Who owns Fidus Invt?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Raymond James Financial 804k $14M 9% Mar 2026
 View chart
Van Eck Associates Corp. 713k $12M -16% Mar 2026
 View chart
Envestnet Asset Management 546k $9.5M 5% Mar 2026
 View chart
Cetera Investment Advisers 542k $9.4M 4% Mar 2026
 View chart
Columbus Macro 506k $8.8M 4% Mar 2026
 View chart
UBS Group 423k $7.4M -4% Mar 2026
 View chart
Baird Financial 406k $7.1M 5% Mar 2026
 View chart
Muzinich & Co 348k $6.1M 0% Mar 2026
 View chart
Morgan Stanley 294k $5.1M 18% Mar 2026
 View chart
Legal & General Group 285k $5.0M 13% Mar 2026
 View chart
Two Sigma Investments 274k $4.8M -28% Mar 2026
 View chart
Sumitomo Mitsui Trust Holdings 213k $3.7M 0% Mar 2026
 View chart
Novare Capital Management 206k $3.6M 1% Mar 2026
 View chart
PFG Advisors 205k $3.9M 9% Jun 2026
 View chart
Millennium Management 204k $3.6M -17% Mar 2026
 View chart
Franklin Resources 152k $2.7M -17% Mar 2026
 View chart
LPL Financial 152k $2.6M 58% Mar 2026
 View chart
BlackRock 141k $2.5M -42% Mar 2026
 View chart
Ethos Financial Group 138k $2.7M 0% Mar 2026
 View chart
Advisors Asset Management 118k $2.1M 5% Mar 2026
 View chart
Riverbrige Partners 110k $1.9M 8% Mar 2026
 View chart
Capital Investment Advisory Services 107k $2.0M 2% Jun 2026
 View chart
Qube Research & Technologies 103k $1.8M 43% Mar 2026
 View chart
Citadel Advisors 102k $1.8M 339% Mar 2026
 View chart
Plan Group Financial 99k $1.7M 24% Mar 2026
 View chart
HighTower Advisors 93k $1.6M -1% Mar 2026
 View chart
IHT Wealth Management 83k $1.4M 11% Mar 2026
 View chart
Legacy Capital Wealth Partners 80k $1.4M 9% Mar 2026
 View chart
Tudor Investment Corporation 76k $1.3M 607% Mar 2026
 View chart
D. E. Shaw & Co 75k $1.3M 202% Mar 2026
 View chart
Y-Intercept 74k $1.3M 77% Mar 2026
 View chart
Jane Street 74k $1.3M -33% Mar 2026
 View chart
Palogic Value Management 73k $1.3M -2% Mar 2026
 View chart
Davis Investment Partners 71k $1.2M -7% Mar 2026
 View chart
Ameriprise Financial 66k $1.1M -4% Mar 2026
 View chart
D.A. Davidson & Co. 64k $1.2M -15% Jun 2026
 View chart
Significant Wealth Partners 64k $1.1M 100% Mar 2026
 View chart
Goss Wealth Management 63k $1.1M -13% Mar 2026
 View chart
Greenland Capital Management 58k $1.0M -11% Mar 2026
 View chart
Trexquant Investment 56k $979k 100% Mar 2026
 View chart
Rockland Trust 56k $1.1M 0% Jun 2026
 View chart
Susquehanna International 55k $949k -23% Mar 2026
 View chart
WT Wealth Management 51k $890k 0% Mar 2026
 View chart
Haven Private 49k $848k 45% Mar 2026
 View chart
Quantbot Technologies 44k $763k 152% Mar 2026
 View chart
Sound Income Strategies 41k $715k 8% Mar 2026
 View chart
Schonfeld Strategic Advisors 40k $699k -4% Mar 2026
 View chart
Great-West Life Assurance Company 40k $696k -13% Mar 2026
 View chart
Magnetar Financial 39k $686k 100% Mar 2026
 View chart
Beacon Pointe Advisors 39k $679k 29% Mar 2026
 View chart
Brevan Howard Capital Management 38k $668k 111% Mar 2026
 View chart
Commonwealth Equity Services 38k $654k -14% Mar 2026
 View chart
Campbell & Co. Investment Adviser 36k $629k 100% Mar 2026
