Gladstone Capital Ownership | Who Owns Gladstone Capital?


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Gladstone Capital Ownership Summary


Gladstone Capital is owned by 10.14% institutional investors, 2.76% insiders, and 87.10% retail investors. Van eck associates is the largest institutional shareholder, holding 2.23% of GLAD shares. VanEck BDC Income ETF is the top mutual fund, with 2.24% of its assets in Gladstone Capital shares.

GLAD Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockGladstone Capital10.14%2.76%87.10%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryAsset Management Stocks50.65%9.51%39.84%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Van eck associates497.33K2.23%$13.41M
Legal & general group144.01K0.66%$4.10M
Two sigma advisers, lp131.43K0.60%$3.74M
Blackrock funding, inc. /de129.32K0.58%$3.49M
Dnb asset management as116.14K0.53%$3.30M
D.a. davidson113.05K0.52%$3.22M
Two sigma investments, lp112.60K0.52%$3.20M
Advisors asset management79.33K0.36%$2.26M
Ubs group62.53K0.29%$1.78M
Legacy capital wealth partners52.71K0.24%$1.42M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Legacy capital wealth partners52.71K0.32%$1.42M
Virtus investment advisers22.13K0.20%$596.93K
Mqs management8.32K0.12%$224.36K
Kovack advisors38.48K0.10%$1.04M
Denali advisors32.30K0.09%$871.16K
Ausdal financial partners32.13K0.06%$866.66K
Register financial advisors3.23K0.05%$91.80K
Advisors asset management79.33K0.04%$2.26M
International assets investment management15.99K0.03%$431.22K
Wfa of san diego1.55K0.03%$41.80K

Top Buyers

HolderShares% AssetsChange
Ubs group62.53K0.00%46.59K
Blackrock funding, inc. /de129.32K0.00%32.87K
Goldman sachs group28.40K0.00%28.40K
Van eck associates497.33K0.02%17.09K
Susquehanna group, llp15.33K0.00%15.33K

Top Sellers

HolderShares% AssetsChange
Lpl financial---353.35K
Citadel advisors---238.81K
Morgan stanley---181.74K
Blackrock---163.67K
Mckinley capital management---76.93K

New Positions

HolderShares% AssetsChangeValue
Goldman sachs group28.40K0.00%28.40K$807.61K
Marshall wace, llp8.43K0.00%8.43K$227.25K
Allworth financial lp1.70K0.00%1.70K$45.85K
Wfa of san diego1.55K0.03%1.55K$41.80K
Key financial100.000.00%100.00$2.70K

Sold Out

HolderChange
Fmr-1.00
Hexagon capital partners-32.00
Parallel advisors-87.00
Redwood wealth management group-100.00
Creative financial designs inc /adv-124.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025808.11%2,263,205-0.20%109.83%4316.22%15-11.76%
Mar 31, 202574-3.90%2,357,38125.95%1015.00%38-11.63%16-27.27%
Dec 31, 202442-33.33%969,906-62.94%43.08%26-21.21%11-35.29%
Sep 30, 20241-80.00%1-100.00%----100.00%--100.00%
Jun 30, 20245-93.15%28,108-99.19%-0.05%1-97.30%4-77.78%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
VanEck BDC Income ETF500.81K2.24%-1.11K
iShares Listed Private Eq ETF USD Dist130.27K0.58%-
DNB Fund - Private Equity Retail B88.47K0.40%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ43.64K0.20%5.87K
FID DC L&G Diversified Fund40.35K0.18%40.35K
Mackenzie Alternative Enhanced Yld A16.41K0.07%-5.05K
AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C10.00K0.05%-5.00K
Mediobanca SICAV PE Strat C7.68K0.03%-901.00
FlexShares® Listed Priv Eq ETF USD Acc7.46K0.03%-92.00
TrueShares Active Yield ETF7.41K0.03%-8.00K

Recent Insider Transactions


DateNameRoleActivityValue
Apr 11, 2025ENGLISH MICHELA A-Sell$5.33K
Dec 11, 2024Marcotte Bob PresidentSell$423.93K
Feb 22, 2022Schaltenbrand Nicole Frances Dubas CFO and TreasurerBuy$2.50K
Mar 16, 2020Schaltenbrand Nicole Frances Dubas CFO and TreasurerBuy$5.00K
Mar 16, 2020LiCalsi Michael General Counsel and SecretaryBuy$6.74K

Insider Transactions Trends


DateBuySell
2024 Q4-1
2022 Q4--
2022 Q11-
2020 Q18-
2018 Q44-

GLAD Ownership FAQ


Who Owns Gladstone Capital?

Gladstone Capital shareholders are primarily institutional investors at 10.14%, followed by 2.76% insiders and 87.10% retail investors. The average institutional ownership in Gladstone Capital's industry, Asset Management Stocks, is 50.65%, which Gladstone Capital falls below.

Who owns the most shares of Gladstone Capital?

Gladstone Capital’s largest shareholders are Van eck associates (497.33K shares, 2.23%), Legal & general group (144.01K shares, 0.66%), and Two sigma advisers, lp (131.43K shares, 0.60%). Together, they hold 3.49% of Gladstone Capital’s total shares outstanding.

Does Blackrock own Gladstone Capital?

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

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

Legacy capital wealth partners is Gladstone Capital’s biggest shareholder by percentage of total assets invested, with 0.32% of its assets in 52.71K Gladstone Capital shares, valued at 1.42M$.

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

VanEck BDC Income ETF is the top mutual fund holder of Gladstone Capital shares, with 2.24% of its total shares outstanding invested in 500.81K Gladstone Capital shares.

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