FIDUS INVESTMENT Corp (FDUS) — Institutional Holders, Q2 2026 (page 2)
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 101 to 134. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FDUS 13F holders ranked 101–134 of 134
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Farther Finance Advisors#101 · 8,321 sh | 8,321 | $158.7K | — | -3.0% |
| 102 | Rockefeller Capital Management L.P.#102 · 6,708 sh | 6,708 | $127.9K | <0.01% | -5.7% |
| 103 | IFG Advisory#103 · 6,230 sh | 6,230 | $118.8K | <0.01% | New |
| 104 | BROWN BROTHERS HARRIMAN#104 · 5,337 sh | 5,337 | $101.8K | <0.01% | 0.0% |
| 105 | Purpose Unlimited#105 · 3,949 sh | 3,949 | $74.8K | <0.01% | -78.9% |
| 106 | Millstone Evans Group#106 · 3,686 sh | 3,686 | $70.3K | 0.04% | 0.0% |
| 107 | MeadowBrook Investment Advisors#107 · 3,490 sh | 3,490 | $66.6K | 0.05% | +4.0% |
| 108 | Burk#108 · 2,454 sh | 2,454 | $46.8K | 0.02% | 0.0% |
| 109 | Capital Advisors, Ltd.#109 · 2,250 sh | 2,250 | $43.0K | <0.01% | 0.0% |
| 110 | BNP PARIBAS FINANCIAL MARKETS#110 · 2,196 sh | 2,196 | $41.9K | 0.00% | +28.6% |
| 111 | SRS Capital Advisors#111 · 2,100 sh | 2,100 | $40.0K | <0.01% | New |
| 112 | Hilton Head Capital Partners#112 · 1,550 sh | 1,550 | $29.6K | — | 0.0% |
| 113 | Union Bankshares#113 · 1,500 sh | 1,500 | $28.6K | <0.01% | 0.0% |
| 114 | State of Alaska, Department of Revenue#114 · 1,431 sh | 1,431 | $27.0K | — | 0.0% |
| 115 | AdvisorNet Financial#115 · 1,331 sh | 1,331 | $25.4K | — | +60.4% |
| 116 | NOMURA ASSET MANAGEMENT LTD#116 · 1,109 sh | 1,109 | $21.1K | 0.00% | New |
| 117 | Allworth Financial#117 · 1,100 sh | 1,100 | $21.0K | <0.01% | +37.0% |
| 118 | JONES FINANCIAL COMPANIES LLLP#118 · 770 sh | 770 | $14.5K | 0.00% | 0.0% |
| 119 | 1 NORTH WEALTH SERVICES#119 · 600 sh | 600 | $11.4K | <0.01% | 0.0% |
| 120 | SouthState Bank#120 · 500 sh | 500 | $9.5K | <0.01% | 0.0% |
| 121 | FMR#121 · 163 sh | 163 | $3.1K | 0.00% | +207.5% |
| 122 | SIMPLEX TRADING#122 · 142 sh | 142 | $2.7K | 0.00% | -84.1% |
| 123 | Peterson Wealth Services#123 · 122 sh | 122 | $2.3K | — | 0.0% |
| 124 | HANTZ FINANCIAL SERVICES#124 · 100 sh | 100 | $2.0K | 0.00% | 0.0% |
| 125 | VALLEY NATIONAL ADVISERS#125 · 100 sh | 100 | $1.9K | — | New |
| 126 | Russell Investments Group, Ltd.#126 · 72 sh | 72 | $1.4K | 0.00% | 0.0% |
| 127 | N.E.W. Advisory Services#127 · 63 sh | 63 | $1.2K | <0.01% | 0.0% |
| 128 | JFS WEALTH ADVISORS#128 · 54 sh | 54 | $1.0K | <0.01% | New |
| 129 | Geneos Wealth Management#129 · 51 sh | 51 | $973.00 | 0.00% | 0.0% |
| 130 | NATIXIS#130 · 34 sh | 34 | $648.00 | 0.00% | 0.0% |
| 131 | Private Wealth Asset Management#131 · 10 sh | 10 | $191.00 | 0.00% | 0.0% |
| 132 | Smartleaf Asset Management#132 · 7 sh | 7 | $133.00 | 0.00% | 0.0% |
| 133 | Caitong International Asset Management , Ltd#133 · 6 sh | 6 | $114.00 | 0.00% | -40.0% |
| 134 | DANSKE BANK A/S#134 · 1 sh | 1 | $19.00 | 0.00% | 0.0% |
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.