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 $110.86M in GAIN holdings during the latest filing period.
Panoramic Investment Advisors, Llc is currently the largest disclosed institutional shareholder of GAIN tracked by InsiderSet, reporting ownership valued at approximately $15.19M in its March 31, 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 $18.02M, representing an estimated gain of +18.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed GAIN value among the investors covered in this analysis. Major shareholders include Panoramic Investment Advisors, Llc, Melia Wealth Llc, Two Sigma Investments, Lp, 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
88
Total Reported Value
$110.86M
Largest Holder
Panoramic Investment Advisors, Llc
Largest Position
$15.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Panoramic Investment Advisors, Llc | 7.35% | 1,069,685 | $15,189,530 | $18,024,192 | +$2,834,662 | +18.66% | |
| Melia Wealth Llc | 7.35% | 1,069,486 | $15,186,704 | $18,020,839 | +$2,834,135 | +18.66% | |
| Two Sigma Investments, Lp | 0.01% | 804,263 | $11,420,535 | $13,551,832 | +$2,131,297 | +18.66% | |
| Ubs Group Ag | 0.00% | 732,231 | $10,397,681 | $12,338,092 | +$1,940,411 | +18.66% | |
| Union Bancaire Privee, Ubp Sa | 0.10% | 3,570 | $8,753,292 | $60,155 | -$8,693,138 | -99.31% | |
| Morgan Stanley | 0.00% | 338,072 | $4,800,653 | $5,696,513 | +$895,860 | +18.66% | |
| Legal & General Group Plc | 0.00% | 300,698 | $4,274,422 | $5,066,761 | +$792,339 | +18.54% | |
| Pfg Advisors | 0.18% | 236,628 | $3,658,269 | $3,987,182 | +$328,913 | +8.99% | |
| Blackrock, Inc. | 0.00% | 207,403 | $2,945,129 | $3,494,741 | +$549,612 | +18.66% | |
| Outfitters Financial Llc | 2.25% | 205,120 | $2,912,704 | $3,456,272 | +$543,568 | +18.66% | |
| Lpl Financial Llc | 0.00% | 187,438 | $2,661,616 | $3,158,330 | +$496,714 | +18.66% | |
| Davenport & Co Llc | 0.01% | 142,530 | $2,203,429 | $2,401,631 | +$198,202 | +9.00% | |
| Blair William & Co/Il | 0.01% | 145,754 | $2,069,701 | $2,455,955 | +$386,254 | +18.66% | |
| Tudor Investment Corp Et Al | 0.01% | 125,209 | $1,777,968 | $2,109,772 | +$331,804 | +18.66% | |
| Legacy Capital Wealth Partners, Llc | 0.35% | 119,068 | $1,690,762 | $2,006,296 | +$315,534 | +18.66% | |
| Advisors Asset Management, Inc. | 0.03% | 108,973 | $1,547,417 | $1,836,195 | +$288,778 | +18.66% | |
| Squarepoint Ops Llc | 0.00% | 103,510 | $1,469,842 | $1,744,144 | +$274,302 | +18.66% | |
| Atlantic Union Bankshares Corp | 0.03% | 97,164 | $1,379,729 | $1,637,213 | +$257,484 | +18.66% | |
| Osaic Holdings, Inc. | 0.00% | 95,255 | $1,352,639 | $1,605,047 | +$252,408 | +18.66% | |
| Baird Financial Group, Inc. | 0.00% | 90,300 | $1,282,260 | $1,521,555 | +$239,295 | +18.66% | |
| Cassaday & Co Wealth Management Llc | 0.02% | 79,000 | $1,122,985 | $1,331,150 | +$208,165 | +18.54% | |
| United Advisor Group, Llc | 0.12% | 72,190 | $1,116,057 | $1,216,402 | +$100,345 | +8.99% | |
