FDUS Institutional Ownership & Shareholders
FIDUS INVESTMENT CORP (FDUS) is currently held by 129 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $200.77M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sound Income Strategies, Llc is currently the largest disclosed institutional shareholder of FDUS tracked by InsiderSet, reporting ownership valued at approximately $41.88M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $42.74M, representing an estimated gain of +2.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed FDUS value among the investors covered in this analysis. Major shareholders include Sound Income Strategies, Llc, Van Eck Associates Corp, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FIDUS INVESTMENT CORP (FDUS).
This page ranks the largest institutional FDUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
129
Total Reported Value
$200.77M
Largest Holder
Sound Income Strategies, Llc
Largest Position
$41.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sound Income Strategies, Llc | 1.87% | 2,193,829 | $41,880,192 | $42,735,789 | +$855,597 | +2.04% | |
| Van Eck Associates Corp | 0.01% | 929,242 | $17,720,645 | $18,101,634 | +$380,989 | +2.15% | |
| Raymond James Financial Inc | 0.00% | 829,588 | $15,820,246 | $16,160,374 | +$340,128 | +2.15% | |
| Ubs Group Ag | 0.00% | 499,624 | $9,527,830 | $9,732,676 | +$204,846 | +2.15% | |
| Baird Financial Group, Inc. | 0.01% | 416,390 | $7,940,562 | $8,111,277 | +$170,715 | +2.15% | |
| Muzinich & Co., Inc. | 2.42% | 378,400 | $7,291,768 | $7,371,232 | +$79,464 | +1.09% | |
| Legal & General Group Plc | 0.00% | 310,317 | $5,920,849 | $6,044,975 | +$124,126 | +2.10% | |
| Morgan Stanley | 0.00% | 302,643 | $5,771,402 | $5,895,486 | +$124,084 | +2.15% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 230,108 | $4,434,181 | $4,482,504 | +$48,323 | +1.09% | |
| Qube Research & Technologies Ltd | 0.00% | 230,205 | $4,390,009 | $4,484,393 | +$94,384 | +2.15% | |
| Pfg Advisors | 0.22% | 220,656 | $4,252,049 | $4,298,379 | +$46,330 | +1.09% | |
| Novare Capital Management Llc | 0.30% | 219,069 | $4,177,646 | $4,267,464 | +$89,818 | +2.15% | |
| Two Sigma Investments, Lp | 0.00% | 194,900 | $3,716,743 | $3,796,652 | +$79,909 | +2.15% | |
| Advisors Asset Management, Inc. | 0.05% | 193,372 | $3,476,829 | $3,766,887 | +$290,058 | +8.34% | |
| Plan Group Financial, Llc | 0.57% | 157,727 | $2,910,066 | $3,072,522 | +$162,456 | +5.58% | |
| Blackrock, Inc. | 0.00% | 138,053 | $2,632,671 | $2,689,272 | +$56,601 | +2.15% | |
| Ethos Financial Group, Llc | 0.17% | 130,999 | $2,498,151 | $2,551,861 | +$53,710 | +2.15% | |
| Beacon Pointe Advisors, Llc | 0.01% | 111,853 | $2,133,030 | $2,178,896 | +$45,866 | +2.15% | |
| Riverbridge Partners Llc | 0.06% | 110,869 | $2,114,273 | $2,159,728 | +$45,455 | +2.15% | |
| Marshall Wace, Llp | 0.00% | 110,489 | $2,107,024 | $2,152,326 | +$45,302 | +2.15% | |
| Capital Investment Advisory Services, Llc | 0.13% | 107,804 | $2,077,388 | $2,100,022 | +$22,634 | +1.09% | |
| Iht Wealth Management, Llc | 0.04% | 104,311 | $1,989,226 | $2,031,978 | +$42,752 | +2.15% | |
| Independent Financial Group, Llc | 0.03% | 98,290 | $1,894,048 | $1,914,689 | +$20,641 | +1.09% | |
| Legacy Capital Wealth Partners, Llc | 0.37% | 91,353 | $1,760,364 | $1,779,556 | +$19,192 | +1.09% | |
| Schonfeld Strategic Advisors Llc | 0.01% | 90,246 | $1,720,990 | $1,757,992 | +$37,002 | +2.15% | |
| Lpl Financial Llc | 0.00% | 80,352 | $1,532,314 | $1,565,257 | +$32,943 | +2.15% | |
| Creative Planning | 0.00% | 74,377 | $1,433,254 | $1,448,864 | +$15,610 | +1.09% | |
