FDUS · NASDAQ · Asset Management

Fidus Investment (FDUS)

Provides customized debt and equity financing to U.S. lower-middle-market companies.

$19.32
vs last close+0.02 (+0.10%)

13F · 13D/G · Form 4

Institutions22.74%8.63M shares
137 holders · as of Jun 30, 2026
Other77.26%29.32M shares
remainder

37.95M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Van Eck Associates CorpInstitution
2.45%929,242as of Jun 30, 2026
Raymond James Financial IncInstitution
2.19%829,588as of Jun 30, 2026
UBS Group AGInstitution
1.32%499,624as of Jun 30, 2026
Baird Financial Group, Inc.Institution
1.10%416,390as of Jun 30, 2026
Muzinich & Co., Inc.Institution
0.97%368,298as of Jun 30, 2026
Legal & General Group PLCInstitution
0.82%310,317as of Jun 30, 2026
Morgan StanleyInstitution
0.80%302,643as of Jun 30, 2026
Qube Research & Technologies LtdInstitution
0.61%230,205as of Jun 30, 2026
Sumitomo Mitsui Trust Group, Inc.Institution
0.61%230,108as of Jun 30, 2026
Franklin Resources IncInstitution
0.59%224,978as of Jun 30, 2026
Novare Capital Management LLCInstitution
0.58%219,069as of Jun 30, 2026
PFG AdvisorsInstitution
0.54%205,088as of Jun 30, 2026
Two Sigma Investments, LPInstitution
0.51%194,900as of Jun 30, 2026
BlackRock, Inc.Institution
0.36%138,053as of Jun 30, 2026
Ethos Financial Group, LLCInstitution
0.35%130,999as of Jun 30, 2026
Plan Group Financial, LLCInstitution
0.33%125,520as of Jun 30, 2026
Beacon Pointe Advisors, LLCInstitution
0.29%111,853as of Jun 30, 2026
Riverbridge Partners LLCInstitution
0.29%110,869as of Jun 30, 2026
Marshall Wace, LLPInstitution
0.29%110,489as of Jun 30, 2026
Capital Investment Advisory Services, LLCInstitution
0.28%106,974as of Jun 30, 2026
Iht Wealth Management, LLCInstitution
0.27%104,311as of Jun 30, 2026
Advisors Asset Management, Inc.Institution
0.26%99,294as of Jun 30, 2026
Schonfeld Strategic Advisors LLCInstitution
0.24%90,246as of Jun 30, 2026
Hightower Advisors, LLCInstitution
0.24%90,103as of Jun 30, 2026
Legacy Capital Wealth Partners, LLCInstitution
0.23%85,990as of Jun 30, 2026

13F, as of Jun 30, 2026

137 holders · 8.63M shares · 15 new positions · 67 increased · 36 reduced · 24 closed

HolderShares% outstandingChg q/qFiled
Van Eck Associates Corp929.2K2.45%+216.2KAug 14, 2026
Raymond James Financial Inc829.6K2.19%+25.2KAug 14, 2026
UBS Group AG499.6K1.32%+76.7KAug 13, 2026
Baird Financial Group, Inc.416.4K1.10%+10.0KAug 12, 2026
Muzinich & Co., Inc.368.3K0.97%+20.0KJul 27, 2026
Legal & General Group PLC310.3K0.82%+25.9KAug 14, 2026
Morgan Stanley302.6K0.80%+8.5KAug 13, 2026
Qube Research & Technologies Ltd230.2K0.61%+126.8KAug 14, 2026

13D/G · 5% or more, as filed

No 13D/G filer at 5% or more on record.

Form 4

Latest trades

Nothing filed in the last 12 months.

House and Senate disclosures

Not reported.