FDUS — Institutional owners (13F)

144 filers · $170.5M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
VAN ECK ASSOCIATES CORP $17,720,645 929,242 10.40% Shares
RAYMOND JAMES FINANCIAL INC $15,820,246 829,588 9.28% Shares
UBS Group AG $9,527,830 499,624 5.59% Shares
Baird Financial Group, Inc. $7,940,562 416,390 4.66% Shares
Muzinich & Co., Inc. $7,023,443 368,298 4.12% Shares
Legal & General Group Plc $5,920,849 310,317 3.47% Shares
MORGAN STANLEY $5,771,402 302,643 3.39% Shares
Qube Research & Technologies Ltd $4,390,009 230,205 2.58% Shares
Sumitomo Mitsui Trust Group, Inc. $4,388,160 230,108 2.57% Shares
FRANKLIN RESOURCES INC $4,290,330 224,978 2.52% Shares
NOVARE CAPITAL MANAGEMENT LLC $4,177,646 219,069 2.45% Shares
PFG Advisors $3,911,031 205,088 2.29% Shares
TWO SIGMA INVESTMENTS, LP $3,716,743 194,900 2.18% Shares
BlackRock, Inc. $2,632,671 138,053 1.54% Shares
Ethos Financial Group, LLC $2,498,151 130,999 1.47% Shares
Plan Group Financial, LLC $2,393,667 125,520 1.40% Shares
Advisors Asset Management, Inc. $2,175,573 112,724 1.28% Shares
Beacon Pointe Advisors, LLC $2,133,030 111,853 1.25% Shares
RIVERBRIDGE PARTNERS LLC $2,114,273 110,869 1.24% Shares
MARSHALL WACE, LLP $2,107,024 110,489 1.24% Shares
Capital Investment Advisory Services, LLC $2,039,989 106,974 1.20% Shares
IHT Wealth Management, LLC $1,989,226 104,311 1.17% Shares
Schonfeld Strategic Advisors LLC $1,720,990 90,246 1.01% Shares
HighTower Advisors, LLC $1,718,258 90,103 1.01% Shares
Legacy Capital Wealth Partners, LLC $1,639,829 85,990 0.96% Shares
LPL Financial LLC $1,532,314 80,352 0.90% Shares
Sound Income Strategies, LLC $1,390,270 72,904 0.82% Shares
TWO SIGMA ADVISERS, LP $1,389,851 72,013 0.82% Shares
Creative Planning $1,370,360 71,859 0.80% Shares
Davis Investment Partners, LLC $1,349,594 70,771 0.79% Shares
Palogic Value Management, L.P. $1,347,238 70,647 0.79% Shares
Greenland Capital Management LP $1,277,690 67,000 0.75% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,245,271 65,300 0.73% Call option
Significant Wealth Partners LLC $1,236,327 64,831 0.73% Shares
D.A. DAVIDSON & CO. $1,216,932 63,813 0.71% Shares
MGB Wealth Management, LLC $1,192,614 61,793 0.70% Shares
NewEdge Advisors, LLC $1,150,249 60,317 0.67% Shares
Enterprise Bank & Trust Co $1,129,422 55,912 0.66% Shares
ROCKLAND TRUST CO $1,066,242 55,912 0.63% Shares
Cetera Investment Advisers $1,053,640 55,251 0.62% Shares
Trexquant Investment LP $987,426 51,779 0.58% Shares
INDEPENDENT FINANCIAL GROUP, LLC $986,205 51,715 0.58% Shares
CITADEL ADVISORS LLC $979,302 51,353 0.57% Shares
WT Wealth Management $974,725 51,113 0.57% Shares
Haven Private, LLC $954,797 50,068 0.56% Shares
CITADEL ADVISORS LLC $951,593 49,900 0.56% Call option
D. E. Shaw & Co., Inc. $876,305 45,952 0.51% Shares
VARCOV Co. $859,428 45,067 0.50% Shares
ENVESTNET ASSET MANAGEMENT INC $749,702 39,313 0.44% Shares
BANK OF AMERICA CORP /DE/ $737,857 38,692 0.43% Shares
COMMONWEALTH EQUITY SERVICES, LLC $691,968 36,286 0.41% Shares
Y-Intercept (Hong Kong) Ltd $685,013 35,921 0.40% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $656,008 34,400 0.38% Put option
Campbell & CO Investment Adviser LLC $645,615 33,855 0.38% Shares
VestGen Advisors, LLC $637,224 33,415 0.37% Shares
Adams Asset Advisors, LLC $627,765 32,919 0.37% Shares
Global Retirement Partners, LLC $621,465 32,589 0.36% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $595,518 31,228 0.35% Shares
Stratos Wealth Partners, LTD. $591,971 31,042 0.35% Shares
Cornerstone Wealth Management, LLC $569,461 29,862 0.33% Shares
MERCER GLOBAL ADVISORS INC /ADV $557,386 29,228 0.33% Shares
Clearstead Advisors, LLC $538,535 28,240 0.32% Shares
NORTHERN TRUST CORP $523,643 27,459 0.31% Shares
Quantbot Technologies LP $517,293 27,126 0.30% Shares
Apollon Wealth Management, LLC $515,100 27,011 0.30% Shares
Monument Capital Management $504,592 26,460 0.30% Shares
Steward Partners Investment Advisory, LLC $501,411 26,293 0.29% Shares
DAVENPORT & Co LLC $496,926 26,058 0.29% Shares
