Institutional Ownership Fidus Investment Corp (FDUS)
This table provides information about the institutional ownership of Fidus Investment Corp (FDUS). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
91,113
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
90,865
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
89,775
shares
|
$1.84 Million
0.6% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
85,032
shares
|
$1.74 Million
0.55% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
84,524
shares
|
$1.73 Million
0.15% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
82,993
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
77,133
shares
|
$1.58 Million
0.54% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
76,533
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Added 56.54%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
69,581
shares
|
$1.42 Million
0.04% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
69,101
shares
|
$1.41 Million
0.57% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
68,713
shares
|
$1.41 Million
0.39% of portfolio
|
Q3 2025
Added 38.08%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
66,037
shares
|
$1.35 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
64,929
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 39.81%
|
|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
58,480
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Added 50.04%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
58,246
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
55,912
shares
|
$1.14 Million
0.43% of portfolio
|
Q3 2020
Reduced 71.81%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
54,066
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 26.75%
|
|
|
Greenland Capital Management LP
New York, NY |
Aug 11, 2025 Q2 2025 |
53,190
shares
|
$1.09 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
51,113
shares
|
$1.05 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
47,649
shares
|
$974,422
0.0% of portfolio
|
Q4 2024
Added 120.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
45,703
shares
|
$934,626
0.0% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,845
shares
|
$876,180
0.02% of portfolio
|
Q3 2024
Reduced 23.95%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
41,978
shares
|
$858,450
0.03% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
41,255
shares
|
$843,664
0.29% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
39,945
shares
|
$816,875
0.0% of portfolio
|
Q3 2025
Added 13.73%
|