Gladstone Investment Ownership | Who Owns Gladstone Investment?

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Gladstone Investment Ownership Summary

Gladstone Investment is owned by 11.80% institutional investors, 1.85% insiders, and 86.35% retail investors. Melia wealth is the largest institutional shareholder, holding 2.84% of GAIN shares. VanEck BDC Income ETF is the top mutual fund, with 1.88% of its assets in Gladstone Investment shares.

GAIN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Gladstone Investment	11.80%	1.85%	86.35%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Asset Management Stocks	46.20%	8.54%	45.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Melia wealth	1.13M	2.84%	$15.75M
Van eck associates	854.73K	2.32%	$11.81M
Ubs group	713.02K	1.80%	$9.96M
Morgan stanley	335.65K	0.85%	$4.69M
Blackrock funding, inc. /de	319.77K	0.81%	$4.47M
Marshall wace, llp	295.34K	0.80%	$4.08M
Pfg advisors	305.25K	0.77%	$4.26M
Legal & general group	273.75K	0.69%	$3.83M
Outfitter financial	204.34K	0.52%	$2.85M
Blackrock	177.55K	0.49%	$2.48M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Melia wealth	1.13M	7.28%	$15.75M
Outfitter financial	204.34K	2.25%	$2.85M
Albert d mason	66.83K	0.61%	$933.65K
Union bancaire privee, ubp sa	15.39K	0.39%	$32.96M
Legacy capital wealth partners	111.33K	0.33%	$1.56M
Virtus investment advisers	70.25K	0.28%	$970.91K
Ameriflex group	42.34K	0.22%	$585.11K
Pfg advisors	305.25K	0.21%	$4.26M
Garner asset management	36.29K	0.19%	$507.02K
United advisor group	70.75K	0.12%	$988.40K

Top Buyers

Holder	Shares	% Assets	Change
Marshall wace, llp	295.34K	0.00%	265.37K
Ubs group	713.02K	0.00%	228.17K
Pfg advisors	305.25K	0.21%	205.50K
Legal & general group	273.75K	0.00%	51.20K
Ameriflex group	42.34K	0.22%	42.34K

Top Sellers

Holder	Shares	% Assets	Change
Kingstone capital partners texas	-	-	-1.76M
Melia wealth	1.13M	7.28%	-70.30K
Virtus etf advisers	-	-	-67.80K
Hrt financial lp	-	-	-57.50K
Two sigma investments, lp	-	-	-56.08K

New Positions

Holder	Shares	% Assets	Change	Value
Truemark investments	41.68K	0.11%	41.68K	$582.24K
Magnetar financial	30.09K	0.00%	30.09K	$415.84K
Oxford asset management llp	17.73K	0.09%	17.73K	$244.99K
D. e. shaw	17.63K	0.00%	17.63K	$233.65K
Wealth enhancement advisory services	12.10K	0.00%	12.10K	$168.28K

Sold Out

Holder	Change
Creekmur asset management	-1.00
Transce3nd	-35.00
Spire wealth management	-43.00
Morton brown family wealth	-52.00
Roble, belko & company	-95.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	64	-28.89%	4,683,249	-23.13%	11	4.33%	28	-37.78%	18	-21.74%
Sep 30, 2025	85	1.19%	6,018,475	-14.01%	16	4.53%	41	-14.58%	22	22.22%
Jun 30, 2025	84	-4.55%	7,268,162	36.23%	19	9.34%	49	19.51%	17	-34.62%
Mar 31, 2025	88	-	5,333,796	3.80%	14	7.42%	41	-	26	-3.70%
Dec 31, 2024	55	-34.52%	3,953,112	-20.85%	10	5.81%	21	-43.24%	19	-26.92%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
VanEck BDC Income ETF	748.14K	1.88%	-
iShares Listed Private Eq ETF USD Dist	210.24K	0.53%	87.00K
FID DC L&G Diversified Fund	65.60K	0.18%	65.60K
OneAscent Enhanced Small and Mid Cap ETF	69.73K	0.18%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	62.72K	0.16%	10.80K
Virtus Private Credit ETF	50.54K	0.13%	-
Abante Quant Value Small Caps FI	45.71K	0.12%	-
Invesco Global Listed Private Equity ETF	47.13K	0.12%	-1.77K
Abante Quant Value FI	45.71K	0.11%	-
TrueShares Active Yield ETF	38.27K	0.10%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 06, 2023	Easton Rachael Z.	CFO and Treasurer	Buy	$9.54K
Aug 07, 2023	DULLUM DAVID A R	President	Buy	$66.97K
Mar 16, 2023	Easton Rachael Z.	CFO and Treasurer	Buy	$4.92K
Mar 14, 2023	DULLUM DAVID A R	President	Buy	$38.52K
Feb 06, 2023	WILKINSON WALTER H	-	Buy	$51.11K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2023 Q4	1	-
2023 Q3	1	-
2023 Q1	3	-
2022 Q4	1	-

GAIN Ownership FAQ

Who Owns Gladstone Investment?

Gladstone Investment shareholders are primarily institutional investors at 11.80%, followed by 1.85% insiders and 86.35% retail investors. The average institutional ownership in Gladstone Investment's industry, Asset Management Stocks, is 46.20%, which Gladstone Investment falls below.

Who owns the most shares of Gladstone Investment?

Gladstone Investment’s largest shareholders are Melia wealth (1.13M shares, 2.84%), Van eck associates (854.73K shares, 2.32%), and Ubs group (713.02K shares, 1.80%). Together, they hold 6.95% of Gladstone Investment’s total shares outstanding.

Does Blackrock own Gladstone Investment?

Yes, BlackRock owns 0.49% of Gladstone Investment, totaling 177.55K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 2.48M$. In the last quarter, BlackRock increased its holdings by 412 shares, a 0.23% change.

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 7.28% of its assets in 1.13M Gladstone Investment shares, valued at 15.75M$.

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 1.88% of its total shares outstanding invested in 748.14K Gladstone Investment shares.

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