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Gladstone Investment Ownership | Who Owns Gladstone Investment?

OverviewForecastRevenueFinancialsChartTranscripts

Gladstone Investment Ownership Summary

Gladstone Investment is owned by 13.02% institutional investors, 1.85% insiders, and 85.13% retail investors. Panoramic investment advisors is the largest institutional shareholder, holding 2.70% of GAIN shares. VanEck BDC Income ETF is the top mutual fund, with 1.69% of its assets in Gladstone Investment shares.

GAIN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockGladstone Investment13.02%1.85%85.13%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryAsset Management Stocks49.15%11.31%39.54%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Panoramic investment advisors1.07M2.70%$15.19M
Melia wealth1.07M2.70%$15.19M
Two sigma investments, lp804.26K2.03%$11.42M
Ubs group732.23K1.85%$10.40M
Van eck associates591.93K1.49%$8.40M
Morgan stanley338.07K0.85%$4.80M
Pfg advisors315.33K0.79%$4.48M
Legal & general group300.70K0.76%$4.27M
Blackrock funding, inc. /de207.40K0.52%$2.95M
Outfitter financial205.12K0.52%$2.91M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Panoramic investment advisors1.07M7.35%$15.19M
Melia wealth1.07M7.35%$15.19M
Outfitter financial205.12K2.25%$2.91M
Albert d mason67.94K0.62%$964.69K
Legacy capital wealth partners119.07K0.35%$1.69M
Pfg advisors315.33K0.22%$4.48M
Garner asset management34.49K0.19%$489.80K
Virtus investment advisers41.03K0.16%$582.67K
Ameriflex group19.36K0.14%$274.88K
United advisor group77.61K0.14%$1.10M

Top Buyers

HolderShares% AssetsChange
Panoramic investment advisors1.07M7.35%1.07M
Two sigma investments, lp804.26K0.01%614.02K
Tudor investment corp et al125.21K0.00%125.21K
Squarepoint ops103.51K0.00%103.51K
Jane street group69.76K0.00%55.76K

Top Sellers

HolderShares% AssetsChange
Kingstone capital partners texas---1.76M
Van eck associates591.93K0.01%-207.03K
Marshall wace, llp---164.58K
Blackrock funding, inc. /de207.40K0.00%-112.37K
Virtus etf advisers---67.80K

New Positions

HolderShares% AssetsChangeValue
Panoramic investment advisors1.07M7.35%1.07M$15.19M
Tudor investment corp et al125.21K0.00%125.21K$1.78M
Squarepoint ops103.51K0.00%103.51K$1.47M
Magnetar financial30.09K0.00%30.09K$415.84K
Independent financial group24.98K0.01%24.98K$354.69K

Sold Out

HolderChange
Creekmur asset management-1.00
Exchange traded concepts-28.00
Transce3nd-35.00
Spire wealth management-43.00
Us bancorp \de\-46.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 202588-5,333,7963.80%147.42%41-26-3.70%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VanEck BDC Income ETF671.36K1.69%1.90K
iShares Listed Private Eq ETF USD Dist154.63K0.39%-
OneAscent Enhanced Small and Mid Cap ETF70.47K0.18%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ69.63K0.17%6.91K
FID DC L&G Diversified Fund59.12K0.15%59.12K
Abante Quant Value Small Caps FI45.71K0.12%-
Invesco Global Listed Private Equity ETF45.41K0.11%-
TrueShares Active Yield ETF38.27K0.10%-
Virtus Private Credit ETF34.83K0.09%-886.00
Mediobanca SICAV PE Strat C16.11K0.04%-

Recent Insider Transactions

DateNameRoleActivityValue
May 15, 2026Ritchie Taylor Chief Financial OfficerBuy$7.42K
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
Nov 06, 2023Easton Rachael Z. CFO and TreasurerBuy$9.54K

Insider Transactions Trends

DateBuySell
2026 Q24-
2026 Q1--
2025 Q3--
2024 Q4--
2023 Q41-

GAIN Ownership FAQ

Who Owns Gladstone Investment?

Gladstone Investment shareholders are primarily institutional investors at 13.02%, followed by 1.85% insiders and 85.13% retail investors. The average institutional ownership in Gladstone Investment's industry, Asset Management Stocks, is 49.15%, which Gladstone Investment falls below.

Who owns the most shares of Gladstone Investment?

Gladstone Investment’s largest shareholders are Panoramic investment advisors (1.07M shares, 2.70%), Melia wealth (1.07M shares, 2.70%), and Two sigma investments, lp (804.26K shares, 2.03%). Together, they hold 7.42% 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?

Panoramic investment advisors 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 1.69% of its total shares outstanding invested in 671.36K Gladstone Investment shares.

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