Cetera Investment Advisers
FDUS icon

Cetera Investment Advisers’s Fidus Investment FDUS Stock Holding History

Cetera Investment Advisers’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.45M Buy
542,315
+18,656
+4% +$349K 0.01% 1098
2025
Q4 		$10.1M Buy
523,659
+71,723
+16% +$1.43M 0.01% 1023
2025
Q3 		$9.16M Buy
451,936
+81,601
+22% +$1.72M 0.01% 1040
2025
Q2 		$7.48M Buy
370,335
+34,837
+10% +$680K 0.01% 973
2025
Q1 		$6.84M Buy
335,498
+32,077
+11% +$703K 0.01% 947
2024
Q4 		$6.38M Buy
303,421
+48,034
+19% +$973K 0.01% 917
2024
Q3 		$5.01M Buy
255,387
+21,561
+9% +$424K 0.01% 999
2024
Q2 		$4.55M Buy
233,826
+35,861
+18% +$712K 0.01% 1049
2024
Q1 		$3.91M Buy
197,965
+58,768
+42% +$1.15M 0.01% 1112
2023
Q4 		$2.74M Buy
139,197
+16,085
+13% +$307K 0.02% 662
2023
Q3 		$2.36M Buy
+123,112
New +$2.43M 0.02% 684
2022
Q2 		– Sell
-11,755
Closed -$237K – 1866
2022
Q1 		$237K Sell
11,755
-6,913
-37% -$129K ﹤0.01% 1606
2021
Q4 		$336K Buy
18,668
+6,597
+55% +$117K ﹤0.01% 1423
2021
Q3 		$211K Buy
+12,071
New +$210K ﹤0.01% 1637

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cetera Investment Advisers's FDUS Position: Q1 2026 in Review

Cetera Investment Advisers increased its Fidus Investment (FDUS) stake by 3.6% in Q1 2026, buying an estimated $349K and bringing the position to 542,315 shares worth $9.45M. The position accounts for 0.01% of the portfolio, ranked #1098.

Cetera Investment Advisers first reported a position in FDUS in Q3 2021 and has held it in 14 quarters since. The position peaked at $10.1M in Q4 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Cetera Investment Advisers held 542,315 shares of Fidus Investment worth $9.45M as of Q1 2026.
  • Cetera Investment Advisers bought 18,656 Fidus Investment shares in Q1 2026, an estimated $349K.
  • Fidus Investment made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1098 holding.
  • Cetera Investment Advisers first reported a position in Fidus Investment in Q3 2021 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Fidus Investment position peaked at $10.1M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.