GAIN Gladstone Investment Corporation
Gladstone Investment Corporation (GAIN) Institutional Ownership
What the institutions did with GAIN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| VAN ECK ASSOCIATES CORP | 804.1K | 11.8% |
| Melia Wealth LLC | 656.3K | 9.6% |
| UBS Group AG | 618.1K | 9.1% |
| TWO SIGMA INVESTMENTS, LP | 584.1K | 8.6% |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 576.3K | 8.4% |
| MORGAN STANLEY | 349.8K | 5.1% |
| Legal & General Group Plc | 337.1K | 4.9% |
| PFG Advisors | 236.6K | 3.5% |
| BlackRock, Inc. | 220.8K | 3.2% |
| OUTFITTERS FINANCIAL LLC | 203.4K | 3.0% |
| LPL Financial LLC | 185.2K | 2.7% |
| BLAIR WILLIAM & CO/IL | 143.7K | 2.1% |
| DAVENPORT & Co LLC | 142.5K | 2.1% |
| TUDOR INVESTMENT CORP ET AL | 121.0K | 1.8% |
| MARSHALL WACE, LLP | 116.7K | 1.7% |
| Legacy Capital Wealth Partners, LLC | 113.8K | 1.7% |
| Advisors Asset Management, Inc. | 104.2K | 1.5% |
| Atlantic Union Bankshares Corp | 96.7K | 1.4% |
| OSAIC HOLDINGS, INC. | 91.0K | 1.3% |
| Baird Financial Group, Inc. | 90.3K | 1.3% |
| Invesco Ltd. | 72.6K | 1.1% |
| United Advisor Group, LLC | 72.2K | 1.1% |
| ALBERT D MASON INC | 69.5K | 1.0% |
| Cassaday & Co Wealth Management LLC | 62.5K | 0.9% |
| ROYAL BANK OF CANADA | 58.4K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| COOPER CREEK PARTNERS MANAGEMENT LLC | New | 0 | 576.3K | +576.3K |
| Melia Wealth LLC | Reduced | 1.1M | 656.3K | -413.2K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 804.3K | 584.1K | -220.2K |
| VAN ECK ASSOCIATES CORP | Increased | 591.9K | 804.1K | +212.2K |
| MARSHALL WACE, LLP | New | 0 | 116.7K | +116.7K |
| UBS Group AG | Reduced | 732.2K | 618.1K | -114.1K |
| Squarepoint Ops LLC | Sold Out | 103.5K | 0 | -103.5K |
| PFG Advisors | Reduced | 315.3K | 236.6K | -78.7K |
| JANE STREET GROUP, LLC | Sold Out | 69.8K | 0 | -69.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 46.1K | 0 | -46.1K |
| CITADEL ADVISORS LLC | New | 0 | 37.6K | +37.6K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | New | 0 | 37.0K | +37.0K |
| Legal & General Group Plc | Increased | 300.7K | 337.1K | +36.4K |
| Aquatic Capital Management LLC | New | 0 | 29.8K | +29.8K |
| Invesco Ltd. | Increased | 43.2K | 72.6K | +29.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | Sold Out | 25.0K | 0 | -25.0K |
| Virtus Investment Advisers, LLC | Reduced | 41.0K | 22.2K | -18.8K |
| Cassaday & Co Wealth Management LLC | Reduced | 79.0K | 62.5K | -16.5K |
| MACKENZIE FINANCIAL CORP | New | 0 | 16.0K | +16.0K |
| BlackRock, Inc. | Increased | 207.4K | 220.8K | +13.4K |
| BANK OF AMERICA CORP /DE/ | New | 0 | 12.6K | +12.6K |
| Foundations Investment Advisors, LLC | Sold Out | 12.1K | 0 | -12.1K |
| MORGAN STANLEY | Increased | 338.1K | 349.8K | +11.8K |
| HighTower Advisors, LLC | Sold Out | 11.6K | 0 | -11.6K |
| Cetera Investment Advisers | Increased | 31.7K | 42.0K | +10.4K |
| HRT FINANCIAL LP | Sold Out | 10.0K | 0 | -10.0K |
| NOMURA HOLDINGS INC | New | 0 | 10.0K | +10.0K |
| CANADA LIFE ASSURANCE Co | Increased | 43.4K | 52.3K | +8.8K |
| State of Wyoming | Increased | 9.4K | 17.9K | +8.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 29.2K | 22.6K | -6.6K |
| RAYMOND JAMES FINANCIAL INC | Increased | 47.9K | 54.2K | +6.3K |
| SIMPLEX TRADING, LLC | Reduced | 16.0K | 9.9K | -6.1K |
| United Advisor Group, LLC | Reduced | 77.6K | 72.2K | -5.4K |
| Legacy Capital Wealth Partners, LLC | Reduced | 119.1K | 113.8K | -5.2K |
| Advisors Asset Management, Inc. | Reduced | 109.0K | 104.2K | -4.7K |
| GREENWOOD GEARHART LLC | Increased | 17.9K | 22.4K | +4.5K |
| TUDOR INVESTMENT CORP ET AL | Reduced | 125.2K | 121.0K | -4.2K |
| OSAIC HOLDINGS, INC. | Reduced | 95.3K | 91.0K | -4.2K |
| WELLS FARGO & COMPANY/MN | Increased | 17.4K | 20.5K | +3.1K |
| DAVENPORT & Co LLC | Increased | 139.9K | 142.5K | +2.7K |
| Janney Montgomery Scott LLC | Reduced | 18.5K | 16.2K | -2.3K |
| LPL Financial LLC | Reduced | 187.4K | 185.2K | -2.3K |
| Russell Investments Group, Ltd. | New | 0 | 2.2K | +2.2K |
| BLAIR WILLIAM & CO/IL | Reduced | 145.8K | 143.7K | -2.1K |
| Garner Asset Management Corp | Reduced | 34.5K | 32.5K | -2.0K |
| OUTFITTERS FINANCIAL LLC | Reduced | 205.1K | 203.4K | -1.8K |
| JPMORGAN CHASE & CO | Increased | 6.1K | 7.7K | +1.6K |
| ALBERT D MASON INC | Increased | 67.9K | 69.5K | +1.5K |
| MAI Capital Management | Sold Out | 1.4K | 0 | -1.4K |
| BROWN BROTHERS HARRIMAN & CO | New | 0 | 1.0K | +1.0K |
| Private Advisor Group, LLC | Reduced | 14.6K | 13.7K | -976 |
| SIGNATUREFD, LLC | Reduced | 1.1K | 388 | -692 |
| ACTION POINT FINANCIAL PLANNING, LLC | New | 0 | 586 | +586 |
| ASSETMARK, INC | Reduced | 622 | 117 | -505 |
| Atlantic Union Bankshares Corp | Reduced | 97.2K | 96.7K | -500 |
| AMERIFLEX GROUP, INC. | Reduced | 19.4K | 18.9K | -500 |
| NewEdge Advisors, LLC | Increased | 20.0K | 20.5K | +500 |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 12.0K | 11.6K | -460 |
| US BANCORP \DE\ | New | 0 | 426 | +426 |
| Creative Planning | Increased | 13.2K | 13.6K | +369 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.