Who owns Fidus Invt?

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Analyze quarterly positions in Fidus Invt with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Fidus Invt stock

Who bought or sold Fidus Invt this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Van Eck Associates Corp. 852k $16M -6% Dec 2025
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Raymond James Financial 736k $14M -5% Dec 2025
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Cetera Investment Advisers 524k $10M 16% Dec 2025
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Envestnet Asset Management 520k $10M 18% Dec 2025
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Columbus Macro 506k $8.8M 4% Mar 2026
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UBS Group 440k $8.5M 17% Dec 2025
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Baird Financial 386k $7.4M 8% Dec 2025
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Two Sigma Investments 382k $7.4M 73% Dec 2025
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Muzinich & Co 348k $6.1M 0% Mar 2026
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Legal & General Group 252k $4.9M 19% Dec 2025
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Millennium Management 248k $4.8M 100% Dec 2025
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BlackRock 244k $4.7M -2% Dec 2025
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Sumitomo Mitsui Trust Holdings 213k $4.1M 2% Dec 2025
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Novare Capital Management 206k $3.6M 1% Mar 2026
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Franklin Resources 184k $3.6M 11% Dec 2025
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PFG Advisors 184k $3.6M 3% Dec 2025
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Ethos Financial Group 138k $2.7M -3% Dec 2025
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Advisors Asset Management 113k $2.2M -25% Dec 2025
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Riverbrige Partners 110k $1.9M 8% Mar 2026
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Jane Street 110k $2.1M 100% Dec 2025
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Capital Investment Advisory Services 100k $1.9M 9% Dec 2025
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Plan Group Financial 99k $1.7M 24% Mar 2026
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LPL Financial 96k $1.8M 2% Dec 2025
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HighTower Advisors 93k $1.8M 0% Dec 2025
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D.A. Davidson & Co. 82k $1.6M -47% Dec 2025
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IHT Wealth Management 75k $1.4M 4% Dec 2025
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Palogic Value Management 74k $1.4M 2% Dec 2025
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Goss Wealth Management 73k $1.4M -17% Dec 2025
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Legacy Capital Wealth Partners 73k $1.4M 11% Dec 2025
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Qube Research & Technologies 72k $1.4M -13% Dec 2025
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Two Sigma Advisers 72k $1.4M -25% Dec 2025
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Davis Investment Partners 71k $1.2M -7% Mar 2026
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Susquehanna International 71k $1.4M 87% Dec 2025
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Ameriprise Financial 69k $1.3M -4% Dec 2025
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Greenland Capital Management 65k $1.3M 18% Dec 2025
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Significant Wealth Partners 64k $1.1M 100% Mar 2026
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MGB Wealth Management 62k $1.2M -25% Dec 2025
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Rockland Trust 56k $974k 0% Mar 2026
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WT Wealth Management 51k $890k 0% Mar 2026
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Credit Agricole 50k $973k 0% Dec 2025
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Great-West Life Assurance Company 46k $883k 5% Dec 2025
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Branch Banking & Trust Company 44k $847k -2% Dec 2025
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Commonwealth Equity Services 44k $842k 9% Dec 2025
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Schonfeld Strategic Advisors 42k $804k 100% Dec 2025
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Y-Intercept 42k $801k -29% Dec 2025
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Hennion & Walsh Asset Management 39k $749k -7% Dec 2025
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Sound Income Strategies 38k $759k 2037% Dec 2025
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MQS Management 35k $603k -22% Mar 2026
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Haven Private 34k $650k 100% Dec 2025
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XTX Topco 34k $647k 100% Dec 2025
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Virtus Investment Advisers 33k $643k -16% Dec 2025
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Caprock 33k $630k 0% Dec 2025
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Jump Financial 33k $630k 100% Dec 2025
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Goldman Sachs Group 33k $628k 100% Dec 2025
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Northwestern Mutual Wealth Management Company 31k $603k 0% Dec 2025
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Davenport & Co 31k $532k -15% Mar 2026
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Beacon Pointe Advisors 30k $582k 33% Dec 2025
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Steward Partners Investment Advisory 29k $555k 4% Dec 2025
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Creative Planning 29k $554k 2% Dec 2025
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Cornerstone Wealth Management 28k $485k -8% Mar 2026
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Quantinno Capital Management 27k $524k 0% Dec 2025
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Level Four Advisory Services 27k $522k -13% Dec 2025
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Stratos Wealth Partners 27k $521k 3% Dec 2025
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Mercer Global Advisors 27k $520k -10% Dec 2025
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D. E. Shaw & Co 25k $481k 100% Dec 2025
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Citadel Advisors 23k $450k 18% Dec 2025
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Summit Trail Advisors 23k $437k 1% Dec 2025
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Eagle Global Advisors 22k $430k 0% Dec 2025
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Golden State Equity Partners 22k $424k 35% Dec 2025
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Northern Trust 21k $410k -8% Dec 2025
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VestGen Advisors 21k $408k 3% Dec 2025
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Apollon Wealth Management 21k $364k 13% Mar 2026
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Secure Asset Management 21k $358k 33% Mar 2026
