Gladstone Capital Ownership | Who Owns Gladstone Capital?
Gladstone Capital Ownership Summary
Gladstone Capital is owned by 10.56% institutional investors, 2.76% insiders, and 86.68% retail investors. Legal & general group is the largest institutional shareholder, holding 0.66% of GLAD shares. VanEck BDC Income ETF is the top mutual fund, with 2.18% of its assets in Gladstone Capital shares.
GLAD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Gladstone Capital | 10.56% | 2.76% | 86.68% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Asset Management Stocks | 31.89% | 9.87% | 58.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Legal & general group | 144.01K | 0.66% | $4.10M |
| Two sigma advisers, lp | 131.43K | 0.60% | $3.74M |
| Van eck associates | 124.53K | 0.57% | $3.54M |
| Dnb asset management as | 116.14K | 0.53% | $3.30M |
| D.a. davidson | 113.05K | 0.52% | $3.22M |
| Two sigma investments, lp | 112.60K | 0.52% | $3.20M |
| Blackrock funding, inc. /de | 98.43K | 0.45% | $2.80M |
| Advisors asset management | 79.33K | 0.36% | $2.26M |
| Legacy capital wealth partners | 66.56K | 0.31% | $1.89M |
| Ubs group | 62.53K | 0.29% | $1.78M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Legacy capital wealth partners | 66.56K | 0.47% | $1.89M |
| Kovack advisors | 37.89K | 0.11% | $1.08M |
| Denali advisors | 34.63K | 0.10% | $984.88K |
| Ausdal financial partners | 23.06K | 0.06% | $655.88K |
| Register financial advisors | 3.23K | 0.05% | $91.80K |
| Advisors asset management | 79.33K | 0.04% | $2.26M |
| International assets investment management | 15.99K | 0.04% | $465.12M |
| Pfs partners | 1.97K | 0.03% | $56.00K |
| D.a. davidson | 113.05K | 0.03% | $3.22M |
| Atomi financial group | 17.92K | 0.03% | $509.56K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 62.53K | 0.00% | 46.59K |
| Raymond james financial | 29.55K | 0.00% | 29.55K |
| Goldman sachs group | 28.40K | 0.00% | 28.40K |
| Blackrock funding, inc. /de | 98.43K | 0.00% | 19.14K |
| Atomi financial group | 17.92K | 0.03% | 17.92K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Van eck associates | 124.53K | 0.00% | -381.54K |
| International assets investment management | 15.99K | 0.04% | -368.55K |
| Lpl financial | - | - | -353.35K |
| Citadel advisors | - | - | -238.81K |
| Morgan stanley | - | - | -181.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 29.55K | 0.00% | 29.55K | $840.40K |
| Goldman sachs group | 28.40K | 0.00% | 28.40K | $807.61K |
| Atomi financial group | 17.92K | 0.03% | 17.92K | $509.56K |
| Org partners | 500.00 | 0.00% | 500.00 | $14.22K |
| Assetmark | 150.00 | - | 150.00 | $4.27K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Parallel advisors | -87.00 |
| Redwood wealth management group | -100.00 |
| Creative financial designs inc /adv | -124.00 |
| Hazlett, burt & watson | -155.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 74 | -3.90% | 2,357,381 | 25.95% | 10 | 15.00% | 38 | -11.63% | 16 | -27.27% |
| Dec 31, 2024 | 42 | -33.33% | 969,906 | -62.94% | 4 | 3.08% | 26 | -21.21% | 11 | -35.29% |
| Sep 30, 2024 | 1 | -80.00% | 1 | -100.00% | - | - | - | -100.00% | - | -100.00% |
| Jun 30, 2024 | 5 | -93.15% | 28,108 | -99.19% | - | 0.05% | 1 | -97.30% | 4 | -77.78% |
| Mar 31, 2024 | 73 | -17.05% | 3,491,363 | -25.09% | 16 | 3.50% | 37 | - | 18 | -51.35% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 486.91K | 2.18% | - |
| iShares Listed Private Eq ETF USD Dist | 128.97K | 0.58% | - |
| DNB Fund - Private Equity Retail B | 88.47K | 0.40% | - |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 37.78K | 0.17% | 3.98K |
| TrueShares Active Yield ETF | 15.41K | 0.07% | - |
| Mackenzie Alternative Enhanced Yld A | 13.23K | 0.06% | 13.23K |
| AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C | 10.00K | 0.05% | -5.00K |
| Mediobanca SICAV PE Strat C | 8.58K | 0.04% | - |
| FlexShares® Listed Priv Eq ETF USD Acc | 7.55K | 0.03% | - |
| RBC Microcap Value I | 5.50K | 0.02% | 5.50K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 11, 2025 | ENGLISH MICHELA A | - | Sell | $5.33K |
| Dec 11, 2024 | Marcotte Bob | President | Sell | $423.93K |
| Feb 22, 2022 | Schaltenbrand Nicole Frances Dubas | CFO and Treasurer | Buy | $2.50K |
| Mar 16, 2020 | Schaltenbrand Nicole Frances Dubas | CFO and Treasurer | Buy | $5.00K |
| Mar 16, 2020 | LiCalsi Michael | General Counsel and Secretary | Buy | $6.74K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2022 Q4 | - | - |
| 2022 Q1 | 1 | - |
| 2020 Q1 | 8 | - |
| 2018 Q4 | 4 | - |
GLAD Ownership FAQ
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