| Davis Investment Partners, Llc | 0.41% | 70,771 | $1,349,594 | $1,378,619 | +$29,025 | +2.15% | |
| Palogic Value Management, L.P. | 0.48% | 70,647 | $1,347,238 | $1,376,204 | +$28,966 | +2.15% | |
| Greenland Capital Management Lp | 0.24% | 67,000 | $1,277,690 | $1,305,160 | +$27,470 | +2.15% | |
| Significant Wealth Partners Llc | 1.34% | 64,831 | $1,236,327 | $1,262,908 | +$26,581 | +2.15% | |
| D.A. Davidson & Co. | 0.01% | 61,331 | $1,181,853 | $1,194,728 | +$12,875 | +1.09% | |
| Newedge Advisors, Llc | 0.00% | 60,317 | $1,150,249 | $1,174,975 | +$24,726 | +2.15% | |
| Rockland Trust Co | 0.04% | 55,912 | $1,077,424 | $1,089,166 | +$11,742 | +1.09% | |
| Cetera Investment Advisers | 0.00% | 55,251 | $1,053,640 | $1,076,289 | +$22,649 | +2.15% | |
| Trexquant Investment Lp | 0.01% | 51,779 | $987,426 | $1,008,655 | +$21,229 | +2.15% | |
| Wt Wealth Management | 0.28% | 51,113 | $984,948 | $995,681 | +$10,733 | +1.09% | |
| Citadel Advisors Llc | 0.00% | 51,353 | $979,302 | $1,000,356 | +$21,054 | +2.15% | |
| Haven Private, Llc | 0.36% | 47,422 | $913,822 | $923,781 | +$9,959 | +1.09% | |
| Canada Life Assurance Co | 0.00% | 47,506 | $904,000 | $925,417 | +$21,417 | +2.37% | |
| D. E. Shaw & Co., Inc. | 0.00% | 45,952 | $876,305 | $895,145 | +$18,840 | +2.15% | |
| Varcov Co. | 0.33% | 45,067 | $859,428 | $877,905 | +$18,477 | +2.15% | |
| Envestnet Asset Management Inc | 0.00% | 39,313 | $749,702 | $765,817 | +$16,115 | +2.15% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,370 | $739,382 | $747,448 | +$8,066 | +1.09% | |
| Bank Of America Corp | 0.00% | 38,692 | $737,857 | $753,720 | +$15,863 | +2.15% | |
| Campbell & Co Investment Adviser Llc | 0.03% | 33,855 | $645,615 | $659,495 | +$13,880 | +2.15% | |
| Adams Asset Advisors, Llc | 0.06% | 32,919 | $634,349 | $641,262 | +$6,913 | +1.09% | |
| Vestgen Advisors, Llc | 0.02% | 32,695 | $630,033 | $636,899 | +$6,866 | +1.09% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 31,042 | $591,971 | $604,698 | +$12,727 | +2.15% | |
| Cornerstone Wealth Management, Llc | 0.02% | 29,862 | $569,461 | $581,712 | +$12,251 | +2.15% |
Frequently asked questions about FDUS
Who are the largest institutional holders of FDUS?
The largest institutional holders of FDUS reported in the latest SEC Form 13F filings include Sound Income Strategies, Llc, Van Eck Associates Corp, Raymond James Financial Inc, Ubs Group Ag, and Baird Financial Group, Inc.. InsiderSet ranks institutional holders by their latest reported FDUS position.
What is FDUS institutional ownership?
This page tracks FDUS positions reported by institutional investment managers through SEC Form 13F. FIDUS INVESTMENT CORP (FDUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDUS?
InsiderSet currently tracks 129 institutional managers reporting FDUS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FDUS shareholders.
How much FDUS stock do institutions own?
Institutional investment managers disclosed approximately $200.77M in FDUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDUS institutional ownership last updated?
The latest FDUS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FDUS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FDUS position after the reporting date.
Are institutions buying or selling FDUS?
Institutional buying and selling can be analyzed by comparing FDUS positions across consecutive 13F reporting periods. InsiderSet's FDUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDUS ownership changes.
How has FDUS institutional ownership changed over time?
InsiderSet tracks FDUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.