DOSSIER · 13F Holders · Q1 2026
GAIN

GLADSTONE INVT CORP

99 institutions still hold GLADSTONE INVT CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 376546107·99 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$91M
visible holders
Holders
99
filers reporting
Concentration
16.61%
Melia Wealth LLC #1
top holder share
AI Holders Summary · Q1 2026

99 institutions reported GAIN in Q1 2026. Melia Wealth LLC leads at 16.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Melia Wealth LLC
CIK 0001964047
$15M1.1M7.35%Q1 2026
02
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$11M804K0.01%Q1 2026
03
UBS Group AG
CIK 0001610520
$10M732K0.00%Q1 2026
04
Union Bancaire Privee, UBP SA
CIK 0001716607
$9M4K0.10%Q2 2026
05
VAN ECK ASSOCIATES CORP
CIK 0000869178
$8M592K0.01%Q1 2026
06
MORGAN STANLEY
CIK 0000895421
$5M338K0.00%Q1 2026
07
Legal & General Group Plc
CIK 0000764068
$4M301K0.00%Q1 2026
08
PFG Advisors
CIK 0001694435
$4M237K0.18%Q2 2026
09
BlackRock, Inc.
CIK 0002012383
$3M207K0.00%Q1 2026
10
OUTFITTERS FINANCIAL LLC
CIK 0001846505
$3M205K2.25%Q1 2026
11
LPL Financial LLC
CIK 0001403438
$3M187K0.00%Q1 2026
12
MARSHALL WACE, LLP
CIK 0001318757
$2M165K0.00%Q4 2025
13
DAVENPORT & Co LLC
CIK 0000887777
$2M143K0.01%Q2 2026
14
BLAIR WILLIAM & CO/IL
CIK 0000902367
$2M146K0.01%Q1 2026
15
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
$2M125K0.00%Q1 2026
16
Legacy Capital Wealth Partners, LLC
CIK 0001766228
$2M119K0.35%Q1 2026
17
TWO SIGMA ADVISERS, LP
CIK 0001478735
$2M111K0.00%Q4 2025
18
Advisors Asset Management, Inc.
CIK 0001297376
$2M109K0.03%Q1 2026
19
Squarepoint Ops LLC
CIK 0001642575
$1M104K0.00%Q1 2026
20
Atlantic Union Bankshares Corp
CIK 0000883948
$1M97K0.03%Q1 2026
Page 1 of 5
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Insiders at GLADSTONE INVT CORP
Ritchie TaylorDullum David A REaston Rachael Z.Wilkinson Walter HSmith Jennifer ABrubaker Terry LeeRyan JuliaLicalsi Michael