13F

Stock

Fidus Invt Corp

Ticker not mapped · held by 143 managers

Reported value

$157.9M

Holders

143

+19 new · −24 exited

Holders’ est. mark

−$15.7M

Price effect on 122 books still in the name

Largest holder

$14M

RAYMOND JAMES FINANCIAL INC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
RAYMOND JAMES FINANCIAL INC804.4K$14M−$1.38MCut−$192.8K
ENVESTNET ASSET MANAGEMENT INC545.5K$9.5M−$978.2KCut−$539.8K
Cetera Investment Advisers542.3K$9.45M−$984.5KCut−$659.5K
Columbus Macro, LLC505.6K$8.81M−$913.3KCut−$568.6K
UBS Group AG422.9K$7.37M−$795KCut−$1.12M
Baird Financial Group, Inc.406.4K$7.08M−$724.9KCut−$362.1K
Muzinich & Co., Inc.348.3K$6.07M−$652.6KCut−$631.7K
MORGAN STANLEY294.2K$5.12M−$469.1KAdded$308.6K
Legal & General Group Plc284.5K$4.96M−$465.8KAdded$92.6K
TWO SIGMA INVESTMENTS, LP273.7K$4.77M−$514.6KCut−$2.61M
Sumitomo Mitsui Trust Group, Inc.213.4K$3.72M−$401.2KCut−$401.2K
NOVARE CAPITAL MANAGEMENT LLC206.1K$3.59M−$385.2KCut−$363.9K
MILLENNIUM MANAGEMENT LLC204.4K$3.56M−$384.2KCut−$1.22M
PFG Advisors187.7K$3.27M−$345.9KCut−$281.4K
Ethos Financial Group, LLC138.2K$2.67M$0Held
FRANKLIN RESOURCES INC152.3K$2.65M−$286.3KCut−$901.4K
LPL Financial LLC151.7K$2.64M−$180.1KAdded$794.6K
BlackRock, Inc.141.3K$2.46M−$265.7KCut−$2.25M
Advisors Asset Management, Inc.118.1K$2.06M−$211.9KCut−$119.1K
RIVERBRIDGE PARTNERS LLC109.9K$1.91M−$191KCut−$46.3K
Capital Investment Advisory Services, LLC105.1K$1.83M−$188.3KCut−$102.3K
Qube Research & Technologies Ltd103.4K$1.8M−$135.5KAdded$410K
Citadel102.3K$1.78MNew
Plan Group Financial, LLC98.8K$1.72M−$149.8KAdded$183.1K
HighTower Advisors, LLC92.6K$1.61M−$174KCut−$186.3K
IHT Wealth Management, LLC82.9K$1.44M−$140.3KAdded$3.44K
Legacy Capital Wealth Partners, LLC79.7K$1.39M−$137.1KCut−$19.8K
TUDOR INVESTMENT CORP ET AL76.3K$1.33M−$20.3KAdded$1.12M
D.A. DAVIDSON & CO.75.4K$1.31M−$141.8KCut−$266.5K
D. E. Shaw & Co., Inc.75.2K$1.31M−$46.9KAdded$829.3K
Y-Intercept (Hong Kong) Ltd73.5K$1.28M−$78.1KAdded$479.6K
JANE STREET GROUP, LLC73.5K$1.28M−$138.1KCut−$838.8K
Palogic Value Management, L.P.72.9K$1.27M−$137KCut−$158.7K
Davis Investment Partners, LLC71K$1.24M−$149.8KCut−$261.1K
AMERIPRISE FINANCIAL INC65.8K$1.15M−$123.7KCut−$181.8K
Significant Wealth Partners LLC63.6K$1.11MNew
Greenland Capital Management LP58K$1.01M−$109KCut−$244.1K
Trexquant Investment LP56.2K$978.9KNew
ROCKLAND TRUST CO55.9K$974K−$105.1KCut−$105.1K
WT Wealth Management51.1K$890.4K−$96.1KCut−$96.1K
Haven Private, LLC48.6K$847.5K−$63.3KAdded$197.9K
Quantbot Technologies LP43.8K$763K−$32.6KAdded$428.1K
Sound Income Strategies, LLC41.3K$714.8K−$99.4KCut−$43.7K