| Albert D Mason Inc | 0.61% | 69,455 | $1,073,775 | $1,170,317 | +$96,542 | +8.99% | |
| Jane Street Group, Llc | 0.00% | 69,763 | $990,635 | $1,175,507 | +$184,872 | +18.66% | |
| Royal Bank Of Canada | 0.00% | 58,179 | $826,000 | $980,316 | +$154,316 | +18.68% | |
| Raymond James Financial Inc | 0.00% | 47,934 | $680,660 | $807,688 | +$127,028 | +18.66% | |
| Susquehanna International Group, Llp | 0.00% | 46,142 | $655,216 | $777,493 | +$122,277 | +18.66% | |
| Invesco Ltd. | 0.00% | 43,241 | $614,022 | $728,611 | +$114,589 | +18.66% | |
| Virtus Investment Advisers, Llc | 0.16% | 41,033 | $582,669 | $691,406 | +$108,737 | +18.66% | |
| Confluence Investment Management Llc | 0.01% | 36,982 | $571,742 | $623,147 | +$51,405 | +8.99% | |
| Garner Asset Management Corp | 0.19% | 34,493 | $489,803 | $581,207 | +$91,404 | +18.66% | |
| Cetera Investment Advisers | 0.00% | 31,653 | $449,478 | $533,353 | +$83,875 | +18.66% | |
| Commonwealth Equity Services, Llc | 0.00% | 22,593 | $349,290 | $380,692 | +$31,402 | +8.99% | |
| Greenwood Gearhart Llc | 0.02% | 22,400 | $346,304 | $377,440 | +$31,136 | +8.99% | |
| Focus Partners Wealth | 0.00% | 20,743 | $294,559 | $349,520 | +$54,961 | +18.66% | |
| Ameriflex Group, Inc. | 0.14% | 19,358 | $274,884 | $326,182 | +$51,298 | +18.66% | |
| Wells Fargo & Company/Mn | 0.00% | 17,418 | $247,341 | $293,493 | +$46,152 | +18.66% | |
| Prosperity Financial Group, Inc. | 0.08% | 15,700 | $242,722 | $264,545 | +$21,823 | +8.99% | |
| Simplex Trading, Llc | 0.01% | 15,997 | $227,157 | $269,549 | +$42,392 | +18.66% | |
| Private Advisor Group, Llc | 0.00% | 13,652 | $211,066 | $230,036 | +$18,970 | +8.99% | |
| Ameriprise Financial Inc | 0.00% | 13,959 | $198,221 | $235,209 | +$36,988 | +18.66% | |
| Creative Planning | 0.00% | 13,246 | $188,091 | $223,195 | +$35,104 | +18.66% | |
| Envestnet Asset Management Inc | 0.00% | 11,555 | $178,633 | $194,702 | +$16,069 | +9.00% | |
| Hardy Reed Llc | 0.01% | 11,472 | $177,351 | $193,303 | +$15,952 | +8.99% | |
| Foundations Investment Advisors, Llc | 0.00% | 12,116 | $172,052 | $204,155 | +$32,103 | +18.66% | |
| Hightower Advisors, Llc | 0.00% | 11,572 | $164,326 | $194,988 | +$30,662 | +18.66% | |
| Sound Income Strategies, Llc | 0.01% | 10,456 | $161,650 | $176,184 | +$14,534 | +8.99% | |
| Abel Hall, Llc | 0.03% | 10,000 | $154,600 | $168,500 | +$13,900 | +8.99% | |
| Register Financial Advisors Llc | 0.05% | 9,500 | $146,870 | $160,075 | +$13,205 | +8.99% | |
| Northrock Partners, Llc | 0.00% | 10,262 | $145,720 | $172,915 | +$27,195 | +18.66% |
Frequently asked questions about GAIN
Who owns the most GAIN stock?
The largest holders of GAIN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for GLADSTONE INVESTMENT CORP (GAIN).
Is GAIN widely held by superinvestors?
Many widely followed stocks like GAIN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GAIN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.