Fidus Investment Corp
Institutional managers reporting a position on Form 13F-HR, as of Mar 31, 2026
1Largest holdersEvery position of a manager summed
- 1RAYMOND JAMES FINANCIAL INC$14.01M8.8%
- 2ENVESTNET ASSET MANAGEMENT INC$9.5M6.0%
- 3Cetera Investment Advisers$9.45M5.9%
- 4Columbus Macro, LLC$8.81M5.5%
- 5UBS Group AG$7.37M4.6%
- 6Baird Financial Group, Inc.$7.08M4.5%
- 7Muzinich & Co., Inc.$6.07M3.8%
- $5.12M3.2%
- 9Legal & General Group Plc$4.96M3.1%
- 10TWO SIGMA INVESTMENTS, LP$4.77M3.0%
2HoldersChange from Dec 31, 2025
| Holder | Quantity | Change | Value | Share | Filed |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INCCommon shares | 804.4K | +68,367+9.3% | $14.01M | 8.82% | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INCCommon shares | 545.5K | +25,169+4.8% | $9.5M | 5.98% | May 4, 2026 |
| Cetera Investment AdvisersCommon shares | 542.3K | +18,656+3.6% | $9.45M | 5.94% | May 13, 2026 |
| Columbus Macro, LLCCommon shares | 505.6K | +19,787+4.1% | $8.81M | 5.54% | Apr 21, 2026 |
| UBS Group AGCommon shares | 422.9K | −17,053−3.9% | $7.37M | 4.64% | May 5, 2026 |
| Baird Financial Group, Inc.Common shares | 406.4K | +20,828+5.4% | $7.08M | 4.45% | May 14, 2026 |
| Muzinich & Co., Inc.Common shares | 348.3K | +1,197+0.3% | $6.07M | 3.82% | Apr 24, 2026 |
| MORGAN STANLEYCommon shares | 294.2K | +44,643+17.9% | $5.12M | 3.22% | May 15, 2026 |
| Legal & General Group PlcCommon shares | 284.5K | +32,018+12.7% | $4.96M | 3.12% | May 8, 2026 |
| TWO SIGMA INVESTMENTS, LPCommon shares | 273.7K | −108.7K−28.4% | $4.77M | 3.00% | May 15, 2026 |
| 三井住友トラスト・ホールディングス株式会社Common shares | 213.4K | No change | $3.72M | 2.34% | Apr 30, 2026 |
| NOVARE CAPITAL MANAGEMENT LLCCommon shares | 206.1K | +1,225+0.6% | $3.59M | 2.26% | Apr 17, 2026 |
| MILLENNIUM MANAGEMENT LLCCommon shares | 204.4K | −43,194−17.4% | $3.56M | 2.24% | May 15, 2026 |
| PFG AdvisorsCommon shares | 187.7K | +3,702+2.0% | $3.27M | 2.06% | May 5, 2026 |
| Ethos Financial Group, LLCCommon shares | 138.2K | No change | $2.67M | 1.68% | May 5, 2026 |
| FRANKLIN TEMPLETON INCCommon shares | 152.3K | −31,873−17.3% | $2.65M | 1.67% | May 13, 2026 |
| LPL Financial LLCCommon shares | 151.7K | +55,951+58.4% | $2.64M | 1.66% | May 6, 2026 |
| BlackRock, Inc.Common shares | 141.3K | −103K−42.2% | $2.46M | 1.55% | May 13, 2026 |
| Advisors Asset Management, Inc.Common shares | 118.1K | +5,328+4.7% | $2.06M | 1.29% | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLCSecurity type not reported | 109.9K | +8,307+8.2% | $1.91M | 1.20% | Apr 17, 2026 |
| Capital Investment Advisory Services, LLCCommon shares | 105.1K | +4,940+4.9% | $1.83M | 1.15% | May 5, 2026 |
| Qube Research & Technologies LtdCommon shares | 103.4K | +31,317+43.4% | $1.8M | 1.13% | May 15, 2026 |
| CITADEL ADVISORS LLCCommon shares | 102.3K | New | $1.78M | 1.12% | May 15, 2026 |
| Plan Group Financial, LLCCommon shares | 98,802 | +19,113+24.0% | $1.72M | 1.08% | Apr 13, 2026 |
| HighTower Advisors, LLCCommon shares | 92,582 | −633−0.7% | $1.61M | 1.01% | May 5, 2026 |
3Report periods
| Report date | Filings | Holdings | Combined value | Latest filed | |
|---|---|---|---|---|---|
| Mar 31, 2026 | 145 | 147 | $158.93M | May 22, 2026 | |
| Dec 31, 2025 | 151 | 153 | $177.77M | May 27, 2026 | |
| Sep 30, 2025 | 134 | 136 | $174.56M | May 27, 2026 | |
| Jun 30, 2025 | 127 | 129 | $163.42M | May 15, 2026 | |
| Mar 31, 2025 | 5 | 5 | $1.36M | May 19, 2026 |
Filings for a quarter keep arriving for months after it ends, so the most recent and the earliest periods can be incomplete.
4About this data
Each row is one manager's position as disclosed in one Form 13F-HR filing; managers below the Form 13F reporting threshold do not appear. Values, quantities and manager names are as reported in each filing. A row totals the entries of one filing that share a security class and option type; a value or quantity is shown as not comparable when those entries differ in currency or unit. A restatement replaces the original filing and every earlier amendment for the same period; an amendment adding new holdings is listed alongside the filing it supplements and labelled as such. Positions are matched to this listing through the security identifiers reported in the filing.