Schonfeld Strategic Advisors LLC40.1K$699.1K−$75.4KCut−$105.3K
Magnetar Financial LLC39.4K$686.2KNew
Beacon Pointe Advisors, LLC39K$679.4K−$56.6KAdded$98K
Brevan Howard Capital Management LP38.4K$668.3K−$34.2KAdded$317.1K
Hennion & Walsh Asset Management, Inc.37.9K$660.6K−$71.3KCut−$88.9K
COMMONWEALTH EQUITY SERVICES, LLC37.5K$654K−$70.6KCut−$187.6K
Campbell & CO Investment Adviser LLC36.1K$628.9KNew
MQS Management LLC34.6K$603.2K−$65.1KCut−$248.8K
BANK OF AMERICA CORP /DE/33.1K$576.8K−$61.8KCut−$57.7K
VestGen Advisors, LLC30.2K$570.7K−$9.09KAdded$162.6K
Caprock Group, LLC32.7K$569K−$61.4KCut−$61.4K
Dynamic Technology Lab Private Ltd31.4K$547.4KNew
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO31.2K$544K−$58.7KCut−$58.8K
Creative Planning31.1K$541.4K−$54KCut−$12.8K
INDEPENDENT FINANCIAL GROUP, LLC31K$539.3K−$20.8KAdded$326.1K
Stratos Wealth Partners, LTD.30.6K$533.2K−$50.8KAdded$12.1K
DAVENPORT & Co LLC30.6K$532.3K−$57.4KCut−$160.3K
Virtus Investment Advisers, LLC30.4K$530.3K−$57.2KCut−$112.8K
Steward Partners Investment Advisory, LLC28.6K$498.2K−$53.8KCut−$56.9K
MERCER GLOBAL ADVISORS INC /ADV28.1K$489.5K−$50.7KCut−$31K
Clearstead Advisors, LLC28.1K$489.2K−$30.9KAdded$172.1K
Cornerstone Wealth Management, LLC27.8K$484.7K−$52.3KCut−$96.7K
Quantinno Capital Management LP27.2K$473.2K−$51.1KCut−$51.1K
STIFEL FINANCIAL CORP23.3K$405.3K−$33.2KAdded$64.5K
Summit Trail Advisors, LLC22.6K$394K−$42.5KCut−$42.5K
OpenArc Corporate Advisory, LLC22.6K$393.9K−$42.5KCut−$85.6K
Golden State Equity Partners22.3K$387.9K−$41.3KCut−$35.9K
EAGLE GLOBAL ADVISORS LLC22.3K$387.7K−$41.8KCut−$41.8K
Apollon Wealth Management, LLC20.9K$363.7K−$34.6KAdded$8.63K
Secure Asset Management, LLC20.6K$358.2K−$29KAdded$60.8K
Accredited Investors Inc.20K$348.4K−$37.6KCut−$37.6K
Prospera Financial Services Inc20K$347.8K−$37.5KCut−$37.5K
OPPENHEIMER & CO INC19.7K$342.9K−$36.6KCut−$33.2K
Monument Capital Management19K$331.7K−$35.8KCut−$35.8K
TRUIST FINANCIAL CORP18.7K$326K−$35.2KCut−$520.9K
Purpose Unlimited Inc.18.8K$322.5KNew
nVerses Capital, LLC18K$314.2KNew
OAK HARBOR WEALTH PARTNERS, LLC18K$313.2K−$33.8KCut−$33.8K
Entropy Technologies, LP17.5K$305KNew
JT Stratford LLC15K$262.1K−$28.3KCut−$28.3K
CWM, LLC14.5K$252.9K$116.5KAdded$252.8K
HB Wealth Management, LLC13.4K$232.7K−$25.1KCut−$29.7K
Morey & Quinn Wealth Partners, LLC13.3K$231.3K−$25KCut−$25K
Fiduciary Alliance LLC12.3K$230.4K−$7.01KCut−$7.01K
Sage Investment Counsel LLC13.1K$227.7K−$22.7KCut−$5.27K
Bragg Financial Advisors, Inc13K$226.7K−$24.5KCut−$24.5K
Annex Advisory Services, LLC12.5K$217.7K−$23.5KCut−$23.5K
WELLS FARGO & COMPANY/MN11.7K$204.4K−$22.1KCut−$174.1K
