GLADSTONE INVESTMENT CORP (GAIN) Institutional Shareholders
GLADSTONE INVESTMENT CORP (GAIN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $117.32M in GAIN holdings during the latest filing period.
Van Eck Associates Corp is currently the largest disclosed institutional shareholder of GAIN tracked by InsiderSet, reporting ownership valued at approximately $12.43M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.66M, representing an estimated gain of +1.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed GAIN value among the investors covered in this analysis. Major shareholders include Van Eck Associates Corp, Melia Wealth Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in GLADSTONE INVESTMENT CORP (GAIN).
This page ranks the largest institutional GAIN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
91
Total Reported Value
$117.32M
Largest Holder
Van Eck Associates Corp
Largest Position
$12.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Van Eck Associates Corp | 0.01% | 804,098 | $12,431,355 | $12,656,503 | +$225,148 | +1.81% | |
| Melia Wealth Llc | 5.84% | 656,313 | $10,146,601 | $10,330,367 | +$183,766 | +1.81% | |
| Ubs Group Ag | 0.00% | 618,149 | $9,556,583 | $9,729,665 | +$173,082 | +1.81% | |
| Two Sigma Investments, Lp | 0.01% | 584,106 | $9,030,279 | $9,193,828 | +$163,549 | +1.81% | |
| Cooper Creek Partners Management Llc | 0.37% | 576,289 | $8,909,000 | $9,070,789 | +$161,789 | +1.82% | |
| Union Bancaire Privee, Ubp Sa | 0.10% | 3,570 | $8,753,292 | $56,192 | -$8,697,100 | -99.36% | |
| Morgan Stanley | 0.00% | 349,848 | $5,408,662 | $5,506,608 | +$97,946 | +1.81% | |
| Legal & General Group Plc | 0.00% | 337,067 | $5,206,000 | $5,305,435 | +$99,435 | +1.91% | |
| Advisors Asset Management, Inc. | 0.07% | 293,381 | $5,010,947 | $4,617,817 | -$393,130 | -7.85% | |
| Pfg Advisors | 0.18% | 236,628 | $3,658,269 | $3,724,525 | +$66,256 | +1.81% | |
| Blackrock, Inc. | 0.00% | 220,759 | $3,412,929 | $3,474,747 | +$61,818 | +1.81% | |
| Outfitters Financial Llc | 2.20% | 203,370 | $3,144,100 | $3,201,044 | +$56,944 | +1.81% | |
| Lpl Financial Llc | 0.00% | 185,176 | $2,862,826 | $2,914,670 | +$51,844 | +1.81% | |
| Blair William & Co/Il | 0.01% | 143,679 | $2,221,271 | $2,261,507 | +$40,236 | +1.81% | |
| Davenport & Co Llc | 0.01% | 142,530 | $2,203,429 | $2,243,422 | +$39,993 | +1.82% | |
| Tudor Investment Corp Et Al | 0.01% | 120,964 | $1,870,103 | $1,903,973 | +$33,870 | +1.81% | |
| Marshall Wace, Llp | 0.00% | 116,693 | $1,804,074 | $1,836,748 | +$32,674 | +1.81% | |
| Legacy Capital Wealth Partners, Llc | 0.34% | 113,833 | $1,759,851 | $1,791,731 | +$31,880 | +1.81% | |
| Atlantic Union Bankshares Corp | 0.02% | 96,664 | $1,494,425 | $1,521,491 | +$27,066 | +1.81% | |
| Osaic Holdings, Inc. | 0.00% | 91,023 | $1,407,234 | $1,432,702 | +$25,468 | +1.81% | |
| Baird Financial Group, Inc. | 0.00% | 90,300 | $1,396,038 | $1,421,322 | +$25,284 | +1.81% | |
| Invesco Ltd. | 0.00% | 72,620 | $1,122,705 | $1,143,039 | +$20,334 | +1.81% | |
| United Advisor Group, Llc | 0.12% | 72,190 | $1,116,057 | $1,136,271 | +$20,214 | +1.81% | |
| Albert D Mason Inc | 0.61% | 69,455 | $1,073,775 | $1,093,222 | +$19,447 | +1.81% | |
| Cassaday & Co Wealth Management Llc | 0.02% | 62,500 | $966,250 | $983,750 | +$17,500 | +1.81% | |
| Royal Bank Of Canada | 0.00% | 58,446 | $904,000 | $919,940 | +$15,940 | +1.76% | |
| Raymond James Financial Inc | 0.00% | 54,244 | $838,610 | $853,801 | +$15,191 | +1.81% | |
| Canada Life Assurance Co | 0.00% | 52,264 | $805,000 | $822,635 | +$17,635 | +2.19% | |
