13F Insight
DOSSIER · 13F Holders · Q3 2026

FIDUS INVT CORP

143 institutions still hold FIDUS INVT CORP as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316500107·143 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$152M
visible holders
Holders
143
filers reporting
Concentration
27.54%
Sound Income Strategies, LLC #1
top holder share
AI Holders Summary · Q3 2026

143 institutions reported FIDUS INVT CORP in Q3 2026. Sound Income Strategies, LLC leads at 27.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sound Income Strategies, LLC
CIK 0001730960
$42M2.2M1.87%Q3 202602
VAN ECK ASSOCIATES CORP
CIK 0000869178
$18M929K0.01%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M830K0.00%Q2 202604
UBS Group AG
CIK 0001610520
$10M500K0.00%Q2 202605
Baird Financial Group, Inc.
CIK 0001648711
$8M416K0.01%Q2 202606
Muzinich & Co., Inc.
CIK 0001618824
$7M378K2.42%Q3 202607
Legal & General Group Plc
CIK 0000764068
$6M310K0.00%Q2 202608
MORGAN STANLEY
CIK 0000895421
$6M303K0.00%Q2 202609
Qube Research & Technologies Ltd
CIK 0001729829
$4M230K0.00%Q2 202610
Sumitomo Mitsui Trust Group, Inc.
CIK 0001475365
$4M230K0.00%Q2 202611
FRANKLIN RESOURCES INC
CIK 0000038777
$4M225K0.00%Q2 202612
PFG Advisors
CIK 0001694435
$4M221K0.22%Q3 202613
NOVARE CAPITAL MANAGEMENT LLC
CIK 0001388409
$4M219K0.30%Q2 202614
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$4M195K0.00%Q2 202615
Plan Group Financial, LLC
CIK 0001940033
$3M158K0.57%Q3 202616
Palogic Value Management, L.P.
CIK 0001532943
$3M141K0.44%Q2 202617
BlackRock, Inc.
CIK 0002012383
$3M138K0.00%Q2 202618
Ethos Financial Group, LLC
CIK 0001954242
$2M131K0.17%Q2 202619
Beacon Pointe Advisors, LLC
CIK 0001744317
$2M112K0.01%Q2 202620
RIVERBRIDGE PARTNERS LLC
CIK 0001112325
$2M111K0.06%Q2 2026
Page 1 of 8
123 more holders available. Log in →