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.
Q2 2023 vs. Q1 2023
How the institutions holding Fidus Investment Corp changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 92 | 1 | 89 | −2 |
| Shares | 5.01M | 939 | 4.91M | −103.5K (−2.1%) |
| Value | $95.5M | $17.9K | $96.2M | +$776.4K (+0.8%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Fidus Investment Corp at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| HighTower Advisors, LLC | 29,032 | $569.0K | 0.00% |
| Tudor Investment Corp Et Al | 21,670 | $424.7K | 0.01% |
| Ameriprise Financial Inc | 18,149 | $355.7K | 0.00% |
| Marshall Wace, LLP | 16,722 | $327.8K | 0.00% |
| Atria Wealth Solutions, Inc. | 15,474 | $303.3K | 0.00% |
| Trexquant Investment LP | 14,792 | $289.9K | 0.01% |
| Jump Financial, LLC | 11,500 | $225.4K | 0.01% |
| Northwestern Mutual Wealth Management Co | 4,667 | $91.5K | 0.00% |
| Quantbot Technologies LP | 3,224 | $63.2K | 0.00% |
| RFP Financial Group LLC | 2,976 | $58.3K | 0.02% |
| Citigroup Inc | 20 | $392 | 0.00% |
| BNP Paribas Arbitrage, SA | 2 | $39 | 0.00% |
Sold out (14)
Institutions that held Fidus Investment Corp at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Legacy Capital Wealth Partners, LLC | 65,743 | $1.25M |
| Peterson Wealth Services | 55,681 | $1.06M |
| Magnolia Capital Advisors LLC | 18,922 | $360.8K |
| O'Shaughnessy Asset Management, LLC | 17,590 | $335.4K |
| AE Wealth Management LLC | 12,441 | $237.3K |
| MAI Capital Management | 11,898 | $226.9K |
| Belpointe Asset Management LLC | 8,726 | $166.4K |
| Tower Research Capital LLC (TRC) | 1,623 | $31.0K |
| Cornerstone Management, Inc. | 1,100 | $21.0K |
| Advisory Services Network, LLC | 950 | $18.1K |
| AllSquare Wealth Management LLC | 500 | $9.54K |
| Acadian Asset Management LLC | 385 | $7.00K |
| Ameritas Advisory Services, LLC | 200 | $3.73K |
| FMR LLC | 1 | $19 |
Not filed for Q2 2023 yet (1)
Institutions that held Fidus Investment Corp at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Ahrens Investment Partners LLC | 939 | $17.9K |