How many institutions own FDUS stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own FDUS shares is 137, representing 27.26% of the company's common stock.

Who are the major shareholders selling Fidus Investment Corporation stock?

STEWARD PARTNERS INVESTMENT ADVISORY, LLC, in the last quarter, reduced its stake in FDUS by -0.57% restricting it's holding to 28.6 thousand shares of worth nearly $498.20K. VIRTUS INVESTMENT ADVISERS, INC. also lessened -8.64% of the FDUS shares from its portfolio, reducing its holding to 30.44 thousand shares of worth $530.32K. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO also shunned FDUS shares holding by -0.02% last quarter which brought its holding to 31.23 thousand shares worth $543.99K.

Investors who are buying FDUS stock?

As per its latest 13F filing, VESTGEN ADVISORS, LLC increased its stake in FDUS by 43.02% in the last quarter. The institutional holder raised its holding to 30.25 thousand shares having worth more than $570.72K. STIFEL FINANCIAL CORP also added 31.76% more shares of FDUS to its portfolio, raising its holding to 23.27 thousand shares of worth $405.29K. STRATOS WEALTH PARTNERS, LTD. also increased its FDUS shares holding by 13.37% which brought its holding to 30.61 thousand shares worth $533.23K.

FDUS's major insiders: who are they?

The insider with the most stakes in FDUS is PineBridge Secondary Partners II Holdings, L.P. , 10 percent owner at the company. Additionally, FDUS stock is highly held by See Remarks ROSS EDWARD H and President Lauer Thomas Charles among others.

Did an insider recently sell FDUS stock?

Company executives, directors, and other insiders own 0.91% percent of Fidus Investment Corporation's stock. Within the last six months, there have been 0 transaction(s) in which FDUS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P..

Which insider recently purchased FDUS stock?

There have been 0 transaction(s) during the past 6-months in which Fidus Investment Corporation insiders have bought stock, totalling 0 shares

How much of FDUS does insiders own?

Around 0 Fidus Investment Corporation shares are held by insiders, which represents about 0.91% of FDUS stock.

Who is the insider with the largest stake?

FDUS 10 percent owner, PineBridge Secondary Partners II Holdings, L.P. holds the largest portfolio of the company's shares. FDUS shares owned by PineBridge total nearly 942.3 thousand.

Which institution holds the most shares in FDUS?

STEWARD PARTNERS INVESTMENT ADVISORY, LLC is the largest institutional owner in FDUS which holds 28.6 thousand shares worth $498.20K or 0.08% of the total FDUS shares outstanding followed by VESTGEN ADVISORS, LLC with ownership of 30.25 thousand shares representing 0.08% of the FDUS ownership. VIRTUS INVESTMENT ADVISERS, INC. is the third largest stakeholder with 30.44 thousand shares or 0.08% of the ownership worth more than $530.32K.

Is Fidus Investment Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the FDUS is concerned, it is a stock which is optionable.

Is there a short position on FDUS's shares?

Number of FDUS shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding FDUS shares are there?

As of today, null shares of FDUS are outstanding.

Is there many float in FDUS stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, FDUS has null shares in float.

FDUS short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for FDUS is null.

Fidus Investment (FDUS) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.91% Percentage of Shares held by All Insiders

