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Fidus Investment
FDUS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Raymond James & Associates
1
Raymond James & Associates
Florida
USD 12.9 M +USD 68.1 k +3,592 +0.5%
Raymond James Financial Services Advisors
2
Raymond James Financial Services Advisors
Florida
USD 10.3 M +USD 336 k +17,696 +3%
VanEck Associates
3
VanEck Associates
New York
USD 5.2 M -USD 505 k -26,648 -8%
Morgan Stanley
4
Morgan Stanley
New York
USD 5.18 M -USD 989 k -52,147 -15%
Advisors Asset Management
5
Advisors Asset Management
Colorado
USD 4.72 M +USD 297 k +15,667 +6%
BlackRock
6
BlackRock
New York
USD 3.2 M +USD 124 k +6,558 +4%
Novare Capital Management
7
Novare Capital Management
North Carolina
USD 3.12 M +USD 297 k +15,685 +9%
Legal & General Group
8
Legal & General Group
United Kingdom
USD 2.67 M +USD 177 k +9,336 +6%
Two Sigma Advisers
9
Two Sigma Advisers
New York
USD 2.29 M -USD 622 k -32,800 -20%
Two Sigma Investments
10
Two Sigma Investments
New York
USD 1.83 M -USD 118 k -6,232 -6%
NewEdge Advisors
11
NewEdge Advisors
Louisiana
USD 1.23 M +USD 148 k +7,803 +12%
Muzinich & Co
12
Muzinich & Co
New York
USD 1.19 M – – –
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
USD 1.19 M – – –
Citadel Advisors
14
Citadel Advisors
Florida
USD 1.16 M +USD 950 k +50,089 +290%
Truist Financial
15
Truist Financial
North Carolina
USD 1.15 M -USD 76.1 k -4,012 -6%
Quadrature Capital
16
Quadrature Capital
United Kingdom
USD 1.07 M +USD 568 k +29,942 +92%
Enterprise Bank & Trust
17
Enterprise Bank & Trust
Massachusetts
USD 961 k – – –
Legacy Capital Wealth Partners
18
Legacy Capital Wealth Partners
Arkansas
USD 937 k +USD 33.6 k +1,772 +3%
CAGAS
19
Capital Advisory Group Advisory Services
Minnesota
USD 899 k -USD 52.8 k -2,784 -5%
Hennion & Walsh Asset Management
20
Hennion & Walsh Asset Management
New Jersey
USD 884 k -USD 6.33 k -334 -0.6%
UBS Group
21
UBS Group
Switzerland
USD 814 k -USD 192 k -10,151 -18%
Advisory Research
22
Advisory Research
Illinois
USD 788 k -USD 21.9 k -1,154 -2%
Oak Harbor Wealth Partners
23
Oak Harbor Wealth Partners
North Carolina
USD 722 k +USD 2.73 k +144 +0.3%
Raymond James Trust
24
Raymond James Trust
Florida
USD 717 k +USD 173 k +9,132 +28%
Peterson Wealth Services
25
Peterson Wealth Services
Utah
USD 671 k +USD 192 k +10,105 +35%
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