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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — FDUS
Institutional Holdings
Insider Transactions
US Institutional Ownership
22.5%
Institution
Shares
Value
Ownership %
Change
Filing Date
VAN ECK ASSOCIATES CORP
929.2K
$17.0M
2.45%
+216.2K
2026-06-30
RAYMOND JAMES FINANCIAL INC
829.6K
$15.0M
2.19%
+25.2K
2026-06-30
UBS Group AG
499.6K
$9.0M
1.32%
+76.7K
2026-06-30
Baird Financial Group, Inc.
416.4K
$7.0M
1.10%
+10.0K
2026-06-30
Muzinich & Co., Inc.
368.3K
$7.0M
0.97%
+20.0K
2026-06-30
Legal & General Group Plc
310.3K
$5.0M
0.82%
+25.9K
2026-06-30
MORGAN STANLEY
302.6K
$5.0M
0.80%
+8.5K
2026-06-30
Qube Research & Technologies Ltd
230.2K
$4.0M
0.61%
+126.8K
2026-06-30
Sumitomo Mitsui Trust Group, Inc.
230.1K
$4.0M
0.61%
+16.7K
2026-06-30
FRANKLIN RESOURCES INC
225.0K
$4.0M
0.59%
+72.7K
2026-06-30
NOVARE CAPITAL MANAGEMENT LLC
219.1K
$4.0M
0.58%
+13.0K
2026-06-30
PFG Advisors
205.1K
$3.0M
0.54%
+17.4K
2026-06-30
TWO SIGMA INVESTMENTS, LP
194.9K
$3.0M
0.51%
--
2026-06-30
BlackRock, Inc.
138.1K
$2.0M
0.36%
-3.3K
2026-06-30
Ethos Financial Group, LLC
131.0K
$2.0M
0.35%
-7.2K
2026-06-30
Plan Group Financial, LLC
125.5K
$2.0M
0.33%
+26.7K
2026-06-30
Beacon Pointe Advisors, LLC
111.9K
$2.0M
0.29%
+72.8K
2026-06-30
MARSHALL WACE, LLP
110.5K
$2.0M
0.29%
+45.6K
2026-06-30
Capital Investment Advisory Services, LLC
107.0K
$2.0M
0.28%
+1.9K
2026-06-30
IHT Wealth Management, LLC
104.3K
$1.0M
0.27%
+21.5K
2026-06-30
CITADEL ADVISORS LLC
101.3K
$1.0M
0.27%
-1.1K
2026-06-30
Advisors Asset Management, Inc.
99.3K
$1.0M
0.26%
-18.8K
2026-06-30
Schonfeld Strategic Advisors LLC
90.2K
$1.0M
0.24%
+50.1K
2026-06-30
HighTower Advisors, LLC
90.1K
$1.0M
0.24%
-2.5K
2026-06-30
Legacy Capital Wealth Partners, LLC
86.0K
$1.0M
0.23%
+6.3K
2026-06-30
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