27.26% Percentage of Shares held by All Institutions

27.51% Percentage of Float held by Institutions

137

Number of Institutions Holding Shares

Institutional Ownership

About 27.26% of FDUS shares are held by financial institutions. STEWARD PARTNERS INVESTMENT ADVISORY, LLC is the top corporate investor, holding 28.6K shares valued at $498.20K. A 0.08% stake in Fidus Investment Corporation is owned by the company. VESTGEN ADVISORS, LLC owns 30.25K shares valued at $570.72K, which translates its holding of 0.08% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	28.6K	498.2K	-164	-0.57%
Mar 31, 2026	VESTGEN ADVISORS, LLC	0.08%	30.25K	570.72K	9.1K	+43.02%
Mar 31, 2026	VIRTUS INVESTMENT ADVISERS, INC.	0.08%	30.44K	530.32K	-2.88K	-8.64%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.06%	23.27K	405.29K	5.61K	+31.76%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.08%	30.61K	533.23K	3.61K	+13.37%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.11%	41.32K	714.78K	3.22K	+8.46%
Mar 31, 2026	MUZINICH & CO., INC.	0.94%	348.31K	6.07M	1.2K	+0.34%
Mar 31, 2026	MORGAN STANLEY	0.8%	294.17K	5.12M	44.64K	+17.89%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.08%	30.96K	539.34K	30.96K	+100.00%
Mar 31, 2026	CREATIVE PLANNING	0.08%	31.08K	541.39K	2.36K	+8.23%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	31.23K	543.99K	-5	-0.02%
Mar 31, 2026	DAVENPORT & CO LLC	0.09%	30.56K	532.32K	-5.33K	-14.85%
Mar 31, 2026	CAPROCK GROUP, LLC	0.09%	32.67K	569.02K	0	0
Mar 31, 2026		0.06%	22.61K	393.94K	-2.23K	-8.99%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0.06%	22.27K	387.91K	311	+1.42%
Mar 31, 2026	SECURE ASSET MANAGEMENT, LLC	0.06%	20.56K	358.22K	5.15K	+33.44%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.28%	103.4K	1.8M	31.32K	+43.45%
Mar 31, 2026	PLAN GROUP FINANCIAL, LLC	0.28%	98.8K	1.72M	19.11K	+23.98%
Mar 31, 2026	CITADEL ADVISORS LLC	0.28%	102.33K	1.78M	102.33K	+100.00%
Mar 31, 2026	IHT WEALTH MANAGEMENT, LLC	0.22%	82.86K	1.44M	8.25K	+11.06%
Mar 31, 2026	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.22%	79.65K	1.39M	6.73K	+9.23%
Mar 31, 2026	JANE STREET GROUP, LLC	0.2%	73.45K	1.28M	-36.3K	-33.08%
Mar 31, 2026	PALOGIC VALUE MANAGEMENT, L.P.	0.2%	72.87K	1.27M	-1.13K	-1.52%
Mar 31, 2026	SIGNIFICANT WEALTH PARTNERS LLC	0.18%	63.65K	1.11M	63.65K	+100.00%
Mar 31, 2026	TUDOR INVESTMENT CORP ET AL	0.21%	76.32K	1.33M	65.52K	+607.08%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.2%	75.41K	1.31M	-6.46K	-7.89%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.2%	75.24K	1.31M	50.3K	+201.66%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.1%	37.92K	660.57K	-911	-2.35%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.18%	804.39K	14.01M	68.37K	+9.29%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	1.93%	713.06K	12.42M	-138.58K	-16.27%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.48%	545.5K	9.5M	25.17K	+4.84%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	1.47%	542.32K	9.45M	18.66K	+3.56%
Mar 31, 2026	COLUMBUS MACRO, LLC	1.42%	505.57K	8.81M	19.79K	+4.07%
Mar 31, 2026	UBS GROUP AG	1.14%	422.89K	7.37M	-17.05K	-3.88%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	1.1%	406.43K	7.08M	20.83K	+5.40%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.25%	92.58K	1.61M	-633	-0.68%
Mar 31, 2026	GREENLAND CAPITAL MANAGEMENT LP	0.16%	58K	1.01M	-7K	-10.77%
Mar 31, 2026	TREXQUANT INVESTMENT LP	0.15%	56.2K	978.92K	56.2K	+100.00%
Mar 31, 2026	HAVEN PRIVATE, LLC	0.13%	48.65K	847.48K	14.99K	+44.55%
Mar 31, 2026	QUANTBOT TECHNOLOGIES LP	0.12%	43.8K	763.03K	26.45K	+152.42%
Mar 31, 2026	MQS MANAGEMENT LLC	0.09%	34.63K	603.2K	-9.52K	-21.56%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.77%	284.46K	4.96M	32.02K	+12.68%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	0.74%	273.71K	4.77M	-108.68K	-28.42%
Mar 31, 2026	NOVARE CAPITAL MANAGEMENT LLC	0.58%	206.11K	3.59M	1.23K	+0.60%
Mar 31, 2026	WT WEALTH MANAGEMENT	0.14%	51.11K	890.39K	0	0
Mar 31, 2026	ROCKLAND TRUST CO	0.16%	55.91K	973.99K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	37.54K	653.96K	-6.06K	-13.90%
Mar 31, 2026	SUMMIT TRAIL ADVISORS, LLC	0.06%	22.62K	393.97K	0	0
Mar 31, 2026	Y-INTERCEPT (HONG KONG) LTD	0.2%	73.53K	1.28M	32.02K	+77.11%
Mar 31, 2026	DAVIS INVESTMENT PARTNERS, LLC	0.2%	71.01K	1.24M	-5.7K	-7.43%
Mar 31, 2026	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.1%	38.36K	668.27K	20.17K	+110.85%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.11%	39K	679.43K	8.88K	+29.46%
Mar 31, 2026	MAGNETAR FINANCIAL LLC	0.11%	39.39K	686.17K	39.39K	+100.00%
Mar 31, 2026	GREAT WEST LIFE ASSURANCE CO /CAN/	0.11%	39.72K	696K	-6.09K	-13.30%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.28%	105.12K	1.83M	4.94K	+4.93%
Mar 31, 2026	RIVERBRIDGE PARTNERS LLC	0.31%	109.89K	1.91M	8.31K	+8.18%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.32%	118.05K	2.06M	5.33K	+4.73%
Mar 31, 2026	ETHOS FINANCIAL GROUP, LLC	0.37%	138.17K	2.67M	0	0
Mar 31, 2026	CORNERSTONE WEALTH MANAGEMENT, LLC	0.08%	27.83K	484.73K	-2.3K	-7.63%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.08%	28.09K	489.25K	11.65K	+70.92%
Mar 31, 2026	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.58%	213.39K	3.72M	0	0
Mar 31, 2026	SCHONFELD STRATEGIC ADVISORS LLC	0.11%	40.13K	699.1K	-1.55K	-3.71%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.17%	63.21K	1.1M	-9.78K	-13.40%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.18%	65.82K	1.15M	-3.01K	-4.37%
Mar 31, 2026	BLACKROCK, INC.	0.38%	141.34K	2.46M	-103.02K	-42.16%
Mar 31, 2026	LPL FINANCIAL LLC	0.41%	151.75K	2.64M	55.95K	+58.41%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.41%	152.28K	2.65M	-31.87K	-17.31%
Mar 31, 2026	PFG ADVISORS	0.51%	187.69K	3.27M	3.7K	+2.01%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.55%	204.39K	3.56M	-43.19K	-17.45%
