Funds · FDUS

Who owns FDUS?

Institutional ownership of Fidus Investment Corporation from Form 13F, Q2 2026

134 institutional managers reported holding Fidus Investment Corporation (FDUS) in Form 13F filings for Q2 2026, with 8,642,372 shares worth $165M. The largest reported holder was Van Eck Associates Corp. Managers that filed both quarters cut a net 1,266,699 shares (-12.8%). 14 opened new positions and 23 sold out.

Funds holding
134
Value held
$165M
New / sold out
14 / 23
Net shares, same filers
-12.8%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of FDUS

FundValueShare of 13F holdingsSharesMove
Van Eck Associates Corp$17.7M10.8%929,242Added
Raymond James Financial Inc$15.8M9.6%829,588Added
UBS Group AG$9.5M5.8%499,624Added
Baird Financial Group, Inc.$7.9M4.8%416,390Added
Muzinich & Co., Inc.$7.0M4.3%368,298Added
Legal & General Group Plc$5.9M3.6%310,317Added
Morgan Stanley$5.8M3.5%302,643Added
Qube Research & Technologies Ltd$4.4M2.7%230,205Added
Sumitomo Mitsui Trust Group, Inc.$4.4M2.7%230,108Added
Franklin Resources Inc$4.3M2.6%224,978Added
Novare Capital Management LLC$4.2M2.5%219,069Added
PFG Advisors$3.9M2.4%205,088Added
Two Sigma Investments, LP$3.7M2.3%194,900Trimmed
BlackRock, Inc.$2.6M1.6%138,053Trimmed
Ethos Financial Group, LLC$2.5M1.5%130,999Trimmed
Plan Group Financial, LLC$2.4M1.5%125,520Added
Beacon Pointe Advisors, LLC$2.1M1.3%111,853Added
Riverbridge Partners LLC$2.1M1.3%110,869Added
Marshall Wace, LLP$2.1M1.3%110,489New
Capital Investment Advisory Services, LLC$2.0M1.2%106,974Added
IHT Wealth Management, LLC$2.0M1.2%104,311Added
Advisors Asset Management, Inc.$1.9M1.1%99,294Trimmed
Schonfeld Strategic Advisors LLC$1.7M1.0%90,246Added
HighTower Advisors, LLC$1.7M1.0%90,103Trimmed
Legacy Capital Wealth Partners, LLC$1.6M1.0%85,990Added

Share of 13F holdings is each fund's shares as a share of the 8,642,372 FDUS shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Van Eck Associates Corp Added+$4.1M
  2. Qube Research & Technologies Ltd Added+$2.4M
  3. Marshall Wace, LLP New+$2.1M
  4. UBS Group AG Added+$1.5M
  5. Beacon Pointe Advisors, LLC Added+$1.4M
  6. Franklin Resources Inc Added+$1.4M
  7. Schonfeld Strategic Advisors LLC Added+$956K
  8. VARCOV Co. New+$859K
  9. Creative Planning Added+$778K
  10. Adams Asset Advisors, LLC New+$628K

Biggest sellers in Q2 2026

  1. Envestnet Asset Management Inc Trimmed-$9.7M
  2. Cetera Investment Advisers Trimmed-$9.3M
  3. Columbus Macro, LLC Sold out-$8.8M
  4. Millennium Management LLC Sold out-$3.6M
  5. Two Sigma Investments, LP Trimmed-$1.5M
  6. LPL Financial LLC Trimmed-$1.4M
  7. Tudor Investment Corp Et Al Sold out-$1.3M
  8. Jane Street Group, LLC Trimmed-$1.1M
  9. Citadel Advisors LLC Trimmed-$972K
  10. Ameriprise Financial Inc Trimmed-$789K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $24.4M and sold $46.8M; 51 added and 35 trimmed.

Questions about FDUS ownership

Who owns FDUS stock?
134 institutional investment managers reported FDUS positions in their Form 13F filings for Q2 2026, holding 8,642,372 shares worth $165M in total. Van Eck Associates Corp reported the largest position.
Are funds buying or selling FDUS?
In Q2 2026, 14 managers opened new FDUS positions, 51 added, 35 trimmed and 23 sold out. Managers that filed in both quarters sold a net 1,266,699 shares.
How current is this FDUS institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to FDUS by CUSIP. Options are left out. FDUS news and filings · FDUS insider trades · Top funds