Fidus Investment Ownership | Who Owns Fidus Investment?

Overview Forecast RevenueFinancials Chart Transcripts

Fidus Investment Ownership Summary

Fidus Investment is owned by 103.58% institutional investors, 0.91% insiders. Van eck associates is the largest institutional shareholder, holding 2.41% 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	103.58%	0.91%	-4.49%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Asset Management Stocks	50.65%	9.51%	39.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Van eck associates	846.99K	2.41%	$17.11M
Raymond james financial	813.70K	2.31%	$16.44M
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	370.33K	1.05%	$7.48M
Columbus macro	322.54K	0.92%	$6.52M
Envestnet asset management	300.80K	0.90%	$6.32M
Baird financial group	313.00K	0.89%	$6.32M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Muzinich	190.23K	1.67%	$3.84M
Graniteshares advisors	132.53K	1.65%	$2.68M
Columbus macro	322.54K	0.80%	$6.52M
Mgb wealth management	89.78K	0.60%	$1.81M
Palogic value management	69.10K	0.57%	$1.40M
Capital advisory group advisory services	77.62K	0.56%	$1.57M
Davis investment partners	77.10K	0.56%	$1.57M
Enterprise bank & trust	55.91K	0.42%	$1.13M
Wt wealth management	55.44K	0.37%	$1.17M
Plan group financial	49.76K	0.33%	$1.01M

Top Buyers

Holder	Shares	% Assets	Change
Muzinich	190.23K	1.67%	98.11K
Van eck associates	846.99K	0.02%	83.53K
Hightower advisors	87.98K	0.00%	54.72K
Y-intercept (hong kong)	62.36K	0.03%	51.48K
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
Raymond james financial	813.70K	0.01%	-124.42K
Two sigma investments, lp	214.91K	0.01%	-101.35K
Quadrature capital	-	-	-88.09K

New Positions

Holder	Shares	% Assets	Change	Value
Mercer global advisors inc /adv	29.78K	0.00%	29.78K	$601.62K
Beacon pointe advisors	22.63K	0.00%	22.63K	$457.09K
Summit trail advisors	22.50K	0.01%	22.50K	$454.54K
Accredited investors	20.00K	0.02%	20.00K	$404.00K
Koss-olinger consulting	16.15K	0.03%	16.15K	$326.29K

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 %
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%
Jun 30, 2024	116	2.65%	7,798,184	3.18%	25	4.11%	54	-1.82%	35	6.06%

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	165.39K	0.47%	-1.18K
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 103.58%, followed by 0.91% insiders and -4.49% retail investors. The average institutional ownership in Fidus Investment's industry, Asset Management Stocks, is 50.65%, which Fidus Investment exceeds.

Who owns the most shares of Fidus Investment?

Fidus Investment’s largest shareholders are Van eck associates (846.99K shares, 2.41%), Raymond james financial (813.7K shares, 2.31%), and Raymond james & associates (556.95K shares, 1.81%). Together, they hold 6.53% 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 1.67% of its assets in 190.23K Fidus Investment shares, valued at 3.84M$.

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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