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.08%	27.05K	522.09K	-3.94K	-12.72%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.6%	213.39K	4.12M	4.14K	+1.98%
Dec 31, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.2%	72.92K	1.41M	7.47K	+11.42%
Dec 31, 2025	LPL FINANCIAL LLC	0.27%	95.8K	1.85M	2.09K	+2.23%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.09%	32.88K	634.57M	10.36K	+46.01%
Dec 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.09%	33.32K	643.12K	-6.52K	-16.37%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	1.47%	523.66K	10.11M	71.72K	+15.87%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	2.38%	851.64K	16.44M	-51.81K	-5.73%
Dec 31, 2025	RIVERBRIDGE PARTNERS LLC	0.28%	101.58K	1.96M	43.1K	+73.70%
Dec 31, 2025	NOVARE CAPITAL MANAGEMENT LLC	0.57%	204.89K	3.95M	5.05K	+2.53%
Dec 31, 2025	BLACKROCK, INC.	0.68%	244.36K	4.72M	-4.27K	-1.72%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	28.76K	555.12K	1.04K	+3.75%
Dec 31, 2025	TRUEMARK INVESTMENTS, LLC	0.08%	30.02K	579.41K	30.02K	+100.00%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.08%	30.13K	581.41K	2.33K	+8.39%
Dec 31, 2025	UBS GROUP AG	1.23%	439.95K	8.49M	64.21K	+17.09%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.08%	385.6K	7.44M	29.3K	+8.22%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	1.07%	382.39K	7.38M	161.74K	+73.30%
Dec 31, 2025	MUZINICH & CO., INC.	0.97%	347.11K	6.7M	99.67K	+40.28%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.71%	252.44K	4.87M	39.64K	+18.63%
Dec 31, 2025	MORGAN STANLEY	0.7%	249.52K	4.82M	2.43K	+0.98%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.69%	247.58K	4.78M	247.58K	+100.00%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.52%	184.15K	3.55M	18.37K	+11.08%
Dec 31, 2025	PFG ADVISORS	0.52%	183.99K	3.55M	4.67K	+2.61%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.32%	112.72K	2.18M	-38.57K	-25.49%
Dec 31, 2025	JANE STREET GROUP, LLC	0.31%	109.76K	2.12M	109.76K	+100.00%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.28%	100.18K	1.93M	8.1K	+8.79%
Dec 31, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.21%	76.7K	1.5M	-430	-0.56%
Dec 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.21%	74.61K	1.44M	2.93K	+4.08%
Dec 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.21%	73.99K	1.43M	1.32K	+1.82%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.2%	73K	1.41M	-15.11K	-17.15%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	31.23K	602.8K	5	+0.02%
Dec 31, 2025	JPMORGAN CHASE & CO	0.09%	32.25K	622.33K	23.45K	+266.71%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.09%	32.51K	627.52M	32.51K	+100.00%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.09%	32.64K	629.86K	32.64K	+100.00%
Dec 31, 2025	CAPROCK GROUP, LLC	0.09%	32.67K	630.44K	0	0
Dec 31, 2025	HAVEN PRIVATE, LLC	0.09%	33.66K	649.56K	33.66K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	35.7K	689.01K	11.8K	+49.37%
Dec 31, 2025	DAVENPORT & CO LLC	0.1%	35.89K	692.62K	0	0
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.11%	38.1K	758.48K	36.31K	+2,036.62%
Dec 31, 2025	PLAN GROUP FINANCIAL, LLC	0.22%	79.69K	1.54M	10.98K	+15.97%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.23%	81.87K	1.58M	-73.88K	-47.44%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.26%	93.22K	1.8M	187	+0.20%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.11%	38.83K	749.44K	-3.15K	-7.50%
Dec 31, 2025		0.11%	38.83K	749.44K	38.83K	+100.00%
Dec 31, 2025	Y-INTERCEPT (HONG KONG) LTD	0.12%	41.52K	801.3K	-16.73K	-28.72%
Dec 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.12%	41.68K	804.4K	41.68K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	43.6K	841.55K	3.66K	+9.16%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.12%	43.88K	846.87K	-993	-2.21%
Dec 31, 2025	MQS MANAGEMENT LLC	0.12%	44.14K	851.96K	44.14K	+100.00%
Dec 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.13%	45.81K	883K	2.11K	+4.82%
Dec 31, 2025	CREDIT AGRICOLE S A	0.14%	50.4K	972.74K	0	0
Dec 31, 2025	WT WEALTH MANAGEMENT	0.14%	51.11K	986.48K	0	0
Dec 31, 2025	ROCKLAND TRUST CO	0.16%	55.91K	1.08M	0	0
Dec 31, 2025	MGB WEALTH MANAGEMENT, LLC	0.17%	61.79K	1.19M	-20.33K	-24.75%
Dec 31, 2025	GREENLAND CAPITAL MANAGEMENT LP	0.18%	65K	1.25M	10K	+18.18%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.19%	68.83K	1.33M	-3.23K	-4.48%
Dec 31, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.2%	70.55K	1.36M	-14.49K	-17.04%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.2%	72.01K	1.39M	-24.2K	-25.15%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	72.08K	1.39M	-11.13K	-13.38%
Dec 31, 2025	COLUMBUS MACRO, LLC	1.36%	485.78K	9.38M	84.32K	+21.00%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.08%	30.13K	581.47K	7.5K	+33.14%
Dec 31, 2025	XTX TOPCO LTD	0.09%	33.52K	646.92K	33.52K	+100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.06%	736.03K	14.21M	-39.55K	-5.10%
Dec 31, 2025	OPPENHEIMER & CO INC	0.05%	19.49K	376.14K	-1.37K	-6.57%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.05%	19.61K	378.51K	-757	-3.72%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	19.97K	385.35K	0	0
Dec 31, 2025	ACCREDITED INVESTORS INC.	0.06%	20K	386K	0	0
Dec 31, 2025	VERITION FUND MANAGEMENT LLC	0.06%	20.2K	389.86K	4.5K	+28.66%
Dec 31, 2025	GOLDEN STATE EQUITY PARTNERS	0.06%	21.96K	423.78K	5.65K	+34.66%
Dec 31, 2025	EAGLE GLOBAL ADVISORS LLC	0.06%	22.26K	429.52K	-70	-0.31%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.08%	27K	521.1K	800	+3.05%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.46%	520.33K	10.04M	80.42K	+18.28%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.39%	138.17K	2.67M	-4.69K	-3.28%
Sep 30, 2025	GRANITESHARES ADVISORS LLC	0.41%	145.33K	2.94M	12.8K	+9.66%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.41%	142.86K	2.89M	5.5K	+4.00%
