There is a long list of 138 institutional holders of FIDU within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of FIDU by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FIDU table below, the initial column indicates the name of each top institutional holder of FIDU, with a link to that fund's top holdings. The next columns indicate the amount of FIDU stock held by each of the institutional holders of FIDU, followed by the FIDU position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Lido Advisors LLC | 1,375,127 | $84,199 | 12/31/2023 |
FIDU | 1,375,127 | $84,199 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 591,822 | $36,237 | 12/31/2023 |
FIDU | 591,822 | $36,237 | 12/31/2023 |
AE Wealth Management LLC | 571,795 | $34,737 | 12/31/2023 |
FIDU | 571,795 | $34,737 | 12/31/2023 |
Commonwealth Equity Services LLC | 253,569 | $15,526 | 12/31/2023 |
FIDU | 253,569 | $15,526 | 12/31/2023 |
Full Sail Capital LLC | 158,553 | $9,708 | 12/31/2023 |
FIDU | 158,553 | $9,708 | 12/31/2023 |
Morgan Stanley | 152,212 | $9,320 | 12/31/2023 |
FIDU | 152,212 | $9,320 | 12/31/2023 |
Royal Bank of Canada | 133,754 | $8,189 | 12/31/2023 |
FIDU | 133,754 | $8,189 | 12/31/2023 |
Advisor Group Holdings Inc. | 112,912 | $6,922 | 12/31/2023 |
FIDU | 112,912 | $6,922 | 12/31/2023 |
Ameriprise Financial Inc. | 105,341 | $6,450 | 12/31/2023 |
FIDU | 105,341 | $6,450 | 12/31/2023 |
Stifel Financial Corp | 95,781 | $5,865 | 12/31/2023 |
FIDU | 95,781 | $5,865 | 12/31/2023 |
Envestnet Asset Management Inc. | 86,426 | $5,292 | 12/31/2023 |
FIDU | 86,426 | $5,292 | 12/31/2023 |
Personal CFO Solutions LLC | 84,783 | $5,191 | 12/31/2023 |
FIDU | 84,783 | $5,191 | 12/31/2023 |
Advisory Services Network LLC | 76,010 | $4,654 | 12/31/2023 |
FIDU | 76,010 | $4,654 | 12/31/2023 |
Bank of America Corp DE | 74,783 | $4,579 | 12/31/2023 |
FIDU | 74,783 | $4,579 | 12/31/2023 |
GWM Advisors LLC | 74,559 | $4,565 | 12/31/2023 |
FIDU | 74,559 | $4,565 | 12/31/2023 |
Traynor Capital Management Inc. | 63,707 | $4,320 | 03/31/2024 |
FIDU | 63,707 | $4,320 | 03/31/2024 |
LPL Financial LLC | 65,394 | $4,004 | 12/31/2023 |
FIDU | 65,394 | $4,004 | 12/31/2023 |
AGF Management Ltd. | 60,430 | $3,700 | 12/31/2023 |
FIDU | 60,430 | $3,700 | 12/31/2023 |
Yoder Wealth Management Inc. | 54,042 | $3,665 | 03/31/2024 |
FIDU | 54,042 | $3,665 | 03/31/2024 |
Wells Fargo & Company MN | 56,621 | $3,467 | 12/31/2023 |
FIDU | 56,621 | $3,467 | 12/31/2023 |
Atlas Capital Advisors LLC | 49,392 | $3,349 | 03/31/2024 |
FIDU | 49,392 | $3,349 | 03/31/2024 |
Goldman Sachs Group Inc. | 46,592 | $2,853 | 12/31/2023 |
FIDU | 46,592 | $2,853 | 12/31/2023 |
VCI Wealth Management LLC | 46,064 | $2,820 | 12/31/2023 |
FIDU | 46,064 | $2,820 | 12/31/2023 |
