Who Owns GLADSTONE INVEST (GAIN)? -- Institutional Holders (2026-06-30)

104 institutions reported holding $122.9M of GLADSTONE INVEST (GAIN) in SEC 13F filings for 2026-06-30. Largest institutional holders: VAN ECK ASSOCIATES CORP ($12.4M), Melia Wealth LLC ($10.1M), UBS Group AG ($9.6M), TWO SIGMA INVESTMENTS, LP ($9.0M), COOPER CREEK PARTNERS MANAGEMENT LLC ($8.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1VAN ECK ASSOCIATES CORP$12.4M804,098Added
2Melia Wealth LLC$10.1M656,313Trimmed
3UBS Group AG$9.6M618,149Trimmed
4TWO SIGMA INVESTMENTS, LP$9.0M584,106Trimmed
5COOPER CREEK PARTNERS MANAGEMENT LLC$8.9M576,289New
6Union Bancaire Privee, UBP SA$8.8M3,570Hold
7MORGAN STANLEY$5.4M349,848Added
8Legal & General Group Plc$5.2M337,067Added
9CITADEL ADVISORS LLC$4.9M314,793Added
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.2M273,300Added
11PFG Advisors$3.7M236,628Trimmed
12BlackRock, Inc.$3.4M220,759Added
13OUTFITTERS FINANCIAL LLC$3.1M203,370Trimmed
14LPL Financial LLC$2.9M185,176Trimmed
15BLAIR WILLIAM & CO/IL$2.2M143,679Trimmed
16DAVENPORT & Co LLC$2.2M142,530Added
17TUDOR INVESTMENT CORP ET AL$1.9M120,964Trimmed
18MARSHALL WACE, LLP$1.8M116,693New
19Legacy Capital Wealth Partners, LLC$1.8M113,833Trimmed
20Advisors Asset Management, Inc.$1.6M104,239Trimmed
21Atlantic Union Bankshares Corp$1.5M96,664Trimmed
22OSAIC HOLDINGS, INC.$1.4M91,023Trimmed
23Baird Financial Group, Inc.$1.4M90,300Hold
24Invesco Ltd.$1.1M72,620Added
25United Advisor Group, LLC$1.1M72,190Trimmed

Source: SEC Form 13F filings · as of 2026-06-30