Sep 30, 2025	PLAN GROUP FINANCIAL, LLC	0.2%	68.71K	1.39M	18.95K	+38.08%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.25%	439.92K	8.91M	80.5K	+22.40%
Sep 30, 2025	INVESCO LTD.	1.42%	497.92K	10.09M	51.22K	+11.47%
Sep 30, 2025	GREENLAND CAPITAL MANAGEMENT LP	0.16%	55K	1.11M	1.81K	+3.40%
Sep 30, 2025	ROCKLAND TRUST CO	0.16%	55.91K	1.13M	55.91K	+100.00%
Sep 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.17%	58.25K	1.18M	-4.12K	-6.60%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.17%	58.48K	1.18M	19.51K	+50.04%
Sep 30, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.19%	65.45K	1.33M	-588	-0.89%
Sep 30, 2025	LPL FINANCIAL LLC	0.27%	93.71K	1.9M	10.72K	+12.91%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.25%	88.1K	1.78M	-3.01K	-3.30%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.47%	165.78K	3.36M	-1.23K	-0.74%
Sep 30, 2025	PFG ADVISORS	0.51%	179.32K	3.63M	-9.18K	-4.87%
Sep 30, 2025	NOVARE CAPITAL MANAGEMENT LLC	0.57%	199.84K	4.05M	9.56K	+5.03%
Sep 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.21%	72.67K	1.47M	3.57K	+5.17%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	39.95K	809K	4.82K	+13.73%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.6%	209.24K	4.24M	56.78K	+37.24%
Sep 30, 2025	MUZINICH & CO., INC.	0.7%	247.44K	5.01M	57.22K	+30.08%
Sep 30, 2025	WT WEALTH MANAGEMENT	0.15%	51.11K	1.04M	-742	-1.43%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.43%	151.29K	3.07M	-3.32K	-2.15%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.44%	155.75K	3.16M	39.88K	+34.42%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.09%	30.99K	627.95K	507	+1.66%
Sep 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.09%	31.09K	629.9K	31.09K	+100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.09%	31.23K	632.68K	31.08K	+20,718.67%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.63%	220.65K	4.47M	-67.23K	-23.35%
Sep 30, 2025	MORGAN STANLEY	0.7%	247.09K	5.01M	-20.35K	-7.61%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	1.29%	451.94K	9.16M	81.6K	+22.03%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.21%	775.57K	15.71M	-38.13K	-4.69%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.2%	72.06K	1.46M	-20.02K	-21.74%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.12%	41.98K	850.47K	-2.04K	-4.63%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.12%	43.71K	884K	10.62K	+32.08%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.26%	92.08K	1.87M	7.56K	+8.94%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.13%	44.87K	909.11K	-831	-1.82%
Sep 30, 2025	BLACKROCK, INC.	0.71%	248.63K	5.04M	55.47K	+28.72%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.14%	50.15K	1.02M	-26.38K	-34.47%
Sep 30, 2025	CREDIT AGRICOLE S A	0.14%	50.4K	1.02M	50.4K	+100.00%
Sep 30, 2025	MARSHALL WACE, LLP	0.18%	64.93K	1.32M	64.93K	+100.00%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.2%	71.68K	1.45M	2.1K	+3.02%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.26%	93.03K	1.88M	2.16K	+2.38%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.27%	96.21K	1.95M	-284.4K	-74.72%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.61%	212.8K	4.31M	-15.71K	-6.88%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.01%	356.3K	7.22M	43.3K	+13.83%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	2.57%	903.44K	18.3M	56.45K	+6.66%
Sep 30, 2025	CAPROCK GROUP, LLC	0.09%	32.67K	703.28K	32.67K	+100.00%
Sep 30, 2025	DAVENPORT & CO LLC	0.1%	35.89K	727.07K	-350	-0.97%
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.11%	39.84K	807.24K	-1.41K	-3.42%
Sep 30, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.22%	77.13K	1.57M	29	+0.04%
Sep 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.23%	82.12K	1.66M	-7.66K	-8.53%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.24%	83.21K	1.69M	18.29K	+28.16%
Sep 30, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.24%	85.03K	1.72M	7.41K	+9.55%
Sep 30, 2025	MONUMENT CAPITAL MANAGEMENT	0.05%	19.04K	385.73K	19.04K	+100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	19.97K	404.51K	-205	-1.02%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	19.97K	399.06K	-489	-2.39%
Sep 30, 2025	ACCREDITED INVESTORS INC.	0.06%	20K	405.2K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	20.37K	412.69K	-3.52K	-14.73%
Sep 30, 2025	OPTIMUM INVESTMENT ADVISORS	0.06%	20.63K	417.92K	235	+1.15%
Sep 30, 2025	OPPENHEIMER & CO INC	0.06%	20.86K	422.6K	536	+2.64%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.06%	21.34K	432.29K	20.55K	+2,607.74%
Sep 30, 2025	EAGLE GLOBAL ADVISORS LLC	0.06%	22.33K	452.3K	0	0
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	26.2K	530.81K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	26.6K	539K	-310	-1.15%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.08%	27.72K	561.7K	2.44K	+9.65%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.08%	27.79K	563.06K	619	+2.28%
Sep 30, 2025	COLUMBUS MACRO, LLC	1.14%	401.46K	8.13M	78.92K	+24.47%
Sep 30, 2025	UBS GROUP AG	1.07%	375.74K	7.61M	77.35K	+25.92%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.39%	137.37K	2.77M	2.98K	+2.22%
Jun 30, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.22%	77.62K	1.57M	1.51K	+1.98%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.18%	64.93K	1.31M	18.49K	+39.81%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.13%	45.7K	908.58K	-1.25K	-2.67%
Jun 30, 2025	DAVENPORT & CO LLC	0.1%	36.24K	731.99K	0	0
Jun 30, 2025	NATIXIS	0.08%	26.75K	538.77K	0	0
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.07%	26.2K	529.24K	10K	+61.73%
Jun 30, 2025	CAMPBELL & CO INVESTMENT ADVISER LLC	0.07%	23.05K	465.59K	-12.07K	-34.36%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.06%	22.63K	457.09K	22.63K	+100.00%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.06%	22.5K	454.54K	22.5K	+100.00%
