GLADSTONE INVESTMENT CORP GAIN
$15.56
-0.7% 52w: $12.56 – $16.82
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data12.5614.6916.82
Jun 20, 2025 Jul 2, 2026
Institutional holders
90
-2 QoQ
13F value
$97.0M
-22.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.8×
$845K calls / $1.1M puts
Institutional value by quarter
Number of holders
Who owns GAIN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Melia Wealth LLC | Other | 1.1M | $15.2M | 7.4% | -5.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 804.3K | $11.4M | 0.0% | +322.8% |
| UBS Group AG | Bank broker | 732.2K | $10.4M | 0.0% | +2.7% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 591.9K | $8.4M | 0.0% | -25.9% |
| MORGAN STANLEY | Bank broker | 338.1K | $4.8M | 0.0% | +0.7% |
| PFG Advisors | Wealth advisor | 315.3K | $4.5M | 0.2% | +3.3% |
| Legal & General Group Plc | Diversified mechanical | 300.7K | $4.3M | 0.0% | +9.8% |
| BlackRock, Inc. | Index provider | 207.4K | $2.9M | 0.0% | -35.1% |
| OUTFITTERS FINANCIAL LLC | Other | 205.1K | $2.9M | 2.3% | +0.4% |
| LPL Financial LLC | Bank broker | 187.4K | $2.7M | 0.0% | -3.3% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 145.8K | $2.1M | 0.0% | -5.6% |
| DAVENPORT & Co LLC | Diversified mechanical | 139.9K | $2.0M | 0.0% | +1.5% |
| TUDOR INVESTMENT CORP ET AL | Quant stat arb | 125.2K | $1.8M | 0.0% | New |
| Legacy Capital Wealth Partners, LLC | Other | 119.1K | $1.7M | 0.3% | +7.0% |
| Advisors Asset Management, Inc. | Diversified mechanical | 109.0K | $1.5M | 0.0% | +15.0% |
| Squarepoint Ops LLC | Quant stat arb | 103.5K | $1.5M | 0.0% | New |
| Atlantic Union Bankshares Corp | Other | 97.2K | $1.4M | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 95.3K | $1.4M | 0.0% | +7.7% |
| Baird Financial Group, Inc. | Diversified mechanical | 90.3K | $1.3M | 0.0% | -0.6% |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 79.0K | $1.1M | 0.0% | -40.2% |
| United Advisor Group, LLC | Wealth advisor | 77.6K | $1.1M | 0.1% | +9.7% |
| JANE STREET GROUP, LLC | Market maker | 69.8K | $991K | 0.0% | +398.1% |
| ALBERT D MASON INC | Other | 67.9K | $965K | 0.6% | +1.7% |
| ROYAL BANK OF CANADA | Bank broker | 58.2K | $826K | 0.0% | -12.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 47.9K | $681K | 0.0% | -3.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 46.1K | $655K | 0.0% | +50.1% |
| CANADA LIFE ASSURANCE Co | Diversified mechanical | 43.4K | $621K | 0.0% | -13.9% |
| Invesco Ltd. | Index provider | 43.2K | $614K | 0.0% | -20.3% |
| Virtus Investment Advisers, LLC | Other | 41.0K | $583K | 0.2% | -17.1% |
| Garner Asset Management Corp | Other | 34.5K | $490K | 0.2% | -5.0% |
| Cetera Investment Advisers | Wealth advisor | 31.7K | $449K | 0.0% | +2.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 29.2K | $414K | 0.0% | +2.8% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 25.0K | $355K | 0.0% | -32.0% |
| Focus Partners Wealth | Wealth advisor | 20.7K | $295K | 0.0% | +2.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 20.0K | $284K | 0.0% | -2.4% |
| AMERIFLEX GROUP, INC. | Diversified mechanical | 19.4K | $275K | 0.1% | +0.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 18.5K | $263K | 0.0% | -4.5% |
| GREENWOOD GEARHART LLC | Wealth advisor | 17.9K | $254K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 17.4K | $247K | 0.0% | +17.9% |
| SIMPLEX TRADING, LLC | Market maker | 16.0K | $227K | 0.0% | New |
| Prosperity Financial Group, Inc. | Wealth advisor | 15.7K | $223K | 0.1% | -1.9% |
| Private Advisor Group, LLC | Wealth advisor | 14.6K | $208K | 0.0% | +2.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 14.0K | $198K | 0.0% | New |
| Creative Planning | Wealth advisor | 13.2K | $188K | 0.0% | New |
| Foundations Investment Advisors, LLC | Wealth advisor | 12.1K | $172K | 0.0% | +1.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 12.0K | $171K | 0.0% | -14.1% |
| HighTower Advisors, LLC | Diversified mechanical | 11.6K | $164K | 0.0% | New |
| Hardy Reed LLC | Wealth advisor | 11.3K | $160K | 0.0% | +1.7% |
| First Affirmative Financial Network | Other | 10.9K | $155K | 0.1% | — |
| Sound Income Strategies, LLC | Diversified mechanical | 10.7K | $154K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.