EVANSTON, IL
FIDUS INVESTMENT CORPFDUS— Latest position per institution from SEC 13F filings
15
Institutional holders
10.02M
Total shares held
191.61M
Estimated value
501.05K
Avg. position size
SOUND INCOME STRATEGIES, LLC
CIK 1730960
Shares
2.19M
Value
41.88M
Filed
Sep 30, 2026
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
929.24K
Value
17.72M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
829.59K
Value
15.82M
Filed
Jun 30, 2026
MELIA WEALTH LLC
CIK 1964047
Shares
687.25K
Value
13.53M
Filed
Dec 31, 2023
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
547.18K
Value
10.72M
Filed
Sep 30, 2024
COLUMBUS MACRO, LLC
CIK 1727269
Shares
505.57K
Value
8.81M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
499.62K
Value
9.53M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
497.92K
Value
10.09M
Filed
Sep 30, 2025
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
416.39K
Value
7.94M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
398.69K
Value
7.81M
Filed
Sep 30, 2024
MUZINICH & CO., INC.
CIK 1618824
Shares
378.40K
Value
7.29M
Filed
Sep 30, 2026
LEGAL & GENERAL GROUP PLC
CIK 764068
Shares
310.32K
Value
5.92M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
302.64K
Value
5.77M
Filed
Jun 30, 2026
QUBE RESEARCH & TECHNOLOGIES LTD
CIK 1729829
Shares
230.21K
Value
4.39M
Filed
Jun 30, 2026
SUMITOMO MITSUI TRUST GROUP, INC.
CIK 1475365
Shares
230.11K
Value
4.39M
Filed
Jun 30, 2026
FRANKLIN TEMPLETON INC
CIK 38777
Shares
224.98K
Value
4.29M
Filed
Jun 30, 2026
PFG ADVISORS
CIK 1694435
Shares
220.66K
Value
4.25M
Filed
Sep 30, 2026
NOVARE CAPITAL MANAGEMENT LLC
CIK 1388409
Shares
219.07K
Value
4.18M
Filed
Jun 30, 2026
MILLENNIUM MANAGEMENT LLC
CIK 1273087
Shares
204.39K
Value
3.56M
Filed
Mar 31, 2026
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
194.90K
Value
3.72M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SOUND INCOME STRATEGIES, LLC | 1730960 | 2.19M | 41.88M | Sep 30, 2026 |
| 2 | VAN ECK ASSOCIATES CORP | 869178 | 929.24K | 17.72M | Jun 30, 2026 |
| 3 | RAYMOND JAMES FINANCIAL INC | 720005 | 829.59K | 15.82M | Jun 30, 2026 |
| 4 | MELIA WEALTH LLC | 1964047 | 687.25K | 13.53M | Dec 31, 2023 |
| 5 | RAYMOND JAMES & ASSOCIATES | 1084208 | 547.18K | 10.72M | Sep 30, 2024 |
| 6 | COLUMBUS MACRO, LLC | 1727269 | 505.57K | 8.81M | Mar 31, 2026 |
| 7 | UBS GROUP AG | 1610520 | 499.62K | 9.53M | Jun 30, 2026 |
| 8 | INVESCO LTD. | 914208 | 497.92K | 10.09M | Sep 30, 2025 |
| 9 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 416.39K | 7.94M | Jun 30, 2026 |
| 10 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 398.69K | 7.81M | Sep 30, 2024 |
| 11 | MUZINICH & CO., INC. | 1618824 | 378.40K | 7.29M | Sep 30, 2026 |
| 12 | LEGAL & GENERAL GROUP PLC | 764068 | 310.32K | 5.92M | Jun 30, 2026 |
| 13 | MORGAN STANLEY | 895421 | 302.64K | 5.77M | Jun 30, 2026 |
| 14 | QUBE RESEARCH & TECHNOLOGIES LTD | 1729829 | 230.21K | 4.39M | Jun 30, 2026 |
| 15 | SUMITOMO MITSUI TRUST GROUP, INC. | 1475365 | 230.11K | 4.39M | Jun 30, 2026 |
| 16 | FRANKLIN TEMPLETON INC | 38777 | 224.98K | 4.29M | Jun 30, 2026 |
| 17 | PFG ADVISORS | 1694435 | 220.66K | 4.25M | Sep 30, 2026 |
| 18 | NOVARE CAPITAL MANAGEMENT LLC | 1388409 | 219.07K | 4.18M | Jun 30, 2026 |
| 19 | MILLENNIUM MANAGEMENT LLC | 1273087 | 204.39K | 3.56M | Mar 31, 2026 |
| 20 | TWO SIGMA INVESTMENTS, LP | 1179392 | 194.90K | 3.72M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.