Fidus Investment Corp
FDUS- Exchange
- Nasdaq
- SEC CIK
- 0001513363
No open-market purchases or sales by Fidus Investment Corp insiders were filed in the last 90 days; 133 institutions reported holding it in 13F filings for Q2 2026, worth $164.4M in total; no superinvestor holds it.
Q3 2021 vs. Q2 2021
How the institutions holding Fidus Investment Corp changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 73 | 78 | +5 |
| Shares | 5.68M | 5.31M | −368.4K (−6.5%) |
| Value | $96.5M | $92.6M | −$3.93M (−4.1%) |
New holders (12)
Institutions that held Fidus Investment Corp at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Davenport & Co LLC | 33,726 | $588.0K | 0.00% |
| Millennium Management LLC | 26,074 | $455.0K | 0.00% |
| Cetera Investment Advisers | 12,071 | $211.0K | 0.00% |
| B. Riley Wealth Management, Inc. | 11,500 | $201.0K | 0.02% |
| Envestnet Asset Management Inc | 10,769 | $188.0K | 0.00% |
| Belpointe Asset Management LLC | 6,883 | $120.0K | 0.01% |
| Total Clarity Wealth Management, Inc. | 3,068 | $54.0K | 0.03% |
| Fifth Third Bancorp | 2,850 | $50.0K | 0.00% |
| Evolution Wealth Advisors, LLC | 2,850 | $50.0K | 0.01% |
| Deutsche Bank AG | 1,500 | $26.0K | 0.00% |
| Tower Research Capital LLC (TRC) | 1,273 | $22.0K | 0.00% |
| Wolverine Asset Management LLC | 239 | $4.00K | 0.00% |
Sold out (7)
Institutions that held Fidus Investment Corp at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Neuberger Berman Group LLC | 41,223 | $701.0K |
| Harbor Financial Services, LLC | 12,685 | $216.0K |
| Nisa Investment Advisors, LLC | 8,600 | $146.0K |
| Citigroup Inc | 2,817 | $48.0K |
| Covington Capital Management | 1,000 | $17.0K |
| Carolinas Wealth Consulting LLC | 1,023 | $17.0K |
| Panagora Asset Management Inc | 300 | $5.00K |