FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.72-0.09%
STOXX50E5,860.32-0.39%
XLF51.71-0.19%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29.3°C
UV7.2
Feels33.3°C
Humidity62%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time3:30 PM
CUSIP 376546107

GLADSTONE INVT CORP

124 institutions · $112.2M total · 8,430,894 shares

#ManagerSharesValue% of TotalPeriod
1Union Bancaire Privee, UBP SA15,393$33.0M0.18%2025-12-31
2Melia Wealth LLC1,127,296$15.7M13.37%2025-12-31
3UBS Group AG423,988$5.9M5.02%2025-12-31
4MORGAN STANLEY328,089$4.6M3.89%2025-12-31
5PFG Advisors305,248$4.3M3.62%2025-12-31
6BlackRock, Inc.275,182$3.8M3.26%2025-12-31
7Legal & General Group Plc273,752$3.8M3.24%2025-12-31
8OUTFITTER FINANCIAL LLC204,345$2.9M2.42%2025-12-31
9LPL Financial LLC193,933$2.7M2.30%2025-12-31
10TWO SIGMA INVESTMENTS, LP190,243$2.7M2.25%2025-12-31
11BLAIR WILLIAM & CO/IL154,482$2.2M1.83%2025-12-31
12DAVENPORT & Co LLC137,862$1.9M1.63%2025-12-31
13Cassaday & Co Wealth Management LLC132,000$1.8M1.56%2025-12-31
14MARSHALL WACE, LLP113,754$1.6M1.34%2025-12-31
15TWO SIGMA ADVISERS, LP111,418$1.6M1.32%2025-12-31
16Legacy Capital Wealth Partners, LLC111,329$1.6M1.32%2025-12-31
17Advisors Asset Management, Inc.94,780$1.3M1.12%2025-12-31
18Baird Financial Group, Inc.90,500$1.3M1.07%2025-12-31
19OSAIC HOLDINGS, INC.88,410$1.2M1.04%2025-12-31
20Atlantic Union Bankshares Corp82,988$1.2M0.98%2025-12-31
21United Advisor Group, LLC70,752$988.4K0.83%2025-12-31
22ALBERT D MASON INC66,833$933.7K0.79%2025-12-31
23Royal Bank of Canada65,822$920.0K0.78%2025-12-31
24VIRTUS ADVISERS, LLC67,802$898.4K0.80%2024-12-31
25Invesco Ltd.54,224$757.5K0.64%2025-12-31
26Virtus Investment Advisers, LLC49,495$691.4K0.58%2025-12-31
27SUSQUEHANNA INTERNATIONAL GROUP, LLP49,100$685.9K0.58%2025-12-31
28MILLENNIUM MANAGEMENT LLC44,546$615.6K0.52%2025-09-30
29Realta Investment Advisors42,227$602.6K0.50%2025-06-30
30D. E. Shaw & Co., Inc.43,149$596.3K0.51%2025-09-30
31TrueMark Investments, LLC41,678$582.2K0.49%2025-12-31
32CITADEL ADVISORS LLC37,400$522.5K0.44%2025-12-31
33Garner Asset Management Corp36,293$507.0K0.43%2025-12-31
34Qube Research & Technologies Ltd35,970$480.6K0.42%2025-03-31
35Cetera Investment Advisers30,936$432.2K0.36%2025-12-31
36RAYMOND JAMES FINANCIAL INC29,377$410.4K0.34%2025-12-31
37COMMONWEALTH EQUITY SERVICES, LLC28,396$396.7K0.33%2025-12-31
38NORTHERN TRUST CORP24,655$344.4K0.29%2025-12-31
39Magnetar Financial LLC24,712$341.5K0.29%2025-09-30
40NewEdge Advisors, LLC20,460$285.8K0.24%2025-12-31
41Focus Partners Wealth20,295$280.5K0.24%2025-12-31
42AMERIFLEX GROUP, INC.19,308$269.7K0.22%2025-12-31
43OXFORD ASSET MANAGEMENT LLP17,727$245.0K0.21%2025-09-30
44Prosperity Financial Group, Inc.16,000$223.5K0.18%2025-12-31
45State of Wyoming14,667$204.9K0.17%2025-12-31
46Private Advisor Group, LLC14,285$199.6K0.16%2025-12-31
47Mirae Asset Global Investments Co., Ltd.14,000$195.6K0.16%2025-12-31
48ENVESTNET ASSET MANAGEMENT INC13,994$195.5K0.16%2025-12-31
49UNITED CAPITAL FINANCIAL ADVISORS, LLC13,500$192.6K0.16%2025-06-30
50WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12,098$168.3K0.14%2025-12-31
51Foundations Investment Advisors, LLC11,970$167.2K0.14%2025-12-31
52Hardy Reed LLC11,108$155.2K0.13%2025-12-31
53Verition Fund Management LLC11,054$152.8K0.13%2025-09-30
54Equitable Holdings, Inc.10,602$151.3K0.12%2025-06-30
55Sound Income Strategies, LLC10,740$151.1K0.12%2025-12-31
56Prime Capital Investment Advisors, LLC10,728$149.9K0.12%2025-12-31
57Cornerstone Wealth Management, LLC10,479$149.5K0.12%2025-06-30