Jun 30, 2025	EAGLE GLOBAL ADVISORS LLC	0.06%	22.33K	450.97K	8.02K	+56.01%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.06%	20.66K	417.34K	90	+0.44%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	20.46K	425.2K	2.42K	+13.39%
Jun 30, 2025	OPTIMUM INVESTMENT ADVISORS	0.06%	20.39K	411.94K	1.74K	+9.32%
Jun 30, 2025	MGB WEALTH MANAGEMENT, LLC	0.26%	89.78K	1.81M	1.82K	+2.07%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.24%	84.52K	1.71M	10.36K	+13.97%
Jun 30, 2025	LPL FINANCIAL LLC	0.24%	82.99K	1.68M	-2.99K	-3.48%
Jun 30, 2025	ENTERPRISE BANK & TRUST CO	0.16%	55.91K	1.13M	0	0
Jun 30, 2025	HRT FINANCIAL LP	0.15%	54.07K	1.09M	11.41K	+26.75%
Jun 30, 2025	GREENLAND CAPITAL MANAGEMENT LP	0.15%	53.19K	1.07M	-5.51K	-9.39%
Jun 30, 2025	MQS MANAGEMENT LLC	0.1%	36.58K	738.98K	-9.31K	-20.28%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	33.09K	670K	1.47K	+4.65%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.09%	31.76K	1.57M	31.34K	+7,588.86%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.22%	76.53K	1.55M	27.64K	+56.54%
Jun 30, 2025	Y-INTERCEPT (HONG KONG) LTD	0.18%	62.36K	1.26M	51.48K	+472.96%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	2.41%	846.99K	17.11M	83.53K	+10.94%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	1.05%	370.34K	7.48M	34.84K	+10.38%
Jun 30, 2025	KOSS-OLINGER CONSULTING, LLC	0.05%	16.15K	326.29K	16.15K	+100.00%
Jun 30, 2025	GOLDEN STATE EQUITY PARTNERS	0.04%	15.74K	317.94K	15.74K	+100.00%
Jun 30, 2025		77.96%	27.41M	549.14K	27.41M	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.04%	14.73K	297.62K	3.32K	+29.12%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.04%	14.1K	284.82K	14.1K	+100.00%
Jun 30, 2025	HB WEALTH MANAGEMENT, LLC	0.04%	13.6K	274.7K	0	0
Jun 30, 2025	ADVISORY RESEARCH INC	0.03%	10.57K	213.6K	612	+6.14%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.03%	10.09K	203.8K	10.09K	+100.00%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.03%	9.05K	182.75K	-749	-7.65%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	7.35K	148.39K	-221	-2.92%
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.02%	5.34K	107.81K	0	0
Jun 30, 2025	ATTICUS WEALTH MANAGEMENT, LLC	0.01%	3.82K	77.08K	3.82K	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	3.13K	63.27K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.31%	813.7K	16.44M	-124.42K	-13.26%
Jun 30, 2025	MUZINICH & CO., INC.	0.54%	190.23K	3.84M	98.11K	+106.50%
Jun 30, 2025	PFG ADVISORS	0.54%	188.5K	3.81M	6.84K	+3.76%
Jun 30, 2025	ACCREDITED INVESTORS INC.	0.06%	20K	404K	20K	+100.00%
Jun 30, 2025	COLUMBUS MACRO, LLC	0.92%	322.54K	6.52M	34.92K	+12.14%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.89%	313K	6.32M	29.91K	+10.57%
Jun 30, 2025	MORGAN STANLEY	0.76%	267.45K	5.4B	-37.77K	-12.38%
Jun 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.2%	69.1K	1.4M	1.78K	+2.65%
Jun 30, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.19%	66.04K	1.33M	-1.82K	-2.69%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.09%	30.49K	615.85K	-4.95K	-13.98%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.08%	29.78K	601.62K	29.78K	+100.00%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.08%	27.17K	548.89K	1.97K	+7.80%
Jun 30, 2025	QUANTINNO CAPITAL MANAGEMENT LP	0.08%	27.17K	548.73K	27.17K	+100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	20.17K	407.46K	5	+0.02%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.13%	44.02K	889.12K	21	+0.05%
Jun 30, 2025	INVESCO LTD.	1.27%	446.7K	9.02M	9.64K	+2.20%
Jun 30, 2025	UBS GROUP AG	0.85%	298.39K	6.03M	100.55K	+50.83%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.48%	167.02K	3.37M	-704	-0.42%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.44%	154.61K	3.12M	-58.76K	-27.54%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.43%	152.46K	3.08M	61.98K	+68.49%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	77.96%	27.41M	549.14K	27.41M	+100.00%
Jun 30, 2025	GRANITESHARES ADVISORS LLC	0.38%	132.53K	2.68M	8.28K	+6.67%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.33%	115.87K	2.34M	71.15K	+159.07%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.26%	92.08K	1.86M	-14.25K	-13.40%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.26%	91.11K	1.84M	-10.39K	-10.24%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.26%	90.87K	1.84M	197	+0.22%
Jun 30, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.22%	77.1K	1.57M	-4.55K	-5.57%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.2%	69.58K	1.41M	6.4K	+10.12%
Jun 30, 2025	PLAN GROUP FINANCIAL, LLC	0.14%	49.76K	1.01M	13.92K	+38.85%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.12%	41.26K	833.35K	-1.13K	-2.66%
Jun 30, 2025	RIVERBRIDGE PARTNERS LLC	0.11%	38.98K	787.29K	1.47K	+3.92%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	35.12K	710K	6.01K	+20.65%
Jun 30, 2025	WT WEALTH MANAGEMENT	0.15%	51.86K	1.05M	-1.52K	-2.85%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	1.08%	380.61K	7.69M	-35.3K	-8.49%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.02%	359.42K	7.26M	35.14K	+10.84%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.82%	287.88K	5.82M	-111.12K	-27.85%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.65%	228.51K	4.62M	2.13K	+0.94%
Jun 30, 2025	BLACKROCK, INC.	0.55%	193.15K	3.9M	45.43K	+30.75%
Jun 30, 2025	NOVARE CAPITAL MANAGEMENT LLC	0.54%	190.28K	3.84M	1.14K	+0.60%
Mar 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.2%	67.32K	1.37M	3.5K	+5.48%
Mar 31, 2025	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.2%	67.86K	1.38M	-3.04K	-4.29%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.22%	74.16K	1.51M	8.53K	+13.00%
Mar 31, 2025	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.22%	76.11K	1.55M	-1.07K	-1.38%
Mar 31, 2025	DAVIS INVESTMENT PARTNERS, LLC	0.24%	81.65K	1.48M	-6.61K	-7.49%