| Cetera Investment Advisers | 0.00% | 42,007 | $649,427 | $661,190 | +$11,763 | +1.81% | |
| Citadel Advisors Llc | 0.00% | 37,593 | $581,188 | $591,714 | +$10,526 | +1.81% | |
| Confluence Investment Management Llc | 0.01% | 37,128 | $579,197 | $584,395 | +$5,198 | +0.90% | |
| Garner Asset Management Corp | 0.16% | 32,493 | $502,345 | $511,440 | +$9,095 | +1.81% | |
| Aquatic Capital Management Llc | 0.02% | 29,776 | $460,337 | $468,674 | +$8,337 | +1.81% | |
| Commonwealth Equity Services, Llc | 0.00% | 22,593 | $349,290 | $355,614 | +$6,324 | +1.81% | |
| Greenwood Gearhart Llc | 0.02% | 22,400 | $346,304 | $352,576 | +$6,272 | +1.81% | |
| Virtus Investment Advisers, Llc | 0.08% | 22,223 | $343,568 | $349,790 | +$6,222 | +1.81% | |
| Focus Partners Wealth | 0.00% | 20,911 | $323,279 | $329,139 | +$5,860 | +1.81% | |
| Wells Fargo & Company/Mn | 0.00% | 20,483 | $316,673 | $322,402 | +$5,729 | +1.81% | |
| Newedge Advisors, Llc | 0.00% | 20,476 | $316,559 | $322,292 | +$5,733 | +1.81% | |
| Ameriflex Group, Inc. | 0.12% | 18,858 | $291,545 | $296,825 | +$5,280 | +1.81% | |
| State Of Wyoming | 0.03% | 17,916 | $276,981 | $281,998 | +$5,017 | +1.81% | |
| Janney Montgomery Scott Llc | 0.00% | 16,236 | $251,000 | $255,555 | +$4,555 | +1.81% | |
| Mackenzie Financial Corp | 0.00% | 16,010 | $247,515 | $251,997 | +$4,482 | +1.81% | |
| Prosperity Financial Group, Inc. | 0.08% | 15,700 | $242,722 | $247,118 | +$4,396 | +1.81% | |
| Ameriprise Financial Inc | 0.00% | 13,747 | $212,533 | $216,378 | +$3,845 | +1.81% | |
| Private Advisor Group, Llc | 0.00% | 13,652 | $211,066 | $214,882 | +$3,816 | +1.81% | |
| Bank Of America Corp | 0.00% | 12,639 | $195,399 | $198,938 | +$3,539 | +1.81% | |
| Envestnet Asset Management Inc | 0.00% | 11,555 | $178,633 | $181,876 | +$3,243 | +1.82% | |
| Hardy Reed Llc | 0.01% | 11,472 | $177,351 | $180,569 | +$3,218 | +1.81% | |
| Sound Income Strategies, Llc | 0.01% | 10,456 | $161,650 | $164,577 | +$2,927 | +1.81% |
Frequently asked questions about GAIN
Who are the largest institutional holders of GAIN?
The largest institutional holders of GAIN reported in the latest SEC Form 13F filings include Van Eck Associates Corp, Melia Wealth Llc, Ubs Group Ag, Two Sigma Investments, Lp, and Cooper Creek Partners Management Llc. InsiderSet ranks institutional holders by their latest reported GAIN position.
What is GAIN institutional ownership?
This page tracks GAIN positions reported by institutional investment managers through SEC Form 13F. GLADSTONE INVESTMENT CORP (GAIN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GAIN?
InsiderSet currently tracks 91 institutional managers reporting GAIN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GAIN shareholders.
How much GAIN stock do institutions own?
Institutional investment managers disclosed approximately $117.32M in GAIN holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GAIN institutional ownership last updated?
The latest GAIN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GAIN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GAIN position after the reporting date.
Are institutions buying or selling GAIN?
Institutional buying and selling can be analyzed by comparing GAIN positions across consecutive 13F reporting periods. InsiderSet's GAIN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GAIN ownership changes.
How has GAIN institutional ownership changed over time?
InsiderSet tracks GAIN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.