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Oxford Asset Management 20k $391k 100% Dec 2025
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Verition Fund Management 20k $390k 29% Dec 2025
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Accredited Investors 20k $386k 0% Dec 2025
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Prospera Financial Services 20k $348k 0% Mar 2026
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Oppenheimer & Co 20k $343k 1% Mar 2026
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Wells Fargo & Company 20k $379k -4% Dec 2025
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Monument Capital Management 19k $332k 0% Mar 2026
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Brevan Howard Capital Management 18k $351k -41% Dec 2025
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Oak Harbor Wealth Partners 18k $347k 0% Dec 2025
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Stifel Financial 18k $341k 7% Dec 2025
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Quantbot Technologies 17k $335k 100% Dec 2025
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Hartland & Co 16k $317k 0% Dec 2025
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Koss-Olinger Consulting 15k $292k -6% Dec 2025
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Janney Montgomery Scott 15k $263k 27% Mar 2026
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JT Stratford 15k $290k 0% Dec 2025
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Quadrature Capital 15k $286k 100% Dec 2025
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Aquatic Capital Management 15k $280k 100% Dec 2025
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Global Retirement Partners 14k $270k -35% Dec 2025
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Private Advisor 14k $268k -8% Dec 2025
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HB Wealth Management 14k $263k 0% Dec 2025
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Morey & Quinn Wealth Partners 13k $231k 0% Mar 2026
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Sage Investment Counsel 13k $228k 8% Mar 2026
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Bragg Financial Advisors 13k $251k 0% Dec 2025
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management 13k $218k 0% Mar 2026
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Squarepoint Ops 12k $239k 100% Dec 2025
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Fiduciary Alliance 12k $230k 0% Mar 2026
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Cambridge Investment Research Advisors 12k $225k -56% Dec 2025
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Kestra Advisory Services 12k $223k 0% Dec 2025
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Tudor Investment Corporation 11k $208k 100% Dec 2025
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Kingstone Capital Partners Texas 10k $201k 100% Dec 2025
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Farther Finance Advisors 8.6k $149k 17% Mar 2026
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Tower Research Capital 7.5k $145k 100% Dec 2025
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Rockefeller Capital Management 6.8k $132k 2% Dec 2025
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CWM 6.7k $129k 62% Dec 2025
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Brown Brothers Harriman & Co. 5.3k $103k 0% Dec 2025
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Simplex Trading 5.3k $102k 105% Dec 2025
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Advisor Group Holdings 5.0k $97k -62% Dec 2025
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Millstone Evans Group 3.7k $71k 0% Dec 2025
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MeadowBrook Investment Advisors 3.4k $58k 9% Mar 2026
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MAI Wealth Advisors 3.1k $60k 0% Dec 2025
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Capital Advisors 2.3k $39k 0% Mar 2026
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Bnp Paribas Arbitrage, Snc 1.7k $33k -23% Dec 2025
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Flagship Harbor Advisors 1.6k $31k 100% Dec 2025
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Laurel Wealth Advisors 1.6k $30k 100% Dec 2025
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Hilton Head Capital Partners 1.6k $27k 100% Mar 2026
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Union Bankshares 1.5k $29k 0% Dec 2025
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Alaska Retirement Management Board 1.4k $24k 0% Mar 2026
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ORG Partners 1.4k $27k 0% Dec 2025
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AdvisorNet Financial 830.00 $15k -42% Mar 2026
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Hanson McClain Advisors 800.00 $15k 100% Dec 2025
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Jones Financial Companies, L.L 770.00 $15k 100% Dec 2025
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Pnc Financial Services 750.00 $15k 0% Dec 2025
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1 North Wealth Services 600.00 $12k 0% Dec 2025
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SCBT Financial Corporation 500.00 $9.7k 0% Dec 2025
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Central Trust & Investment 426.00 $7.4k 100% Mar 2026
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WealthCollab 344.00 $6.6k 100% Dec 2025
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Quarry 261.00 $5.0k -66% Dec 2025
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SWAN Capital 173.00 $3.3k 100% Dec 2025
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Peterson Wealth Services 122.00 $2.4k -64% Dec 2025
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Caitong International Asset Management 116.00 $2.2k 2800% Dec 2025
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Russell Investments 72.00 $1.4k 0% Dec 2025
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N.E.W. Advisory Services 63.00 $1.2k 2% Dec 2025
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Geneos Wealth Management 51.00 $983.999100 0% Dec 2025
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Natixis 34.00 $654.000200 -100% Dec 2025
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Private Wealth Asset Management 10.00 $193.000000 0% Dec 2025
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Smartleaf Asset Management 7.00 $134.999900 0% Dec 2025
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Danske Bank A/s 1.00 $19.000000 0% Dec 2025
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Who sold out of Fidus Invt?

Fund or Company Name Date Sold Shares Held Valued At
Invesco Sep 2025 498k $10M
Capital Advisory Group Advisory Services Dec 2025 71k $1.4M
Marshall Wace Sep 2025 65k $1.3M
Trexquant Investment Sep 2025 50k $1.0M
TrueMark Investments Dec 2025 30k $579k
Wealth Enhancement Advisory Services Dec 2025 19k $374k
Mariner Wealth Advisors Sep 2025 12k $244k
Advisory Research Sep 2025 10k $211k
William Blair $ Company Sep 2025 9.9k $200k
Advisory Services Network Sep 2025 3.0k $61k
GPS Wealth Strategies Group Sep 2025 2.4k $48k
Cedar Wealth Management Sep 2025 992.00 $20k
CX Institutional Dec 2025 88.00 $2.0k
Flagship Wealth Advisors Sep 2025 84.00 $1.7k