Mar 31, 2025	LPL FINANCIAL LLC	0.25%	85.99K	1.75M	6.47K	+8.14%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.66%	226.39K	4.62M	6.86K	+3.12%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.14%	48.89K	996.87K	-35.14K	-41.82%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.49%	167.72K	3.42M	44.42K	+36.02%
Mar 31, 2025	PFG ADVISORS	0.53%	181.66K	3.7M	-1.39K	-0.76%
Mar 31, 2025	NOVARE CAPITAL MANAGEMENT LLC	0.56%	189.14K	3.86M	-175	-0.09%
Mar 31, 2025	UBS GROUP AG	0.58%	197.84K	4.03M	81.23K	+69.66%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.63%	213.37K	4.35M	6.77K	+3.28%
Mar 31, 2025	PLAN GROUP FINANCIAL, LLC	0.11%	35.84K	730.76K	19.96K	+125.76%
Mar 31, 2025	DAVENPORT & CO LLC	0.11%	36.24K	738.87K	0	0
Mar 31, 2025	RIVERBRIDGE PARTNERS LLC	0.11%	37.51K	764.73K	3.43K	+10.08%
Mar 31, 2025	COLUMBUS MACRO, LLC	0.84%	287.62K	5.86M	20.73K	+7.77%
Mar 31, 2025	MORGAN STANLEY	0.9%	305.22K	6.22M	21.11K	+7.43%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.95%	324.28K	6.61M	23.48K	+7.81%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.13%	44.73K	911.99K	13.34K	+42.52%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.83%	283.09K	5.77M	89.39K	+46.15%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	1.17%	399K	8.14M	184.09K	+85.66%
Mar 31, 2025	INVESCO LTD.	1.28%	437.07K	8.91M	-103.4K	-19.13%
Mar 31, 2025	MUZINICH & CO., INC.	0.27%	92.12K	1.88M	9.17K	+11.05%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	2.24%	763.47K	15.57M	-55.54K	-6.78%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.75%	938.13K	19.13M	-39K	-3.99%
Mar 31, 2025	MGB WEALTH MANAGEMENT, LLC	0.26%	87.95K	1.8M	0	0
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.27%	90.49K	1.85M	9.17K	+11.27%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.27%	90.67K	1.85M	2.68K	+3.05%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.31%	106.33K	2.14M	10.23K	+10.65%
Mar 31, 2025	CITADEL ADVISORS LLC	0.32%	107.35K	2.19M	21.4K	+24.90%
Mar 31, 2025	GRANITESHARES ADVISORS LLC	0.36%	124.25K	2.53M	7.53K	+6.45%
Mar 31, 2025	BLACKROCK, INC.	0.43%	147.73K	3.01M	6.9K	+4.90%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	1.22%	415.91K	8.48M	196.2K	+89.30%
Mar 31, 2025	WT WEALTH MANAGEMENT	0.16%	53.38K	1.09M	-2.06K	-3.72%
Mar 31, 2025	MQS MANAGEMENT LLC	0.13%	45.89K	935.68K	45.89K	+100.00%
Mar 31, 2025	CREDIT AGRICOLE S A	0.14%	47.65K	971.56K	0	0
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.15%	51.18K	1.04M	51.18K	+100.00%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.15%	51.26K	1.05M	51.26K	+100.00%
Mar 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.12%	42.38K	864.15K	42.38K	+100.00%
Mar 31, 2025	HRT FINANCIAL LP	0.13%	42.65K	869K	2.81K	+7.04%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	46.44K	946.91K	28.04K	+152.34%
Mar 31, 2025	ENTERPRISE BANK & TRUST CO	0.16%	55.91K	1.14M	0	0
Mar 31, 2025	GREENLAND CAPITAL MANAGEMENT LP	0.17%	58.7K	1.2M	21.2K	+56.53%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.19%	63.18K	1.29M	2.83K	+4.68%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.13%	44K	897.06K	-427	-0.96%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.14%	46.96K	957.42K	-865	-1.81%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.3%	101.5K	2.07M	-19.71K	-16.26%
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.39%	134.38K	2.74M	134.38K	+100.00%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.98%	335.5K	6.84M	32.08K	+10.57%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.06%	18.98K	374.62K	-687	-3.49%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.07%	21.55K	425.36K	-4.41K	-16.97%
Mar 31, 2024	SUMMIT TRAIL ADVISORS, LLC	0.07%	22.5K	444.19K	0	0
Mar 31, 2024	D.A. DAVIDSON & CO.	0.08%	23.75K	468.77K	4.28K	+21.99%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.08%	24.48K	484K	2.35K	+10.61%
Mar 31, 2024	OAK HARBOR WEALTH PARTNERS, LLC	0.08%	24.83K	490.15K	243	+0.99%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	26.53K	524K	26.53K	+100.00%
Mar 31, 2024	LEVEL FOUR ADVISORY SERVICES, LLC	0.09%	28.29K	557.07K	0	0
Mar 31, 2024	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.15%	44.85K	885.3K	-628	-1.38%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.16%	47.68K	941.26K	2.77K	+6.16%
Mar 31, 2024	PALOGIC VALUE MANAGEMENT, L.P.	0.18%	54.83K	1.08M	3.77K	+7.38%
Mar 31, 2024	GRANITESHARES ADVISORS LLC	0.28%	85.84K	1.69M	10.92K	+14.57%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.29%	88.09K	1.74M	-91.07K	-50.83%
Mar 31, 2024	DAVIS INVESTMENT PARTNERS, LLC	0.32%	96.32K	1.89M	200	+0.21%
Mar 31, 2024	MORGAN STANLEY	1.25%	381.45K	7.53M	-67.07K	-14.95%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.42%	432.82K	8.54M	-4.07K	-0.93%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	1.83%	557.37K	11M	-24.27K	-4.17%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	1.97%	600.86K	11.86M	82.05K	+15.81%
Mar 31, 2024	CITADEL ADVISORS LLC	0.1%	31.06K	613.09K	-165.67K	-84.21%
Mar 31, 2024	JUMP FINANCIAL, LLC	0.1%	31.1K	613.91K	-15.8K	-33.68%
Mar 31, 2024	HEXAGON CAPITAL PARTNERS LLC	0.1%	31.75K	626.75K	0	0
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.11%	32.83K	648K	2.29K	+7.51%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.12%	37.7K	744.2K	-1.89K	-4.77%
Mar 31, 2024	DAVENPORT & CO LLC	0.12%	37.74K	744.93K	0	0
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.12%	37.83K	746.66K	5.66K	+17.61%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	39.21K	774.07K	28.11K	+253.14%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.13%	39.43K	778K	500	+1.28%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.14%	43.28K	854.42K	3.18K	+7.94%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.2%	61.33K	1.21M	61.33K	+100.00%
Mar 31, 2024	MUZINICH & CO., INC.	0.21%	65.04K	1.28M	0	0
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.22%	65.71K	1.3M	2.3K	+3.63%
