13F

Stock

Gladstone Invt Corp

Ticker not mapped · held by 89 managers

Reported value

$87.3M

Holders

89

+14 new · −16 exited

Holders’ est. mark

−$6.44M

Price effect on 74 books still in the name

Largest holder

$15.2M

Melia Wealth LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Melia Wealth LLC1.07M$15.2M$246KCut−$561.6K
TWO SIGMA INVESTMENTS, LP804.3K$11.4M$43.8KAdded$8.76M
UBS Group AG732.2K$10.4M$164KAdded$436.8K
MORGAN STANLEY338.1K$4.8M$77.2KAdded$111.6K
PFG Advisors315.3K$4.48M$70.2KAdded$213.4K
Legal & General Group Plc300.7K$4.27M$58.9KAdded$441.9K
BlackRock, Inc.207.4K$2.95M$47.7KCut−$1.52M
OUTFITTERS FINANCIAL LLC205.1K$2.91M$47KAdded$58K
LPL Financial LLC187.4K$2.66M$43.1KCut−$47.6K
BLAIR WILLIAM & CO/IL145.8K$2.07M$33.5KCut−$88.4K
DAVENPORT & Co LLC139.9K$1.99M$31.8KAdded$60.2K
TUDOR INVESTMENT CORP ET AL125.2K$1.78MNew
Legacy Capital Wealth Partners, LLC119.1K$1.69M$25.6KAdded$135.5K
Advisors Asset Management, Inc.109K$1.55M$21.8KAdded$223.3K
Squarepoint Ops LLC103.5K$1.47MNew
Atlantic Union Bankshares Corp97.2K$1.38M$22.3KAdded$22.3K
OSAIC HOLDINGS, INC.95.3K$1.35M$20.3KAdded$117.5K
Baird Financial Group, Inc.90.3K$1.28M$20.8KAdded$13.8K
Cassaday & Co Wealth Management LLC79K$1.12M$19.4KCut−$721.1K
United Advisor Group, LLC77.6K$1.1M$16.3KAdded$113.7K
JANE STREET GROUP, LLC69.8K$990.6K$3.22KAdded$795K
ALBERT D MASON INC67.9K$964.7K$15.4KAdded$31K
ROYAL BANK OF CANADA58.2K$826K$12.6KCut−$100K
RAYMOND JAMES FINANCIAL INC47.9K$680.7K$11KCut−$14.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP46.1K$655.2K$7.07KAdded$225.8K
Invesco Ltd.43.2K$614K$9.95KCut−$143.5K
Virtus Investment Advisers, LLC41K$582.7K$9.44KCut−$108.8K
Garner Asset Management Corp34.5K$489.8K$7.93KCut−$17.2K
Cetera Investment Advisers31.7K$449.5K$7.12KAdded$17.3K
COMMONWEALTH EQUITY SERVICES, LLC29.2K$414.5K$6.53KAdded$17.8K
INDEPENDENT FINANCIAL GROUP, LLC25K$354.7K$5.75KCut−$158.8K
Focus Partners Wealth20.7K$294.6K$7.66KAdded$14K
AMERIFLEX GROUP, INC.19.4K$274.9K$4.44KAdded$5.15K
GREENWOOD GEARHART INC17.9K$254.2KNew
WELLS FARGO & COMPANY/MN17.4K$247.3K$3.4KAdded$40.9K
SIMPLEX TRADING, LLC16K$227.2KNew
Prosperity Financial Group, Inc.15.7K$222.9K$3.61KCut−$580
Private Advisor Group, LLC14.6K$207.7K$3.29KAdded$8.16K
AMERIPRISE FINANCIAL INC14K$198.2KNew
Creative Planning13.2K$188.1KNew
FOUNDATIONS INVESTMENT ADVISORS, LLC12.1K$172.1K$2.75KAdded$4.83K
ENVESTNET ASSET MANAGEMENT INC12K$170.6K$2.76KCut−$24.9K
HighTower Advisors, LLC11.6K$164.3KNew
Hardy Reed LLC11.3K$160.5K$2.55KAdded$5.27K
First Affirmative Financial Network10.9K$154.8KHeld
Sound Income Strategies, LLC10.7K$154K$2.9KAdded$2.9K
NorthRock Partners, LLC10.3K$145.7K$2.36KAdded$2.36K
Prime Capital Investment Advisors, LLC10.3K$145.7K$2.36KCut−$4.21K
Abel Hall, LLC10K$142K$2.3KAdded$2.3K
Register Financial Advisors LLC9.5K$134.9K$2.18KAdded$2.19K
State of Wyoming9.42K$133.8K$2.17KCut−$71.1K
JPMORGAN CHASE & CO6.14K$86.9K$1.11KCut−$9.68K
Allworth Financial LP5.2K$73.8K$1.19KAdded$1.6K
North Star Investment Management Corp.5K$71K$1.15KAdded$1.15K
Union Bancaire Privee, UBP SA3.57K$50.7K−$7.59MCut−$32.9M
Steward Partners Investment Advisory, LLC3K$42.6K$690Added$690
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2.19K$31.4K$811Added$811
Kentucky Trust Co2K$28.4K$460Added$460
Burk Holdings LLC1.71K$24.2KNew
Ritter Daniher Financial Advisory LLC / DE1.57K$22.3K$350Added$733
NOMURA ASSET MANAGEMENT CO LTD1.47K$20.8KNew
MAI Capital Management1.41K$20K$324Added$324
JONES FINANCIAL COMPANIES LLLP1.39K$19.2K−$207Added$1.13K
EverSource Wealth Advisors, LLC1.2K$17K$276Added$276
SIGNATUREFD, LLC1.08K$15.3K$230Added$1.38K
FIFTH THIRD BANCORP1.05K$14.9KNew
DHJJ Financial Advisors, Ltd.1K$14.3K$1Added$14.2K
CALDWELL SUTTER CAPITAL, INC.800$11.4K$184Added$184
Crewe Advisors LLC766$10.9K$176Added$176
Sunbelt Securities, Inc.717$10.2K$151Added$335
Pflug Koory, LLC675$9.59K$155Added$155
Farther Finance Advisors, LLC658$9.44K$244Added$34
ASSETMARK, INC622$8.83K$143Added$143
Tower Research Capital LLC (TRC)602$8.55K$138Cut−$20K
CREATIVE FINANCIAL DESIGNS INC /ADV600$8.52K$138Added$138
VAN ECK ASSOCIATES CORP591.9K$8.4K$136Cut−$2.76K
Larson Financial Group LLC236$3.35K$53Added$110
Parallel Advisors, LLC221$3.14K$51Cut−$536
Advisory Services Network, LLC200$2.84KNew
OAKWORTH CAPITAL, INC.100$1.42K$23Added$23
CANADA LIFE ASSURANCE Co43.4K$621$13Cut−$85
QUADRANT CAPITAL GROUP LLC37$526$9Added$9
Janney Montgomery Scott LLC18.5K$263$4Cut−$8
BNP PARIBAS FINANCIAL MARKETS14$199New
HRT FINANCIAL LP10K$142New
HARBOUR INVESTMENTS, INC.10$142$2Added$2
CITIGROUP INC8$114$2Cut−$11.1K
HUNTINGTON NATIONAL BANK1$14New
VALLEY NATIONAL ADVISERS INC150$2$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.