Company · Ownership research

GLADSTONE INVESTMENT CORPORATION\DE GAIN

CIK 0001321741 · CUSIP 376546107

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 376546107 (GAIN), not CUSIP 376546907 (GAIN), and does not merge CUSIPs.

This page lists the top 20 of 88 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Melia Wealth LLC CIK 1964047 · View history	$14.55M 1,088,798 shares	7.50%	+44.38K(+4.20%)Added	SEC filing ↗ May 7, 2025	▾
02	VAN ECK ASSOCIATES CORP CIK 869178 · View history	$10.80M 808,440 shares	0.01%	-121.91K(-13.10%)Reduced	SEC filing ↗ May 15, 2025	▾
03	MORGAN STANLEY CIK 895421 · View history	$3.42M 256,184 shares	0.00%	+47.16K(+22.60%)Added	SEC filing ↗ May 15, 2025	▾
04	Legal & General Group Plc CIK 764068 · View history	$3.24M 242,600 shares	0.00%	-279(-0.10%)Reduced	SEC filing ↗ May 15, 2025	▾
05	UBS Group AG CIK 1610520 · View history	$2.95M 221,099 shares	0.00%	+135.32K(+157.80%)Added	SEC filing ↗ May 13, 2025	▾
06	OUTFITTERS FINANCIAL LLC CIK 1846505 · View history	$2.69M 201,145 shares	2.42%	-1.45K(-0.70%)Reduced	SEC filing ↗ May 5, 2025	▾
07	BlackRock, Inc. CIK 2012383 · View history	$2.67M 199,998 shares	0.00%	-5.32K(-2.60%)Reduced	SEC filing ↗ May 2, 2025	▾
08	LPL Financial LLC CIK 1403438 · View history	$2.49M 186,656 shares	0.00%	-3.41K(-1.80%)Reduced	SEC filing ↗ May 7, 2025	▾
09	BLAIR WILLIAM & CO/IL CIK 902367 · View history	$2.25M 168,436 shares	0.01%	+6.69K(+4.10%)Added	SEC filing ↗ May 9, 2025	▾
10	DAVENPORT & Co LLC CIK 887777 · View history	$2.06M 154,539 shares	0.01%	-10.18K(-6.20%)Reduced	SEC filing ↗ Apr 28, 2025	▾
11	Advisors Asset Management, Inc. CIK 1297376 · Amended · View history	$1.54M 115,458 shares	0.03%	-1.31K(-1.10%)Reduced	SEC filing ↗ Aug 26, 2026	▾
12	Cassaday & Co Wealth Management LLC CIK 1963612 · View history	$1.50M 112,500 shares	0.04%	+4.50K(+4.20%)Added	SEC filing ↗ May 5, 2025	▾
13	Legacy Capital Wealth Partners, LLC CIK 1766228 · View history	$1.42M 106,088 shares	0.35%	+11.23K(+11.80%)Added	SEC filing ↗ May 2, 2025	▾
14	PFG Advisors CIK 1694435 · View history	$1.34M 100,404 shares	0.07%	-500(-0.50%)Reduced	SEC filing ↗ May 6, 2025	▾
15	Baird Financial Group, Inc. CIK 1648711 · View history	$1.22M 91,436 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2025	▾
16	Atlantic Union Bankshares Corp CIK 883948 · View history	$1.18M 88,613 shares	0.07%	-1.80K(-2.00%)Reduced	SEC filing ↗ May 5, 2025	▾
17	Virtus Investment Advisers, LLC CIK 19481 · View history	$1.16M 86,771 shares	0.32%	+86.77KNew	SEC filing ↗ May 15, 2025	▾
18	TWO SIGMA INVESTMENTS, LP CIK 1179392 · View history	$1.06M 79,120 shares	0.00%	+17.69K(+28.80%)Added	SEC filing ↗ May 15, 2025	▾
19	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$1.03M 77,424 shares	0.00%	+46.41K(+149.60%)Added	SEC filing ↗ May 15, 2025	▾
20	United Advisor Group, LLC CIK 2004873 · View history	$1.02M 76,351 shares	0.21%	-38(0.00%)Reduced	SEC filing ↗ Apr 21, 2025	▾

Showing 20 / 88 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

5,368,093

Not deduplicated across managers

Disclosed value

$71.72M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

GLADSTONE INVESTMENT CORPORATION\DE · Q1 2025

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.