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. 929k $18M 30% Jun 2026
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Raymond James Financial 830k $16M 3% Jun 2026
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UBS Group 500k $9.5M 18% Jun 2026
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Baird Financial 416k $7.9M 2% Jun 2026
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Muzinich & Co 368k $7.0M 6% Jun 2026
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Legal & General Group 310k $5.9M 9% Jun 2026
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Morgan Stanley 294k $5.1M 18% Mar 2026
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Qube Research & Technologies 230k $4.4M 123% Jun 2026
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Sumitomo Mitsui Trust Holdings 230k $4.4M 8% Jun 2026
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Franklin Resources 225k $4.3M 48% Jun 2026
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Novare Capital Management 219k $4.2M 6% Jun 2026
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PFG Advisors 205k $3.9M 9% Jun 2026
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Two Sigma Investments 195k $3.7M -29% Jun 2026
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BlackRock 138k $2.6M -2% Jun 2026
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Ethos Financial Group 131k $2.5M -5% Jun 2026
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Plan Group Financial 126k $2.4M 27% Jun 2026
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Beacon Pointe Advisors 112k $2.1M 187% Jun 2026
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Riverbrige Partners 111k $2.1M 1% Jun 2026
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Marshall Wace 111k $2.1M 100% Jun 2026
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Capital Investment Advisory Services 107k $2.0M 2% Jun 2026
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IHT Wealth Management 104k $2.0M 26% Jun 2026
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Citadel Advisors 101k $1.9M -1% Jun 2026
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Susquehanna International 100k $1.9M 83% Jun 2026
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Advisors Asset Management 99k $1.9M -16% Jun 2026
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Schonfeld Strategic Advisors 90k $1.7M 125% Jun 2026
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HighTower Advisors 90k $1.7M -3% Jun 2026
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Legacy Capital Wealth Partners 86k $1.6M 8% Jun 2026
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LPL Financial 80k $1.5M -47% Jun 2026
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Sound Income Strategies 73k $1.4M 76% Jun 2026
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Creative Planning 72k $1.4M 131% Jun 2026
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Davis Investment Partners 71k $1.3M 0% Jun 2026
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Palogic Value Management 71k $1.3M -3% Jun 2026
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Greenland Capital Management 67k $1.3M 16% Jun 2026
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Significant Wealth Partners 65k $1.2M 2% Jun 2026
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D.A. Davidson & Co. 64k $1.2M -15% Jun 2026
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Goss Wealth Management 60k $1.2M -5% Jun 2026
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Rockland Trust 56k $1.1M 0% Jun 2026
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Cetera Investment Advisers 55k $1.1M -90% Jun 2026
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Trexquant Investment 52k $987k -8% Jun 2026
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Independent Financial Group 52k $986k 67% Jun 2026
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WT Wealth Management 51k $975k 0% Jun 2026
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Haven Private 50k $955k 3% Jun 2026
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Great-West Life Assurance Company 48k $904k 20% Jun 2026
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D. E. Shaw & Co 46k $876k -39% Jun 2026
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Varcov 45k $859k 100% Jun 2026
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Envestnet Asset Management 39k $750k -93% Jun 2026
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Bank of America Corporation 39k $738k 17% Jun 2026
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Commonwealth Equity Services 36k $692k -3% Jun 2026
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Y-Intercept 36k $685k -51% Jun 2026
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Campbell & Co. Investment Adviser 34k $646k -6% Jun 2026
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VestGen Advisors 33k $637k 10% Jun 2026
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Adams Asset Advisors 33k $628k 100% Jun 2026
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Global Retirement Partners 33k $622k 133% Jun 2026
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Northwestern Mutual Wealth Management Company 31k $596k 0% Jun 2026
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Stratos Wealth Partners 31k $592k 1% Jun 2026
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Cornerstone Wealth Management 30k $570k 7% Jun 2026
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Hennion & Walsh Asset Management 30k $567k -22% Jun 2026
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Hartland & Co 28k $539k 1% Jun 2026
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Mercer Global Advisors 28k $537k 0% Jun 2026
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Northern Trust 28k $524k 100% Jun 2026
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Quantbot Technologies 27k $517k -38% Jun 2026
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Apollon Wealth Management 27k $515k 29% Jun 2026
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Monument Capital Management 27k $505k 39% Jun 2026
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Steward Partners Investment Advisory 26k $501k -8% Jun 2026
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Davenport & Co 26k $497k -15% Jun 2026
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Umb Bank N A 25k $478k 100% Jun 2026
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Ameriprise Financial 24k $466k -63% Jun 2026
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Stifel Financial 24k $459k 3% Jun 2026
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Secure Asset Management 24k $453k 15% Jun 2026
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Summit Trail Advisors 23k $446k 3% Jun 2026
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OpenArc Corporate Advisory 23k $431k 0% Jun 2026
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Virtus Investment Advisers 22k $420k -28% Jun 2026
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Oppenheimer & Co 21k $395k 5% Jun 2026
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Eagle Global Advisors 20k $389k -8% Jun 2026
