Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Fidus Investment FDUS Stock Holding History

Cambridge Investment Research Advisors’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Buy
11,708
+61
+0.5% +$1.14K ﹤0.01% 3663
2025
Q4 		$225K Sell
11,647
-14,948
-56% -$297K ﹤0.01% 3478
2025
Q3 		$539K Sell
26,595
-310
-1% -$6.54K ﹤0.01% 2602
2025
Q2 		$543K Buy
26,905
+2,633
+11% +$51.4K ﹤0.01% 2460
2025
Q1 		$495K Sell
24,272
-107
-0.4% -$2.35K ﹤0.01% 2451
2024
Q4 		$512K Buy
24,379
+1,059
+5% +$21.5K ﹤0.01% 2413
2024
Q3 		$457K Sell
23,320
-346
-1% -$6.8K ﹤0.01% 2482
2024
Q2 		$461K Buy
23,666
+12,958
+121% +$257K ﹤0.01% 2368
2024
Q1 		$211K Sell
10,708
-2,033
-16% -$39.7K ﹤0.01% 2982
2023
Q4 		$251K Sell
12,741
-153
-1% -$2.92K ﹤0.01% 2733
2023
Q3 		$248K Sell
12,894
-732
-5% -$14.4K ﹤0.01% 2651
2023
Q2 		$267K Sell
13,626
-107
-0.8% -$2.03K ﹤0.01% 2639
2023
Q1 		$262K Sell
13,733
-1,049
-7% -$20.9K ﹤0.01% 2599
2022
Q4 		$281K Buy
14,782
+4,149
+39% +$78.9K ﹤0.01% 2479
2022
Q3 		$183K Buy
10,633
+318
+3% +$6.03K ﹤0.01% 2724
2022
Q2 		$180K Buy
+10,315
New +$199K ﹤0.01% 2748

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cambridge Investment Research Advisors's FDUS Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Fidus Investment (FDUS) stake by 0.52% in Q1 2026, buying an estimated $1.14K and bringing the position to 11,708 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #3663.

Cambridge Investment Research Advisors first reported a position in FDUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $543K in Q2 2025. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Cambridge Investment Research Advisors held 11,708 shares of Fidus Investment worth $204K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 61 Fidus Investment shares in Q1 2026, an estimated $1.14K.
  • Fidus Investment made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3663 holding.
  • Cambridge Investment Research Advisors first reported a position in Fidus Investment in Q2 2022 and has held it in 16 quarters since.
  • Cambridge Investment Research Advisors's Fidus Investment position peaked at $543K in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.