FIDUS INVESTMENT Corp (FDUS) — Institutional Holders, Q2 2026
134 institutional investment managers reported a FDUS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $164.6M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FDUS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- VAN ECK ASSOCIATESAdded · +216,180 sh+$4.1M
- Qube Research & Technologies LtdAdded · +126,804 sh+$2.4M
- MARSHALL WACE, LLPNew · +110,489 sh+$2.1M
- UBS Group AGAdded · +76,732 sh+$1.5M
- Beacon Pointe AdvisorsAdded · +72,850 sh+$1.4M
Biggest sellers
- ENVESTNET ASSET MANAGEMENTTrimmed · -506,186 sh-$9.7M
- Columbus MacroSold out · -505,567 sh-$9.6M
- Cetera Investment AdvisersTrimmed · -487,064 sh-$9.3M
- MILLENNIUM MANAGEMENTSold out · -204,386 sh-$3.9M
- TWO SIGMA INVESTMENTSTrimmed · -78,809 sh-$1.5M
FDUS 13F holders ranked 1–100 of 134
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | VAN ECK ASSOCIATES#1 · 929,242 sh | 929,242 | $17.7M | 0.01% | +30.3% |
| 2 | RAYMOND JAMES FINANCIAL#2 · 829,588 sh | 829,588 | $15.8M | <0.01% | +3.1% |
| 3 | UBS Group AG#3 · 499,624 sh | 499,624 | $9.5M | <0.01% | +18.1% |
| 4 | Baird Financial Group#4 · 416,390 sh | 416,390 | $7.9M | 0.01% | +2.5% |
| 5 | Muzinich#5 · 368,298 sh | 368,298 | $7.0M | — | +5.7% |
| 6 | Legal & General Group Plc#6 · 310,317 sh | 310,317 | $5.9M | <0.01% | +9.1% |
| 7 | MORGAN STANLEY#7 · 302,643 sh | 302,643 | $5.8M | <0.01% | +2.9% |
| 8 | Qube Research & Technologies Ltd#8 · 230,205 sh | 230,205 | $4.4M | <0.01% | +122.6% |
| 9 | Sumitomo Mitsui#9 · 230,108 sh | 230,108 | $4.4M | <0.01% | +7.8% |
| 10 | FRANKLIN RESOURCES#10 · 224,978 sh | 224,978 | $4.3M | <0.01% | +47.7% |
| 11 | NOVARE CAPITAL MANAGEMENT#11 · 219,069 sh | 219,069 | $4.2M | 0.30% | +6.3% |
| 12 | PFG Advisors#12 · 205,088 sh | 205,088 | $3.9M | — | +9.3% |
| 13 | TWO SIGMA INVESTMENTS#13 · 194,900 sh | 194,900 | $3.7M | <0.01% | -28.8% |
| 14 | BlackRock#14 · 138,053 sh | 138,053 | $2.6M | 0.00% | -2.3% |
| 15 | Ethos Financial Group#15 · 130,999 sh | 130,999 | $2.5M | 0.17% | -5.2% |
| 16 | Plan Group Financial#16 · 125,520 sh | 125,520 | $2.4M | — | +27.0% |
| 17 | Beacon Pointe Advisors#17 · 111,853 sh | 111,853 | $2.1M | <0.01% | +186.8% |
| 18 | RIVERBRIDGE PARTNERS#18 · 110,869 sh | 110,869 | $2.1M | 0.06% | +0.9% |
| 19 | MARSHALL WACE, LLP#19 · 110,489 sh | 110,489 | $2.1M | <0.01% | New |
| 20 | Capital Investment Advisory Services#20 · 106,974 sh | 106,974 | $2.0M | 0.13% | +1.8% |
| 21 | IHT Wealth Management#21 · 104,311 sh | 104,311 | $2.0M | 0.04% | +25.9% |
