Fidus Investment Ownership | Who Owns Fidus Investment?

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Fidus Investment Ownership Summary

Fidus Investment is owned by 14.69% institutional investors, 3.91% insiders, and 81.40% 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 2.15% of its assets in Fidus Investment shares.

FDUS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Fidus Investment	14.69%	3.91%	81.40%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Asset Management Stocks	33.12%	8.74%	58.14%

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
Truemark investments	77.80K	0.52%	$1.64M
Enterprise bank & trust	55.91K	0.39%	$1.18M
Legacy capital wealth partners	70.90K	0.37%	$1.49M

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
Truemark investments	77.80K	0.52%	77.80K
Hightower advisors	87.98K	0.00%	54.72K

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
Truemark investments	77.80K	0.52%	77.80K	$1.64M
Riverbridge partners	34.07K	0.01%	34.07K	$716.17K

Sold Out

Holder	Change
Fmr	-31.00
Cape investment advisory	-275.00
Northwestern mutual wealth management	-293.00
Bnp paribas arbitrage, snc	-398.00
Nisa investment advisors	-500.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	117	9.35%	8,801,629	26.30%	33	4.26%	62	-	29	61.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
VanEck BDC Income ETF	747.03K	2.15%	-
Invesco KBW High Dividend Yld Fincl ETF	434.67K	1.25%	726.00
Columbus Macro Alternative High-Yield	295.20K	0.85%	30.99K
Putnam BDC Income ETF	159.12K	0.47%	17.00K
iShares Listed Private Eq ETF USD Dist	147.73K	0.43%	-
GraniteShares HIPS US High Income ETF	124.25K	0.36%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	51.51K	0.15%	1.69K
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
Indosuez Funds America Small&Mid Caps G	47.65K	0.14%	-

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 14.69%, followed by 3.91% insiders and 81.40% retail investors. The average institutional ownership in Fidus Investment's industry, Asset Management Stocks, is 33.12%, 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 2.15% of its total shares outstanding invested in 747.03K Fidus Investment shares.

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