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Institutional Holders of FIDU

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Lido Advisors LLC1,375,127$84,199 12/31/2023
     FIDU1,375,127$84,199 12/31/2023
Northwestern Mutual Wealth Management Co.591,822$36,237 12/31/2023
     FIDU591,822$36,237 12/31/2023
AE Wealth Management LLC571,795$34,737 12/31/2023
     FIDU571,795$34,737 12/31/2023
Commonwealth Equity Services LLC253,569$15,526 12/31/2023
     FIDU253,569$15,526 12/31/2023
Full Sail Capital LLC158,553$9,708 12/31/2023
     FIDU158,553$9,708 12/31/2023
Morgan Stanley152,212$9,320 12/31/2023
     FIDU152,212$9,320 12/31/2023
Royal Bank of Canada133,754$8,189 12/31/2023
     FIDU133,754$8,189 12/31/2023
Advisor Group Holdings Inc.112,912$6,922 12/31/2023
     FIDU112,912$6,922 12/31/2023
Ameriprise Financial Inc.105,341$6,450 12/31/2023
     FIDU105,341$6,450 12/31/2023
Stifel Financial Corp95,781$5,865 12/31/2023
     FIDU95,781$5,865 12/31/2023
Envestnet Asset Management Inc.86,426$5,292 12/31/2023
     FIDU86,426$5,292 12/31/2023
Personal CFO Solutions LLC84,783$5,191 12/31/2023
     FIDU84,783$5,191 12/31/2023
Advisory Services Network LLC76,010$4,654 12/31/2023
     FIDU76,010$4,654 12/31/2023
Bank of America Corp DE74,783$4,579 12/31/2023
     FIDU74,783$4,579 12/31/2023
GWM Advisors LLC74,559$4,565 12/31/2023
     FIDU74,559$4,565 12/31/2023
Traynor Capital Management Inc.63,707$4,320 03/31/2024
     FIDU63,707$4,320 03/31/2024
LPL Financial LLC65,394$4,004 12/31/2023
     FIDU65,394$4,004 12/31/2023
AGF Management Ltd.60,430$3,700 12/31/2023
     FIDU60,430$3,700 12/31/2023
Yoder Wealth Management Inc.54,042$3,665 03/31/2024
     FIDU54,042$3,665 03/31/2024
Wells Fargo & Company MN56,621$3,467 12/31/2023
     FIDU56,621$3,467 12/31/2023
Atlas Capital Advisors LLC49,392$3,349 03/31/2024
     FIDU49,392$3,349 03/31/2024
Goldman Sachs Group Inc.46,592$2,853 12/31/2023
     FIDU46,592$2,853 12/31/2023
VCI Wealth Management LLC46,064$2,820 12/31/2023
     FIDU46,064$2,820 12/31/2023
JPMorgan Chase & Co.43,414$2,658 12/31/2023
     FIDU43,414$2,658 12/31/2023
Orion Portfolio Solutions LLC44,096$2,646 12/31/2023
     FIDU44,096$2,646 12/31/2023
Connectus Wealth LLC40,492$2,484 12/31/2023
     FIDU40,492$2,484 12/31/2023
Kestra Advisory Services LLC39,059$2,392 12/31/2023
     FIDU39,059$2,392 12/31/2023
FMR LLC37,384$2,289 12/31/2023
     FIDU37,384$2,289 12/31/2023
Exchange Capital Management Inc.32,718$2,219 03/31/2024
     FIDU32,718$2,219 03/31/2024
EPG Wealth Management LLC35,513$2,206 12/31/2023
     FIDU35,513$2,206 12/31/2023
Lifeworks Advisors LLC36,014$2,205 12/31/2023
     FIDU36,014$2,205 12/31/2023
U.S. Capital Wealth Advisors LLC31,332$1,918 12/31/2023
     FIDU31,332$1,918 12/31/2023
Cambridge Investment Research Advisors Inc.31,059$1,902 12/31/2023
     FIDU31,059$1,902 12/31/2023
We Are One Seven LLC29,063$1,780 12/31/2023
     FIDU29,063$1,780 12/31/2023
Fifth Third Securities Inc.24,577$1,667 03/31/2024
     FIDU24,577$1,667 03/31/2024
Truist Financial Corp27,000$1,653 12/31/2023
     FIDU27,000$1,653 12/31/2023
Citadel Advisors LLC26,551$1,626 12/31/2023
     FIDU26,551$1,626 12/31/2023
Kestra Private Wealth Services LLC26,070$1,596 12/31/2023
     FIDU26,070$1,596 12/31/2023
Lynch & Associates IN23,461$1,591 03/31/2024
     FIDU23,461$1,591 03/31/2024
Smith Salley & Associates25,865$1,584 12/31/2023
     FIDU25,865$1,584 12/31/2023
HighTower Advisors LLC25,767$1,561 12/31/2023
     FIDU25,767$1,561 12/31/2023
Trail Ridge Investment Advisors LLC23,710$1,452 12/31/2023
     FIDU23,710$1,452 12/31/2023
Beaumont Financial Advisors LLC22,321$1,367 12/31/2023
     FIDU22,321$1,367 12/31/2023
Armor Investment Advisors LLC21,727$1,330 12/31/2023
     FIDU21,727$1,330 12/31/2023
KCM Investment Advisors LLC21,496$1,316 12/31/2023
     FIDU21,496$1,316 12/31/2023
Trust Co. of Oklahoma16,273$1,103 03/31/2024
     FIDU16,273$1,103 03/31/2024
CSM Advisors LLC16,900$1,035 12/31/2023
     FIDU16,900$1,035 12/31/2023
Mutual Advisors LLC15,764$965 12/31/2023
     FIDU15,764$965 12/31/2023
Sunbelt Securities Inc.14,008$950 03/31/2024
     FIDU14,008$950 03/31/2024
Level Four Advisory Services LLC14,133$865 12/31/2023
     FIDU14,133$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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