13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
GAIN

GLADSTONE INVT CORP

98 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 376546107·98 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.8%
vs prior quarter
13F value held
$77M
48.0% inst. owned
of float
Holders
98
-15 QoQ
filers reporting
Activity
+29 / −61
+897 added · −809 reduced
this quarter
Concentration
19.60%
Melia Wealth LLC #1
top holder share
AI Holders Summary · Q1 2026

98 institutions reported GAIN in Q1 2026. Melia Wealth LLC leads at 19.6% of the visible book. -15 net institutions QoQ — distribution reading.

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 202602
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$11M804K0.01%Q1 202603
UBS Group AG
CIK 0001610520
$10M732K0.00%Q1 202604
MORGAN STANLEY
CIK 0000895421
$5M338K0.00%Q1 202605
PFG Advisors
CIK 0001694435
$4M315K0.22%Q1 202606
Legal & General Group Plc
CIK 0000764068
$4M301K0.00%Q1 202607
BlackRock, Inc.
CIK 0002012383
$3M207K0.00%Q1 202608
OUTFITTERS FINANCIAL LLC
CIK 0001846505
$3M205K2.25%Q1 202609
LPL Financial LLC
CIK 0001403438
$3M187K0.00%Q1 202610
MARSHALL WACE, LLP
CIK 0001318757
$2M165K0.00%Q4 202511
BLAIR WILLIAM & CO/IL
CIK 0000902367
$2M146K0.01%Q1 202612
DAVENPORT & Co LLC
CIK 0000887777
$2M140K0.01%Q1 202613
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
$2M125K0.00%Q1 202614
Legacy Capital Wealth Partners, LLC
CIK 0001766228
$2M119K0.35%Q1 202615
TWO SIGMA ADVISERS, LP
CIK 0001478735
$2M111K0.00%Q4 202516
Advisors Asset Management, Inc.
CIK 0001297376
$2M109K0.03%Q1 202617
Squarepoint Ops LLC
CIK 0001642575
$1M104K0.00%Q1 202618
Atlantic Union Bankshares Corp
CIK 0000883948
$1M97K0.03%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M95K0.00%Q1 202620
Baird Financial Group, Inc.
CIK 0001648711
$1M90K0.00%Q1 2026
Page 1 of 5
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