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.
Q1 2023 vs. Q4 2022
How the institutions holding Fidus Investment Corp changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 100 | 92 | −8 |
| Shares | 5.15M | 5.01M | −139.6K (−2.7%) |
| Value | $98.2M | $95.5M | −$2.69M (−2.7%) |
New holders (9)
Institutions that held Fidus Investment Corp at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Peterson Wealth Services | 55,681 | $1.06M | 0.55% |
| Putnam Investments LLC | 26,836 | $511.8K | 0.00% |
| HRT Financial LP | 20,539 | $391.0K | 0.00% |
| AE Wealth Management LLC | 12,441 | $237.3K | 0.00% |
| GPS Wealth Strategies Group, LLC | 4,980 | $95.0K | 0.02% |
| Activest Wealth Management | 1,150 | $21.9K | 0.01% |
| Ahrens Investment Partners LLC | 939 | $17.9K | 0.01% |
| Nomura Asset Management Co Ltd | 364 | $6.94K | 0.00% |
| Ameritas Advisory Services, LLC | 200 | $3.73K | 0.00% |
Sold out (17)
Institutions that held Fidus Investment Corp at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Cetera Advisor Networks LLC | 36,588 | $696.3K |
| Banque Pictet & Cie SA | 31,912 | $607.3K |
| Pictet North America Advisors SA | 31,912 | $607.3K |
| Envestnet Asset Management Inc | 15,383 | $292.7K |
| Apollon Wealth Management, LLC | 14,815 | $281.9K |
| Arete Wealth Advisors, LLC | 14,650 | $278.8K |
| Nisa Investment Advisors, LLC | 7,000 | $133.0K |
| One Wealth Advisors, LLC | 4,839 | $92.1K |
| RFP Financial Group LLC | 2,976 | $56.6K |
| BNP Paribas Arbitrage, SA | 2,805 | $53.4K |
| Quantbot Technologies LP | 2,620 | $49.9K |
| McElhenny Sheffield Capital Management, LLC | 1,380 | $26.3K |
| Lazard Asset Management LLC | 1,415 | $26.0K |
| MinichMacGregor Wealth Management, LLC | 940 | $17.9K |
| Aquatic Capital Management LLC | 300 | $6.00K |
| Bellwether Advisors, LLC | 262 | $4.99K |
| Rockefeller Capital Management L.P. | 41 | $0 |