JPMorgan Chase & Co. | 43,414 | $2,658 | 12/31/2023 |
FIDU | 43,414 | $2,658 | 12/31/2023 |
Orion Portfolio Solutions LLC | 44,096 | $2,646 | 12/31/2023 |
FIDU | 44,096 | $2,646 | 12/31/2023 |
Connectus Wealth LLC | 40,492 | $2,484 | 12/31/2023 |
FIDU | 40,492 | $2,484 | 12/31/2023 |
Kestra Advisory Services LLC | 39,059 | $2,392 | 12/31/2023 |
FIDU | 39,059 | $2,392 | 12/31/2023 |
FMR LLC | 37,384 | $2,289 | 12/31/2023 |
FIDU | 37,384 | $2,289 | 12/31/2023 |
Exchange Capital Management Inc. | 32,718 | $2,219 | 03/31/2024 |
FIDU | 32,718 | $2,219 | 03/31/2024 |
EPG Wealth Management LLC | 35,513 | $2,206 | 12/31/2023 |
FIDU | 35,513 | $2,206 | 12/31/2023 |
Lifeworks Advisors LLC | 36,014 | $2,205 | 12/31/2023 |
FIDU | 36,014 | $2,205 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 31,332 | $1,918 | 12/31/2023 |
FIDU | 31,332 | $1,918 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 31,059 | $1,902 | 12/31/2023 |
FIDU | 31,059 | $1,902 | 12/31/2023 |
We Are One Seven LLC | 29,063 | $1,780 | 12/31/2023 |
FIDU | 29,063 | $1,780 | 12/31/2023 |
Fifth Third Securities Inc. | 24,577 | $1,667 | 03/31/2024 |
FIDU | 24,577 | $1,667 | 03/31/2024 |
Truist Financial Corp | 27,000 | $1,653 | 12/31/2023 |
FIDU | 27,000 | $1,653 | 12/31/2023 |
Citadel Advisors LLC | 26,551 | $1,626 | 12/31/2023 |
FIDU | 26,551 | $1,626 | 12/31/2023 |
Kestra Private Wealth Services LLC | 26,070 | $1,596 | 12/31/2023 |
FIDU | 26,070 | $1,596 | 12/31/2023 |
Lynch & Associates IN | 23,461 | $1,591 | 03/31/2024 |
FIDU | 23,461 | $1,591 | 03/31/2024 |
Smith Salley & Associates | 25,865 | $1,584 | 12/31/2023 |
FIDU | 25,865 | $1,584 | 12/31/2023 |
HighTower Advisors LLC | 25,767 | $1,561 | 12/31/2023 |
FIDU | 25,767 | $1,561 | 12/31/2023 |
Trail Ridge Investment Advisors LLC | 23,710 | $1,452 | 12/31/2023 |
FIDU | 23,710 | $1,452 | 12/31/2023 |
Beaumont Financial Advisors LLC | 22,321 | $1,367 | 12/31/2023 |
FIDU | 22,321 | $1,367 | 12/31/2023 |
Armor Investment Advisors LLC | 21,727 | $1,330 | 12/31/2023 |
FIDU | 21,727 | $1,330 | 12/31/2023 |
KCM Investment Advisors LLC | 21,496 | $1,316 | 12/31/2023 |
FIDU | 21,496 | $1,316 | 12/31/2023 |
Trust Co. of Oklahoma | 16,273 | $1,103 | 03/31/2024 |
FIDU | 16,273 | $1,103 | 03/31/2024 |
CSM Advisors LLC | 16,900 | $1,035 | 12/31/2023 |
FIDU | 16,900 | $1,035 | 12/31/2023 |
Mutual Advisors LLC | 15,764 | $965 | 12/31/2023 |
FIDU | 15,764 | $965 | 12/31/2023 |
Sunbelt Securities Inc. | 14,008 | $950 | 03/31/2024 |
FIDU | 14,008 | $950 | 03/31/2024 |
Level Four Advisory Services LLC | 14,133 | $865 | 12/31/2023 |
FIDU | 14,133 | $865 | 12/31/2023 |
See All: Funds Holding FIDU
See Details: Top 10 Hedge Funds Holding FIDU
Also See: FIDU Holdings Changes
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