DTL
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Dynamic Technology Lab’s Fidus Investment FDUS Stock Holding History

Dynamic Technology Lab’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 		$547K Buy
+31,425
New +$587K 0.09% 385
2025
Q2 		– Sell
-13,248
Closed -$270K – 1061
2025
Q1 		$270K Buy
+13,248
New +$291K 0.04% 740
2023
Q4 		– Sell
-12,653
Closed -$243K – 1149
2023
Q3 		$243K Buy
+12,653
New +$249K 0.02% 732
2020
Q3 		– Sell
-28,345
Closed -$257K – 1090
2020
Q2 		$257K Buy
+28,345
New +$246K 0.04% 727
2018
Q2 		– Sell
-10,173
Closed -$131K – 1089
2018
Q1 		$131K Buy
+10,173
New +$142K 0.02% 945
2016
Q4 		– Sell
-13,479
Closed -$212K – 956
2016
Q3 		$212K Buy
+13,479
New +$213K 0.06% 696

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VanEck Associates
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
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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