Fidus Investment Ownership | Who Owns Fidus Investment?

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Fidus Investment Ownership Summary

Fidus Investment is owned by 16.85% institutional investors, 0.85% insiders, and 82.30% retail investors. Raymond james financial is the largest institutional shareholder, holding 2.18% of FDUS shares. VanEck BDC Income ETF is the top mutual fund, with 1.69% of its assets in Fidus Investment shares.

FDUS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Fidus Investment	16.85%	0.85%	82.30%
Sector	Financial Services Stocks	37.04%	15.58%	47.38%
Industry	Asset Management Stocks	49.02%	11.57%	39.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Raymond james financial	804.39K	2.18%	$14.01M
Van eck associates	713.06K	1.93%	$12.42M
Raymond james & associates	556.95K	1.81%	$10.85M
Envestnet asset management	545.50K	1.48%	$9.50M
Cetera investment advisers	542.32K	1.47%	$9.45M
Invesco	497.92K	1.42%	$10.09M
Columbus macro	505.57K	1.37%	$8.81M
Raymond james financial services advisors	415.11K	1.35%	$8.09M
Ubs group	422.89K	1.14%	$7.37M
Baird financial group	406.43K	1.10%	$7.08M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Muzinich	348.31K	2.12%	$6.07M
Significant wealth partners	63.65K	1.37%	$1.11M
Columbus macro	505.57K	0.94%	$8.81M
Palogic value management	72.87K	0.54%	$1.27M
Mgb wealth management	82.12K	0.47%	$1.66M
Davis investment partners	71.01K	0.44%	$1.24M
Enterprise bank & trust	55.91K	0.42%	$1.13M
Mqs management	34.63K	0.41%	$603.20K
Plan group financial	98.80K	0.40%	$1.72M
Haven private	48.65K	0.37%	$847.48K

Top Buyers

Holder	Shares	% Assets	Change
Citadel advisors	102.33K	0.00%	102.33K
Raymond james financial	804.39K	0.00%	68.37K
Tudor investment corp et al	76.31K	0.00%	65.52K
Significant wealth partners	63.65K	1.37%	63.65K
Trexquant investment lp	56.20K	0.01%	56.20K

Top Sellers

Holder	Shares	% Assets	Change
Two sigma advisers, lp	96.21K	0.00%	-284.40K
Graniteshares advisors	-	-	-145.33K
Van eck associates	713.06K	0.01%	-138.57K
Two sigma investments, lp	273.71K	0.00%	-108.68K
Blackrock funding, inc. /de	141.34K	-	-103.02K

New Positions

Holder	Shares	% Assets	Change	Value
Citadel advisors	102.33K	0.00%	102.33K	$1.78M
Significant wealth partners	63.65K	1.37%	63.65K	$1.11M
Magnetar financial	39.39K	0.01%	39.39K	$686.17K
Campbell & co investment adviser	36.10K	0.04%	36.10K	$628.91K
Dynamic technology lab private	31.43K	0.09%	31.43K	$547.42K

Sold Out

Holder	Change
Ifp advisors	-1.00
Flagship wealth advisors	-84.00
Cx institutional	-88.00
Swan capital	-173.00
Ameritas advisory services	-200.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	96	-36.42%	6,230,263	-38.03%	16	2.13%	42	-48.15%	25	-28.57%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
VanEck BDC Income ETF	639.85K	1.69%	1.81K
Columbus Macro Alternative High-Yield	504.13K	1.33%	20.34K
Invesco KBW High Dividend Yld Fincl ETF	459.93K	1.30%	-
Putnam BDC Income ETF	207.89K	0.55%	-
GraniteShares HIPS US High Income ETF	138.56K	0.39%	-
iShares Listed Private Eq ETF USD Dist	141.45K	0.37%	-
FID DC L&G Diversified Fund	61.79K	0.18%	61.79K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	65.86K	0.17%	8.03K
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 16.85%, followed by 0.85% insiders and 82.30% retail investors. The average institutional ownership in Fidus Investment's industry, Asset Management Stocks, is 49.02%, which Fidus Investment falls below.

Who owns the most shares of Fidus Investment?

Fidus Investment’s largest shareholders are Raymond james financial (804.39K shares, 2.18%), Van eck associates (713.06K shares, 1.93%), and Raymond james & associates (556.95K shares, 1.81%). Together, they hold 5.91% 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 2.12% of its assets in 348.31K Fidus Investment shares, valued at 6.07M$.

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 1.69% of its total shares outstanding invested in 639.85K Fidus Investment shares.

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