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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Envestnet Asset Management 546k $9.5M 5% Mar 2026
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Cetera Investment Advisers 542k $9.4M 4% Mar 2026
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Columbus Macro 506k $8.8M 4% Mar 2026
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UBS Group 423k $7.4M -4% Mar 2026
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Baird Financial 386k $7.4M 8% Dec 2025
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Muzinich & Co 348k $6.1M 0% Mar 2026
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Morgan Stanley 294k $5.1M 18% Mar 2026
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Legal & General Group 285k $5.0M 13% Mar 2026
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Two Sigma Investments 274k $4.8M -28% Mar 2026
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Sumitomo Mitsui Trust Holdings 213k $3.7M 0% Mar 2026
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Novare Capital Management 206k $3.6M 1% Mar 2026
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Millennium Management 204k $3.6M -17% Mar 2026
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PFG Advisors 188k $3.3M 2% Mar 2026
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Franklin Resources 152k $2.7M -17% Mar 2026
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LPL Financial 152k $2.6M 58% Mar 2026
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BlackRock 141k $2.5M -42% Mar 2026
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Ethos Financial Group 138k $2.7M 0% Mar 2026
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Advisors Asset Management 118k $2.1M 5% Mar 2026
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Riverbrige Partners 110k $1.9M 8% Mar 2026
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Capital Investment Advisory Services 105k $1.8M 5% Mar 2026
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Citadel Advisors 102k $1.8M 339% Mar 2026
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Plan Group Financial 99k $1.7M 24% Mar 2026
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HighTower Advisors 93k $1.6M -1% Mar 2026
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Tudor Investment Corporation 76k $1.3M 607% Mar 2026
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D.A. Davidson & Co. 75k $1.3M -8% Mar 2026
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D. E. Shaw & Co 75k $1.3M 202% Mar 2026
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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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Y-Intercept 74k $1.3M 77% Mar 2026
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Jane Street 74k $1.3M -33% Mar 2026
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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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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 66k $1.1M -4% Mar 2026
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Significant Wealth Partners 64k $1.1M 100% Mar 2026
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Goss Wealth Management 63k $1.1M -13% Mar 2026
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MGB Wealth Management 62k $1.2M -25% Dec 2025
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Greenland Capital Management 58k $1.0M -11% Mar 2026
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Trexquant Investment 56k $979k 100% Mar 2026
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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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Haven Private 49k $848k 45% Mar 2026
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Great-West Life Assurance Company 46k $883k 5% Dec 2025
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Quantbot Technologies 44k $763k 152% Mar 2026
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Sound Income Strategies 41k $715k 8% Mar 2026
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Schonfeld Strategic Advisors 40k $699k -4% Mar 2026
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Magnetar Financial 39k $686k 100% Mar 2026
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Brevan Howard Capital Management 38k $668k 111% Mar 2026
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Hennion & Walsh Asset Management 38k $661k -2% Mar 2026
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Commonwealth Equity Services 38k $654k -14% Mar 2026
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Campbell & Co. Investment Adviser 36k $629k 100% Mar 2026
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MQS Management 35k $603k -22% Mar 2026
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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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Bank of America Corporation 33k $577k 100% Mar 2026
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Caprock 33k $569k 0% Mar 2026
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Jump Financial 33k $630k 100% Dec 2025
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Dynamic Technology Lab Private 31k $547k 100% Mar 2026
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Northwestern Mutual Wealth Management Company 31k $544k 0% Mar 2026
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Creative Planning 31k $541k 8% Mar 2026
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Independent Financial Group 31k $539k 180% Mar 2026
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Stratos Wealth Partners 31k $533k 13% Mar 2026
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Davenport & Co 31k $532k -15% Mar 2026
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VestGen Advisors 30k $571k 43% Mar 2026
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Beacon Pointe Advisors 30k $582k 33% Dec 2025
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Steward Partners Investment Advisory 29k $498k -1% Mar 2026
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Mercer Global Advisors 28k $490k 4% Mar 2026
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Hartland & Co 28k $489k 71% Mar 2026
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Cornerstone Wealth Management 28k $485k -8% Mar 2026
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Quantinno Capital Management 27k $473k 0% Mar 2026
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Level Four Advisory Services 27k $522k -13% Dec 2025
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Stifel Financial 23k $405k 32% Mar 2026
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Summit Trail Advisors 23k $394k 0% Mar 2026
