13F

Stock

Fidus Invt Corp

Ticker not mapped · held by 149 managers

Reported value

$176.3M

Holders

149

+4 new · −1 exited

Holders’ est. mark

−$269.4K

Price effect on 4 books still in the name

Largest holder

$14.2M

RAYMOND JAMES FINANCIAL INC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
RAYMOND JAMES FINANCIAL INC736K$14.2MHeld
Cetera Investment Advisers523.7K$10.1MHeld
ENVESTNET ASSET MANAGEMENT INC520.3K$10MHeld
Columbus Macro, LLC485.8K$9.38MHeld
UBS Group AG439.9K$8.49MHeld
Baird Financial Group, Inc.385.6K$7.44MHeld
TWO SIGMA INVESTMENTS, LP382.4K$7.38MHeld
Muzinich & Co., Inc.347.1K$6.7MHeld
Legal & General Group Plc252.4K$4.87MHeld
MORGAN STANLEY249.5K$4.82M−$237.2KCut−$190.3K
MILLENNIUM MANAGEMENT LLC247.6K$4.78MHeld
BlackRock, Inc.244.4K$4.72MHeld
Sumitomo Mitsui Trust Group, Inc.213.4K$4.12MHeld
NOVARE CAPITAL MANAGEMENT LLC204.9K$3.95MHeld
FRANKLIN RESOURCES INC184.2K$3.55MHeld
PFG Advisors184K$3.55MHeld
Ethos Financial Group, LLC138.2K$2.67MHeld
Advisors Asset Management, Inc.112.7K$2.18MHeld
JANE STREET GROUP, LLC109.8K$2.12MHeld
RIVERBRIDGE PARTNERS LLC101.6K$1.96MHeld
Capital Investment Advisory Services, LLC100.2K$1.93MHeld
LPL Financial LLC95.8K$1.85MHeld
HighTower Advisors, LLC93.2K$1.8MHeld
D.A. DAVIDSON & CO.81.9K$1.58MHeld
Plan Group Financial, LLC79.7K$1.54MHeld
Davis Investment Partners, LLC76.7K$1.5MHeld
IHT Wealth Management, LLC74.6K$1.44MHeld
Palogic Value Management, L.P.74K$1.43MHeld
NewEdge Advisors, LLC73K$1.41MHeld
Legacy Capital Wealth Partners, LLC72.9K$1.41MHeld
Qube Research & Technologies Ltd72.1K$1.39MHeld
TWO SIGMA ADVISERS, LP72K$1.39MHeld
Capital Advisory Group Advisory Services, LLC70.5K$1.36MHeld
AMERIPRISE FINANCIAL INC68.8K$1.33MHeld
Greenland Capital Management LP65K$1.25MHeld
MGB Wealth Management, LLC61.8K$1.19MHeld
ROCKLAND TRUST CO55.9K$1.08MHeld
WT Wealth Management51.1K$986.5KHeld
CREDIT AGRICOLE S A50.4K$972.7KHeld
MQS Management LLC44.1K$852KHeld
TRUIST FINANCIAL CORP43.9K$846.9KHeld
COMMONWEALTH EQUITY SERVICES, LLC43.6K$841.6KHeld
Schonfeld Strategic Advisors LLC41.7K$804.4KHeld
Y-Intercept (Hong Kong) Ltd41.5K$801.3KHeld
Sound Income Strategies, LLC38.1K$758.5KHeld
Closed-End Fund Advisors, Inc.38.8K$749.4KHeld
Hennion & Walsh Asset Management, Inc.38.8K$749.4KHeld
DAVENPORT & Co LLC35.9K$692.6KHeld
Haven Private, LLC33.7K$649.6KHeld
XTX Topco Ltd33.5K$646.9KHeld
Virtus Investment Advisers, LLC33.3K$643.1KHeld
BANK OF AMERICA CORP /DE/32.9K$634.6K−$21.6KAdded$178.3K
Caprock Group, LLC32.7K$630.4KHeld
Jump Financial, LLC32.6K$629.9KHeld
GOLDMAN SACHS GROUP INC32.5K$627.5KHeld
JPMORGAN CHASE & CO32.2K$622.3KHeld
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO31.2K$602.8KHeld
Beacon Pointe Advisors, LLC30.1K$581.5KHeld
Cornerstone Wealth Management, LLC30.1K$581.4KHeld
TrueMark Investments, LLC30K$579.4KHeld
Steward Partners Investment Advisory, LLC28.8K$555.1KHeld
Creative Planning28.7K$554.2KHeld
Quantinno Capital Management LP27.2K$524.3KHeld
LEVEL FOUR ADVISORY SERVICES, LLC27.1K$522.1KHeld
Stratos Wealth Partners, LTD.27K$521.1KHeld
MERCER GLOBAL ADVISORS INC /ADV27K$520.4KHeld
D. E. Shaw & Co., Inc.24.9K$481.4KHeld
OpenArc Corporate Advisory, LLC24.8K$479.5KHeld
Summit Trail Advisors, LLC22.6K$436.5KHeld
EAGLE GLOBAL ADVISORS LLC22.3K$429.5KHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP22K$424.7KHeld
