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 125 institutions that hold shares in the stock, with a total of 9.01 Million shares, which have been reported (via 13F filing form) to have a value of $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
14,008
shares
|
$288,004
0.0% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
13,599
shares
|
$279,595
0.0% of portfolio
|
Q2 2023
Reduced 29.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
13,267
shares
|
$272,769
0.0% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
13,025
shares
|
$267,794
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
13,011
shares
|
$267,506
0.01% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,574
shares
|
$258,521
0.0% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,418
shares
|
$255,314
0.0% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
12,251
shares
|
$251,880
0.02% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
12,053
shares
|
$247,809
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
10,745
shares
|
$220,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
10,510
shares
|
$216,085
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
10,229
shares
|
$210,308
0.04% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
10,129
shares
|
$208,252
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
9,883
shares
|
$203,194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,679
shares
|
$199,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,567
shares
|
$155,577
0.01% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,337
shares
|
$109,728
0.0% of portfolio
|
Q2 2024
Reduced 29.28%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,979
shares
|
$102,368
0.01% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,865
shares
|
$100,024
0.01% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,686
shares
|
$75,784
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,596
shares
|
$73,933
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,132
shares
|
$64,393
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
3,025
shares
|
$62,193
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
2,565
shares
|
$52,736
0.05% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,261
shares
|
$46,486
0.0% of portfolio
|
Q4 2024
Added 3.05%
|