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 134 institutions that hold shares in the stock, with a total of 37.5 Million shares, which have been reported (via 13F filing form) to have a value of $804 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
9,047
shares
|
$192,882
0.01% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,346
shares
|
$156,616
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
5,337
shares
|
$113,784
0.0% of portfolio
|
Q2 2024
Reduced 29.28%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,816
shares
|
$81,357
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
3,686
shares
|
$78,585
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,132
shares
|
$66,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
2,850
shares
|
$60,762
0.05% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,739
shares
|
$58,395
0.01% of portfolio
|
Q2 2025
Reduced 36.96%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,658
shares
|
$56,668
0.0% of portfolio
|
Q2 2025
Added 154.84%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,366
shares
|
$50,443
0.01% of portfolio
|
Q2 2025
Added 71.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,250
shares
|
$47,970
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,023
shares
|
$43,130
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,898
shares
|
$40,465
0.0% of portfolio
|
Q2 2025
Reduced 63.27%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,728
shares
|
$36,840
0.0% of portfolio
|
Q2 2025
Added 137.36%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,416
shares
|
$30,189
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
992
shares
|
$21,149
0.01% of portfolio
|
Q3 2022
Reduced 43.05%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
939
shares
|
$20,019
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
788
shares
|
$16,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
750
shares
|
$15,990
0.0% of portfolio
|
Q1 2025
Reduced 97.13%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
749
shares
|
$15,968
0.0% of portfolio
|
Q2 2025
Added 1602.27%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
699
shares
|
$14,902
0.0% of portfolio
|
Q2 2025
Added 2812.5%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
600
shares
|
$12,792
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
200
shares
|
$4,264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
150
shares
|
$3,198
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
122
shares
|
$2,601
0.0% of portfolio
|
Q2 2025
Added 0.83%
|