 View chart
MQS Management 35k $603k -22% Mar 2026
 View chart
Bank of America Corporation 33k $577k 100% Mar 2026
 View chart
Caprock 33k $569k 0% Mar 2026
 View chart
Dynamic Technology Lab Private 31k $547k 100% Mar 2026
 View chart
Northwestern Mutual Wealth Management Company 31k $544k 0% Mar 2026
 View chart
Creative Planning 31k $541k 8% Mar 2026
 View chart
Independent Financial Group 31k $539k 100% Mar 2026
 View chart
Stratos Wealth Partners 31k $533k 13% Mar 2026
 View chart
Davenport & Co 31k $532k -15% Mar 2026
 View chart
Virtus Investment Advisers 30k $530k -9% Mar 2026
 View chart
VestGen Advisors 30k $571k 43% Mar 2026
 View chart
Hennion & Walsh Asset Management 30k $567k -22% Jun 2026
 View chart
Steward Partners Investment Advisory 29k $498k -1% Mar 2026
 View chart
Mercer Global Advisors 28k $490k 4% Mar 2026
 View chart
Hartland & Co 28k $489k 71% Mar 2026
 View chart
Cornerstone Wealth Management 28k $485k -8% Mar 2026
 View chart
Quantinno Capital Management 27k $473k 0% Mar 2026
 View chart
Stifel Financial 23k $405k 32% Mar 2026
 View chart
Summit Trail Advisors 23k $394k 0% Mar 2026
 View chart
OpenArc Corporate Advisory 23k $394k 100% Mar 2026
 View chart
Golden State Equity Partners 22k $388k 1% Mar 2026
 View chart
Eagle Global Advisors 22k $388k 0% Mar 2026
 View chart
Apollon Wealth Management 21k $364k 13% Mar 2026
 View chart
Secure Asset Management 21k $358k 33% Mar 2026
 View chart
Accredited Investors 20k $348k 0% Mar 2026
 View chart
Prospera Financial Services 20k $348k 0% Mar 2026
 View chart
Oppenheimer & Co 20k $343k 1% Mar 2026
 View chart
Monument Capital Management 19k $332k 0% Mar 2026
 View chart
Purpose Un 19k $323k 100% Mar 2026
 View chart
Branch Banking & Trust Company 19k $326k -57% Mar 2026
 View chart
nVerses Capital 18k $314k 100% Mar 2026
 View chart
Oak Harbor Wealth Partners 18k $313k 0% Mar 2026
 View chart
Entropy Technologies 18k $305k 100% Mar 2026
 View chart
Janney Montgomery Scott 15k $263k 27% Mar 2026
 View chart
JT Stratford 15k $262k 0% Mar 2026
 View chart
CWM 15k $253k 117% Mar 2026
 View chart
HB Wealth Management 13k $233k -2% Mar 2026
 View chart
Morey & Quinn Wealth Partners 13k $231k 0% Mar 2026
 View chart
Sage Investment Counsel 13k $228k 8% Mar 2026
 View chart
Bragg Financial Advisors 13k $227k 0% Mar 2026
 View chart
Fiduciary Alliance 12k $230k 0% Mar 2026
 View chart
Wells Fargo & Company 12k $204k -40% Mar 2026
 View chart
Cambridge Investment Research Advisors 12k $204k 1% Mar 2026
 View chart
Private Advisor 11k $197k -19% Mar 2026
 View chart
Kingstone Capital Partners Texas 11k $189k 4% Mar 2026
 View chart
Calton & Associates 10k $180k 100% Mar 2026
 View chart
Kestra Advisory Services 10k $178k -12% Mar 2026
 View chart
WNY Asset Management 10k $176k 100% Mar 2026
 View chart
Farther Finance Advisors 8.3k $159k -3% Jun 2026
 View chart
Royal Bank of Canada 7.7k $134k 100% Mar 2026
 View chart
Rockefeller Capital Management 7.1k $124k 4% Mar 2026
 View chart
Brown Brothers Harriman & Co. 5.3k $93k 0% Mar 2026
 View chart
Advisor Group Holdings 4.9k $85k -2% Mar 2026
