Who owns Fidus Investment Corporation?
Institutional ownership of FDUS from SEC Form 13F filings across 88 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
88
13F holders
$126.3M
value, 2026 filers
17.6%
of shares outstanding (6.7M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FDUS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | VAN ECK ASSOCIATES CORP | 929,242 | $17.7M | 0.0% | 2.4% | +30.3% |
| 2 | RAYMOND JAMES FINANCIAL INC | 829,588 | $15.8M | 0.0% | 2.2% | +3.1% |
| 3 | UBS Group AG | 499,624 | $9.5M | 0.0% | 1.3% | +18.1% |
| 4 | Baird Financial Group, Inc. | 416,390 | $7.9M | 0.0% | 1.1% | +2.5% |
| 5 | Legal & General Group Plc | 310,317 | $5.9M | 0.0% | 0.8% | +9.1% |
| 6 | MORGAN STANLEY | 302,643 | $5.8M | 0.0% | 0.8% | +2.9% |
| 7 | Qube Research & Technologies Ltd | 230,205 | $4.4M | 0.0% | 0.6% | +122.6% |
| 8 | Sumitomo Mitsui Trust Group, Inc. | 230,108 | $4.4M | 0.0% | 0.6% | +7.8% |
| 9 | FRANKLIN RESOURCES INC | 224,978 | $4.3M | 0.0% | 0.6% | +47.7% |
| 10 | PFG Advisors | 205,088 | $3.9M | 0.2% | 0.5% | +9.3% |
| 11 | TWO SIGMA INVESTMENTS, LP | 194,900 | $3.7M | 0.0% | 0.5% | -28.8% |
| 12 | BlackRock, Inc. | 138,053 | $2.6M | 0.0% | 0.4% | -2.3% |
| 13 | Ethos Financial Group, LLC | 130,999 | $2.5M | 0.2% | 0.3% | -5.2% |
| 14 | MARSHALL WACE, LLPNEW | 110,489 | $2.1M | 0.0% | 0.3% | new |
| 15 | Capital Investment Advisory Services, LLC | 106,974 | $2.0M | 0.1% | 0.3% | +1.8% |
| 16 | IHT Wealth Management, LLC | 104,311 | $2.0M | 0.0% | 0.3% | +25.9% |
| 17 | Schonfeld Strategic Advisors LLC | 90,246 | $1.7M | 0.0% | 0.2% | +124.9% |
| 18 | HighTower Advisors, LLC | 90,103 | $1.7M | 0.0% | 0.2% | -2.7% |
| 19 | Legacy Capital Wealth Partners, LLC | 85,990 | $1.6M | 0.3% | 0.2% | +8.0% |
| 20 | LPL Financial LLC | 80,352 | $1.5M | 0.0% | 0.2% | -47.0% |
| 21 | Sound Income Strategies, LLC | 72,904 | $1.4M | 0.1% | 0.2% | +76.5% |
| 22 | Creative Planning | 71,859 | $1.4M | 0.0% | 0.2% | +131.2% |
| 23 | D.A. DAVIDSON & CO. | 63,813 | $1.2M | 0.0% | 0.2% | -15.4% |
| 24 | NewEdge Advisors, LLC | 60,317 | $1.2M | 0.0% | 0.2% | -4.6% |
| 25 | Cetera Investment Advisers | 55,251 | $1.1M | 0.0% | 0.1% | -89.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.