105 tracked 13F filers disclose a position in FDUS as of the latest SEC 13F filings, a combined $127.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $14.0M | 804K | ▲+9.3% Added · +68K sh | Q1 2026 | |
| 2 | VAN ECK ASSOCIATES CORP | Withheld | 713K | ▼−16% Reduced · −139K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $9.5M | 545K | ▲+4.8% Added · +25K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $9.4M | 542K | ▲+3.6% Added · +19K sh | Q1 2026 | |
| 5 | UBS Group AG | $7.4M | 423K | ▼−3.9% Reduced · −17K sh | Q1 2026 | |
| 6 | Baird Financial Group, Inc. | $7.1M | 406K | ▲+5.4% Added · +21K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $5.1M | 294K | ▲+18% Added · +45K sh | Q1 2026 | |
| 8 | Legal & General Group Plc | $5.0M | 284K | ▲+13% Added · +32K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $4.8M | 274K | ▼−28% Reduced · −109K sh | Q1 2026 | |
| 10 | Sumitomo Mitsui Trust Group, Inc. | $3.7M | 213K | —Held | Q1 2026 | |
| 11 | PFG Advisors | $3.9M | 205K | ▲+9.3% Added · +17K sh | Q2 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $3.6M | 204K | ▼−17% Reduced · −43K sh | Q1 2026 | |
| 13 | FRANKLIN RESOURCES INC | $2.7M | 152K | ▼−17% Reduced · −32K sh | Q1 2026 | |
| 14 | LPL Financial LLC | $2.6M | 152K | ▲+58% Added · +56K sh | Q1 2026 | |
| 15 | BlackRock, Inc. | $2.5M | 141K | ▼−42% Reduced · −103K sh | Q1 2026 | |
| 16 | Advisors Asset Management, Inc. | $2.1M | 118K | ▲+4.7% Added · +5K sh | Q1 2026 | |
| 17 | RIVERBRIDGE PARTNERS LLC | $2.1M | 111K | ▲+0.9% Added · +984 sh | Q2 2026 | |
| 18 | Qube Research & Technologies Ltd | $1.8M | 103K | ▲+43% Added · +31K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $1.8M | 102K | ▲Added Added · +102K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $1.6M | 93K | ▼−0.7% Reduced · −633 sh | Q1 2026 | |
| 21 | IHT Wealth Management, LLC | $1.4M | 83K | ▲+11% Added · +8K sh | Q1 2026 | |
| 22 | Legacy Capital Wealth Partners, LLC | $1.4M | 80K | ▲+9.2% Added · +7K sh | Q1 2026 | |
| 23 | TUDOR INVESTMENT CORP ET AL | $1.3M | 76K | ▲+607% Added · +66K sh | Q1 2026 | |
| 24 | D.A. DAVIDSON & CO. | $1.3M | 75K | ▼−7.9% Reduced · −6K sh | Q1 2026 | |
| 25 | D. E. Shaw & Co., Inc. | $1.3M | 75K | ▲+202% Added · +50K sh | Q1 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.
Last quarter, 11 funds opened a new position in FDUS and 16 added to an existing one, while 14 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 55 funds | $16.4B |
| COSTCO WHOLESALE CORPCOST | 55 funds | $3.4B |
| APPLE INCAAPL | 54 funds | $19.5B |
| AMAZON.COM INCAMZN | 54 funds | $13.0B |
| BROADCOM INCAVGO | 54 funds | $8.2B |
| VISA INC-CLASS A SHARESV | 54 funds | $3.5B |
| UNITEDHEALTH GROUP INCUNH | 54 funds | $2.1B |
| TJX COMPANIES INCTJX | 54 funds | $1.6B |
| ABBOTT LABORATORIESABT | 54 funds | $1.5B |
| NVIDIA CORPNVDA | 53 funds | $21.6B |
| ALPHABET INC-CL AGOOGL | 53 funds | $10.3B |
| META PLATFORMS INC-CLASS AMETA | 53 funds | $7.1B |
Ranked by how many of FDUS's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
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 + end-of-day price history + the live filing stream, joined for FDUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.