 View chart
MAI Wealth Advisors 4.1k $72k 32% Mar 2026
 View chart
Bryn Mawr Trust 4.0k $70k 100% Mar 2026
 View chart
Millstone Evans Group 3.7k $64k 0% Mar 2026
 View chart
MeadowBrook Investment Advisors 3.4k $58k 9% Mar 2026
 View chart
Burk Holdings 2.5k $43k 100% Mar 2026
 View chart
Capital Advisors 2.3k $43k 0% Jun 2026
 View chart
Aquatic Capital Management 2.2k $39k -85% Mar 2026
 View chart
Advisory Services Network 2.0k $35k 100% Mar 2026
 View chart
Bnp Paribas Arbitrage, Snc 1.7k $30k 0% Mar 2026
 View chart
Hilton Head Capital Partners 1.6k $27k 100% Mar 2026
 View chart
Union Bankshares 1.5k $26k 0% Mar 2026
 View chart
Alaska Retirement Management Board 1.4k $27k 0% Jun 2026
 View chart
AdvisorNet Financial 1.3k $25k 60% Jun 2026
 View chart
Simplex Trading 893.00 $16k -83% Mar 2026
 View chart
Tower Research Capital 886.00 $15k -88% Mar 2026
 View chart
Hanson McClain Advisors 803.00 $14k 0% Mar 2026
 View chart
Jones Financial Companies, L.L 770.00 $13k 0% Mar 2026
 View chart
Pnc Financial Services 750.00 $13k 0% Mar 2026
 View chart
1 North Wealth Services 600.00 $11k 0% Mar 2026
 View chart
SCBT Financial Corporation 500.00 $8.7k 0% Mar 2026
 View chart
Central Trust & Investment 426.00 $7.4k 100% Mar 2026
 View chart
Intentional Wealth Strategies 260.00 $4.5k 100% Mar 2026
 View chart
Peterson Wealth Services 122.00 $2.1k 0% Mar 2026
 View chart
Hantz Financial Services 100.00 $2.0k 100% Mar 2026
 View chart
Russell Investments 72.00 $1.3k 0% Mar 2026
 View chart
N.E.W. Advisory Services 63.00 $1.1k 0% Mar 2026
 View chart
Osbon Capital Management 58.00 $1.0k 100% Mar 2026
 View chart
JFS Wealth Advisors 54.00 $1.0k 100% Jun 2026
 View chart
FMR 53.00 $923.000300 100% Mar 2026
 View chart
Geneos Wealth Management 51.00 $888.001800 0% Mar 2026
 View chart
Citigroup 43.00 $748.999800 100% Mar 2026
 View chart
Natixis 34.00 $586.999800 0% Mar 2026
 View chart
Private Wealth Asset Management 10.00 $174.000000 0% Mar 2026
 View chart
Caitong International Asset Management 10.00 $174.000000 -91% Mar 2026
 View chart
Smartleaf Asset Management 7.00 $120.000300 0% Mar 2026
 View chart
Danske Bank A/s 1.00 $17.000000 0% Mar 2026
 View chart

Who sold out of Fidus Invt?

Fund or Company Name Date Sold Shares Held Valued At
Two Sigma Advisers Dec 2025 72k $1.4M
Capital Advisory Group Advisory Services Dec 2025 71k $1.4M
Credit Agricole Dec 2025 50k $973k
XTX Topco Dec 2025 34k $647k
Jump Financial Dec 2025 33k $630k
Goldman Sachs Group Dec 2025 33k $628k
TrueMark Investments Dec 2025 30k $579k
Level Four Advisory Services Dec 2025 27k $522k
Northern Trust Dec 2025 21k $410k
Oxford Asset Management Dec 2025 20k $391k
Verition Fund Management Dec 2025 20k $390k
Wealth Enhancement Advisory Services Dec 2025 19k $374k
Koss-Olinger Consulting Dec 2025 15k $292k
Quadrature Capital Dec 2025 15k $286k
Annex Advisory Services, LLC, d/b/a Annex Wealth Management Mar 2026 13k $218k
Squarepoint Ops Dec 2025 12k $239k
Flagship Harbor Advisors Dec 2025 1.6k $31k
WealthCollab Dec 2025 344.00 $6.6k
Quarry Dec 2025 261.00 $5.0k
SWAN Capital Dec 2025 173.00 $3.3k