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 |
---|---|---|---|---|---|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
5,337
shares
|
$117,360
0.0% of portfolio
|
Q2 2024
Reduced 29.28%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,345
shares
|
$95,546
0.01% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,816
shares
|
$83,913
0.02% of portfolio
|
Q2 2025
New holding
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
3,686
shares
|
$81,055
0.05% of portfolio
|
Q4 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
3,615
shares
|
$79,493
0.01% of portfolio
|
Q1 2025
Reduced 88.72%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,132
shares
|
$68,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
2,250
shares
|
$49,477
0.01% of portfolio
|
Q4 2022
New holding
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,101
shares
|
$46,200
0.0% of portfolio
|
Q1 2025
Added 8.52%
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,023
shares
|
$44,485
0.04% of portfolio
|
Q4 2024
New holding
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,898
shares
|
$41,737
0.0% of portfolio
|
Q2 2025
Reduced 63.27%
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,728
shares
|
$37,998
0.0% of portfolio
|
Q2 2025
Added 137.36%
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$32,985
0.03% of portfolio
|
Q1 2025
Reduced 41.52%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,416
shares
|
$31,137
0.01% of portfolio
|
Q1 2025
New holding
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,380
shares
|
$30,346
0.01% of portfolio
|
Q1 2025
New holding
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,043
shares
|
$22,935
0.0% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
992
shares
|
$21,814
0.01% of portfolio
|
Q3 2022
Reduced 43.05%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
939
shares
|
$20,648
0.01% of portfolio
|
Q1 2023
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
750
shares
|
$16,492
0.0% of portfolio
|
Q1 2025
Reduced 97.13%
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
600
shares
|
$13,193
0.01% of portfolio
|
Q1 2025
New holding
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$10,995
0.0% of portfolio
|
Q2 2024
Reduced 78.73%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
413
shares
|
$9,081
0.0% of portfolio
|
Q2 2020
Reduced 86.86%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
200
shares
|
$4,398
0.0% of portfolio
|
Q2 2025
New holding
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
121
shares
|
$2,660
0.0% of portfolio
|
Q1 2025
Reduced 63.0%
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
72
shares
|
$1,583
0.0% of portfolio
|
Q1 2025
Reduced 89.29%
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
62
shares
|
$1,363
0.0% of portfolio
|
Q1 2025
New holding
|