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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
17,930
shares
|
$394,280
0.0% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
16,200
shares
|
$356,238
0.01% of portfolio
|
Q1 2025
Added 28.84%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
15,740
shares
|
$346,122
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,139
shares
|
$332,906
0.01% of portfolio
|
Q1 2020
Reduced 94.39%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,907
shares
|
$327,804
0.01% of portfolio
|
Q1 2024
Added 34.27%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
14,778
shares
|
$324,968
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,718
shares
|
$301,658
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
13,599
shares
|
$299,042
0.0% of portfolio
|
Q2 2023
Reduced 29.54%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
13,248
shares
|
$291,323
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
13,197
shares
|
$290,202
0.0% of portfolio
|
Q1 2025
Added 1219.7%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
13,025
shares
|
$286,419
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
13,011
shares
|
$286,111
0.01% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,172
shares
|
$267,662
0.0% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
12,070
shares
|
$265,419
0.31% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,474
shares
|
$252,313
0.0% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
11,462
shares
|
$252,049
0.06% of portfolio
|
Q1 2025
Reduced 85.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
11,434
shares
|
$251,433
0.0% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
11,411
shares
|
$250,927
0.0% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
10,884
shares
|
$239,339
0.02% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
10,463
shares
|
$230,081
0.0% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,129
shares
|
$222,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
9,962
shares
|
$219,064
0.04% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
9,883
shares
|
$217,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
9,796
shares
|
$215,414
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,346
shares
|
$161,538
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|