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Fidus Investment
FDUS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
VanEck Associates
1
VanEck Associates
New York
USD 17.7 M +USD 4.01 M +216,180 +30%
Raymond James Financial
2
Raymond James Financial
Florida
USD 15.8 M +USD 468 k +25,196 +3%
UBS Group
3
UBS Group
Switzerland
USD 9.5 M +USD 1.42 M +76,732 +18%
Baird Financial Group
4
Baird Financial Group
Wisconsin
USD 7.94 M +USD 185 k +9,964 +2%
MC
5
Muzinich & Co
New York
USD 7.02 M +USD 371 k +19,987 +6%
Legal & General Group
6
Legal & General Group
United Kingdom
USD 5.92 M +USD 480 k +25,857 +9%
Morgan Stanley
7
Morgan Stanley
New York
USD 5.77 M +USD 157 k +8,476 +3%
Qube Research & Technologies (QRT)
8
Qube Research & Technologies (QRT)
United Kingdom
USD 4.39 M +USD 2.35 M +126,804 +123%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
USD 4.39 M +USD 311 k +16,723 +8%
Franklin Resources
10
Franklin Resources
California
USD 4.29 M +USD 1.35 M +72,699 +48%
Novare Capital Management
11
Novare Capital Management
North Carolina
USD 4.18 M +USD 241 k +12,955 +6%
PFG Advisors
12
PFG Advisors
Arizona
USD 3.91 M +USD 323 k +17,399 +9%
Two Sigma Investments
13
Two Sigma Investments
New York
USD 3.72 M -USD 1.46 M -78,809 -29%
BlackRock
14
BlackRock
New York
USD 2.63 M -USD 61 k -3,283 -2%
Ethos Financial Group
15
Ethos Financial Group
Pennsylvania
USD 2.5 M -USD 133 k -7,174 -5%
PGF
16
Plan Group Financial
Oklahoma
USD 2.39 M +USD 496 k +26,718 +27%
Beacon Pointe Advisors
17
Beacon Pointe Advisors
California
USD 2.13 M +USD 1.35 M +72,850 +187%
Riverbridge Partners
18
Riverbridge Partners
Minnesota
USD 2.11 M +USD 18.3 k +984 +0.9%
Marshall Wace
19
Marshall Wace
United Kingdom
USD 2.11 M +USD 2.05 M +110,489 Nuevas
Capital Investment Advisory Services
20
Capital Investment Advisory Services
North Carolina
USD 2.04 M +USD 34.4 k +1,854 +2%
IHT Wealth Management
21
IHT Wealth Management
Illinois
USD 1.99 M +USD 398 k +21,456 +26%
Advisors Asset Management
22
Advisors Asset Management
Colorado
USD 1.89 M -USD 348 k -18,758 -16%
Schonfeld Strategic Advisors
23
Schonfeld Strategic Advisors
New York
USD 1.72 M +USD 931 k +50,114 +125%
HighTower Advisors
24
HighTower Advisors
Illinois
USD 1.72 M -USD 46 k -2,479 -3%
LCWP
25
Legacy Capital Wealth Partners
Arkansas
USD 1.64 M +USD 118 k +6,336 +8%
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