# FIDUS INVT CORP (FDUS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FDUS/

- Reporting holders: 5
- Reported value: $44.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $41.9M | 2,193,829 | 1.9% | 18 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $1.1M | 55,912 | 0.0% | 5 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $634.3K | 32,919 | 0.1% | 2 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $482.9K | 25,059 | 0.1% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $163.2K | 8,471 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $44.2M |
| Q2 2026 | 135 | $172.3M |
| Q1 2026 | 144 | $173.9M |
| Q4 2025 | 151 | $198.0M |
| Q3 2025 | 133 | $195.6M |
| Q2 2025 | 124 | $184.1M |
| Q1 2025 | 122 | $180.9M |
| Q4 2024 | 111 | $172.6M |
| Q3 2024 | 112 | $155.9M |
| Q2 2024 | 114 | $157.2M |
| Q1 2024 | 109 | $164.5M |
| Q4 2023 | 117 | $184.2M |