Fidus Investment Ownership | Who Owns Fidus Investment?

Overview Forecast RevenueFinancials Chart Transcripts

Fidus Investment Ownership Summary

Fidus Investment is owned by 25.86% institutional investors, 0.92% insiders, and 73.22% retail investors. Raymond james financial is the largest institutional shareholder, holding 2.93% of FDUS shares. VanEck BDC Income ETF is the top mutual fund, with 2.24% of its assets in Fidus Investment shares.

FDUS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Fidus Investment	25.86%	0.92%	73.22%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Asset Management Stocks	32.54%	9.77%	57.69%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Raymond james financial	977.12K	2.93%	$20.54M
Van eck associates	819.01K	2.45%	$17.21M
Raymond james & associates	556.95K	1.81%	$10.85M
Invesco	540.47K	1.62%	$11.36M
Raymond james financial services advisors	415.11K	1.35%	$8.09M
Morgan stanley	396.81K	1.29%	$7.73M
Cetera investment advisers	303.42K	0.91%	$6.38M
Envestnet asset management	300.80K	0.90%	$6.32M
Columbus macro	266.89K	0.80%	$5.61M
Two sigma advisers, lp	219.71K	0.66%	$4.62M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Graniteshares advisors	116.72K	1.55%	$2.45M
Muzinich	82.95K	1.09%	$1.74M
Columbus macro	266.89K	0.78%	$5.61M
Davis investment partners	88.26K	0.78%	$1.84M
Capital advisory group advisory services	77.18K	0.58%	$1.62M
Mgb wealth management	87.95K	0.57%	$1.85M
Palogic value management	63.82K	0.52%	$1.34M
Enterprise bank & trust	55.91K	0.39%	$1.18M
Legacy capital wealth partners	70.90K	0.37%	$1.49M
Wt wealth management	55.44K	0.37%	$1.17M

Top Buyers

Holder	Shares	% Assets	Change
Raymond james financial	977.12K	0.01%	977.12K
Columbus macro	266.89K	0.78%	266.89K
Baird financial group	193.71K	0.01%	193.71K
Hightower advisors	87.98K	0.00%	54.72K
Envestnet asset management	300.80K	0.00%	50.45K

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	-	-	-157.26K
Two sigma advisers, lp	219.71K	0.01%	-127.40K
Two sigma investments, lp	214.91K	0.01%	-101.35K
Quadrature capital	-	-	-88.09K
Fj capital management	-	-	-82.27K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	977.12K	0.01%	977.12K	$20.54M
Columbus macro	266.89K	0.78%	266.89K	$5.61M
Baird financial group	193.71K	0.01%	193.71K	$4.07M
Riverbridge partners	34.07K	0.01%	34.07K	$716.17K
Plan group financial	15.88K	0.18%	15.88K	$333.69K

Sold Out

Holder	Change
Ifp advisors	-1.00
Fmr	-31.00
Nelson, van denburg & campbell wealth management group	-272.00
Cape investment advisory	-275.00
Northwestern mutual wealth management	-293.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	116	2.65%	7,798,184	3.18%	25	4.11%	54	-1.82%	35	6.06%
Mar 31, 2024	113	-3.42%	7,558,189	-14.13%	24	2.27%	55	-11.29%	33	13.79%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
VanEck BDC Income ETF	785.24K	2.24%	-1.74K
Invesco KBW High Dividend Yld Fincl ETF	458.40K	1.31%	2.60K
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	194.59K	0.55%	-
Putnam BDC Income ETF	166.58K	0.48%	-
GraniteShares HIPS US High Income ETF	131.03K	0.37%	-
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 25.86%, followed by 0.92% insiders and 73.22% retail investors. The average institutional ownership in Fidus Investment's industry, Asset Management Stocks, is 32.54%, which Fidus Investment falls below.

Who owns the most shares of Fidus Investment?

Fidus Investment’s largest shareholders are Raymond james financial (977.12K shares, 2.93%), Van eck associates (819.01K shares, 2.45%), and Raymond james & associates (556.95K shares, 1.81%). Together, they hold 7.19% 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?

Graniteshares advisors is Fidus Investment’s biggest shareholder by percentage of total assets invested, with 1.55% of its assets in 116.72K Fidus Investment shares, valued at 2.45M$.

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 2.24% of its total shares outstanding invested in 785.24K Fidus Investment shares.

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