Fidus Investment Ownership | Who Owns Fidus Investment?

Overview Forecast RevenueFinancials Chart Transcripts

Fidus Investment Ownership Summary

Fidus Investment is owned by 26.82% institutional investors, 0.89% insiders, and 72.29% 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 2.21% of its assets in Fidus Investment shares.

FDUS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Fidus Investment	26.82%	0.89%	72.29%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Asset Management Stocks	33.74%	8.99%	57.26%

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
Invesco	497.92K	1.42%	$10.09M
Raymond james financial services advisors	415.11K	1.35%	$8.09M
Cetera investment advisers	451.94K	1.29%	$9.16M
Envestnet asset management	439.92K	1.25%	$8.91M
Columbus macro	401.46K	1.14%	$8.13M
Ubs group	375.74K	1.07%	$7.61M
Baird financial group	356.30K	1.01%	$7.22M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Muzinich	247.44K	1.94%	$5.01M
Graniteshares advisors	145.33K	1.70%	$2.94M
Columbus macro	401.46K	0.93%	$8.13M
Palogic value management	72.67K	0.59%	$1.47M
Capital advisory group advisory services	85.03K	0.54%	$1.72M
Davis investment partners	77.13K	0.54%	$1.57M
Mgb wealth management	82.12K	0.47%	$1.66M
Enterprise bank & trust	55.91K	0.42%	$1.13M
Plan group financial	68.71K	0.37%	$1.39M
Novare capital management	199.84K	0.31%	$4.05M

Top Buyers

Holder	Shares	% Assets	Change
Cetera investment advisers	451.94K	0.01%	81.60K
Envestnet asset management	439.92K	0.00%	80.50K
Columbus macro	401.46K	0.93%	78.92K
Ubs group	375.74K	0.00%	77.35K
Marshall wace, llp	64.93K	0.00%	64.93K

Top Sellers

Holder	Shares	% Assets	Change
Kingstone capital partners texas	-	-	-27.41M
Two sigma advisers, lp	96.21K	0.00%	-284.40K
Millennium management	-	-	-157.26K
Quadrature capital	-	-	-88.09K
Fj capital management	-	-	-82.27K

New Positions

Holder	Shares	% Assets	Change	Value
Marshall wace, llp	64.93K	0.00%	64.93K	$1.32M
Rockland trust	55.91K	0.05%	55.91K	$1.13M
Caprock group	32.66K	0.02%	32.66K	$703.28K
Brevan howard capital management lp	31.09K	0.00%	31.09K	$629.90K
Creative planning	28.04K	0.00%	28.04K	$568.17K

Sold Out

Holder	Change
Ifp advisors	-1.00
Fmr	-31.00
Ameritas advisory services	-200.00
Nelson, van denburg & campbell wealth management group	-272.00
Cape investment advisory	-275.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	110	-5.17%	7,658,985	-1.78%	22	3.57%	58	7.41%	34	-2.86%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
VanEck BDC Income ETF	783.50K	2.21%	-744.00
Invesco KBW High Dividend Yld Fincl ETF	459.93K	1.30%	-
Columbus Macro Alternative High-Yield	326.82K	0.93%	31.62K
TrueShares Active Yield ETF	236.03K	0.67%	224.52K
iShares Listed Private Eq ETF USD Dist	191.74K	0.54%	-
Putnam BDC Income ETF	165.39K	0.47%	-
GraniteShares HIPS US High Income ETF	138.56K	0.39%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	66.84K	0.19%	9.52K
FID DC L&G Diversified Fund	61.79K	0.18%	61.79K
VanEck Global Listed Priv Crdt AUD H ETF	51.38K	0.15%	976.00

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 26.82%, followed by 0.89% insiders and 72.29% retail investors. The average institutional ownership in Fidus Investment's industry, Asset Management Stocks, is 33.74%, 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 1.94% of its assets in 247.44K Fidus Investment shares, valued at 5.01M$.

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 2.21% of its total shares outstanding invested in 783.5K Fidus Investment shares.

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