Mar 31, 2024	CETERA ADVISORS LLC	0.24%	71.65K	1.41M	61.58K	+611.46%
Mar 31, 2024	LPL FINANCIAL LLC	0.26%	78.27K	1.54M	5.87K	+8.10%
Mar 31, 2024	MGB WEALTH MANAGEMENT, LLC	0.29%	87.46K	1.72M	0	0
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.32%	96.95K	1.91M	-4.86K	-4.77%
Mar 31, 2024	FJ CAPITAL MANAGEMENT LLC	0.34%	104K	2.05M	104K	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.37%	112K	2.21M	7.86K	+7.55%
Mar 31, 2024	PFG ADVISORS	0.56%	171.67K	3.39M	-160	-0.09%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.63%	192.43K	3.8M	22.47K	+13.22%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.65%	197.97K	3.91M	58.77K	+42.22%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.68%	207.09K	4.09M	8.77K	+4.42%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.79%	240.21K	4.74M	47.37K	+24.56%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	1.07%	325.98K	6.43M	-42.26K	-11.48%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	1.24%	377.99K	7.46M	-110.99K	-22.70%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	1.25%	381.91K	7.54M	-43.3K	-10.18%
Mar 31, 2024	INVESCO LTD.	1.99%	604.49K	11.93M	40.54K	+7.19%
Mar 31, 2024	VIRTUS ETF ADVISERS LLC	0.1%	31.08K	613.56K	10.09K	+48.03%
Mar 31, 2024	HRT FINANCIAL LP	0.11%	34.52K	681K	34.52K	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	39.2K	773.81K	39.2K	+100.00%
Mar 31, 2024	TREXQUANT INVESTMENT LP	0.15%	44.26K	873.63K	-32.54K	-42.37%
Mar 31, 2024	IHT WEALTH MANAGEMENT, LLC	0.15%	47.04K	928.52K	7.46K	+18.84%
Mar 31, 2024	ENTERPRISE BANK & TRUST CO	0.18%	55.91K	1.1M	0	0
Mar 31, 2024	BARCLAYS PLC	0.2%	60.42K	1.19M	60.42K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.22%	68.05K	1.34M	4.94K	+7.82%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.25%	75.29K	1.49M	-20.11K	-21.08%
Mar 31, 2024	BLACKROCK INC.	0.32%	96K	1.9M	6.83K	+7.66%
Mar 31, 2024	NOVARE CAPITAL MANAGEMENT LLC	0.62%	189.46K	3.74M	7.16K	+3.93%
Mar 31, 2024	CORNERSTONE WEALTH MANAGEMENT, LLC	0.05%	15.94K	314.6K	4.69K	+41.65%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.64%	169.96K	3.35M	15.49K	+10.03%
Dec 31, 2023	PFG ADVISORS	0.65%	171.83K	3.38M	38.85K	+29.21%
Dec 31, 2023	LEVEL FOUR ADVISORY SERVICES, LLC	0.11%	28.29K	557.07K	-131	-0.46%
Dec 31, 2023	MORGAN STANLEY	1.69%	448.52K	8.83M	69K	+18.18%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	1.84%	488.97K	9.63M	67.33K	+15.97%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	1.95%	518.81K	10.22M	122.17K	+30.80%
Dec 31, 2023	INVESCO LTD.	2.12%	563.96K	11.1M	563.96K	+100.00%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	2.19%	581.65K	11.45M	-33.18K	-5.40%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.67%	179.16K	3.53M	-24.65K	-12.10%
Dec 31, 2023	NOVARE CAPITAL MANAGEMENT LLC	0.68%	182.3K	3.59M	4.1K	+2.30%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.72%	192.84K	3.8M	9.83K	+5.37%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.75%	198.32K	3.9M	-42K	-17.48%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	1.38%	368.24K	7.25M	33.12K	+9.88%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	1.6%	425.21K	8.37M	-12.3K	-2.81%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.64%	436.89K	8.6M	-17.01K	-3.75%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.11%	30.54K	601K	1.5K	+5.17%
Dec 31, 2023	HEXAGON CAPITAL PARTNERS LLC	0.12%	31.75K	625.16K	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.12%	32.16K	633.27K	4.6K	+16.68%
Dec 31, 2023	DAVENPORT & CO LLC	0.14%	37.74K	743.04K	0	0
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0.14%	38.1K	750.15K	14.03K	+58.27%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.15%	38.93K	767K	-3.83K	-8.95%
Dec 31, 2023	IHT WEALTH MANAGEMENT, LLC	0.15%	39.58K	779.32K	2.22K	+5.93%
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.15%	39.59K	779.49K	316	+0.80%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0.15%	40.1K	789.56K	4.14K	+11.52%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.17%	44.92K	884.44K	-7.73K	-14.68%
Dec 31, 2023	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC	0.17%	45.48K	895.42K	-231	-0.51%
Dec 31, 2023	JUMP FINANCIAL, LLC	0.18%	46.9K	923.38K	14.4K	+44.30%
Dec 31, 2023	CITADEL ADVISORS LLC	0.19%	49.4K	972.69K	48.3K	+4,390.91%
Dec 31, 2023	PALOGIC VALUE MANAGEMENT, L.P.	0.19%	51.06K	1.01M	2.42K	+4.96%
Dec 31, 2023	ENTERPRISE BANK & TRUST CO	0.21%	55.91K	1.1M	0	0
Dec 31, 2023	UBS GROUP AG	0.24%	63.12K	1.24M	13.88K	+28.20%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	63.41K	1.25M	0	0
Dec 31, 2023	MUZINICH & CO., INC.	0.24%	65.04K	1.28M	-700	-1.06%
Dec 31, 2023	WT WEALTH MANAGEMENT	0.25%	67.27K	1.32M	-1.29K	-1.87%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.27%	71.7K	1.41M	8.43K	+13.33%
Dec 31, 2023	LPL FINANCIAL LLC	0.27%	72.4K	1.43M	5.72K	+8.57%
Dec 31, 2023	GRANITESHARES ADVISORS LLC	0.28%	74.92K	1.48M	74.92K	+100.00%
Dec 31, 2023	TREXQUANT INVESTMENT LP	0.29%	76.8K	1.51M	50.47K	+191.71%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.29%	77.63K	1.53M	10K	+14.78%
Dec 31, 2023	LEGACY CAPITAL WEALTH PARTNERS, LLC	0.3%	78.76K	1.55M	7.49K	+10.51%
Dec 31, 2023		0.33%	87.46K	1.72M	87.46K	+100.00%
Dec 31, 2023	BLACKROCK INC.	0.34%	89.17K	1.76M	4.96K	+5.89%
Dec 31, 2023	CAMPBELL & CO INVESTMENT ADVISER LLC	0.35%	92.21K	1.82M	65.92K	+250.77%
Dec 31, 2023	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.36%	95.39K	1.88M	-3.42K	-3.46%
Dec 31, 2023	DAVIS INVESTMENT PARTNERS, LLC	0.36%	96.12K	1.92M	-8.13K	-7.79%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.38%	101.81K	1.99M	75.02K	+280.07%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.39%	104.14K	2.05M	7.17K	+7.39%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.52%	139.2K	2.74M	16.09K	+13.07%
Dec 31, 2023	ACADIAN ASSET MANAGEMENT LLC	0.6%	159.69K	3.14M	-83.25K	-34.27%

