Security record · archived quarter
FDUS
name pending profile ingest
45Tracked holders
+2Δ holders
5.35MShares held
$103.28MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +4.7% ·
share flow +8.4% ·
net new positions +4.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | 0 | 4.14M | $79.03M | +5 | −6 |
| Q1 2026 | 42 | -3 | 5.31M | $92.57M | +3 | −6 |
| Q4 2025 | 45 | +2 | 5.35M | $103.28M | +3 | −1 |
| Q3 2025 | 5 | +1 | 798.88K | $16.19M | +1 | — |
| Q2 2025 | 2 | -2 | 481.03K | $9.72M | — | −2 |
| Q1 2025 | 3 | +1 | 557.53K | $11.37M | +1 | — |
| Q4 2024 | 2 | -1 | 300.86K | $6.32M | — | −1 |
| Q3 2024 | 3 | 0 | 476.80K | $9.35M | — | — |
| Q2 2024 | 3 | — | 646.65K | $12.60M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 736.02K | — | $14.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Cetera Investment Advisers | 523.66K | — | $10.11M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 520.33K | — | $10.04M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 439.94K | — | $8.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Baird Financial Group, Inc. | 385.60K | — | $7.44M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 382.39K | +73.3% | $7.38M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | Legal & General Group Plc | 252.44K | — | $4.87M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 249.52K | +1.0% | $4.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 9 | Millennium Management ✦ | 247.58K | New | $4.78M | 0.0% | New | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 244.36K | -1.7% | $4.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Sumitomo Mitsui Trust Group, Inc. | 213.38K | — | $4.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Franklin Resources Inc | 184.15K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 109.76K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | LPL Financial LLC | 95.80K | — | $1.85M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 93.22K | — | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Qube Research & Technologies Ltd | 72.08K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 68.83K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Credit Agricole S A | 50.40K | — | $972,739 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 43.88K | — | $846,870 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 43.60K | — | $841,552 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 32.88K | — | $634,565 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Goldman Sachs Group ✦ | 32.51K | New | $627,520 | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 32.24K | +83.4% | $622,329 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Northwestern Mutual Wealth… | 31.23K | — | $602,797 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 28.72K | — | $554,220 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 27.16K | — | $524,284 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 26.97K | — | $520,444 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 24.94K | New | $481,361 | 0.0% | New | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 22.01K | — | $424,716 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northern Trust Corp | 21.24K | — | $409,932 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Wells Fargo & Company/Mn | 19.61K | — | $378,508 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Wealth Enhancement Advisory… | 18.99K | — | $374,262 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 17.66K | — | $340,765 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Squarepoint Ops LLC | 12.36K | — | $238,587 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Tudor Investment Corp Et Al | 10.79K | — | $208,305 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 7.92K | — | $153,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 6.83K | — | $131,847 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cwm, Llc | 6.69K | — | $129,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Simplex Trading, Llc | 5.28K | — | $101,865 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 5.00K | — | $96,575 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 1.71K | — | $32,964 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 770 | — | $14,861 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 750 | — | $14,475 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 72 | — | $1,390 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Danske Bank A/S | 1 | — | $19 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $4.78M | 0.0% |
| Goldman Sachs Group | $627,520 | 0.0% |
| D. E. Shaw & Co. | $481,361 | 0.0% |
Exited
| Marshall Wace | $1.32M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 142 holders, 9.88M shares, $157.82M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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