| 22 | Advisors Asset Management#22 · 99,294 sh | 99,294 | $1.9M | 0.03% | -15.9% |
| 23 | Schonfeld Strategic Advisors#23 · 90,246 sh | 90,246 | $1.7M | <0.01% | +124.9% |
| 24 | HighTower Advisors#24 · 90,103 sh | 90,103 | $1.7M | <0.01% | -2.7% |
| 25 | Legacy Capital Wealth Partners#25 · 85,990 sh | 85,990 | $1.6M | — | +8.0% |
| 26 | LPL Financial#26 · 80,352 sh | 80,352 | $1.5M | <0.01% | -47.0% |
| 27 | Sound Income Strategies#27 · 72,904 sh | 72,904 | $1.4M | — | +76.5% |
| 28 | Creative Planning#28 · 71,859 sh | 71,859 | $1.4M | <0.01% | +131.2% |
| 29 | Davis Investment Partners#29 · 70,771 sh | 70,771 | $1.3M | 0.41% | -0.3% |
| 30 | Palogic Value Management, L.P.#30 · 70,647 sh | 70,647 | $1.3M | 0.44% | -3.0% |
| 31 | Greenland Capital Management#31 · 67,000 sh | 67,000 | $1.3M | 0.16% | +15.5% |
| 32 | Significant Wealth Partners#32 · 64,831 sh | 64,831 | $1.2M | 1.34% | +1.9% |
| 33 | D.A. DAVIDSON#33 · 63,813 sh | 63,813 | $1.2M | <0.01% | -15.4% |
| 34 | NewEdge Advisors#34 · 60,317 sh | 60,317 | $1.2M | <0.01% | -4.6% |
| 35 | ROCKLAND#35 · 55,912 sh | 55,912 | $1.1M | — | 0.0% |
| 36 | Cetera Investment Advisers#36 · 55,251 sh | 55,251 | $1.1M | <0.01% | -89.8% |
| 37 | Trexquant Investment#37 · 51,779 sh | 51,779 | $987.4K | <0.01% | -7.9% |
| 38 | INDEPENDENT FINANCIAL GROUP#38 · 51,715 sh | 51,715 | $986.2K | — | +67.0% |
| 39 | CITADEL ADVISORS#39 · 51,353 sh | 51,353 | $979.3K | <0.01% | -49.8% |
| 40 | WT Wealth Management#40 · 51,113 sh | 51,113 | $974.7K | — | 0.0% |
| 41 | Haven Private#41 · 50,068 sh | 50,068 | $954.8K | 0.36% | +2.9% |
| 42 | GREAT WEST LIFE ASSURANCE#42 · 47,506 sh | 47,506 | $904.0K | <0.01% | +19.6% |
| 43 | D. E. Shaw#43 · 45,952 sh | 45,952 | $876.3K | <0.01% | -38.9% |
| 44 | VARCOV#44 · 45,067 sh | 45,067 | $859.4K | 0.33% | New |
| 45 | ENVESTNET ASSET MANAGEMENT#45 · 39,313 sh | 39,313 | $749.7K | <0.01% | -92.8% |
| 46 | BANK OF AMERICA#46 · 38,692 sh | 38,692 | $737.9K | 0.00% | +16.8% |
| 47 | COMMONWEALTH EQUITY SERVICES#47 · 36,286 sh | 36,286 | $692.0K | <0.01% | -3.3% |
| 48 | Y-Intercept (Hong Kong) Ltd#48 · 35,921 sh | 35,921 | $685.0K | — | -51.1% |
| 49 | Campbell & Investment Adviser#49 · 33,855 sh | 33,855 | $645.6K | 0.03% | -6.2% |
| 50 | VestGen Advisors#50 · 33,415 sh | 33,415 | $637.2K | 0.02% | +10.5% |
| 51 | Adams Asset Advisors#51 · 32,919 sh | 32,919 | $627.8K | — | New |
| 52 | Global Retirement Partners#52 · 32,589 sh | 32,589 | $621.5K | <0.01% | — |
| 53 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#53 · 31,228 sh | 31,228 | $595.5K | <0.01% | 0.0% |
