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Fidus Investment
FDUS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
26
LPL Financial
California
USD 1.53 M -USD 1.33 M -71,394 -47%
Sound Income Strategies
27
Sound Income Strategies
Florida
USD 1.39 M +USD 587 k +31,587 +76%
Creative Planning
28
Creative Planning
Kansas
USD 1.37 M +USD 757 k +40,780 +131%
DIP
29
Davis Investment Partners
North Carolina
USD 1.35 M -USD 4.38 k -236 -0.3%
PVM
30
Palogic Value Management
Texas
USD 1.35 M -USD 41.2 k -2,221 -3%
Greenland Capital Management
31
Greenland Capital Management
New York
USD 1.28 M +USD 167 k +9,000 +16%
SWP
32
Significant Wealth Partners
Illinois
USD 1.24 M +USD 22 k +1,185 +2%
D.A. Davidson & Co
33
D.A. Davidson & Co
Montana
USD 1.22 M -USD 215 k -11,595 -15%
NewEdge Advisors
34
NewEdge Advisors
Louisiana
USD 1.15 M -USD 53.7 k -2,894 -5%
Rockland Trust
35
Rockland Trust
Massachusetts
USD 1.07 M – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
USD 1.05 M -USD 9.04 M -487,064 -90%
Trexquant Investment
37
Trexquant Investment
Connecticut
USD 987 k -USD 82 k -4,416 -8%
Independent Financial Group
38
Independent Financial Group
California
USD 986 k +USD 385 k +20,754 +67%
Citadel Advisors
39
Citadel Advisors
Florida
USD 979 k -USD 947 k -50,979 -50%
WWM
40
WT Wealth Management
Arizona
USD 975 k – – –
HP
41
Haven Private
Florida
USD 955 k +USD 26.3 k +1,418 +3%
Canada Life
42
Canada Life
Manitoba, Canada
USD 904 k +USD 145 k +7,783 +20%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
USD 876 k -USD 544 k -29,284 -39%
VC
44
VarCov Co
Connecticut
USD 859 k +USD 837 k +45,067 Nuevas
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
USD 750 k -USD 9.4 M -506,186 -93%
Bank of America
46
Bank of America
North Carolina
USD 738 k +USD 104 k +5,578 +17%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
USD 692 k -USD 23.3 k -1,255 -3%
Y-Intercept (HK)
48
Y-Intercept (HK)
Hong Kong
USD 685 k -USD 698 k -37,612 -51%
Campbell & Co Investment Adviser
49
Campbell & Co Investment Adviser
Maryland
USD 646 k -USD 41.7 k -2,248 -6%
VestGen Advisors
50
VestGen Advisors
Illinois
USD 637 k +USD 58.9 k +3,170 +10%
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