Gladstone Investment Ownership | Who Owns Gladstone Investment?
Gladstone Investment Ownership Summary
Gladstone Investment is owned by 11.80% institutional investors, 1.85% insiders, and 86.35% 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
| 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 | 45.25% | 8.61% | 46.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Panoramic investment advisors | 1.07M | 2.70% | $15.19M |
| Melia wealth | 1.07M | 2.70% | $15.19M |
| Van eck associates | 854.73K | 2.32% | $11.81M |
| Ubs group | 732.23K | 1.85% | $10.40M |
| 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 | 315.33K | 0.79% | $4.48M |
| Legal & general group | 300.70K | 0.76% | $4.27M |
| Outfitter financial | 205.12K | 0.52% | $2.91M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Panoramic investment advisors | 1.07M | 7.35% | $15.19M |
| Melia wealth | 1.07M | 7.35% | $15.19M |
| Outfitter financial | 205.12K | 2.25% | $2.91M |
| Albert d mason | 67.94K | 0.62% | $964.69K |
| 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 | 315.33K | 0.22% | $4.48M |
| Garner asset management | 34.49K | 0.19% | $489.80K |
| United advisor group | 77.61K | 0.14% | $1.10M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Panoramic investment advisors | 1.07M | 7.35% | 1.07M |
| Marshall wace, llp | 295.34K | 0.00% | 265.37K |
| Ameriflex group | 42.34K | 0.22% | 42.34K |
| Millennium management | 31.02K | 0.00% | 31.02K |
| Magnetar financial | 30.09K | 0.00% | 30.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kingstone capital partners texas | - | - | -1.76M |
| Virtus etf advisers | - | - | -67.80K |
| Melia wealth | 1.07M | 7.35% | -57.81K |
| Hrt financial lp | - | - | -57.50K |
| Two sigma investments, lp | - | - | -56.08K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Panoramic investment advisors | 1.07M | 7.35% | 1.07M | $15.19M |
| Magnetar financial | 30.09K | 0.00% | 30.09K | $415.84K |
| Independent financial group | 24.98K | 0.01% | 24.98K | $354.69K |
| Greenwood gearhart | 17.90K | 0.01% | 17.90K | $254.18K |
| Oxford asset management llp | 17.73K | 0.09% | 17.73K | $244.99K |
Sold Out
| Holder | Change |
|---|---|
| Creekmur asset management | -1.00 |
| Exchange traded concepts | -28.00 |
| Transce3nd | -35.00 |
| Spire wealth management | -43.00 |
| Morton brown family wealth | -52.00 |
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 | 671.36K | 1.69% | 1.90K |
| iShares Listed Private Eq ETF USD Dist | 154.63K | 0.39% | - |
| FID DC L&G Diversified Fund | 65.60K | 0.18% | 65.60K |
| OneAscent Enhanced Small and Mid Cap ETF | 70.47K | 0.18% | - |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 69.63K | 0.17% | 6.91K |
| Abante Quant Value Small Caps FI | 45.71K | 0.12% | - |
| Invesco Global Listed Private Equity ETF | 45.41K | 0.11% | - |
| Abante Quant Value FI | 42.30K | 0.11% | -3.41K |
| TrueShares Active Yield ETF | 38.27K | 0.10% | - |
| Virtus Private Credit ETF | 34.83K | 0.09% | -886.00 |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools