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 133 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $820 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
42,381
shares
|
$931,958
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
38,975
shares
|
$857,060
0.01% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
38,098
shares
|
$837,775
0.0% of portfolio
|
Q4 2023
Added 58.27%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
36,237
shares
|
$796,851
0.0% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
35,839
shares
|
$788,099
0.27% of portfolio
|
Q1 2025
Added 125.76%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
35,441
shares
|
$779,347
0.03% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
35,116
shares
|
$772,200
0.06% of portfolio
|
Q1 2025
Reduced 28.0%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
31,625
shares
|
$695,433
0.0% of portfolio
|
Q1 2025
Added 20.11%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
29,113
shares
|
$640,194
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
27,963
shares
|
$614,906
0.0% of portfolio
|
Q1 2025
Added 52.73%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
26,751
shares
|
$588,254
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
26,572
shares
|
$584,318
0.12% of portfolio
|
Q3 2023
Added 3.77%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
25,208
shares
|
$554,323
0.04% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
24,272
shares
|
$533,741
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
23,434
shares
|
$515,313
0.0% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
23,318
shares
|
$512,762
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
22,325
shares
|
$490,926
0.02% of portfolio
|
Q2 2025
Added 56.01%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
20,571
shares
|
$452,356
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
20,462
shares
|
$449,959
0.0% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
20,166
shares
|
$443,450
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
19,710
shares
|
$433,422
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
19,025
shares
|
$418,359
0.01% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
18,655
shares
|
$410,223
0.18% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
18,154
shares
|
$399,206
0.0% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
17,981
shares
|
$395,402
0.11% of portfolio
|
Q4 2024
Reduced 14.3%
|