Fidus Investment Ownership | Who Owns Fidus Investment?

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Fidus Investment Ownership Summary

Fidus Investment is owned by 15.95% institutional investors, 0.89% insiders, and 83.16% retail investors. Van eck associates is the largest institutional shareholder, holding 2.57% of FDUS shares. VanEck BDC Income ETF is the top mutual fund, with 1.81% of its assets in Fidus Investment shares.

FDUS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Fidus Investment	15.95%	0.89%	83.16%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Asset Management Stocks	46.20%	8.54%	45.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Van eck associates	903.44K	2.57%	$18.30M
Raymond james financial	775.57K	2.21%	$15.71M
Raymond james & associates	556.95K	1.81%	$10.85M
Envestnet asset management	520.33K	1.46%	$10.04M
Invesco	497.92K	1.42%	$10.09M
Columbus macro	485.78K	1.36%	$9.38M
Raymond james financial services advisors	415.11K	1.35%	$8.09M
Cetera investment advisers	451.94K	1.29%	$9.16M
Ubs group	439.94K	1.23%	$8.49M
Baird financial group	356.30K	1.01%	$7.22M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Muzinich	347.11K	2.11%	$6.70M
Columbus macro	485.78K	1.03%	$9.38M
Palogic value management	72.67K	0.59%	$1.47M
Davis investment partners	76.70K	0.52%	$1.50M
Mqs management	44.14K	0.50%	$851.96K
Mgb wealth management	82.12K	0.47%	$1.66M
Enterprise bank & trust	55.91K	0.42%	$1.13M
Capital advisory group advisory services	70.55K	0.40%	$1.36M
Plan group financial	79.69K	0.40%	$1.54M
Legacy capital wealth partners	72.92K	0.30%	$1.41M

Top Buyers

Holder	Shares	% Assets	Change
Jane street group	109.76K	0.00%	109.76K
Muzinich	347.11K	2.11%	99.67K
Columbus macro	485.78K	1.03%	84.32K
Cetera investment advisers	451.94K	0.01%	81.60K
Envestnet asset management	520.33K	0.00%	80.42K

Top Sellers

Holder	Shares	% Assets	Change
Two sigma advisers, lp	96.21K	0.00%	-284.40K
Millennium management	-	-	-157.26K
Graniteshares advisors	-	-	-145.33K
Quadrature capital	-	-	-88.09K
Fj capital management	-	-	-82.27K

New Positions

Holder	Shares	% Assets	Change	Value
Jane street group	109.76K	0.00%	109.76K	$2.12M
Haven private	33.66K	0.28%	33.66K	$649.56K
Goldman sachs group	32.51K	0.00%	32.51K	$627.52K
Brevan howard capital management lp	31.09K	0.00%	31.09K	$629.90K
Truemark investments	30.02K	0.11%	30.02K	$579.40K

Sold Out

Holder	Change
Ifp advisors	-1.00
Caitong asset management	-4.00
Fmr	-31.00
Flagship wealth advisors	-84.00
Ameritas advisory services	-200.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	100	-24.24%	5,698,627	-40.42%	15	2.16%	51	-26.09%	21	-36.36%
Sep 30, 2025	128	4.92%	9,429,970	-73.95%	26	0.25%	68	-5.56%	32	23.08%
Jun 30, 2025	121	-0.82%	36,415,411	313.24%	103	15.49%	73	8.96%	26	-16.13%
Mar 31, 2025	122	7.02%	8,812,258	10.59%	25	4.54%	66	3.13%	32	14.29%
Dec 31, 2024	71	-36.04%	4,903,820	-35.97%	14	2.79%	40	-31.03%	15	-57.14%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
VanEck BDC Income ETF	687.40K	1.81%	-
Invesco KBW High Dividend Yld Fincl ETF	459.93K	1.30%	-
Columbus Macro Alternative High-Yield	483.80K	1.27%	78.23K
iShares Listed Private Eq ETF USD Dist	189.80K	0.50%	92.84K
Putnam BDC Income ETF	165.96K	0.44%	-
GraniteShares HIPS US High Income ETF	138.56K	0.39%	-
FID DC L&G Diversified Fund	61.79K	0.18%	61.79K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	57.83K	0.15%	8.19K
VanEck Global Listed Priv Crdt AUD H ETF	51.38K	0.15%	976.00
Nikko High Income BDC Mother Fund	49.05K	0.14%	17.91K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 12, 2020	Tune Edward X.	-	Buy	$28.29K
Mar 13, 2020	HYMAN CHARLES D	-	Buy	$19.68K
Mar 11, 2020	Lauer Thomas Charles	President	Buy	$22.90K
Mar 12, 2020	Anstiss Raymond L. Jr.	-	Buy	$13.50K
Mar 11, 2020	Anstiss Raymond L. Jr.	-	Buy	$71.71K

Insider Transactions Trends

Date	Buy	Sell
2020 Q4	-	-
2020 Q1	11	-
2019 Q3	3	-
2019 Q2	4	-
2019 Q1	-	-

FDUS Ownership FAQ

Who Owns Fidus Investment?

Fidus Investment shareholders are primarily institutional investors at 15.95%, followed by 0.89% insiders and 83.16% retail investors. The average institutional ownership in Fidus Investment's industry, Asset Management Stocks, is 46.20%, which Fidus Investment falls below.

Who owns the most shares of Fidus Investment?

Fidus Investment’s largest shareholders are Van eck associates (903.44K shares, 2.57%), Raymond james financial (775.57K shares, 2.21%), and Raymond james & associates (556.95K shares, 1.81%). Together, they hold 6.59% of Fidus Investment’s total shares outstanding.

Does Blackrock own Fidus Investment?

BlackRock is not among the top 10 institutional shareholders of Fidus Investment.

Who is Fidus Investment’s biggest shareholder by percentage of total assets invested?

Muzinich is Fidus Investment’s biggest shareholder by percentage of total assets invested, with 2.11% of its assets in 347.11K Fidus Investment shares, valued at 6.7M$.

Who is the top mutual fund holder of Fidus Investment shares?

VanEck BDC Income ETF is the top mutual fund holder of Fidus Investment shares, with 1.81% of its total shares outstanding invested in 687.4K Fidus Investment shares.

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