Golden State Equity Partners22K$423.8KHeld
NORTHERN TRUST CORP21.2K$409.9KHeld
VestGen Advisors, LLC21.1K$408.2KHeld
OXFORD ASSET MANAGEMENT LLP20.2K$390.6KNew
Verition Fund Management LLC20.2K$389.9KHeld
Accredited Investors Inc.20K$386KHeld
Prospera Financial Services Inc20K$385.3KHeld
WELLS FARGO & COMPANY/MN19.6K$378.5KHeld
OPPENHEIMER & CO INC19.5K$376.1KHeld
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC19K$374.3KHeld
Monument Capital Management19K$367.5KHeld
Apollon Wealth Management, LLC18.4K$355KHeld
Brevan Howard Capital Management LP18.2K$351.1KHeld
OAK HARBOR WEALTH PARTNERS, LLC18K$347KHeld
STIFEL FINANCIAL CORP17.7K$340.8KHeld
Quantbot Technologies LP17.4K$334.9KHeld
Clearstead Advisors, LLC16.4K$317.1KHeld
Secure Asset Management, LLC15.4K$297.4KHeld
Koss-Olinger Consulting, LLC15.2K$292KHeld
JT Stratford LLC15K$290.4KHeld
Quadrature Capital Ltd14.8K$286.4KHeld
Aquatic Capital Management LLC14.5K$280.2KHeld
Global Retirement Partners, LLC14K$269.6KHeld
Private Advisor Group, LLC13.9K$268.4KHeld
HB Wealth Management, LLC13.6K$262.5KHeld
Morey & Quinn Wealth Partners, LLC13.3K$256.3KHeld
Bragg Financial Advisors, Inc13K$251.1KHeld
Annex Advisory Services, LLC12.5K$241.2KHeld
Massar Capital Management, LP12.5K$240.3KHeld
Squarepoint Ops LLC12.4K$238.6KHeld
Fiduciary Alliance LLC12.3K$237.4KHeld
Sage Investment Counsel LLC12.1K$233KHeld
Kestra Advisory Services, LLC11.6K$223.4KHeld
INDEPENDENT FINANCIAL GROUP, LLC11.1K$213.3K−$10.6KCut−$10.6K
TUDOR INVESTMENT CORP ET AL10.8K$208.3KNew
Kingstone Capital Partners Texas, LLC10.4K$201KHeld
ROYAL BANK OF CANADA7.92K$153KHeld
Tower Research Capital LLC (TRC)7.52K$145.1KHeld
Farther Finance Advisors, LLC7.35K$141.8KHeld
Rockefeller Capital Management L.P.6.83K$131.8KHeld
BROWN BROTHERS HARRIMAN & CO5.34K$103KHeld
SIMPLEX TRADING, LLC5.28K$101.9KHeld
OSAIC HOLDINGS, INC.5K$96.6KHeld
Millstone Evans Group, LLC3.69K$71.1KHeld
MAI Capital Management3.13K$60.4KHeld
MeadowBrook Investment Advisors LLC3.09K$59.6KHeld
BNP PARIBAS FINANCIAL MARKETS1.71K$33KHeld
FLAGSHIP HARBOR ADVISORS, LLC1.58K$30.6KNew
Laurel Wealth Advisors LLC1.57K$30.3KHeld
Hilton Head Capital Partners, LLC1.55K$29.9KHeld
Atlantic Union Bankshares Corp1.5K$28.9KHeld
AdvisorNet Financial, Inc1.43K$27.6KHeld
ORG Partners LLC1.42K$27.3KHeld
VAN ECK ASSOCIATES CORP851.6K$16.4KHeld
Allworth Financial LP800$15.4KNew
JONES FINANCIAL COMPANIES LLLP770$14.9KHeld
PNC Financial Services Group, Inc.750$14.5KHeld
1 NORTH WEALTH SERVICES LLC600$11.6KHeld
SouthState Bank Corp500$9.65KHeld
WealthCollab, LLC344$6.64KHeld
Quarry LP261$5.04KHeld
SWAN Capital LLC173$3.34KHeld
Peterson Wealth Services122$2.35KHeld
Caitong International Asset Management Co., Ltd116$2.24KHeld
Russell Investments Group, Ltd.72$1.39KHeld
N.E.W. Advisory Services LLC63$1.22KHeld
Geneos Wealth Management Inc.51$984Held
CANADA LIFE ASSURANCE Co45.8K$883Held
NATIXIS34$654Held
Janney Montgomery Scott LLC11.9K$230Held
Cambridge Investment Research Advisors, Inc.11.6K$225Held
Private Wealth Asset Management, LLC10$193Held
Smartleaf Asset Management LLC7$135Held
CWM, LLC6.69K$129Held
Capital Advisors, Ltd. LLC2.25K$43Held
State of Alaska, Department of Revenue1.43K$27Held
DANSKE BANK A/S1$19−$1Cut−$1
CX Institutional88$2Held

Who left

Positions as of Q4 2025. 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.