| 54 | Stratos Wealth Partners, LTD.#54 · 31,042 sh | 31,042 | $592.0K | <0.01% | +1.4% |
| 55 | Cornerstone Wealth Management#55 · 29,862 sh | 29,862 | $569.5K | 0.02% | +7.3% |
| 56 | Hennion & Walsh Asset Management#56 · 29,739 sh | 29,739 | $567.1K | — | -21.6% |
| 57 | MERCER GLOBAL ADVISORS#57 · 29,228 sh | 29,228 | $557.4K | <0.01% | +4.0% |
| 58 | Clearstead Advisors#58 · 28,240 sh | 28,240 | $538.5K | <0.01% | +0.6% |
| 59 | NORTHERN#59 · 27,459 sh | 27,459 | $523.6K | <0.01% | New |
| 60 | Quantbot Technologies#60 · 27,126 sh | 27,126 | $517.3K | 0.02% | -38.1% |
| 61 | Apollon Wealth Management#61 · 27,011 sh | 27,011 | $515.1K | — | +29.4% |
| 62 | Monument Capital Management#62 · 26,460 sh | 26,460 | $504.6K | — | +39.0% |
| 63 | Steward Partners Investment Advisory#63 · 26,293 sh | 26,293 | $501.4K | <0.01% | -8.1% |
| 64 | DAVENPORT#64 · 26,058 sh | 26,058 | $496.9K | — | -14.7% |
| 65 | UMB Bank, n.a.#65 · 25,050 sh | 25,050 | $477.7K | <0.01% | New |
| 66 | AMERIPRISE FINANCIAL#66 · 24,436 sh | 24,436 | $466.0K | <0.01% | -62.9% |
| 67 | STIFEL FINANCIAL#67 · 24,072 sh | 24,072 | $459.0K | <0.01% | +3.5% |
| 68 | Secure Asset Management#68 · 23,728 sh | 23,728 | $452.5K | — | +15.4% |
| 69 | Summit Trail Advisors#69 · 23,377 sh | 23,377 | $445.8K | <0.01% | +3.4% |
| 70 | OpenArc Corporate Advisory#70 · 22,614 sh | 22,614 | $431.2K | — | 0.0% |
| 71 | Virtus Investment Advisers#71 · 22,003 sh | 22,003 | $419.6K | 0.10% | -27.7% |
| 72 | OPPENHEIMER#72 · 20,733 sh | 20,733 | $395.4K | — | +5.3% |
| 73 | EAGLE GLOBAL ADVISORS#73 · 20,415 sh | 20,415 | $389.3K | 0.01% | -8.3% |
| 74 | Accredited Investors#74 · 20,024 sh | 20,024 | $381.8K | 0.02% | +0.1% |
| 75 | Prospera Financial Services#75 · 19,966 sh | 19,966 | $380.8K | <0.01% | 0.0% |
| 76 | OAK HARBOR WEALTH PARTNERS#76 · 17,981 sh | 17,981 | $342.9K | 0.13% | 0.0% |
| 77 | Kingstone Capital Partners Texas#77 · 16,741 sh | 16,741 | $319.3K | 0.17% | +54.2% |
| 78 | Janney Montgomery Scott#78 · 15,116 sh | 15,116 | $288.0K | <0.01% | 0.0% |
| 79 | JT Stratford#79 · 15,046 sh | 15,046 | $286.9K | 0.03% | 0.0% |
| 80 | nVerses Capital#80 · 14,780 sh | 14,780 | $281.9K | 0.43% | -18.1% |
| 81 | JANE STREET GROUP#81 · 14,410 sh | 14,410 | $274.8K | 0.00% | -80.4% |
| 82 | Sage Investment Counsel#82 · 14,070 sh | 14,070 | $268.3K | — | +7.7% |
| 83 | HB Wealth Management#83 · 13,359 sh | 13,359 | $254.8K | — | 0.0% |
| 84 | Morey & Quinn Wealth Partners#84 · 13,278 sh | 13,278 | $253.2K | 0.16% | 0.0% |
| 85 | MACKENZIE FINANCIAL#85 · 13,240 sh | 13,240 | $252.5K | <0.01% | New |
