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.
Q4 2022 vs. Q3 2022
How the institutions holding Fidus Investment Corp changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 89 | 1 | 100 | +12 |
| Shares | 4.75M | 15.1K | 5.15M | +419.9K (+8.9%) |
| Value | $81.5M | $260.1K | $98.2M | +$16.9M (+20.8%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Fidus Investment Corp at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Davis Investment Partners, LLC | 104,943 | $2.15M | 1.09% |
| WT Wealth Management | 68,553 | $1.30M | 0.63% |
| Palogic Value Management, L.P. | 35,367 | $673.0K | 0.35% |
| Capital Investment Advisory Services, LLC | 30,579 | $581.9K | 0.07% |
| HB Wealth Management, LLC | 30,462 | $579.7K | 0.01% |
| Level Four Advisory Services, LLC | 25,262 | $480.7K | 0.04% |
| Stifel Financial Corp | 19,371 | $368.6K | 0.00% |
| Nisa Investment Advisors, LLC | 7,000 | $133.0K | 0.00% |
| One Wealth Advisors, LLC | 4,839 | $92.1K | 0.02% |
| RFP Financial Group LLC | 2,976 | $56.6K | 0.03% |
| BNP Paribas Arbitrage, SA | 2,805 | $53.4K | 0.00% |
| Quantbot Technologies LP | 2,620 | $49.9K | 0.00% |
| Capital Advisors, Ltd. LLC | 2,250 | $43.0K | 0.01% |
| Spire Wealth Management | 1,624 | $31.0K | 0.00% |
| McElhenny Sheffield Capital Management, LLC | 1,380 | $26.3K | 0.01% |
| Advisory Services Network, LLC | 947 | $18.0K | 0.00% |
| MinichMacGregor Wealth Management, LLC | 940 | $17.9K | 0.01% |
| Bellwether Advisors, LLC | 262 | $4.99K | 0.00% |
| FMR LLC | 1 | $19 | 0.00% |
| Rockefeller Capital Management L.P. | 41 | $0 | 0.00% |
Sold out (8)
Institutions that held Fidus Investment Corp at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Peterson Wealth Services | 39,040 | $671.0K |
| AE Wealth Management LLC | 27,023 | $464.0K |
| Jump Financial, LLC | 14,900 | $256.0K |
| Marshall Wace, LLP | 10,797 | $186.0K |
| GPS Wealth Strategies Group, LLC | 4,885 | $84.0K |
| First Personal Financial Services | 1,499 | $26.0K |
| Meeder Asset Management Inc | 222 | $4.00K |
| Massmutual Trust Co FSB | 130 | $2.00K |
Not filed for Q4 2022 yet (1)
Institutions that held Fidus Investment Corp at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 15,139 | $260.1K |