Gladstone Investment Ownership | Who Owns Gladstone Investment?

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Gladstone Investment Ownership Summary

Gladstone Investment is owned by 19.69% institutional investors, 1.92% insiders, and 78.39% retail investors. Melia wealth is the largest institutional shareholder, holding 2.85% of GAIN shares. VanEck BDC Income ETF is the top mutual fund, with 2.24% of its assets in Gladstone Investment shares.

GAIN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Gladstone Investment	19.69%	1.92%	78.39%
Sector	Financial Services Stocks	48.97%	15.42%	35.61%
Industry	Asset Management Stocks	47.91%	9.99%	42.10%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Melia wealth	1.04M	2.85%	$13.84M
Van eck associates	836.64K	2.27%	$11.94M
Blackrock funding, inc. /de	251.20K	0.68%	$3.58M
Legal & general group	242.88K	0.66%	$3.22M
Outfitter financial	202.59K	0.55%	$2.68M
Blackrock	177.55K	0.49%	$2.48M
Blair william & co/il	161.75K	0.44%	$2.14M
Lpl financial	153.27K	0.42%	$2.14M
Davenport	135.26K	0.37%	$1.93M
Morgan stanley	128.11K	0.35%	$1.79M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Melia wealth	1.04M	7.22%	$13.84M
Outfitter financial	202.59K	2.15%	$2.68M
Albert d mason	48.06K	0.50%	$685.76K
Legacy capital wealth partners	102.26K	0.33%	$1.46M
Virtus investment advisers	53.77K	0.26%	$767.27K
Garner asset management	36.80K	0.24%	$525.20K
United advisor group	78.43K	0.19%	$1.12M
Prosperity financial group	24.70K	0.15%	$352.47K
Pfg advisors	100.40K	0.07%	$1.43M
Cassaday & co wealth management	112.50K	0.04%	$1.61M

Top Buyers

Holder	Shares	% Assets	Change
Ubs group	85.78K	0.00%	54.72K
Blackrock funding, inc. /de	251.20K	0.00%	51.20K
Hrt financial lp	57.50K	0.00%	41.55K
Melia wealth	1.04M	7.22%	36.30K
Millennium management	31.02K	0.00%	31.02K

Top Sellers

Holder	Shares	% Assets	Change
Invesco	-	-	-105.15K
Two sigma investments, lp	61.43K	0.00%	-88.88K
Virtus etf advisers	-	-	-67.80K
Advisors asset management	116.77K	0.03%	-42.66K
Two sigma advisers, lp	-	-	-42.24K

New Positions

Holder	Shares	% Assets	Change	Value
Marshall wace, llp	29.97K	0.00%	29.97K	$427.70K
D. e. shaw	17.63K	0.00%	17.63K	$233.65K
Foundations investment advisors	15.41K	0.00%	15.41K	$219.91K
Quantbot technologies lp	7.39K	0.00%	7.39K	$105.48K
Exchange traded concepts	1.90K	0.00%	1.90K	$27.13K

Sold Out

Holder	Change
Creekmur asset management	-1.00
Quadrant capital group	-37.00
Spire wealth management	-43.00
Morton brown family wealth	-52.00
Redwood wealth management group	-150.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	83	-5.68%	4,993,633	-8.25%	13	5.99%	36	-16.28%	26	8.33%
Jun 30, 2024	88	3.53%	5,442,754	4.56%	15	7.25%	43	30.30%	24	-25.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
VanEck BDC Income ETF	826.18K	2.24%	-1.83K
iShares Listed Private Eq ETF USD Dist	212.62K	0.58%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	70.96K	0.19%	9.54K
FID DC L&G Diversified Fund	65.60K	0.18%	65.60K
Invesco Global Listed Private Equity ETF	55.04K	0.15%	-
Virtus Private Credit ETF	53.77K	0.15%	-
Abante Quant Value Small Caps FI	45.71K	0.12%	-
Mediobanca SICAV PE Strat C	16.11K	0.04%	-1.89K
FlexShares® Listed Priv Eq ETF USD Acc	12.30K	0.03%	-152.00
RBC Microcap Value I	10.20K	0.03%	-

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 19.69%, followed by 1.92% insiders and 78.39% retail investors. The average institutional ownership in Gladstone Investment's industry, Asset Management Stocks, is 47.91%, which Gladstone Investment falls below.

Who owns the most shares of Gladstone Investment?

Gladstone Investment’s largest shareholders are Melia wealth (1.04M shares, 2.85%), Van eck associates (836.64K shares, 2.27%), and Blackrock funding, inc. /de (251.2K shares, 0.68%). Together, they hold 5.79% 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 7.22% of its assets in 1.04M Gladstone Investment shares, valued at 13.84M$.

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 2.24% of its total shares outstanding invested in 826.18K Gladstone Investment shares.

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