| 86 | Bragg Financial Advisors#86 · 13,011 sh | 13,011 | $248.1K | <0.01% | 0.0% |
| 87 | TRUIST FINANCIAL#87 · 12,772 sh | 12,772 | $243.6K | <0.01% | -31.7% |
| 88 | Fiduciary Alliance#88 · 12,301 sh | 12,301 | $234.6K | — | 0.0% |
| 89 | Caprock Group#89 · 12,000 sh | 12,000 | $228.8K | <0.01% | -63.3% |
| 90 | XTX Topco Ltd#90 · 11,800 sh | 11,800 | $225.0K | <0.01% | New |
| 91 | Private Advisor Group#91 · 11,435 sh | 11,435 | $218.1K | <0.01% | +1.4% |
| 92 | Cambridge Investment Research Advisors#92 · 10,465 sh | 10,465 | $200.0K | <0.01% | -10.6% |
| 93 | JPMORGAN CHASE#93 · 10,459 sh | 10,459 | $198.1K | 0.00% | +43.3% |
| 94 | Kestra Advisory Services#94 · 10,227 sh | 10,227 | $195.0K | <0.01% | +0.1% |
| 95 | OSAIC#95 · 10,199 sh | 10,199 | $194.5K | <0.01% | +108.2% |
| 96 | WNY Asset Management#96 · 10,100 sh | 10,100 | $192.6K | 0.02% | 0.0% |
| 97 | Mariner#97 · 10,079 sh | 10,079 | $192.2K | <0.01% | New |
| 98 | WELLS FARGO & COMPANY#98 · 9,886 sh | 9,886 | $188.5K | 0.00% | -15.7% |
| 99 | Integrated Wealth Concepts#99 · 9,844 sh | 9,844 | $187.7K | <0.01% | New |
| 100 | ROYAL BANK OF CANADA#100 · 9,256 sh | 9,256 | $177.0K | 0.00% | +20.1% |
Funds that sold out of FDUS in Q2 2026 (23)
Held FDUS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Columbus Macro505,567 sh | 505,567 | $8.8M |
| MILLENNIUM MANAGEMENT204,386 sh | 204,386 | $3.6M |
| TUDOR INVESTMENT ET AL76,315 sh | 76,315 | $1.3M |
| Magnetar Financial39,390 sh | 39,390 | $686.2K |
| Brevan Howard Capital Management38,362 sh | 38,362 | $668.3K |
| MQS Management34,627 sh | 34,627 | $603.2K |
| Dynamic Technology Lab Private Ltd31,425 sh | 31,425 | $547.4K |
| Quantinno Capital Management27,165 sh | 27,165 | $473.2K |
| Golden State Equity Partners22,268 sh | 22,268 | $387.9K |
| Entropy Technologies17,511 sh | 17,511 | $305.0K |
| Annex Advisory Services12,495 sh | 12,495 | $217.7K |
| CALTON & ASSOCIATES10,314 sh | 10,314 | $179.7K |
| MAI Capital Management4,132 sh | 4,132 | $72.0K |
| Wilmington Savings Fund Society, FSB4,000 sh | 4,000 | $69.7K |
| Aquatic Capital Management2,243 sh | 2,243 | $39.1K |
| Advisory Services Network2,000 sh | 2,000 | $34.8K |
| Tower Research Capital (TRC)886 sh | 886 | $15.4K |
| Western Wealth Management878 sh | 878 | $15.3K |
| PNC FINANCIAL SERVICES GROUP750 sh | 750 | $13.1K |
| CENTRAL426 sh | 426 | $7.4K |
| Intentional Wealth Strategies260 sh | 260 | $4.5K |
| Osbon Capital Management58 sh | 58 | $1.0K |
| CITIGROUP43 sh | 43 | $749.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.