Q2 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.02% | $27,001 | 1.6K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $570,723 | 30.2K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $305,042 | 17.5K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.01% | $387,682 | 22.3K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.01% | $230,398 | 12.3K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $569,024 | 32.7K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $685,013 | 35.9K | Q2 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.01% | $322,484 | 18.8K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $7M | 406.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 542.3K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $12,421 | 713.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 75.4K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $629,856 | 32.6K | Q4 2025OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $226,652 | 13.0K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $978,917 | 56.2K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $686,173 | 39.4K | Q1 2026OLDER |
| Cedar Wealth Management, LLC$344M AUM | 0.01% | $20,098 | 992 | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $533,226 | 30.6K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $363,677 | 20.9K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $668,266 | 38.4K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $393,971 | 22.6K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $393,936 | 22.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $347,808 | 20.0K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $48,178 | 2.4K | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $699,098 | 40.1K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $27,328 | 1.4K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $269,620 | 14.0K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $489,248 | 28.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 804.4K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.00% | $4,529 | 260 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $342,913 | 19.7K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $217,663 | 12.5K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $30,340 | 1.6K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 63.2K | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $5M | 273.7K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.00% | $10,452 | 600 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $679,433 | 39.0K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $286,431 | 14.8K | Q4 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $6,640 | 344 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $10M | 545.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $498,199 | 28.6K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $1M | 76.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $496,926 | 26.1K | Q2 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $4M | 213.4K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $972,739 | 50.4K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 103.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 92.6K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $69,680 | 4.0K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $10M | 497.9K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $389,860 | 20.2K | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $232,714 | 13.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 204.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $30,557 | 1.6K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $148,451 | 8.6K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 64.9K | Q3 2025OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $3,339 | 173 | Q4 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $5M | 284.5K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $39,073 | 2.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 422.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $196,509 | 11.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $653,964 | 37.5K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.00% | $1,010 | 58 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $473,214 | 27.2K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 75.2K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $5,037 | 261 | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $14,465 | 830 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $489,474 | 28.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 151.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $177,998 | 10.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $252,938 | 14.5K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3M | 152.3K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $1,702 | 84 | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $15,295 | 878 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $200,234 | 9.9K | Q3 2025OLDER |
| Peterson Wealth Services$405M AUM | 0.00% | $2,126 | 122 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $374,262 | 19.0K | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $26,130 | 1.5K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $92,971 | 5.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $34,840 | 2.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $325,951 | 18.7K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $8,710 | 500 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $71,980 | 4.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $15,434 | 886 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $405,294 | 23.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $541,394 | 31.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $543,992 | 31.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $243,896 | 12.0K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 102.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 249.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 65.8K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $238,587 | 12.4K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $123,902 | 7.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 73.5K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $7,421 | 426 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $85,355 | 4.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $949,390 | 54.5K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $1,104 | 63 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $627,520 | 32.5K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $13,988 | 803 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $409,932 | 21.2K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 141.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $576,846 | 33.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $204,364 | 11.7K | Q2 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $174 | 10 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $134,000 | 7.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $888 | 51 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $174 | 10 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $29,753 | 1.7K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $15,556 | 893 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $125,453 | 7.3K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $13,065 | 750 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $13,028 | 770 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $120 | 7 | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $587 | 34 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1,254 | 72 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $749 | 43 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $923 | 53 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $17 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.