UMB Bank, n.a. $477,704 25,050 0.28% Shares
AMERIPRISE FINANCIAL INC $465,989 24,436 0.27% Shares
STIFEL FINANCIAL CORP $459,044 24,072 0.27% Shares
Secure Asset Management, LLC $452,485 23,728 0.27% Shares
Summit Trail Advisors, LLC $445,796 23,377 0.26% Shares
OpenArc Corporate Advisory, LLC $431,249 22,614 0.25% Shares
Virtus Investment Advisers, LLC $419,597 22,003 0.25% Shares
OPTIMUM INVESTMENT ADVISORS $417,923 20,628 0.25% Shares
OPPENHEIMER & CO INC $395,378 20,733 0.23% Shares
EAGLE GLOBAL ADVISORS LLC $389,314 20,415 0.23% Shares
Accredited Investors Inc. $381,849 20,024 0.22% Shares
Prospera Financial Services Inc $380,752 19,966 0.22% Shares
Cordgrass Capital Advisors, LLC $342,898 17,981 0.20% Shares
Kingstone Capital Partners Texas, LLC $319,257 16,741 0.19% Shares
JT Stratford LLC $286,927 15,046 0.17% Shares
nVerses Capital, LLC $281,854 14,780 0.17% Shares
JANE STREET GROUP, LLC $274,799 14,410 0.16% Shares
Sage Investment Counsel LLC $268,317 14,070 0.16% Shares
HB Wealth Management, LLC $254,756 13,359 0.15% Shares
Morey & Quinn Wealth Partners, LLC $253,211 13,278 0.15% Shares
CWM, LLC $252,938 14,520 0.15% Shares
MACKENZIE FINANCIAL CORP $252,487 13,240 0.15% Shares
Bragg Financial Advisors, Inc $248,120 13,011 0.15% Shares
TRUIST FINANCIAL CORP $243,568 12,772 0.14% Shares
Fiduciary Alliance LLC $234,580 12,301 0.14% Shares
Caprock Group, LLC $228,840 12,000 0.13% Shares
XTX Topco Ltd $225,026 11,800 0.13% Shares
Private Advisor Group, LLC $218,069 11,435 0.13% Shares
Annex Advisory Services, LLC $217,663 12,495 0.13% Shares
Atria Wealth Solutions, Inc. $203,798 10,089 0.12% Shares
JPMORGAN CHASE & CO $198,094 10,459 0.12% Shares
Kestra Advisory Services, LLC $195,035 10,227 0.11% Shares
OSAIC HOLDINGS, INC. $194,511 10,199 0.11% Shares
WNY Asset Management, LLC $192,607 10,100 0.11% Shares
Mariner, LLC $192,199 10,079 0.11% Shares
WELLS FARGO & COMPANY/MN $188,522 9,886 0.11% Shares
ROYAL BANK OF CANADA $177,000 9,256 0.10% Shares
Farther Finance Advisors, LLC $158,681 8,321 0.09% Shares
Rockefeller Capital Management L.P. $127,924 6,708 0.08% Shares
IFG Advisory, LLC $118,805 6,230 0.07% Shares
BROWN BROTHERS HARRIMAN & CO $101,777 5,337 0.06% Shares
Purpose Unlimited Inc. $74,794 3,949 0.04% Shares
Millstone Evans Group, LLC $70,292 3,686 0.04% Shares
MeadowBrook Investment Advisors LLC $66,554 3,490 0.04% Shares
FTB Advisors, Inc. $53,692 2,658 0.03% Shares
Burk Holdings LLC $46,798 2,454 0.03% Shares
BNP PARIBAS FINANCIAL MARKETS $41,878 2,196 0.02% Shares
Promus Capital, LLC $40,986 2,023 0.02% Shares
Arax Advisory Partners $40,047 2,100 0.02% Shares
Hilton Head Capital Partners, LLC $29,558 1,550 0.02% Shares
Atlantic Union Bankshares Corp $28,605 1,500 0.02% Shares
ORG Partners LLC $27,328 1,416 0.02% Shares
AdvisorNet Financial, Inc $25,383 1,331 0.01% Shares
NOMURA ASSET MANAGEMENT CO LTD $21,149 1,109 0.01% Shares
Allworth Financial LP $20,977 1,100 0.01% Shares
JONES FINANCIAL COMPANIES LLLP $14,461 770 0.01% Shares
1 NORTH WEALTH SERVICES LLC $11,442 600 0.01% Shares
SouthState Bank Corp $9,535 500 0.01% Shares
FMR LLC $3,108 163 0.00% Shares
SIMPLEX TRADING, LLC $2,707 142 0.00% Shares
Peterson Wealth Services $2,332 122 0.00% Shares
VALLEY NATIONAL ADVISERS INC $1,907 100 0.00% Shares
Russell Investments Group, Ltd. $1,373 72 0.00% Shares
N.E.W. Advisory Services LLC $1,209 63 0.00% Shares
Geneos Wealth Management Inc. $973 51 0.00% Shares
CANADA LIFE ASSURANCE Co $904 47,506 0.00% Shares
NATIXIS $648 34 0.00% Shares
Janney Montgomery Scott LLC $288 15,116 0.00% Shares
Cambridge Investment Research Advisors, Inc. $200 10,465 0.00% Shares
Private Wealth Asset Management, LLC $191 10 0.00% Shares
Smartleaf Asset Management LLC $133 7 0.00% Shares
Caitong International Asset Management Co., Ltd $114 6 0.00% Shares
Capital Advisors, Ltd. LLC $43 2,250 0.00% Shares
State of Alaska, Department of Revenue $27 1,431 0.00% Shares
DANSKE BANK A/S $19 1 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $2 100 0.00% Shares