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Gladstone Investment Ownership | Who Owns Gladstone Investment?

OverviewForecastRevenueFinancialsChartTranscripts

Gladstone Investment Ownership Summary

Gladstone Investment is owned by 17.16% institutional investors, 2.25% insiders, and 80.59% retail investors. Melia wealth is the largest institutional shareholder, holding 2.70% of GAIN shares. VanEck BDC Income ETF is the top mutual fund, with 1.95% of its assets in Gladstone Investment shares.

GAIN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockGladstone Investment17.16%2.25%80.59%
SectorFinancial Services Stocks 736.16%13.84%-650.00%
IndustryAsset Management Stocks45.53%11.43%43.04%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Melia wealth1.07M2.70%$15.19M
Van eck associates804.10K2.02%$12.43M
Ubs group618.15K1.55%$9.56M
Two sigma investments, lp584.11K1.47%$9.03M
Cooper creek partners management576.29K1.45%$8.91M
Morgan stanley349.85K0.88%$5.41M
Legal & general group337.07K0.85%$5.21M
Pfg advisors236.63K0.59%$3.66M
Blackrock funding, inc. /de220.76K0.55%$3.41M
Outfitter financial203.37K0.51%$3.14M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Melia wealth1.07M7.35%$15.19M
Outfitter financial203.37K2.20%$3.14M
Albert d mason69.45K0.61%$1.07M
Legacy capital wealth partners113.83K0.34%$1.76M
Cooper creek partners management576.29K0.21%$8.91M
Pfg advisors236.63K0.18%$3.66M
Garner asset management32.49K0.16%$502.35K
Ameriflex group18.86K0.12%$291.55K
United advisor group72.19K0.12%$1.12M
Union bancaire privee, ubp sa3.57K0.10%$8.75M

Top Buyers

HolderShares% AssetsChange
Cooper creek partners management576.29K0.21%576.29K
Van eck associates804.10K0.01%212.17K
Marshall wace, llp116.69K0.00%116.69K
Citadel advisors37.59K0.00%37.59K
Confluence investment management36.98K0.01%36.98K

Top Sellers

HolderShares% AssetsChange
Kingstone capital partners texas---1.76M
Panoramic investment advisors---1.07M
Two sigma investments, lp584.11K0.01%-220.16K
Ubs group618.15K0.00%-114.08K
Squarepoint ops---103.51K

New Positions

HolderShares% AssetsChangeValue
Cooper creek partners management576.29K0.21%576.29K$8.91M
Citadel advisors37.59K0.00%37.59K$581.19K
Confluence investment management36.98K0.01%36.98K$571.74K
Magnetar financial30.09K0.00%30.09K$415.84K
Oxford asset management llp17.73K0.09%17.73K$244.99K

Sold Out

HolderChange
Creekmur asset management-1.00
Citigroup-8.00
Exchange traded concepts-28.00
Transce3nd-35.00
Quadrant capital group-37.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20261005.26%6,834,011-13.52%174.33%43-2.27%293.57%
Mar 31, 202661-34.41%5,167,694-22.06%134.66%26-44.68%18-30.77%
Dec 31, 202564-28.89%4,683,249-23.13%114.33%28-37.78%18-21.74%
Sep 30, 2025851.19%6,018,475-14.01%164.53%41-14.58%2222.22%
Jun 30, 202584-4.55%7,268,16236.23%199.34%4919.51%17-34.62%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VanEck BDC Income ETF778.45K1.95%-2.16K
iShares Listed Private Eq ETF USD Dist151.57K0.38%-
OneAscent Enhanced Small and Mid Cap ETF77.89K0.20%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ77.75K0.20%8.12K
Invesco Global Listed Private Equity ETF72.32K0.18%-
FID DC L&G Diversified Fund62.63K0.16%62.63K
Abante Quant Value Small Caps FI45.71K0.12%-
TrueShares Active Yield ETF38.27K0.10%-
Virtus Private Credit ETF22.22K0.06%-
First Trust Specialty Finance22.00K0.06%-

Recent Insider Transactions

DateNameRoleActivityValue
Aug 18, 2026Ritchie Taylor Chief Financial OfficerBuy$24.30K
May 18, 2026Ritchie Taylor Chief Financial OfficerBuy$2.44K
May 19, 2026Ritchie Taylor Chief Financial OfficerBuy$2.58K
May 19, 2026Ritchie Taylor Chief Financial OfficerBuy$2.50K
May 15, 2026Ritchie Taylor Chief Financial OfficerBuy$7.42K

Insider Transactions Trends

DateBuySell
2026 Q31-
2026 Q24-
2026 Q1--
2025 Q3--
2024 Q4--

GAIN Ownership FAQ

Who Owns Gladstone Investment?

Gladstone Investment shareholders are primarily institutional investors at 17.16%, followed by 2.25% insiders and 80.59% retail investors. The average institutional ownership in Gladstone Investment's industry, Asset Management Stocks, is 45.53%, which Gladstone Investment falls below.

Who owns the most shares of Gladstone Investment?

Gladstone Investment’s largest shareholders are Melia wealth (1.07M shares, 2.70%), Van eck associates (804.1K shares, 2.02%), and Ubs group (618.15K shares, 1.55%). Together, they hold 6.27% of Gladstone Investment’s total shares outstanding.

Does Blackrock own Gladstone Investment?

BlackRock is not among the top 10 institutional shareholders of Gladstone Investment.

Who is Gladstone Investment’s biggest shareholder by percentage of total assets invested?

Melia wealth is Gladstone Investment’s biggest shareholder by percentage of total assets invested, with 7.35% of its assets in 1.07M Gladstone Investment shares, valued at 15.19M$.

Who is the top mutual fund holder of Gladstone Investment shares?

VanEck BDC Income ETF is the top mutual fund holder of Gladstone Investment shares, with 1.95% of its total shares outstanding invested in 778.45K Gladstone Investment shares.

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