Private Advisor Group, LLC11.3K$196.5K−$21.2KCut−$71.9K
Kingstone Capital Partners Texas, LLC10.9K$189K−$20KCut−$12K
CALTON & ASSOCIATES, INC.10.3K$179.7KNew
Kestra Advisory Services, LLC10.2K$178K−$19.2KCut−$45.4K
WNY Asset Management, LLC10.1K$175.9KHeld
Farther Finance Advisors, LLC8.58K$148.5K−$14.7KAdded$6.67K
ROYAL BANK OF CANADA7.71K$134K−$14.8KCut−$19K
JPMORGAN CHASE & CO7.3K$125.5K−$15.4KCut−$496.9K
Rockefeller Capital Management L.P.7.11K$123.9K−$12.8KCut−$7.95K
BROWN BROTHERS HARRIMAN & CO5.34K$93K−$10KCut−$10K
OSAIC HOLDINGS, INC.4.9K$85.4K−$9.21KCut−$11.2K
MAI Capital Management4.13K$72K−$5.89KAdded$11.5K
Wilmington Savings Fund Society, FSB4K$69.7KNew
Millstone Evans Group, LLC3.69K$64.2K−$6.93KCut−$6.93K
NewEdge Advisors, LLC63.2K$63.2K−$1.16MCut−$1.35M
MeadowBrook Investment Advisors LLC3.35K$58.4K−$5.81KCut−$1.19K
Burk Holdings LLC2.45K$42.7KNew
Aquatic Capital Management LLC2.24K$39.1K−$4.22KCut−$241.1K
Advisory Services Network, LLC2K$34.8KNew
BNP PARIBAS FINANCIAL MARKETS1.71K$29.8K−$3.21KCut−$3.21K
Hilton Head Capital Partners, LLC1.55K$27K−$2.91KCut−$2.91K
Atlantic Union Bankshares Corp1.5K$26.1K−$2.82KCut−$2.82K
SIMPLEX TRADING, LLC893$15.6K−$1.68KCut−$86.3K
Tower Research Capital LLC (TRC)886$15.4K−$1.67KCut−$129.7K
Western Wealth Management, LLC878$15.3KNew
AdvisorNet Financial, Inc830$14.5K−$1.55KCut−$13.1K
Allworth Financial LP803$14K−$1.5KCut−$1.45K
PNC Financial Services Group, Inc.750$13.1K−$1.41KCut−$1.41K
JONES FINANCIAL COMPANIES LLLP770$13K−$1.83KCut−$1.83K
VAN ECK ASSOCIATES CORP713.1K$12.4K−$1.34KCut−$4.02K
1 NORTH WEALTH SERVICES LLC600$10.5K−$1.13KCut−$1.13K
SouthState Bank Corp500$8.71K−$940Cut−$940
CENTRAL TRUST Co426$7.42KNew
Intentional Wealth Strategies, LLC260$4.53KHeld
Peterson Wealth Services122$2.13K−$227Cut−$227
Russell Investments Group, Ltd.72$1.25K−$136Cut−$136
N.E.W. Advisory Services LLC63$1.1K−$119Cut−$119
Osbon Capital Management LLC58$1.01KNew
Fidelity53$923New
Geneos Wealth Management Inc.51$888−$96Cut−$96
CITIGROUP INC43$749New
CANADA LIFE ASSURANCE Co39.7K$696−$70Cut−$187
NATIXIS34$587−$67Cut−$67
Janney Montgomery Scott LLC15.1K$263−$23Added$33
Cambridge Investment Research Advisors, Inc.11.7K$204−$22Cut−$21
Caitong International Asset Management Co., Ltd10$174−$19Cut−$2.06K
Private Wealth Asset Management, LLC10$174−$19Cut−$19
Smartleaf Asset Management LLC7$120−$15Cut−$15
Capital Advisors, Ltd. LLC2.25K$39−$4Cut−$4
State of Alaska, Department of Revenue1.43K$24−$3Cut−$3
DANSKE BANK A/S1$17−$2Cut−$2
HANTZ FINANCIAL SERVICES, INC.100$2New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.