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OpenArc Corporate Advisory 23k $394k 100% Mar 2026
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Golden State Equity Partners 22k $388k 1% Mar 2026
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Eagle Global Advisors 22k $430k 0% Dec 2025
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Northern Trust 21k $410k -8% 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 $348k 0% Mar 2026
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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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Monument Capital Management 19k $332k 0% Mar 2026
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Purpose Un 19k $323k 100% Mar 2026
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Branch Banking & Trust Company 19k $326k -57% Mar 2026
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nVerses Capital 18k $314k 100% Mar 2026
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Oak Harbor Wealth Partners 18k $313k 0% Mar 2026
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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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Global Retirement Partners 14k $270k -35% Dec 2025
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HB Wealth Management 13k $233k -2% Mar 2026
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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 $227k 0% Mar 2026
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management 13k $218k 0% Mar 2026
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Fiduciary Alliance 12k $230k 0% Mar 2026
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Wells Fargo & Company 12k $204k -40% Mar 2026
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Cambridge Investment Research Advisors 12k $204k 1% Mar 2026
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Private Advisor 11k $197k -19% Mar 2026
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Kingstone Capital Partners Texas 11k $189k 4% Mar 2026
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Calton & Associates 10k $180k 100% Mar 2026
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Kestra Advisory Services 10k $178k -12% Mar 2026
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WNY Asset Management 10k $176k 100% Mar 2026
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Farther Finance Advisors 8.6k $149k 17% Mar 2026
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Royal Bank of Canada 7.7k $134k 1% Mar 2026
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Tower Research Capital 7.5k $145k 100% Dec 2025
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Rockefeller Capital Management 7.1k $124k 4% Mar 2026
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CWM 6.7k $129k 62% Dec 2025
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Brown Brothers Harriman & Co. 5.3k $93k 0% Mar 2026
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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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MAI Wealth Advisors 4.1k $72k 32% Mar 2026
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Bryn Mawr Trust 4.0k $70k 100% Mar 2026
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Millstone Evans Group 3.7k $64k 0% Mar 2026
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MeadowBrook Investment Advisors 3.4k $58k 9% Mar 2026
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Burk Holdings 2.5k $43k 100% Mar 2026
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Capital Advisors 2.3k $39k 0% Mar 2026
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Aquatic Capital Management 2.2k $39k -85% Mar 2026
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Bnp Paribas Arbitrage, Snc 1.7k $30k 0% Mar 2026
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Hilton Head Capital Partners 1.6k $27k 100% Mar 2026
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Union Bankshares 1.5k $26k 0% Mar 2026
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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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Western Wealth Management 878.00 $15k 100% Mar 2026
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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 $13k 0% Mar 2026
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1 North Wealth Services 600.00 $11k 0% Mar 2026
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SCBT Financial Corporation 500.00 $8.7k 0% Mar 2026
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Central Trust & Investment 426.00 $7.4k 100% Mar 2026
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Quarry 261.00 $5.0k -66% Dec 2025
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Intentional Wealth Strategies 260.00 $4.5k 100% Mar 2026
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Peterson Wealth Services 122.00 $2.1k 0% Mar 2026
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Hantz Financial Services 100.00 $2.0k 100% Mar 2026
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Russell Investments 72.00 $1.3k 0% Mar 2026
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N.E.W. Advisory Services 63.00 $1.1k 0% Mar 2026
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Geneos Wealth Management 51.00 $888.001800 0% Mar 2026
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Citigroup 43.00 $748.999800 100% Mar 2026
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Natixis 34.00 $654.000200 -100% Dec 2025
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Private Wealth Asset Management 10.00 $174.000000 0% Mar 2026
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Caitong International Asset Management 10.00 $174.000000 -91% Mar 2026
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Smartleaf Asset Management 7.00 $120.000300 0% Mar 2026
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Danske Bank A/s 1.00 $17.000000 0% Mar 2026
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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
Marshall Wace Sep 2025 65k $1.3M
Credit Agricole Dec 2025 50k $973k
Goldman Sachs Group Dec 2025 33k $628k
TrueMark Investments Dec 2025 30k $579k
Wealth Enhancement Advisory Services Dec 2025 19k $374k
Koss-Olinger Consulting Dec 2025 15k $292k
Squarepoint Ops Dec 2025 12k $239k
Advisory Research Sep 2025 10k $211k
Jpmorgan Chase & Co Sep 2025 8.8k $178k
Advisory Services Network Sep 2025 3.0k $61k
GPS Wealth Strategies Group Sep 2025 2.4k $48k
Flagship Harbor Advisors Dec 2025 1.6k $31k
Laurel Wealth Advisors Dec 2025 1.6k $30k
Cedar Wealth Management Sep 2025 992.00 $20k
WealthCollab Dec 2025 344.00 $6.6k
SWAN Capital Dec 2025 173.00 $3.3k
CX Institutional Dec 2025 88.00 $2.0k