58WELLS FARGO & COMPANY/MN10,303$143.9K0.12%2025-12-31
59NorthRock Partners, LLC10,262$143.4K0.12%2025-12-31
60Mariner, LLC10,114$139.8K0.11%2025-09-30
61Abel Hall, LLC10,000$139.7K0.11%2025-12-31
62Register Financial Advisors LLC9,500$132.7K0.11%2025-12-31
63Geneos Wealth Management Inc.9,001$124.4K0.10%2025-09-30
64JANE STREET GROUP, LLC8,561$119.6K0.10%2025-12-31
65BANK OF AMERICA CORP /DE/7,676$107.2K0.09%2025-12-31
66Quantbot Technologies LP7,392$105.5K0.08%2025-06-30
67JPMORGAN CHASE & CO6,749$94.3K0.08%2025-12-31
68Allworth Financial LP5,167$72.2K0.06%2025-12-31
69North Star Investment Management Corp.5,000$69.8K0.05%2025-12-31
70Aquatic Capital Management LLC3,562$49.8K0.04%2025-12-31
71Steward Partners Investment Advisory, LLC3,000$41.9K0.03%2025-12-31
72NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,000$40.1K0.03%2025-03-31
73First Horizon Advisors, Inc.2,259$32.2K0.02%2025-06-30
74INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,190$30.6K0.02%2025-12-31
75Tower Research Capital LLC (TRC)2,046$28.6K0.02%2025-12-31
76NATIONAL BANK OF CANADA /FI/2,000$28.0K0.02%2025-12-31
77Kentucky Trust Co2,000$27.9K0.02%2025-12-31
78Kestra Advisory Services, LLC1,870$26.1K0.02%2025-12-31
79Kingstone Capital Partners Texas, LLC1,759,421$23.8K20.86%2025-06-30
80Ritter Daniher Financial Advisory LLC / DE1,543$21.6K0.01%2025-12-31
81MAI Capital Management1,407$19.7K0.01%2025-12-31
82JONES FINANCIAL COMPANIES LLLP1,291$18.0K0.01%2025-12-31
83EverSource Wealth Advisors, LLC1,200$16.8K0.01%2025-12-31
84CoreCap Advisors, LLC1,009$14.1K0.01%2025-12-31
85ORG Partners LLC1,000$14.0K0.01%2025-12-31
86SIGNATUREFD, LLC999$14.0K0.01%2025-12-31
87COMERICA BANK950$13.3K0.01%2025-12-31
88Wilmington Savings Fund Society, FSB884$12.2K0.01%2025-09-30
89BNP PARIBAS FINANCIAL MARKETS855$11.4K0.01%2025-03-31
90CITIGROUP INC805$11.2K0.00%2025-12-31
91 CALDWELL SUTTER CAPITAL, INC.800$11.2K0.00%2025-12-31
92VAN ECK ASSOCIATES CORP798,954$11.2K9.47%2025-12-31
93Crewe Advisors LLC766$10.7K0.00%2025-12-31
94Quarry LP738$10.2K0.00%2025-09-30
95Sunbelt Securities, Inc.704$9.8K0.00%2025-12-31
96Pflug Koory, LLC675$9.4K0.00%2025-12-31
97Farther Finance Advisors, LLC673$9.4K0.00%2025-12-31
98ASSETMARK, INC622$8.7K0.00%2025-12-31
99CREATIVE FINANCIAL DESIGNS INC /ADV600$8.4K0.00%2025-12-31
100Federation des caisses Desjardins du Quebec500$6.7K0.00%2025-03-31
101Mid-American Wealth Advisory Group, Inc.401$5.7K0.00%2025-06-30
102Parallel Advisors, LLC263$3.7K0.00%2025-12-31
103Larson Financial Group LLC232$3.2K0.00%2025-12-31
104Wealthspire Advisors, LLC180$2.5K0.00%2025-09-30
105WealthCollab, LLC145$2.0K0.00%2025-12-31
106OAKWORTH CAPITAL, INC.100$1.4K0.00%2025-12-31
107HRT FINANCIAL LP57,501$8200.68%2025-06-30
108CANADA LIFE ASSURANCE Co50,440$7060.59%2025-12-31
109US BANCORP \DE\46$6430.00%2025-12-31
110FMR LLC43$5740.00%2025-03-31
111GLOBAL STRATEGIC MANAGEMENT INC39,032$5450.46%2025-12-31
112QUADRANT CAPITAL GROUP LLC37$5170.00%2025-12-31
113Transce3nd, LLC35$4990.00%2025-06-30
114EXCHANGE TRADED CONCEPTS, LLC28$3910.00%2025-12-31
115Janney Montgomery Scott LLC19,375$2710.22%2025-12-31
116Advisory Services Network, LLC15$2020.00%2025-09-30
117Virtu Financial LLC12,592$1800.14%2025-06-30
118HARBOUR INVESTMENTS, INC.10$1400.00%2025-12-31
119DHJJ Financial Advisors, Ltd.5$700.00%2025-12-31
120SIMPLEX TRADING, LLC747$100.00%2025-09-30
121Creekmur Asset Management LLC0$40.00%2025-09-30
122VALLEY NATIONAL ADVISERS INC150$20.00%2025-12-31
123Roble, Belko & Company, Inc95$10.00%2025-09-30
124CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30