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Business Summary
Filings
Ownership
Valuation
Ownership — FDUS
Institutional Holdings
Insider Transactions
US Institutional Ownership
24.8%
Institution
Shares
Value
Ownership %
Change
Filing Date
RAYMOND JAMES FINANCIAL INC
804.4K
$14.0M
2.12%
+68.4K
2026-03-31
VAN ECK ASSOCIATES CORP
713.1K
$12.0M
1.88%
-138.6K
2026-03-31
ENVESTNET ASSET MANAGEMENT INC
545.5K
$9.0M
1.44%
+25.2K
2026-03-31
Cetera Investment Advisers
542.3K
$9.0M
1.43%
+18.7K
2026-03-31
Columbus Macro, LLC
505.6K
$8.0M
1.33%
+19.8K
2026-03-31
UBS Group AG
422.9K
$7.0M
1.11%
-17.1K
2026-03-31
Baird Financial Group, Inc.
406.4K
$7.0M
1.07%
+20.8K
2026-03-31
Muzinich & Co., Inc.
348.3K
$6.0M
0.92%
+1.2K
2026-03-31
MORGAN STANLEY
294.2K
$5.0M
0.78%
+44.6K
2026-03-31
Legal & General Group Plc
284.5K
$4.0M
0.75%
+32.0K
2026-03-31
Sumitomo Mitsui Trust Group, Inc.
213.4K
$3.0M
0.56%
--
2026-03-31
NOVARE CAPITAL MANAGEMENT LLC
206.1K
$3.0M
0.54%
+1.2K
2026-03-31
MILLENNIUM MANAGEMENT LLC
204.4K
$3.0M
0.54%
-43.2K
2026-03-31
PFG Advisors
187.7K
$3.0M
0.49%
+3.7K
2026-03-31
FRANKLIN RESOURCES INC
152.3K
$2.0M
0.40%
-31.9K
2026-03-31
LPL Financial LLC
151.7K
$2.0M
0.40%
+56.0K
2026-03-31
BlackRock, Inc.
141.3K
$2.0M
0.37%
-103.0K
2026-03-31
Ethos Financial Group, LLC
138.2K
$2.0M
0.36%
--
2026-03-31
Advisors Asset Management, Inc.
118.1K
$2.0M
0.31%
+5.3K
2026-03-31
Capital Investment Advisory Services, LLC
105.1K
$1.0M
0.28%
+4.9K
2026-03-31
Qube Research & Technologies Ltd
103.4K
$1.0M
0.27%
+31.3K
2026-03-31
CITADEL ADVISORS LLC
102.3K
$1.0M
0.27%
+79.0K
2026-03-31
Plan Group Financial, LLC
98.8K
$1.0M
0.26%
+19.1K
2026-03-31
HighTower Advisors, LLC
92.6K
$1.0M
0.24%
-633
2026-03-31
IHT Wealth Management, LLC
82.9K
$1.0M
0.22%
+8.2K
2026-03-31
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