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Accredited Investors 20k $382k 0% Jun 2026
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Prospera Financial Services 20k $381k 0% Jun 2026
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Oak Harbor Wealth Partners 18k $343k 0% Jun 2026
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Kingstone Capital Partners Texas 17k $319k 54% Jun 2026
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Janney Montgomery Scott 15k $288k 0% Jun 2026
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JT Stratford 15k $287k 0% Jun 2026
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nVerses Capital 15k $282k -18% Jun 2026
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CWM 15k $253k 117% Mar 2026
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Jane Street 14k $275k -80% Jun 2026
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Sage Investment Counsel 14k $268k 8% Jun 2026
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HB Wealth Management 13k $255k 0% Jun 2026
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Morey & Quinn Wealth Partners 13k $253k 0% Jun 2026
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Mackenzie Financial 13k $253k 100% Jun 2026
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Bragg Financial Advisors 13k $248k 0% Jun 2026
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Branch Banking & Trust Company 13k $244k -32% Jun 2026
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Fiduciary Alliance 12k $235k 0% Jun 2026
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Caprock 12k $229k -63% Jun 2026
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XTX Topco 12k $225k 100% Jun 2026
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Private Advisor 11k $218k 1% Jun 2026
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Cambridge Investment Research Advisors 11k $200k -11% Jun 2026
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Jpmorgan Chase & Co 11k $198k 100% Jun 2026
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Kestra Advisory Services 10k $195k 0% Jun 2026
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Advisor Group Holdings 10k $195k 108% Jun 2026
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WNY Asset Management 10k $193k 0% Jun 2026
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Mariner Wealth Advisors 10k $192k 100% Jun 2026
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Wells Fargo & Company 9.9k $189k -16% Jun 2026
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Royal Bank of Canada 9.3k $177k 20% Jun 2026
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Farther Finance Advisors 8.3k $159k -3% Jun 2026
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Rockefeller Capital Management 6.7k $128k -6% Jun 2026
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IFG Advisory 6.2k $119k 100% Jun 2026
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Brown Brothers Harriman & Co. 5.3k $102k 0% Jun 2026
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Purpose Un 3.9k $75k -79% Jun 2026
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Millstone Evans Group 3.7k $70k 0% Jun 2026
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MeadowBrook Investment Advisors 3.5k $67k 4% Jun 2026
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Burk Holdings 2.5k $47k 0% Jun 2026
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Capital Advisors 2.3k $43k 0% Jun 2026
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Bnp Paribas Arbitrage, Snc 2.2k $42k 29% Jun 2026
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SRS Capital Advisors 2.1k $40k 100% Jun 2026
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Hilton Head Capital Partners 1.6k $30k 0% Jun 2026
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Union Bankshares 1.5k $29k 0% Jun 2026
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Alaska Retirement Management Board 1.4k $27k 0% Jun 2026
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AdvisorNet Financial 1.3k $25k 60% Jun 2026
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Nomura Asset Management 1.1k $21k 100% Jun 2026
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Hanson McClain Advisors 1.1k $21k 37% Jun 2026
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Jones Financial Companies, L.L 770.00 $15k 0% Jun 2026
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1 North Wealth Services 600.00 $11k 0% Jun 2026
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SCBT Financial Corporation 500.00 $9.5k 0% Jun 2026
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FMR 163.00 $3.1k 208% Jun 2026
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Simplex Trading 142.00 $2.7k -84% Jun 2026
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Peterson Wealth Services 122.00 $2.3k 0% Jun 2026
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Valley National Advisers 100.00 $1.9k 100% Jun 2026
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Hantz Financial Services 100.00 $2.0k 0% Jun 2026
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Russell Investments 72.00 $1.4k 0% Jun 2026
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N.E.W. Advisory Services 63.00 $1.2k 0% Jun 2026
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JFS Wealth Advisors 54.00 $1.0k 100% Jun 2026
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Geneos Wealth Management 51.00 $972.998400 0% Jun 2026
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Citigroup 43.00 $748.999800 100% Mar 2026
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Natixis 34.00 $647.999200 0% Jun 2026
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Private Wealth Asset Management 10.00 $191.000000 0% Jun 2026
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Smartleaf Asset Management 7.00 $133.000000 0% Jun 2026
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Caitong International Asset Management 6.00 $114.000000 -40% Jun 2026
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Danske Bank A/s 1.00 $19.000000 0% Jun 2026
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Who sold out of Fidus Invt?

Fund or Company Name Date Sold Shares Held Valued At
Columbus Macro Mar 2026 506k $8.8M
Millennium Management Mar 2026 204k $3.6M
Tudor Investment Corporation Mar 2026 76k $1.3M
Magnetar Financial Mar 2026 39k $686k
Brevan Howard Capital Management Mar 2026 38k $668k
MQS Management Mar 2026 35k $603k
Dynamic Technology Lab Private Mar 2026 31k $547k
Quantinno Capital Management Mar 2026 27k $473k
Golden State Equity Partners Mar 2026 22k $388k
Entropy Technologies Mar 2026 18k $305k
Annex Advisory Services, LLC, d/b/a Annex Wealth Management Mar 2026 13k $218k
Calton & Associates Mar 2026 10k $180k
MAI Wealth Advisors Mar 2026 4.1k $72k
Bryn Mawr Trust Mar 2026 4.0k $70k
Aquatic Capital Management Mar 2026 2.2k $39k
Advisory Services Network Mar 2026 2.0k $35k
Tower Research Capital Mar 2026 886.00 $15k
Pnc Financial Services Mar 2026 750.00 $13k
Central Trust & Investment Mar 2026 426.00 $7.4k
Intentional Wealth Strategies Mar 2026 260.00 $4.5k
Osbon Capital Management Mar 2026 58.00 $1.0k