Among active 13F managers last quarter, 6 opened and 24 added, while 16 reduced; the largest holder to move was Muzinich & Co., Inc. (+5.7%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
125 tracked 13F filers disclose a position in FDUS as of the latest SEC 13F filings, a combined $153.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 804K | $14.0M | ▲+9.3% Added · +68K sh | Q1 2026 | |
| 2 | Van Eck Associates Corp | 713K | Withheld | ▼−16% Reduced · −139K sh | Q1 2026 | |
| 3 | Envestnet Asset Management Inc | 545K | $9.5M | ▲+4.8% Added · +25K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | 542K | $9.4M | ▲+3.6% Added · +19K sh | Q1 2026 | |
| 5 | UBS Group AG | 423K | $7.4M | ▼−3.9% Reduced · −17K sh | Q1 2026 | |
| 6 | Baird Financial Group, Inc. | 406K | $7.1M | ▲+5.4% Added · +21K sh | Q1 2026 | |
| 7 | Muzinich & Co., Inc. | 368K | $7.0M | ▲+5.7% Added · +20K sh | Q2 2026 | |
| 8 | Morgan Stanley | 294K | $5.1M | ▲+18% Added · +45K sh | Q1 2026 | |
| 9 | Legal & General Group Plc | 284K | $5.0M | ▲+13% Added · +32K sh | Q1 2026 | |
| 10 | Two Sigma Investments, LP | 274K | $4.8M | ▼−28% Reduced · −109K sh | Q1 2026 | |
| 11 | Novare Capital Management LLC | 219K | $4.2M | ▲+6.9% Added · +14K sh | Q2 2026 | |
| 12 | Sumitomo Mitsui Trust Group, Inc. | 213K | $3.7M | —Held | Q1 2026 | |
| 13 | PFG Advisors | 205K | $3.9M | ▲+9.3% Added · +17K sh | Q2 2026 | |
| 14 | Millennium Management LLC | 204K | $3.6M | ▼−17% Reduced · −43K sh | Q1 2026 | |
| 15 | Franklin Templeton Inc | 152K | $2.7M | ▼−17% Reduced · −32K sh | Q1 2026 | |
| 16 | LPL Financial LLC | 152K | $2.6M | ▲+58% Added · +56K sh | Q1 2026 | |
| 17 | BlackRock, Inc. | 141K | $2.5M | ▼−42% Reduced · −103K sh | Q1 2026 | |
| 18 | Ethos Financial Group, LLC | 131K | $2.5M | ▼−5.2% Reduced · −7K sh | Q2 2026 | |
| 19 | Plan Group Financial, LLC | 126K | $2.4M | ▲+27% Added · +27K sh | Q2 2026 | |
| 20 | Beacon Pointe Advisors, LLC | 112K | $2.1M | ▲+187% Added · +73K sh | Q2 2026 | |
| 21 | Riverbridge Partners LLC | 111K | $2.1M | ▲+0.9% Added · +984 sh | Q2 2026 | |
| 22 | Capital Investment Advisory Services, LLC | 107K | $2.0M | ▲+1.8% Added · +2K sh | Q2 2026 | |
| 23 | IHT Wealth Management, LLC | 104K | $2.0M | ▲+26% Added · +21K sh | Q2 2026 | |
| 24 | Qube Research & Technologies Ltd | 103K | $1.8M | ▲+43% Added · +31K sh | Q1 2026 | |
| 25 | Advisors Asset Management, Inc. | 99K | $1.9M | ▼−16% Reduced · −19K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 6 funds opened a new position in FDUS and 24 added to an existing one, while 16 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 62 funds | $31.6B |
| Microsoft CorpMSFT | 62 funds | $28.6B |
| Nvidia CorpNVDA | 61 funds | $40.4B |
| Alphabet Inc-CL AGOOGL | 61 funds | $21.3B |
| Broadcom IncAVGO | 61 funds | $18.2B |
| Amazon.com IncAMZN | 60 funds | $22.8B |
| Micron Technology IncMU | 58 funds | $7.9B |
| Chevron CorpCVX | 58 funds | $5.9B |
| JPMorgan Chase & CoJPM | 57 funds | $10.7B |
| Eli Lilly & CoLLY | 57 funds | $8.2B |
| Bank Of America CorpBAC | 57 funds | $6.3B |
| Visa Inc-Class A SharesV | 57 funds | $6.1B |
Ranked by how many of FDUS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FDUS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 13, 2020 | Hyman Charles D | Director | Buy (P) | 2K | $20K |
| Mar 12, 2020 | Sherard Shelby E | See Remarks | Buy (P) | 5K | $47K |
| Mar 12, 2020 | Ross Edward H | See Remarks, Director | Buy (P) | 4K | $37K |
| Mar 12, 2020 | Anstiss Raymond L. Jr. | Director | Buy (P) | 2K | $14K |
| Mar 12, 2020 | Tune Edward X. | Director | Buy (P) | 3K | $28K |
| Mar 11, 2020 | Anstiss Raymond L. Jr. | Director | Buy (P) | 6K | $72K |
| Mar 11, 2020 | Lauer Thomas Charles | President, Director | Buy (P) | 2K | $23K |
| Mar 10, 2020 | Ross Edward H | See Remarks, Director | Buy (P) | 2K | $24K |
| Mar 9, 2020 | Lauer Thomas Charles | President, Director | Buy (P) | 5K | $62K |
| Mar 9, 2020 | Sherard Shelby E | See Remarks | Buy (P) 2 lots, same day | 6K | $75K |
| Aug 8, 2019 | Sherard Shelby E | See Remarks | Buy (P) | 2K | $25K |
| Aug 7, 2019 | Sherard Shelby E | See Remarks | Buy (P) | 1K | $19K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 46 | 30 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for FDUS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FDUS/capital-change-brief"
Use Arkolith's capital_change_brief for FDUS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for FDUS. Filings are public domain, sourced to SEC EDGAR.