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 87 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	Union Bancaire Privee, UBP SA CIK 1716607 · View history	$40.36M 19,806 shares	0.59%	+959(+5.10%)Added	SEC filing ↗ Jul 18, 2025	▾
02	Melia Wealth LLC CIK 1964047 · View history	$16.17M 1,133,030 shares	7.74%	+44.23K(+4.10%)Added	SEC filing ↗ Jul 28, 2025	▾
03	VAN ECK ASSOCIATES CORP CIK 869178 · View history	$11.94M 836,641 shares	0.01%	+28.20K(+3.50%)Added	SEC filing ↗ Aug 14, 2025	▾
04	MORGAN STANLEY CIK 895421 · View history	$4.09M 286,395 shares	0.00%	+30.21K(+11.80%)Added	SEC filing ↗ Aug 14, 2025	▾
05	UBS Group AG CIK 1610520 · View history	$3.65M 255,656 shares	0.00%	+34.56K(+15.60%)Added	SEC filing ↗ Aug 14, 2025	▾
06	BlackRock, Inc. CIK 2012383 · View history	$3.58M 251,201 shares	0.00%	+51.20K(+25.60%)Added	SEC filing ↗ Aug 12, 2025	▾
07	Legal & General Group Plc CIK 764068 · View history	$3.46M 242,600 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Aug 12, 2025	▾
08	OUTFITTERS FINANCIAL LLC CIK 1846505 · View history	$2.89M 202,295 shares	2.46%	+1.15K(+0.60%)Added	SEC filing ↗ Aug 6, 2025	▾
09	LPL Financial LLC CIK 1403438 · View history	$2.69M 188,193 shares	0.00%	+1.54K(+0.80%)Added	SEC filing ↗ Aug 12, 2025	▾
10	BLAIR WILLIAM & CO/IL CIK 902367 · View history	$2.42M 169,571 shares	0.01%	+1.14K(+0.70%)Added	SEC filing ↗ Jul 24, 2025	▾
11	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$2.41M 169,197 shares	0.00%	+91.77K(+118.50%)Added	SEC filing ↗ Aug 14, 2025	▾
12	DAVENPORT & Co LLC CIK 887777 · View history	$1.93M 135,262 shares	0.01%	-19.28K(-12.50%)Reduced	SEC filing ↗ Jul 22, 2025	▾
13	Advisors Asset Management, Inc. CIK 1297376 · Amended · View history	$1.64M 114,865 shares	0.03%	-593(-0.50%)Reduced	SEC filing ↗ Aug 24, 2026	▾
14	Cassaday & Co Wealth Management LLC CIK 1963612 · View history	$1.61M 112,500 shares	0.04%	0(0.00%)Unchanged	SEC filing ↗ Aug 5, 2025	▾
15	Legacy Capital Wealth Partners, LLC CIK 1766228 · View history	$1.46M 102,257 shares	0.33%	-3.83K(-3.60%)Reduced	SEC filing ↗ Aug 13, 2025	▾
16	PFG Advisors CIK 1694435 · View history	$1.43M 100,404 shares	0.07%	0(0.00%)Unchanged	SEC filing ↗ Aug 7, 2025	▾
17	Baird Financial Group, Inc. CIK 1648711 · View history	$1.30M 90,800 shares	0.00%	-636(-0.70%)Reduced	SEC filing ↗ Aug 13, 2025	▾
18	Atlantic Union Bankshares Corp CIK 883948 · View history	$1.22M 85,613 shares	0.03%	-3.00K(-3.40%)Reduced	SEC filing ↗ Aug 6, 2025	▾
19	United Advisor Group, LLC CIK 2004873 · View history	$1.12M 78,434 shares	0.19%	+2.08K(+2.70%)Added	SEC filing ↗ Aug 11, 2025	▾
20	ROYAL BANK OF CANADA CIK 1000275 · Amended · View history	$1.11M 77,867 shares	0.00%	+2.23K(+2.90%)Added	SEC filing ↗ Nov 21, 2025	▾

Showing 20 / 87 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

5,559,673

Not deduplicated across managers

Disclosed value

$119.41M

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 · Q2 2025

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This page includes 20 of 87 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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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.