Insiders

Among the FDUS insiders holding of 0.91% of the stake in company, PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P., 10 percent owner, holds the largest shares of 942.3K. ROSS EDWARD H, See Remarks, is the second largest FDUS insider with ownership of 177.46K shares. LAUER THOMAS CHARLES, President, stands third with possession of 81.6K shares of that stake.

Insiders	Designation	Shares Held
PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	10 percent owner	942.3K
ROSS EDWARD H	See Remarks	177.46K
LAUER THOMAS CHARLES	President	81.6K
SHERARD SHELBY E	See Remarks	31.66K
SCHAEFER CARY L	CFO, CCO & Secretary	25.76K
HYMAN CHARLES D	director	25.2K
ANSTISS RAYMOND L. JR.	director	10.5K
TUNE EDWARD X.	director	6K
MAZZARINO JOHN A.	director	742

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 13, 2020	HYMAN CHARLES D	PURCHASE	9.84	2K	19.68K	25.2K
Mar 12, 2020	SHERARD SHELBY E	PURCHASE	9.36	5K	46.8K	31.66K
Mar 12, 2020	ANSTISS RAYMOND L. JR.	PURCHASE	9.00	1.5K	13.5K	10.5K
Mar 12, 2020	TUNE EDWARD X.	PURCHASE	9.43	3K	28.29K	6K
Mar 12, 2020	ROSS EDWARD H	PURCHASE	9.31	4K	37.24K	177.46K
Mar 11, 2020	ANSTISS RAYMOND L. JR.	PURCHASE	11.66	6.15K	71.71K	11.4K
Mar 11, 2020	LAUER THOMAS CHARLES	PURCHASE	11.45	2K	22.9K	81.6K
Mar 10, 2020	ROSS EDWARD H	PURCHASE	11.81	2K	23.62K	173.46K
Mar 09, 2020	SHERARD SHELBY E	PURCHASE	12.99	3.85K	50.01K	24.56K
Mar 09, 2020	LAUER THOMAS CHARLES	PURCHASE	12.40	5K	62K	79.6K
Aug 08, 2019	SHERARD SHELBY E	PURCHASE	14.25	1.75K	24.94K	20.71K
Aug 07, 2019	SHERARD SHELBY E	PURCHASE	14.40	1.35K	19.44K	18.96K
Aug 06, 2019	ANSTISS RAYMOND L. JR.	PURCHASE	14.65	1K	14.65K	9K
Jun 03, 2019	ANSTISS RAYMOND L. JR.	PURCHASE	15.97	1K	15.97K	6.26K
May 13, 2019	ANSTISS RAYMOND L. JR.	PURCHASE	16.00	1.75K	28K	4.76K
Dec 06, 2018	SHERARD SHELBY E	PURCHASE	13.60	3.68K	49.98K	17.61K
Mar 09, 2018	SHERARD SHELBY E	PURCHASE	12.75	2.19K	27.87K	13.94K
Mar 08, 2018	HYMAN CHARLES D	PURCHASE	12.79	1.5K	19.19K	23.2K
Mar 08, 2018	SHERARD SHELBY E	PURCHASE	12.75	1.31K	16.75K	11.75K
Mar 08, 2018	LAUER THOMAS CHARLES	PURCHASE	12.80	4K	51.2K	74.6K
Mar 07, 2018	SHERARD SHELBY E	PURCHASE	13.10	7K	91.7K	10.44K
Mar 07, 2018	ROSS EDWARD H	PURCHASE	13.18	3.5K	46.13K	171.46K
Aug 24, 2015	LAUER THOMAS CHARLES	PURCHASE	7.49	100	749	70.6K
Aug 21, 2015	SHERARD SHELBY E	PURCHASE	14.50	3.44K	49.81K	3.44K
Dec 04, 2014	HYMAN CHARLES D	PURCHASE	15.11	1.7K	25.68K	21.7K
Dec 01, 2014	LAUER THOMAS CHARLES	PURCHASE	16.11	1.5K	24.17K	70.5K
Nov 24, 2014	MAZZARINO JOHN A.	PURCHASE	16.50	742	12.24K	742
May 14, 2014	HYMAN CHARLES D	PURCHASE	16.99	2K	33.98K	20K
Aug 16, 2013	SCHAEFER CARY L	PURCHASE	18.95	2.11K	39.98K	25.76K
Nov 09, 2012	LAUER THOMAS CHARLES	PURCHASE	15.30	1.2K	18.39K	69K
Nov 08, 2012	ROSS EDWARD H	PURCHASE	15.39	2K	30.78K	167.96K
Nov 08, 2012	SCHAEFER CARY L	PURCHASE	15.43	2K	30.86K	22.7K
Aug 08, 2012	HYMAN CHARLES D	PURCHASE	15.36	1.5K	22.96K	18K
May 10, 2012	ANSTISS RAYMOND L. JR.	PURCHASE	13.67	1.25K	17.09K	2K
Mar 15, 2012	LAUER THOMAS CHARLES	PURCHASE	13.50	1.5K	20.25K	67.8K
Mar 14, 2012	SCHAEFER CARY L	PURCHASE	13.74	1.5K	20.61K	20.3K
Mar 14, 2012	ROSS EDWARD H	PURCHASE	13.79	2K	27.58K	161.5K
Mar 12, 2012	HYMAN CHARLES D	PURCHASE	13.80	1.5K	20.7K	16.51K
Feb 07, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.70	7.7K	105.49K	942.3K
Feb 06, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.65	4.4K	60.06K	950K
Feb 03, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.73	5.71K	78.33K	954.4K
Feb 02, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.60	3.38K	46K	960.1K
Feb 01, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.56	22.12K	299.89K	963.48K
Jan 31, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.64	15.24K	207.93K	985.6K
Jan 30, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.61	3.6K	48.98K	1M
Jan 27, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	14.00	7.97K	111.58K	1M
Jan 26, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.87	4.43K	61.47K	1.01M
Jan 25, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.94	19.29K	268.86K	1.02M
Jan 24, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.92	21.17K	294.66K	1.04M
Jan 23, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.83	12.68K	175.38K	1.06M
Jan 20, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.67	25.82K	352.95K	1.07M
Jan 19, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.56	14.02K	190.07K	1.1M
Jan 18, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.56	3.08K	41.71K	1.11M
Jan 10, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.56	30.02K	407.02K	1.11M
Jan 09, 2012	PINEBRIDGE SECONDARY PARTNERS II HOLDINGS, L.P.	SALE	13.57	19.95K	270.65K	1.14M
Nov 22, 2011	LAUER THOMAS CHARLES	PURCHASE	12.00	500	6K	66.3K
Nov 22, 2011	ROSS EDWARD H	PURCHASE	12.04	1.8K	21.67K	157.97K
Nov 22, 2011	HYMAN CHARLES D	PURCHASE	12.04	2K	24.08K	15.01K
Nov 21, 2011	ROSS EDWARD H	PURCHASE	11.95	200	2.39K	156.17K
Nov 21, 2011	LAUER THOMAS CHARLES	PURCHASE	11.92	632	7.53K	65.8K
Nov 10, 2011	ANSTISS RAYMOND L. JR.	PURCHASE	12.26	1K	12.26K	1.51K

Frequently Asked Questions